WCM Investment Management

WCM Investment Management Portfolio holdings

AUM $43.8B
1-Year Est. Return 46.92%
This Quarter Est. Return
1 Year Est. Return
+46.92%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$4.01B
AUM Growth
+$1.22B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
147
New
Increased
Reduced
Closed

Top Buys

1
+$111M
2
+$66M
3
+$51.3M
4
ST icon
Sensata Technologies
ST
+$49.7M
5
CP icon
Canadian Pacific Kansas City
CP
+$48.1M

Top Sells

1
+$14.4M
2
+$13.7M
3
+$6.83M
4
SAFT icon
Safety Insurance
SAFT
+$6.49M
5
ACAS
American Capital Ltd
ACAS
+$6.44M

Sector Composition

1 Healthcare 14.98%
2 Technology 14.78%
3 Financials 12.71%
4 Industrials 12.1%
5 Consumer Staples 5.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$244M 6.08%
11,406,880
+3,086,921
2
$193M 4.81%
8,361,464
+2,221,948
3
$189M 4.7%
5,211,770
+1,327,110
4
$182M 4.52%
1,750,755
+448,412
5
$180M 4.48%
2,767,063
+713,403
6
$180M 4.47%
1,991,650
+454,498
7
$162M 4.04%
3,470,664
+1,063,420
8
$159M 3.97%
1,093,431
+318,536
9
$147M 3.66%
3,070,774
+770,343
10
$140M 3.49%
1,500,822
+389,814
11
$133M 3.31%
2,580,367
+644,630
12
$123M 3.08%
739,050
+202,889
13
$113M 2.82%
3,177,021
+3,101,180
14
$100M 2.49%
2,212,537
+656,204
15
$40.6M 1.01%
2,500,160
+1,131,220
16
$26.4M 0.66%
681,010
+313,408
17
$25.6M 0.64%
1,333,298
-16,526
18
$25.3M 0.63%
808,547
+382,088
19
$24.3M 0.6%
834,465
+249,199
20
$23.8M 0.59%
281,804
-2,014
21
$23.7M 0.59%
189,983
+85,106
22
$22.2M 0.55%
591,204
-4,574
23
$21.4M 0.53%
286,113
-2,281
24
$20.9M 0.52%
358,010
+142,764
25
$20.9M 0.52%
1,173,671
-8,074
1
2 3 4 5