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
$3.24B
AUM Growth
-$770M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
144
New
Increased
Reduced
Closed

Top Buys

1
+$42.4M
2
+$28.9M
3
+$25.9M
4
CNI icon
Canadian National Railway
CNI
+$25.2M
5
CB icon
Chubb
CB
+$20.9M

Top Sells

1
+$180M
2
+$17.3M
3
+$15.7M
4
HELE icon
Helen of Troy
HELE
+$12.3M
5
WNR
Western Refining Inc
WNR
+$7.25M

Sector Composition

1 Technology 19.58%
2 Industrials 17.71%
3 Financials 16.82%
4 Healthcare 13.13%
5 Consumer Staples 6.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$256M 7.9%
12,689,684
+1,282,804
2
$245M 7.56%
5,907,185
+695,415
3
$222M 6.83%
3,122,304
+355,241
4
$204M 6.3%
1,949,909
+199,154
5
$182M 5.61%
7,636,204
-725,260
6
$182M 5.6%
1,210,147
+116,716
7
$171M 5.27%
3,841,410
+370,746
8
$169M 5.21%
1,708,824
+208,002
9
$154M 4.75%
3,474,663
+403,889
10
$151M 4.64%
1,028,606
+289,556
11
$143M 4.42%
2,825,505
+245,138
12
$108M 3.32%
2,464,271
+251,734
13
$100M 3.09%
3,609,381
+432,360
14
$39.9M 1.23%
2,475,520
-24,640
15
$30.1M 0.93%
675,108
-5,902
16
$26.7M 0.82%
801,423
-7,124
17
$24.2M 0.75%
826,724
-7,741
18
$23.9M 0.74%
115,098
-583
19
$22.7M 0.7%
954,007
-8,665
20
$22.3M 0.69%
573,172
-5,304
21
$21.7M 0.67%
173,111
-2,046
22
$21.2M 0.65%
187,990
-1,993
23
$20.8M 0.64%
260,483
-2,326
24
$20.1M 0.62%
997,940
-335,358
25
$19.8M 0.61%
271,846
-9,958
1
2 3 4 5