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
$3.46B
AUM Growth
+$218M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
119
New
Increased
Reduced
Closed

Top Buys

1
+$50.3M
2
+$30.9M
3
+$23.5M
4
APH icon
Amphenol
APH
+$19.5M
5
IPGP icon
IPG Photonics
IPGP
+$18.4M

Top Sells

1
+$31.1M
2
+$29.2M
3
+$13.5M
4
RWT
Redwood Trust
RWT
+$12.4M
5
AVTA
Avantax, Inc. Common Stock
AVTA
+$11.2M

Sector Composition

1 Technology 23.03%
2 Financials 17.28%
3 Industrials 14.52%
4 Healthcare 13.39%
5 Consumer Staples 6.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$297M 8.59%
13,281,948
+592,264
2
$237M 6.85%
2,065,445
+115,536
3
$213M 6.14%
1,272,594
+62,447
4
$206M 5.95%
3,931,700
+90,290
5
$199M 5.76%
1,849,876
+141,052
6
$198M 5.73%
5,150,530
-756,655
7
$184M 5.32%
2,670,387
-451,917
8
$172M 4.96%
8,117,146
+480,942
9
$164M 4.75%
3,551,683
+1,087,412
10
$163M 4.71%
3,688,503
+213,840
11
$149M 4.31%
2,980,998
+155,493
12
$147M 4.26%
1,224,186
+195,580
13
$67.6M 1.95%
3,763,761
+154,380
14
$36.6M 1.06%
2,359,540
-115,980
15
$30.9M 0.89%
+508,195
16
$27.9M 0.81%
780,345
-21,078
17
$25M 0.72%
520,046
-155,062
18
$23.7M 0.68%
167,005
-6,106
19
$23.1M 0.67%
281,729
+6,945
20
$22.6M 0.65%
558,724
-14,448
21
$22.2M 0.64%
1,387,046
+33,236
22
$22.2M 0.64%
185,699
-2,291
23
$21.5M 0.62%
253,901
-6,029
24
$21.4M 0.62%
906,950
-47,057
25
$21.2M 0.61%
1,025,260
+27,320
1
2 3 4 5