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
$4.94B
AUM Growth
+$1.48B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
147
New
Increased
Reduced
Closed

Top Buys

1
+$53M
2
+$36.9M
3
+$35.5M
4
PRGO icon
Perrigo
PRGO
+$33.6M
5
NVO icon
Novo Nordisk
NVO
+$32.5M

Top Sells

1
+$163M
2
+$30.9M
3
+$16.4M
4
CALM icon
Cal-Maine
CALM
+$11M
5
CNSL
Consolidated Communications Holdings, Inc.
CNSL
+$10.9M

Sector Composition

1 Technology 19.19%
2 Financials 13.26%
3 Healthcare 11.94%
4 Industrials 11.57%
5 Energy 4.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$365M 7.39%
15,540,585
+2,258,637
2
$267M 5.41%
2,396,127
+330,682
3
$261M 5.29%
4,548,858
+617,158
4
$249M 5.04%
9,333,366
+1,216,220
5
$244M 4.94%
1,475,328
+202,734
6
$220M 4.45%
6,011,350
+860,820
7
$218M 4.4%
2,153,236
+303,360
8
$207M 4.19%
3,093,136
+422,749
9
$205M 4.14%
4,150,267
+598,584
10
$174M 3.53%
3,313,345
+332,347
11
$153M 3.09%
1,463,067
+238,881
12
$71.6M 1.45%
4,718,702
+954,941
13
$43.8M 0.89%
2,352,720
-6,820
14
$28.6M 0.58%
768,401
-11,944
15
$26.1M 0.53%
556,516
-2,208
16
$26M 0.53%
517,978
-2,068
17
$25.5M 0.52%
278,549
-3,180
18
$25.2M 0.51%
1,017,316
-7,944
19
$25.2M 0.51%
166,332
-673
20
$22.7M 0.46%
244,742
-858
21
$22.4M 0.45%
472,790
-2,166
22
$22.1M 0.45%
910,878
+3,928
23
$22M 0.45%
1,380,573
-6,473
24
$21.9M 0.44%
252,855
-1,046
25
$21.8M 0.44%
790,825
+2,747
1
2 3 4 5