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
$4.44B
AUM Growth
-$498M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
150
New
Increased
Reduced
Closed

Top Buys

1
+$250M
2
+$144M
3
+$111M
4
ASML icon
ASML
ASML
+$105M
5
CB icon
Chubb
CB
+$101M

Top Sells

1
+$271M
2
+$164M
3
+$22.1M
4
MON
Monsanto Co
MON
+$20.8M
5
AMZN icon
Amazon
AMZN
+$14.9M

Sector Composition

1 Technology 29.02%
2 Financials 19.05%
3 Healthcare 16.71%
4 Industrials 9.68%
5 Energy 6.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$497M 11.2%
21,895,694
+6,355,109
2
$367M 8.26%
13,397,972
+4,064,606
3
$344M 7.75%
3,385,809
+989,682
4
$335M 7.54%
6,351,269
+1,802,411
5
$329M 7.41%
3,162,088
+1,008,852
6
$292M 6.57%
5,921,095
+1,770,828
7
$269M 6.05%
8,386,565
+2,375,215
8
$250M 5.63%
+3,715,205
9
$250M 5.62%
4,440,596
+1,127,251
10
$232M 5.22%
2,034,955
+571,888
11
$103M 2.32%
6,782,821
+2,064,119
12
$36.2M 0.81%
1,667,180
-685,540
13
$28.7M 0.65%
779,963
+11,562
14
$27.6M 0.62%
511,878
-6,100
15
$25.8M 0.58%
1,073,814
+56,498
16
$25.4M 0.57%
1,444,070
+63,497
17
$25M 0.56%
467,172
-5,618
18
$24.9M 0.56%
293,852
+15,303
19
$24.5M 0.55%
549,612
-6,904
20
$23.2M 0.52%
841,943
+48,559
21
$23.1M 0.52%
515,189
+27,600
22
$22.7M 0.51%
+708,809
23
$22.2M 0.5%
249,939
-2,916
24
$22.2M 0.5%
164,309
-2,023
25
$22.1M 0.5%
1,204,662
+63,397
1
2 3 4 5