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
-$431M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
122
New
Increased
Reduced
Closed

Top Buys

1
+$172M
2
+$59.4M
3
+$38.8M
4
CB icon
Chubb
CB
+$34.4M
5
ICLR icon
Icon
ICLR
+$33.9M

Top Sells

1
+$329M
2
+$21.1M
3
+$18.5M
4
AMZN icon
Amazon
AMZN
+$15.9M
5
LNKD
LinkedIn Corporation
LNKD
+$15.7M

Sector Composition

1 Financials 24.83%
2 Technology 22.5%
3 Healthcare 19.13%
4 Industrials 9.59%
5 Energy 6.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$493M 12.3%
23,765,657
+1,869,963
2
$385M 9.59%
3,718,660
+332,851
3
$349M 8.7%
12,859,526
-538,446
4
$309M 7.71%
6,971,150
+619,881
5
$298M 7.42%
4,192,451
+477,246
6
$283M 7.05%
6,538,935
+617,840
7
$271M 6.75%
9,423,155
+1,036,590
8
$252M 6.27%
5,812,150
+1,371,554
9
$220M 5.49%
2,207,210
+172,255
10
$172M 4.28%
+5,616,934
11
$79.8M 1.99%
7,436,085
+653,264
12
$26.8M 0.67%
1,047,340
-619,840
13
$25M 0.62%
785,549
+5,586
14
$22.2M 0.55%
774,399
-67,544
15
$22.2M 0.55%
360,354
-151,524
16
$22.1M 0.55%
152,849
-11,460
17
$20.8M 0.52%
1,105,438
-99,224
18
$20.5M 0.51%
660,888
-47,921
19
$19M 0.47%
511,484
-38,128
20
$18.8M 0.47%
270,723
-22,057
21
$18.8M 0.47%
232,367
-17,572
22
$18.5M 0.46%
1,107,519
-336,551
23
$18.4M 0.46%
1,569,448
-134,340
24
$18.4M 0.46%
416,058
-34,897
25
$18.2M 0.45%
329,281
-25,712
1
2 3 4 5