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
$4.88B
AUM Growth
+$866M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
116
New
Increased
Reduced
Closed

Top Buys

1
+$358M
2
+$262M
3
+$107M
4
NVO icon
Novo Nordisk
NVO
+$81.1M
5
NBIS
Nebius Group N.V.
NBIS
+$68.1M

Top Sells

1
+$385M
2
+$55M
3
+$9.97M
4
AMZN icon
Amazon
AMZN
+$8.91M
5
RDY icon
Dr. Reddy's Laboratories
RDY
+$8.62M

Sector Composition

1 Healthcare 24.34%
2 Technology 20.81%
3 Financials 12.29%
4 Consumer Discretionary 10.44%
5 Energy 8.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$551M 11.31%
24,238,537
+472,880
2
$455M 9.32%
15,652,824
+2,793,298
3
$367M 7.53%
7,921,613
+7,722,717
4
$349M 7.15%
4,490,038
+297,587
5
$347M 7.11%
3,188,453
+981,243
6
$345M 7.07%
7,488,642
+517,492
7
$321M 6.58%
7,090,386
+551,451
8
$262M 5.37%
+1,808,686
9
$256M 5.26%
10,047,155
+624,000
10
$207M 4.25%
6,730,444
+1,113,510
11
$207M 4.24%
4,589,113
-1,223,037
12
$185M 3.79%
11,767,462
+4,331,377
13
$35.8M 0.73%
313,219
+242,055
14
$32.7M 0.67%
942,616
+157,067
15
$28.2M 0.58%
841,704
+330,220
16
$26.5M 0.54%
783,800
-263,540
17
$25.9M 0.53%
816,763
+155,875
18
$25.6M 0.53%
244,741
+46,405
19
$25M 0.51%
285,810
+53,443
20
$23.4M 0.48%
425,742
+96,461
21
$22.9M 0.47%
333,799
+63,076
22
$22.9M 0.47%
297,503
+56,396
23
$22.1M 0.45%
137,137
-15,712
24
$21.6M 0.44%
1,657,948
+313,792
25
$21.5M 0.44%
1,275,472
+285,538
1
2 3 4 5