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
$6.43B
AUM Growth
+$1.55B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
124
New
Increased
Reduced
Closed

Top Buys

1
+$1.14B
2
+$122M
3
+$120M
4
TSM icon
TSMC
TSM
+$69.2M
5
NVO icon
Novo Nordisk
NVO
+$27.3M

Top Sells

1
+$18.4M
2
+$17.7M
3
+$12.1M
4
SR icon
Spire
SR
+$11.5M
5
CUB
Cubic Corporation
CUB
+$11.3M

Sector Composition

1 Financials 28.61%
2 Healthcare 18.05%
3 Technology 17.93%
4 Industrials 8.11%
5 Consumer Discretionary 7.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$1.14B 17.75%
+9,578,412
2
$704M 10.95%
26,878,315
+2,639,778
3
$451M 7.02%
16,658,580
+1,005,756
4
$388M 6.04%
14,628,745
+4,581,590
5
$383M 5.95%
3,406,208
+217,755
6
$375M 5.84%
8,477,345
+555,732
7
$359M 5.58%
4,775,062
+285,024
8
$328M 5.11%
7,516,933
+426,547
9
$327M 5.09%
10,616,012
+3,885,568
10
$309M 4.8%
7,954,727
+466,085
11
$247M 3.84%
1,928,929
+120,243
12
$193M 3%
12,597,336
+829,874
13
$191M 2.98%
4,933,376
+344,263
14
$37.4M 0.58%
317,174
+3,955
15
$28.9M 0.45%
915,457
-27,159
16
$28.1M 0.44%
246,486
+1,745
17
$26.1M 0.41%
339,326
+144,921
18
$25.7M 0.4%
815,966
-797
19
$24.9M 0.39%
398,783
+119,758
20
$24.7M 0.38%
641,508
-200,196
21
$23.9M 0.37%
1,655,232
-2,716
22
$23.8M 0.37%
298,071
+568
23
$23.3M 0.36%
251,553
-2,997
24
$23.2M 0.36%
781,520
-2,280
25
$22.8M 0.36%
1,172,922
-102,550
1
2 3 4 5