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
$6.27B
AUM Growth
-$164M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
127
New
Increased
Reduced
Closed

Top Buys

1
+$224M
2
+$24.2M
3
+$22.5M
4
TYL icon
Tyler Technologies
TYL
+$21.8M
5
TCOM icon
Trip.com Group
TCOM
+$20.5M

Top Sells

1
+$309M
2
+$247M
3
+$98.6M
4
TSM icon
TSMC
TSM
+$77.2M
5
SBUX icon
Starbucks
SBUX
+$15.8M

Sector Composition

1 Financials 29.27%
2 Technology 15.96%
3 Healthcare 14.47%
4 Industrials 8.4%
5 Consumer Discretionary 8.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$1.15B 18.41%
8,824,288
-754,124
2
$628M 10.02%
23,935,056
-2,943,259
3
$472M 7.54%
17,559,044
+900,464
4
$445M 7.09%
3,588,166
+181,958
5
$397M 6.33%
15,393,430
+764,685
6
$371M 5.93%
11,193,678
+577,666
7
$370M 5.9%
8,974,704
+497,359
8
$361M 5.76%
7,929,096
+412,163
9
$327M 5.22%
4,674,178
-100,884
10
$290M 4.63%
13,287,003
+689,667
11
$224M 3.57%
+1,975,896
12
$156M 2.5%
5,252,697
+319,321
13
$50M 0.8%
355,565
+38,391
14
$31.3M 0.5%
308,154
+120,842
15
$30.9M 0.49%
863,860
+82,340
16
$29.9M 0.48%
697,040
+55,532
17
$29.1M 0.46%
911,422
+95,456
18
$28.8M 0.46%
363,857
+140,546
19
$28.2M 0.45%
377,305
+37,979
20
$27.3M 0.44%
958,252
+42,795
21
$27.1M 0.43%
334,035
+35,964
22
$26.7M 0.43%
451,524
+52,741
23
$26.4M 0.42%
1,845,112
+189,880
24
$24.3M 0.39%
372,046
+38,626
25
$23.9M 0.38%
151,938
+14,989
1
2 3 4 5