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
$8.28B
AUM Growth
-$487M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
174
New
Increased
Reduced
Closed

Top Buys

1
+$141M
2
+$67.4M
3
+$50.6M
4
CB icon
Chubb
CB
+$49.4M
5
ABEV icon
Ambev
ABEV
+$31.1M

Top Sells

1
+$332M
2
+$11M
3
+$9.93M
4
TTWO icon
Take-Two Interactive
TTWO
+$9.74M
5
WAFD icon
WaFd
WAFD
+$8.31M

Sector Composition

1 Financials 24.69%
2 Technology 14.68%
3 Industrials 7.47%
4 Consumer Discretionary 7.19%
5 Energy 6.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$1.28B 15.48%
9,705,336
+374,218
2
$615M 7.43%
21,394,630
+782,292
3
$508M 6.14%
4,340,249
+1,199,744
4
$477M 5.76%
16,700,995
+602,815
5
$474M 5.72%
3,949,077
+145,705
6
$400M 4.82%
13,167,572
+542,798
7
$387M 4.67%
9,670,946
+262,556
8
$283M 3.42%
14,066,659
+386,785
9
$266M 3.21%
3,531,357
+91,647
10
$244M 2.94%
49,636,177
+6,331,965
11
$238M 2.88%
5,801,201
+251,614
12
$67.4M 0.81%
+1,255,228
13
$61M 0.74%
1,398,935
+164,441
14
$58.7M 0.71%
376,091
+17,342
15
$50.8M 0.61%
880,761
+877,218
16
$47.9M 0.58%
1,278,700
+154,220
17
$45.8M 0.55%
2,727,336
+300,840
18
$45.6M 0.55%
542,890
+63,890
19
$45.5M 0.55%
674,947
+79,183
20
$45.3M 0.55%
1,036,888
+120,616
21
$44.5M 0.54%
379,893
+44,706
22
$43M 0.52%
366,435
+43,169
23
$42.3M 0.51%
556,435
+62,453
24
$41M 0.5%
525,879
+61,565
25
$40.4M 0.49%
498,144
+58,276
1
2 3 4 5