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
$9.24B
AUM Growth
+$963M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
176
New
Increased
Reduced
Closed

Top Buys

1
+$134M
2
+$60.1M
3
+$29.1M
4
SCHW icon
Charles Schwab
SCHW
+$29M
5
TCOM icon
Trip.com Group
TCOM
+$28.1M

Top Sells

1
+$124M
2
+$61M
3
+$50.8M
4
PX
Praxair Inc
PX
+$21.5M
5
NKE icon
Nike
NKE
+$16.9M

Sector Composition

1 Financials 24.58%
2 Technology 13.14%
3 Consumer Discretionary 7.79%
4 Industrials 7.12%
5 Energy 5.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$1.38B 14.95%
10,146,160
+440,824
2
$578M 6.26%
17,612,359
-3,782,271
3
$548M 5.93%
4,571,949
+231,700
4
$520M 5.62%
13,821,582
+654,010
5
$516M 5.58%
17,549,230
+848,235
6
$503M 5.45%
10,242,560
+571,614
7
$477M 5.16%
4,130,102
+181,025
8
$420M 4.54%
72,867,910
+23,231,733
9
$325M 3.51%
14,799,163
+732,504
10
$296M 3.2%
3,712,253
+180,896
11
$283M 3.07%
6,161,175
+359,974
12
$71M 0.77%
1,289,065
+33,837
13
$70M 0.76%
331,049
-45,042
14
$56.8M 0.61%
1,281,460
+2,760
15
$52.3M 0.57%
1,045,780
+8,892
16
$50.2M 0.54%
678,881
+3,934
17
$48.7M 0.53%
2,736,180
+8,844
18
$47.1M 0.51%
530,187
+4,308
19
$46.4M 0.5%
1,866,739
+13,459
20
$46.2M 0.5%
368,811
+2,376
21
$45M 0.49%
558,238
+1,803
22
$43.8M 0.47%
464,156
+4,836
23
$42.7M 0.46%
547,223
+4,333
24
$41M 0.44%
288,312
+739
25
$40.9M 0.44%
1,385,514
+4,333
1
2 3 4 5