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
$6.48B
AUM Growth
-$2.76B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
118
New
Increased
Reduced
Closed

Top Buys

1
+$40.6M
2
+$39.4M
3
+$39.2M
4
CP icon
Canadian Pacific Kansas City
CP
+$35.9M
5
HDB icon
HDFC Bank
HDB
+$35.1M

Top Sells

1
+$686M
2
+$395M
3
+$283M
4
BF.B icon
Brown-Forman Class B
BF.B
+$40.9M
5
MELI icon
Mercado Libre
MELI
+$27.8M

Sector Composition

1 Financials 23.7%
2 Technology 21.21%
3 Consumer Discretionary 12.37%
4 Industrials 11.7%
5 Healthcare 10.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$789M 12.18%
5,429,726
-4,716,434
2
$656M 10.13%
18,775,096
+1,162,737
3
$636M 9.82%
14,629,092
+807,510
4
$605M 9.33%
4,888,520
+316,571
5
$600M 9.26%
18,664,940
+1,115,710
6
$585M 9.03%
10,864,759
+622,199
7
$449M 6.93%
4,433,175
+303,073
8
$406M 6.26%
15,465,155
+665,992
9
$388M 5.98%
3,965,106
+252,853
10
$83.6M 1.29%
1,434,811
+145,746
11
$75.9M 1.17%
1,268,488
+222,708
12
$75.8M 1.17%
1,566,400
+284,940
13
$63M 0.97%
2,273,777
+407,038
14
$61.7M 0.95%
3,343,872
+607,692
15
$61.1M 0.94%
682,664
+124,426
16
$60.9M 0.94%
649,518
+119,331
17
$59.8M 0.92%
450,518
+81,707
18
$58.7M 0.91%
724,193
+45,312
19
$56.6M 0.87%
564,835
+100,679
20
$56.5M 0.87%
849,289
+153,640
21
$55.2M 0.85%
220,204
-110,845
22
$53.3M 0.82%
352,913
+64,601
23
$51.5M 0.79%
610,547
+110,575
24
$44.5M 0.69%
278,498
+50,684
25
$44.1M 0.68%
669,402
+122,179
1
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