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
$7.92B
AUM Growth
+$1.43B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
89
New
Increased
Reduced
Closed

Top Buys

1
+$814M
2
+$109M
3
+$27.3M
4
TSCO icon
Tractor Supply
TSCO
+$26.2M
5
TSM icon
TSMC
TSM
+$19.2M

Top Sells

1
+$83.6M
2
+$27.6M
3
+$13.8M
4
ASR icon
Grupo Aeroportuario del Sureste
ASR
+$1.84M
5
CCF
Chase Corporation
CCF
+$864K

Sector Composition

1 Financials 30.84%
2 Technology 19.37%
3 Consumer Discretionary 11.54%
4 Industrials 10.25%
5 Healthcare 10.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$1.59B 20.06%
11,137,460
+5,707,734
2
$724M 9.15%
19,286,559
+511,463
3
$724M 9.14%
15,015,672
+386,580
4
$674M 8.51%
4,988,324
+99,804
5
$641M 8.09%
19,059,400
+394,460
6
$589M 7.44%
11,161,060
+296,301
7
$518M 6.55%
15,725,395
+260,240
8
$461M 5.82%
4,047,221
+82,115
9
$448M 5.66%
4,542,901
+109,726
10
$109M 1.37%
+982,864
11
$81.3M 1.03%
1,372,248
+103,760
12
$76.8M 0.97%
3,628,072
+284,200
13
$74.1M 0.94%
704,206
+54,688
14
$73M 0.92%
444,465
+165,967
15
$72M 0.91%
2,467,438
+193,661
16
$70.3M 0.89%
739,410
+56,746
17
$65.9M 0.83%
794,834
+70,641
18
$65.7M 0.83%
921,254
+71,965
19
$65.3M 0.83%
382,265
+29,352
20
$62.9M 0.79%
488,795
+38,277
21
$62.2M 0.79%
240,356
+20,152
22
$61.5M 0.78%
1,278,460
-287,940
23
$61.3M 0.77%
612,634
+47,799
24
$59.7M 0.75%
4,717,350
+2,067,495
25
$55.1M 0.7%
662,322
+51,775
1
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