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
$10.7B
AUM Growth
+$1.86B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
100
New
Increased
Reduced
Closed

Top Buys

1
+$1.53B
2
+$70.3M
3
+$50.1M
4
TSM icon
TSMC
TSM
+$40.7M
5
HDB icon
HDFC Bank
HDB
+$38.2M

Top Sells

1
+$80.2M
2
+$56.7M
3
+$51.5M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$10.2M
5
UFPT icon
UFP Technologies
UFPT
+$4.48M

Sector Composition

1 Financials 38.8%
2 Technology 18.56%
3 Industrials 13.63%
4 Healthcare 8.5%
5 Communication Services 7.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$3.15B 29.42%
23,004,754
+11,169,592
2
$943M 8.82%
21,544,859
+930,897
3
$845M 7.9%
5,503,799
+223,617
4
$830M 7.76%
16,806,040
+773,158
5
$742M 6.94%
21,025,225
+818,775
6
$691M 6.46%
17,504,854
+758,927
7
$545M 5.1%
5,035,827
+242,096
8
$527M 4.93%
4,461,500
+180,289
9
$457M 4.27%
9,298,128
+463,133
10
$137M 1.28%
1,133,358
+92,191
11
$96M 0.9%
509,577
+14,005
12
$95.6M 0.89%
799,145
+19,786
13
$90.1M 0.84%
1,575,120
+39,684
14
$89.3M 0.84%
4,149,252
+128,172
15
$88.9M 0.83%
249,441
+6,536
16
$78.4M 0.73%
754,200
+19,099
17
$76.9M 0.72%
2,815,814
+77,025
18
$76.5M 0.72%
698,291
+18,544
19
$76.4M 0.71%
557,126
+14,595
20
$70.3M 0.66%
+437,168
21
$69.4M 0.65%
958,700
+20,280
22
$69.3M 0.65%
433,944
+8,998
23
$68.3M 0.64%
737,522
+19,100
24
$67.5M 0.63%
922,994
+31,507
25
$67.2M 0.63%
5,331,945
+49,950
1
2 3 4