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
$11.2B
AUM Growth
+$23.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
88
New
Increased
Reduced
Closed

Top Buys

1
+$492M
2
+$427M
3
+$84.9M
4
HDB icon
HDFC Bank
HDB
+$56.1M
5
SHOP icon
Shopify
SHOP
+$49.5M

Top Sells

1
+$8.52M
2
+$4.25M
3
+$4.01M
4
TVTY
Tivity Health, Inc. Common Stock
TVTY
+$2.97M
5
JD icon
JD.com
JD
+$2.96M

Sector Composition

1 Technology 29.98%
2 Healthcare 25.92%
3 Financials 19.16%
4 Industrials 13.83%
5 Energy 2.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$1.01B 9.02%
19,478,494
+1,083,430
2
$914M 8.17%
65,991,900
+3,573,130
3
$909M 8.13%
24,640,081
+1,099,476
4
$904M 8.08%
6,998,830
+291,892
5
$879M 7.86%
24,746,855
+1,277,430
6
$878M 7.85%
6,223,871
+317,974
7
$847M 7.57%
1,497,423
+79,567
8
$681M 6.09%
5,272,086
+271,375
9
$492M 4.4%
+4,324,363
10
$427M 3.82%
+2,746,554
11
$305M 2.73%
10,692,820
+289,157
12
$293M 2.62%
4,912,229
+42,169
13
$253M 2.26%
2,364,222
+85,819
14
$143M 1.28%
1,084,000
+72,812
15
$141M 1.26%
692,430
+46,712
16
$135M 1.21%
2,127,412
+143,248
17
$134M 1.2%
3,796,872
+254,188
18
$120M 1.07%
1,382,929
+91,403
19
$114M 1.02%
5,607,268
+372,456
20
$112M 1%
1,022,699
+67,040
21
$111M 0.99%
754,959
+52,118
22
$109M 0.97%
1,108,668
+72,634
23
$103M 0.92%
945,078
+65,212
24
$102M 0.91%
347,514
+26,481
25
$97M 0.87%
1,291,720
+87,680
1
2 3 4