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
$14.4B
AUM Growth
+$3.19B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
149
New
Increased
Reduced
Closed

Top Buys

1
+$986M
2
+$284M
3
+$111M
4
ANSS
Ansys
ANSS
+$90.2M
5
ASML icon
ASML
ASML
+$69.7M

Top Sells

1
+$267M
2
+$124M
3
+$113M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$85.2M
5
ACN icon
Accenture
ACN
+$8.74M

Sector Composition

1 Technology 30.82%
2 Financials 23.91%
3 Healthcare 23.08%
4 Industrials 12.77%
5 Energy 1.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$1.97B 13.68%
14,039,350
+7,040,520
2
$1.36B 9.49%
66,011,160
+19,260
3
$1.13B 7.83%
19,428,074
-50,420
4
$1.09B 7.56%
6,174,238
-49,633
5
$1.08B 7.52%
1,495,825
-1,598
6
$1.02B 7.1%
24,777,825
+30,970
7
$1.02B 7.07%
24,811,806
+171,725
8
$734M 5.11%
7,059,797
+2,735,434
9
$586M 4.08%
3,117,183
+370,629
10
$453M 3.15%
3,318,129
-1,953,957
11
$325M 2.26%
10,849,498
+156,678
12
$303M 2.11%
2,382,799
+18,577
13
$215M 1.49%
3,113,493
-1,798,736
14
$178M 1.24%
350,156
+2,642
15
$170M 1.19%
1,090,798
+6,798
16
$169M 1.17%
696,971
+4,541
17
$159M 1.1%
2,140,820
+13,408
18
$147M 1.02%
3,823,315
+26,443
19
$140M 0.97%
1,393,706
+10,777
20
$137M 0.95%
1,029,676
+6,977
21
$134M 0.93%
760,046
+5,087
22
$133M 0.93%
5,639,652
+32,384
23
$132M 0.92%
3,077,744
+1,553,184
24
$124M 0.86%
1,122,116
+13,448
25
$122M 0.85%
952,155
+7,077
1
2 3 4 5