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
$16.7B
AUM Growth
+$716M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
171
New
Increased
Reduced
Closed

Top Buys

1
+$252M
2
+$165M
3
+$123M
4
ACN icon
Accenture
ACN
+$76.1M
5
TSM icon
TSMC
TSM
+$71.9M

Top Sells

1
+$264M
2
+$259M
3
+$112M
4
COST icon
Costco
COST
+$52M
5
VRSK icon
Verisk Analytics
VRSK
+$51M

Sector Composition

1 Technology 31.37%
2 Financials 24.96%
3 Healthcare 24.6%
4 Industrials 10.35%
5 Consumer Discretionary 2.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$2.6B 15.59%
16,091,448
+1,558,674
2
$1.47B 8.79%
47,010,920
-8,310,170
3
$1.29B 7.73%
6,698,914
+395,849
4
$1.27B 7.61%
27,285,756
+1,547,855
5
$1.22B 7.33%
21,418,483
+1,228,117
6
$1.2B 7.18%
26,903,805
+1,575,685
7
$1.04B 6.21%
7,666,764
+450,954
8
$836M 5.02%
3,365,955
+179,937
9
$827M 4.96%
1,173,731
-374,968
10
$530M 3.18%
3,595,030
+203,734
11
$391M 2.34%
2,704,006
+91,279
12
$257M 1.54%
4,405,375
+380,913
13
$228M 1.37%
1,326,977
+67,421
14
$192M 1.15%
1,353,495
+61,308
15
$189M 1.14%
4,655,930
+232,988
16
$186M 1.12%
338,181
+33,427
17
$182M 1.09%
921,279
+43,270
18
$179M 1.08%
622,563
-180,482
19
$165M 0.99%
+766,414
20
$164M 0.98%
1,691,804
+83,095
21
$161M 0.97%
1,161,400
+62,234
22
$158M 0.95%
729,240
+37,798
23
$141M 0.85%
1,573,638
+64,661
24
$137M 0.82%
865,928
-322,618
25
$134M 0.8%
5,551,788
-960,532
1
2 3 4 5