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
$18.6B
AUM Growth
+$1.94B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
166
New
Increased
Reduced
Closed

Top Buys

1
+$763M
2
+$150M
3
+$109M
4
CHD icon
Church & Dwight Co
CHD
+$105M
5
SNN icon
Smith & Nephew
SNN
+$78.4M

Top Sells

1
+$1.24B
2
+$104M
3
+$78.4M
4
BSX icon
Boston Scientific
BSX
+$62.6M
5
STE icon
Steris
STE
+$54.9M

Sector Composition

1 Technology 35.28%
2 Healthcare 23.99%
3 Financials 16.5%
4 Industrials 11.01%
5 Consumer Discretionary 6.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$1.89B 10.17%
47,594,640
+583,720
2
$1.61B 8.64%
27,677,845
+392,089
3
$1.44B 7.72%
6,819,907
+120,993
4
$1.4B 7.5%
27,379,050
+475,245
5
$1.38B 7.39%
21,700,181
+281,698
6
$1.27B 6.82%
8,152,725
-7,938,723
7
$1.21B 6.5%
7,800,750
+133,986
8
$1.15B 6.16%
3,873,642
+507,687
9
$944M 5.07%
1,189,738
+16,007
10
$763M 4.1%
+3,295,460
11
$627M 3.37%
3,643,211
+48,181
12
$357M 1.92%
2,343,587
-360,419
13
$245M 1.31%
1,301,323
-25,654
14
$226M 1.22%
4,001,516
-403,859
15
$202M 1.08%
4,195,468
+1,631,796
16
$201M 1.08%
1,338,119
-15,376
17
$195M 1.05%
1,658,391
-33,413
18
$191M 1.03%
334,783
-3,398
19
$180M 0.97%
613,836
-8,727
20
$174M 0.94%
903,807
-17,472
21
$162M 0.87%
1,139,259
-22,141
22
$161M 0.86%
3,090,462
+1,050,669
23
$152M 0.81%
588,905
-11,623
24
$151M 0.81%
721,251
-7,989
25
$149M 0.8%
754,529
-11,885
1
2 3 4 5