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
$18.1B
AUM Growth
-$492M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
201
New
Increased
Reduced
Closed

Top Buys

1
+$850M
2
+$642M
3
+$383M
4
TMO icon
Thermo Fisher Scientific
TMO
+$137M
5
MSCI icon
MSCI
MSCI
+$127M

Top Sells

1
+$612M
2
+$149M
3
+$134M
4
COST icon
Costco
COST
+$44.2M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$13.9M

Sector Composition

1 Technology 30.13%
2 Healthcare 27.2%
3 Consumer Discretionary 13.91%
4 Financials 12.92%
5 Industrials 10.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$1.38B 7.64%
28,965,549
+1,287,704
2
$1.37B 7.58%
32,907,300
-14,687,340
3
$1.27B 7%
6,685,064
+3,389,604
4
$1.26B 6.98%
28,800,145
+1,421,095
5
$1.2B 6.64%
8,168,740
+367,990
6
$1.17B 6.44%
7,140,160
+320,253
7
$1.07B 5.9%
4,086,318
+212,676
8
$1.01B 5.6%
2,074,211
+1,739,428
9
$955M 5.28%
8,554,031
+401,306
10
$880M 4.86%
22,871,281
+1,171,100
11
$864M 4.77%
1,251,697
+61,959
12
$711M 3.93%
5,079,325
+2,735,738
13
$520M 2.87%
3,823,779
+180,568
14
$237M 1.31%
1,425,836
+704,585
15
$236M 1.3%
6,585,160
+2,389,692
16
$234M 1.29%
4,612,978
+611,462
17
$221M 1.22%
1,368,596
+67,273
18
$215M 1.19%
1,410,819
+72,700
19
$172M 0.95%
1,190,140
+50,881
20
$162M 0.9%
3,329,946
+239,484
21
$149M 0.82%
953,023
+49,216
22
$145M 0.8%
622,947
+34,042
23
$144M 0.79%
1,749,157
+90,766
24
$137M 0.75%
+481,842
25
$131M 0.72%
458,704
-155,132
1
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