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
$36.5B
AUM Growth
-$273M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
210
New
Increased
Reduced
Closed

Top Buys

1
+$276M
2
+$129M
3
+$82.6M
4
RACE icon
Ferrari
RACE
+$60.8M
5
ASML icon
ASML
ASML
+$57.2M

Top Sells

1
+$1.02B
2
+$320M
3
+$264M
4
ICE icon
Intercontinental Exchange
ICE
+$208M
5
ANSS
Ansys
ANSS
+$184M

Sector Composition

1 Technology 34.7%
2 Healthcare 21.24%
3 Consumer Discretionary 14.67%
4 Financials 12.98%
5 Industrials 11.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$3.78B 10.35%
31,942,438
-1,462,176
2
$2.78B 7.62%
35,806,398
+1,063,713
3
$2.77B 7.6%
4,491,457
+92,630
4
$2.62B 7.18%
1,780,375
-692,436
5
$2.39B 6.54%
31,454,355
+520,190
6
$2.2B 6.02%
19,852,170
+486,400
7
$2.19B 5.99%
7,919,749
+185,998
8
$1.74B 4.78%
8,989,711
+168,141
9
$1.65B 4.53%
1,430,301
+27,119
10
$1.65B 4.51%
5,369,906
+139,207
11
$1.29B 3.53%
6,764,562
+172,180
12
$1.05B 2.87%
4,556,107
+122,633
13
$795M 2.18%
4,049,678
+73,128
14
$524M 1.44%
2,152,695
+76,055
15
$471M 1.29%
1,672,674
+59,302
16
$428M 1.17%
2,023,270
+69,324
17
$428M 1.17%
2,568,248
+88,071
18
$422M 1.16%
6,016,079
+302,780
19
$417M 1.14%
12,633,486
+446,214
20
$371M 1.02%
2,790,861
+972,516
21
$366M 1%
1,487,667
+56,742
22
$349M 0.96%
4,875,703
+167,096
23
$346M 0.95%
1,652,909
+290,563
24
$325M 0.89%
713,118
+26,112
25
$314M 0.86%
3,594,874
+152,026
1
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