WCM Investment Management

WCM Investment Management Portfolio holdings

AUM $48.6B
1-Year Est. Return 43.05%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+43.05%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$39.4B
AUM Growth
+$2.86B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
212
New
Increased
Reduced
Closed

Top Buys

1
+$1.33B
2
+$289M
3
+$146M
4
SHW icon
Sherwin-Williams
SHW
+$144M
5
ODFL icon
Old Dominion Freight Line
ODFL
+$141M

Top Sells

1
+$717M
2
+$583M
3
+$527M
4
HDB icon
HDFC Bank
HDB
+$499M
5
SNN icon
Smith & Nephew
SNN
+$308M

Sector Composition

1 Technology 35.58%
2 Healthcare 23.05%
3 Consumer Discretionary 15.14%
4 Financials 10.85%
5 Industrials 10.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$3.1B 7.88%
25,822,944
-6,119,494
2
$2.92B 7.43%
20,020,710
+168,540
3
$2.68B 6.82%
1,723,573
-56,802
4
$2.49B 6.33%
3,607,896
-883,561
5
$2.45B 6.23%
31,907,705
+453,350
6
$2.24B 5.7%
9,106,110
+116,399
7
$2.12B 5.39%
57,989,208
-13,623,588
8
$2B 5.09%
1,446,786
+16,485
9
$1.98B 5.04%
5,434,939
+65,033
10
$1.79B 4.55%
6,079,515
-1,840,234
11
$1.57B 4%
3,078,236
+2,840,577
12
$1.41B 3.59%
6,854,535
+89,973
13
$1.1B 2.8%
4,619,723
+63,616
14
$847M 2.15%
4,097,923
+48,245
15
$707M 1.8%
2,721,652
+568,957
16
$603M 1.53%
1,680,273
+7,599
17
$549M 1.39%
2,013,455
+525,788
18
$503M 1.28%
997,127
+284,009
19
$483M 1.23%
2,579,633
+11,385
20
$477M 1.21%
2,313,331
+660,422
21
$472M 1.2%
2,020,580
-2,690
22
$445M 1.13%
6,330,911
+314,832
23
$432M 1.1%
2,797,748
+6,887
24
$431M 1.1%
3,399,088
+1,102,696
25
$431M 1.09%
12,587,242
-46,244
1
2 3 4 5