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
$43.3B
AUM Growth
+$3.9B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
214
New
Increased
Reduced
Closed

Top Buys

1
+$1.5B
2
+$802M
3
+$361M
4
FND icon
Floor & Decor
FND
+$355M
5
LRCX icon
Lam Research
LRCX
+$297M

Top Sells

1
+$897M
2
+$294M
3
+$132M
4
WST icon
West Pharmaceutical
WST
+$101M
5
NBIS
Nebius Group N.V.
NBIS
+$65.5M

Sector Composition

1 Technology 37.18%
2 Healthcare 25.21%
3 Consumer Discretionary 15.3%
4 Industrials 8.74%
5 Financials 8.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$2.91B 6.73%
26,061,675
+238,731
2
$2.76B 6.39%
1,645,245
-78,328
3
$2.76B 6.37%
20,321,500
+300,790
4
$2.67B 6.18%
3,588,739
-19,157
5
$2.4B 5.54%
9,087,511
-18,599
6
$2.22B 5.12%
5,475,271
+40,332
7
$2.09B 4.82%
32,046,704
+138,999
8
$2.01B 4.65%
1,461,003
+14,217
9
$1.94B 4.48%
6,054,521
-24,994
10
$1.88B 4.34%
7,160,289
+3,062,366
11
$1.75B 4.04%
3,060,268
-17,968
12
$1.5B 3.46%
+4,498,177
13
$1.39B 3.22%
6,812,709
-41,826
14
$1.31B 3.03%
4,587,280
-32,443
15
$1.22B 2.83%
16,728,218
-12,266,386
16
$777M 1.8%
2,947,460
+225,808
17
$616M 1.42%
1,077,869
+80,742
18
$613M 1.42%
1,442,820
-237,453
19
$612M 1.41%
2,186,469
+173,014
20
$538M 1.24%
2,791,538
+211,905
21
$528M 1.22%
3,691,464
+292,376
22
$523M 1.21%
6,499,144
+168,233
23
$503M 1.16%
808,335
+304,079
24
$499M 1.15%
2,386,044
+72,713
25
$496M 1.15%
13,536,600
+949,358
1
2 3 4 5