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
$44.4B
AUM Growth
+$1.13B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
220
New
Increased
Reduced
Closed

Top Buys

1
+$278M
2
+$184M
3
+$138M
4
NU icon
Nu Holdings
NU
+$114M
5
DAVA icon
Endava
DAVA
+$39.5M

Top Sells

1
+$2.2B
2
+$1.08B
3
+$285M
4
BAP icon
Credicorp
BAP
+$29.4M
5
TWKS
Thoughtworks Holding, Inc. Common Stock
TWKS
+$24.5M

Sector Composition

1 Technology 40.57%
2 Healthcare 28.38%
3 Industrials 9.53%
4 Consumer Discretionary 9.23%
5 Financials 5.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$3.15B 7.1%
26,212,577
+150,902
2
$2.85B 6.42%
3,578,938
-9,801
3
$2.83B 6.37%
20,545,580
+224,080
4
$2.51B 5.64%
6,043,846
-10,675
5
$2.5B 5.64%
1,475,820
+14,817
6
$2.36B 5.31%
9,046,150
-41,361
7
$2.3B 5.18%
31,953,125
-93,579
8
$2.22B 5.01%
7,179,979
+19,690
9
$2.16B 4.87%
5,521,523
+46,252
10
$2.03B 4.56%
3,031,268
-29,000
11
$1.67B 3.76%
6,852,127
+39,418
12
$1.43B 3.22%
3,750,448
-747,729
13
$1.39B 3.12%
4,612,073
+24,793
14
$822M 1.85%
3,075,670
+128,210
15
$802M 1.81%
2,277,878
+91,409
16
$751M 1.69%
1,125,201
+47,332
17
$710M 1.6%
1,514,826
+72,006
18
$693M 1.56%
3,867,890
+176,426
19
$629M 1.42%
2,430,951
+44,907
20
$621M 1.4%
14,196,160
+659,560
21
$603M 1.36%
2,922,052
+130,514
22
$575M 1.3%
6,604,219
+105,075
23
$559M 1.26%
7,772,400
+2,562,190
24
$549M 1.24%
845,544
+37,209
25
$527M 1.19%
3,159,760
+134,170
1
2 3 4 5