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
$35.8B
AUM Growth
-$8.59B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
219
New
Increased
Reduced
Closed

Top Buys

1
+$413M
2
+$403M
3
+$306M
4
FERG icon
Ferguson
FERG
+$232M
5
CP icon
Canadian Pacific Kansas City
CP
+$156M

Top Sells

1
+$1.51B
2
+$358M
3
+$339M
4
SHOP icon
Shopify
SHOP
+$165M
5
NU icon
Nu Holdings
NU
+$114M

Sector Composition

1 Technology 33.89%
2 Healthcare 29.12%
3 Industrials 13.43%
4 Consumer Discretionary 8.69%
5 Financials 8.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$2.79B 7.8%
33,849,081
+1,895,956
2
$2.28B 6.37%
3,416,209
-162,729
3
$2.09B 5.83%
8,613,592
-432,558
4
$1.95B 5.45%
1,422,195
-53,625
5
$1.94B 5.4%
5,739,824
-304,022
6
$1.91B 5.35%
5,879,340
+1,267,267
7
$1.66B 4.63%
4,541,556
-979,967
8
$1.66B 4.62%
6,806,426
-373,553
9
$1.56B 4.36%
6,463,492
-388,635
10
$1.22B 3.42%
18,109,280
-2,436,300
11
$1.22B 3.42%
11,738,365
-14,474,212
12
$1.05B 2.93%
3,570,888
-179,560
13
$845M 2.36%
2,849,080
-182,188
14
$675M 1.88%
1,142,919
+17,718
15
$627M 1.75%
1,526,481
+11,655
16
$585M 1.63%
3,917,942
+50,052
17
$576M 1.61%
2,308,884
+31,006
18
$545M 1.52%
14,472,500
+276,340
19
$513M 1.43%
2,311,210
+35,431
20
$483M 1.35%
1,806,854
-1,268,816
21
$482M 1.35%
2,972,569
+50,517
22
$478M 1.33%
2,192,152
-238,799
23
$478M 1.33%
858,220
+12,676
24
$472M 1.32%
5,952,803
-651,416
25
$441M 1.23%
765,434
+11,188
1
2 3 4 5