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
$27.9B
AUM Growth
-$7.93B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
222
New
Increased
Reduced
Closed

Top Buys

1
+$415M
2
+$367M
3
+$286M
4
UNP icon
Union Pacific
UNP
+$226M
5
DDOG icon
Datadog
DDOG
+$205M

Top Sells

1
+$482M
2
+$468M
3
+$452M
4
FICO icon
Fair Isaac
FICO
+$290M
5
SHW icon
Sherwin-Williams
SHW
+$228M

Sector Composition

1 Technology 31.97%
2 Healthcare 29.35%
3 Industrials 15.74%
4 Financials 9.56%
5 Consumer Discretionary 8.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$2.27B 8.15%
32,011,879
-1,837,202
2
$1.56B 5.61%
3,225,869
-190,340
3
$1.52B 5.44%
5,418,492
-321,332
4
$1.49B 5.36%
5,558,579
-320,761
5
$1.4B 5.01%
6,423,666
-382,760
6
$1.37B 4.9%
6,416,199
-2,197,393
7
$1.27B 4.56%
6,104,019
-359,473
8
$1.21B 4.34%
4,275,427
-266,129
9
$1.18B 4.23%
1,028,102
-394,093
10
$933M 3.34%
11,147,971
-590,394
11
$817M 2.93%
2,659,477
-189,603
12
$646M 2.32%
3,356,842
-214,046
13
$590M 2.12%
1,101,735
-41,184
14
$488M 1.75%
14,775,238
-3,334,042
15
$451M 1.62%
13,998,174
-474,326
16
$445M 1.6%
2,230,359
-80,851
17
$424M 1.52%
7,700,106
+1,998,684
18
$415M 1.49%
+804,542
19
$395M 1.42%
826,985
-31,235
20
$393M 1.41%
5,675,553
-277,250
21
$381M 1.37%
2,060,620
-131,532
22
$368M 1.32%
3,989,632
-151,323
23
$367M 1.32%
+2,944,003
24
$351M 1.26%
2,747,640
-1,170,302
25
$347M 1.25%
1,741,405
-65,449
1
2 3 4 5