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
-$22.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
212
New
Increased
Reduced
Closed

Top Buys

1
+$781M
2
+$536M
3
+$436M
4
AMZN icon
Amazon
AMZN
+$364M
5
EPAM icon
EPAM Systems
EPAM
+$339M

Top Sells

1
+$770M
2
+$391M
3
+$368M
4
NKE icon
Nike
NKE
+$319M
5
SHW icon
Sherwin-Williams
SHW
+$293M

Sector Composition

1 Healthcare 29.34%
2 Technology 29.28%
3 Industrials 18.39%
4 Financials 11.8%
5 Consumer Discretionary 9.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$2.15B 7.71%
31,285,643
-726,236
2
$1.43B 5.14%
5,280,665
-277,914
3
$1.34B 4.81%
5,193,089
-225,403
4
$1.32B 4.74%
3,089,503
-136,366
5
$1.3B 4.67%
3,594,596
+935,119
6
$1.27B 4.56%
5,816,958
-599,241
7
$1.25B 4.48%
5,879,895
+2,523,053
8
$1.23B 4.43%
4,108,972
-166,455
9
$1.18B 4.25%
8,643,709
+5,699,706
10
$1.14B 4.08%
6,171,668
-251,998
11
$1.06B 3.82%
970,284
-57,818
12
$968M 3.47%
5,792,135
-311,884
13
$631M 2.27%
1,221,549
+119,814
14
$598M 2.15%
1,176,014
+371,472
15
$534M 1.92%
15,728,136
+1,729,962
16
$518M 1.86%
2,394,492
+860,943
17
$445M 1.6%
2,473,214
+242,855
18
$436M 1.56%
+2,547,103
19
$397M 1.43%
1,934,283
+192,878
20
$394M 1.41%
3,100,376
+352,736
21
$378M 1.36%
7,533,966
-166,140
22
$367M 1.32%
1,968,171
-92,449
23
$366M 1.31%
3,191,228
+3,169,808
24
$360M 1.29%
5,966,080
+598,982
25
$333M 1.19%
1,400,631
+139,119
1
2 3 4 5