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
$30B
AUM Growth
+$2.11B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
227
New
Increased
Reduced
Closed

Top Buys

1
+$1.27B
2
+$466M
3
+$282M
4
CTVA icon
Corteva
CTVA
+$264M
5
TRI icon
Thomson Reuters
TRI
+$203M

Top Sells

1
+$534M
2
+$502M
3
+$413M
4
GGG icon
Graco
GGG
+$397M
5
WST icon
West Pharmaceutical
WST
+$311M

Sector Composition

1 Healthcare 27.62%
2 Technology 26.75%
3 Industrials 18.3%
4 Financials 16.46%
5 Consumer Discretionary 7.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$2.26B 7.53%
30,262,648
-1,022,995
2
$1.53B 5.11%
5,104,272
-176,393
3
$1.39B 4.64%
962,137
-8,147
4
$1.32B 4.41%
4,956,243
-236,846
5
$1.28B 4.26%
58,357,392
+58,218,020
6
$1.22B 4.08%
9,503,757
+3,623,862
7
$1.2B 4%
9,034,829
+391,120
8
$1.15B 3.85%
2,111,434
-978,069
9
$1.14B 3.81%
5,885,414
-286,254
10
$1.12B 3.73%
3,414,098
-180,498
11
$1.03B 3.43%
5,563,771
-228,364
12
$814M 2.72%
2,542,211
-1,566,761
13
$798M 2.66%
3,832,642
-1,984,316
14
$709M 2.37%
1,287,528
+65,979
15
$660M 2.2%
1,243,997
+67,983
16
$634M 2.12%
16,662,004
+933,868
17
$553M 1.84%
2,556,276
+161,784
18
$548M 1.83%
2,635,849
+162,635
19
$507M 1.69%
2,688,886
+141,783
20
$496M 1.65%
2,028,981
+94,698
21
$485M 1.62%
7,161,452
-372,514
22
$394M 1.32%
1,841,282
-126,889
23
$379M 1.27%
815,681
+36,799
24
$370M 1.24%
8,812,990
+346,960
25
$363M 1.21%
1,515,413
+114,782
1
2 3 4 5