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
$31.3B
AUM Growth
+$1.31B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
226
New
Increased
Reduced
Closed

Top Buys

1
+$1.2B
2
+$867M
3
+$270M
4
BAH icon
Booz Allen Hamilton
BAH
+$133M
5
AZN icon
AstraZeneca
AZN
+$33.1M

Top Sells

1
+$926M
2
+$502M
3
+$276M
4
UNP icon
Union Pacific
UNP
+$260M
5
RGEN icon
Repligen
RGEN
+$249M

Sector Composition

1 Technology 26.1%
2 Healthcare 24.77%
3 Financials 19.43%
4 Industrials 17.62%
5 Materials 5.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$2.26B 7.24%
29,435,849
-826,799
2
$1.63B 5.21%
9,532,236
+28,479
3
$1.58B 5.03%
4,996,482
-107,790
4
$1.53B 4.89%
70,848,478
+12,491,086
5
$1.41B 4.52%
924,583
-37,554
6
$1.41B 4.5%
2,068,866
-42,568
7
$1.33B 4.25%
3,741,529
+3,363,112
8
$1.24B 3.95%
5,789,447
-95,967
9
$1.21B 3.86%
8,688,432
-346,397
10
$1.04B 3.34%
5,458,724
-105,047
11
$915M 2.92%
3,201,397
-1,754,846
12
$867M 2.77%
+12,769,260
13
$836M 2.67%
2,797,068
-617,030
14
$762M 2.44%
3,481,580
-351,062
15
$642M 2.05%
15,716,554
-945,450
16
$565M 1.81%
981,080
-306,448
17
$563M 1.8%
1,190,260
-53,737
18
$558M 1.78%
2,476,951
-158,898
19
$557M 1.78%
7,004,764
-156,688
20
$553M 1.77%
1,936,252
-92,729
21
$499M 1.59%
2,464,045
-92,231
22
$492M 1.57%
2,570,842
-118,044
23
$484M 1.55%
1,785,586
-55,696
24
$450M 1.44%
8,481,450
-331,540
25
$436M 1.39%
4,440,779
-157,835
1
2 3 4 5