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
$33.5B
AUM Growth
+$2.19B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
230
New
Increased
Reduced
Closed

Top Buys

1
+$466M
2
+$307M
3
+$193M
4
AMZN icon
Amazon
AMZN
+$164M
5
MSFT icon
Microsoft
MSFT
+$156M

Top Sells

1
+$664M
2
+$435M
3
+$214M
4
LRCX icon
Lam Research
LRCX
+$169M
5
TRI icon
Thomson Reuters
TRI
+$148M

Sector Composition

1 Technology 26.52%
2 Healthcare 24.37%
3 Financials 18.64%
4 Industrials 17.64%
5 Consumer Discretionary 5.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$2.53B 7.55%
31,281,327
+1,845,478
2
$1.74B 5.19%
5,033,579
+37,097
3
$1.65B 4.92%
71,336,793
+488,315
4
$1.59B 4.75%
9,503,488
-28,748
5
$1.48B 4.43%
2,045,003
-23,863
6
$1.47B 4.38%
5,827,350
+37,903
7
$1.43B 4.26%
3,738,304
-3,225
8
$1.29B 3.86%
9,061,075
+372,643
9
$1.24B 3.7%
5,492,005
+33,281
10
$1.23B 3.67%
928,095
+3,512
11
$1.04B 3.1%
13,752,406
+983,146
12
$1,000M 2.99%
3,229,563
+28,166
13
$769M 2.3%
3,504,371
+22,791
14
$654M 1.95%
1,918,929
+457,669
15
$653M 1.95%
2,895,178
+98,110
16
$629M 1.88%
4,827,903
+1,258,338
17
$610M 1.82%
6,204,173
+1,446,993
18
$587M 1.75%
1,921,943
-14,309
19
$586M 1.75%
2,461,197
-15,754
20
$568M 1.7%
1,182,264
-7,996
21
$568M 1.7%
5,097,903
+1,728,569
22
$561M 1.68%
2,553,909
-16,933
23
$560M 1.67%
6,935,320
-69,444
24
$554M 1.65%
1,697,353
-88,233
25
$532M 1.59%
2,446,845
-17,200
1
2 3 4 5