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
$36.2B
AUM Growth
+$2.1B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
261
New
Increased
Reduced
Closed

Top Buys

1
+$787M
2
+$576M
3
+$520M
4
CNQ icon
Canadian Natural Resources
CNQ
+$142M
5
UBS icon
UBS Group
UBS
+$141M

Top Sells

1
+$1.13B
2
+$532M
3
+$239M
4
CP icon
Canadian Pacific Kansas City
CP
+$237M
5
ICLR icon
Icon
ICLR
+$207M

Sector Composition

1 Technology 28.69%
2 Industrials 19.03%
3 Healthcare 17.56%
4 Financials 16.47%
5 Consumer Discretionary 10.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$2.78B 7.7%
35,113,717
-2,986,915
2
$2.33B 6.43%
9,640,536
+249,017
3
$1.96B 5.43%
6,869,881
-725,091
4
$1.84B 5.09%
1,162,724
+497,535
5
$1.58B 4.36%
65,066,057
-5,366,466
6
$1.46B 4.03%
3,553,793
-261,553
7
$1.42B 3.92%
9,529,490
-689,055
8
$1.35B 3.73%
1,778,050
-238,258
9
$1.28B 3.55%
4,438,294
-475,895
10
$1.08B 2.99%
3,074,545
-386,513
11
$1.08B 2.97%
4,850,134
-563,375
12
$1.07B 2.97%
14,479,019
-1,477,725
13
$776M 2.14%
6,290,833
-1,472
14
$755M 2.09%
4,925,445
+31,548
15
$748M 2.07%
2,502,390
-322,500
16
$736M 2.04%
1,961,939
+12,401
17
$717M 1.98%
12,096,880
+64,324
18
$656M 1.81%
2,519,197
+25,366
19
$632M 1.75%
1,204,167
+5,713
20
$628M 1.74%
5,173,163
+22,249
21
$583M 1.61%
2,610,081
+13,208
22
$576M 1.59%
+1,700,806
23
$538M 1.49%
4,229,460
+39,528
24
$528M 1.46%
989,837
+2,928
25
$520M 1.44%
+5,082,386
1
2 3 4 5