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
$42.3B
AUM Growth
+$235M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
281
New
Increased
Reduced
Closed

Top Buys

1
+$1.46B
2
+$1.15B
3
+$1.03B
4
GEV icon
GE Vernova
GEV
+$247M
5
MNDY icon
monday.com
MNDY
+$227M

Top Sells

1
+$907M
2
+$509M
3
+$471M
4
COST icon
Costco
COST
+$388M
5
TEAM icon
Atlassian
TEAM
+$341M

Sector Composition

1 Technology 24.15%
2 Financials 18.17%
3 Industrials 17.07%
4 Healthcare 16.71%
5 Consumer Discretionary 13.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$2.39B 5.65%
30,289,840
-4,265,401
2
$2.09B 4.94%
6,673,480
-44,333
3
$1.84B 4.36%
63,568,733
-512,041
4
$1.66B 3.92%
1,612,015
-122,284
5
$1.64B 3.88%
9,339,733
-59,868
6
$1.52B 3.6%
3,455,316
-34,620
7
$1.46B 3.46%
8,531,822
+8,514,539
8
$1.41B 3.34%
13,983,544
-134,445
9
$1.3B 3.07%
100,502,324
+536,697
10
$1.29B 3.06%
7,472,043
-1,971,071
11
$1.25B 2.95%
750,362
-142,228
12
$1.18B 2.79%
5,975,454
+1,060,081
13
$1.15B 2.71%
+15,384,819
14
$1.09B 2.59%
51,855,457
+6,928,972
15
$1.03B 2.44%
+3,267,870
16
$1.02B 2.41%
3,484,817
-850,841
17
$1.02B 2.41%
4,705,958
-31,242
18
$989M 2.34%
4,186,698
+961,297
19
$910M 2.15%
5,669,452
-1,571,348
20
$878M 2.08%
1,938,899
-35,728
21
$814M 1.92%
9,791,400
+2,604,338
22
$766M 1.81%
6,180,440
-1,774,180
23
$689M 1.63%
5,362,576
-81,627
24
$684M 1.62%
5,089,297
-32,755
25
$677M 1.6%
2,604,048
-20,399
1
2 3 4 5