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
$44.1B
AUM Growth
+$1.82B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
300
New
Increased
Reduced
Closed

Top Buys

1
+$520M
2
+$487M
3
+$332M
4
GEV icon
GE Vernova
GEV
+$290M
5
SPOT icon
Spotify
SPOT
+$224M

Top Sells

1
+$523M
2
+$485M
3
+$447M
4
ODFL icon
Old Dominion Freight Line
ODFL
+$351M
5
WCN icon
Waste Connections
WCN
+$292M

Sector Composition

1 Technology 21.34%
2 Financials 19.59%
3 Healthcare 15.66%
4 Consumer Discretionary 15.35%
5 Industrials 14.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$2.07B 4.68%
24,169,987
-6,119,853
2
$1.97B 4.47%
20,902,378
+5,517,559
3
$1.93B 4.37%
63,001,054
-567,679
4
$1.9B 4.31%
6,654,257
-19,223
5
$1.73B 3.93%
9,738,181
+1,206,359
6
$1.64B 3.72%
3,424,245
-31,071
7
$1.58B 3.58%
13,933,498
-50,046
8
$1.43B 3.24%
3,873,625
+605,755
9
$1.39B 3.14%
100,031,797
-470,527
10
$1.38B 3.13%
10,820,409
+1,029,009
11
$1.36B 3.09%
7,692,381
-1,647,352
12
$1.35B 3.06%
1,606,139
-5,876
13
$1.28B 2.9%
51,657,576
-197,881
14
$1.21B 2.75%
3,485,584
+767
15
$1.14B 2.58%
4,193,557
+6,859
16
$1.12B 2.54%
4,680,537
-25,421
17
$1.1B 2.5%
5,872,689
-102,765
18
$1.1B 2.5%
533,871
-216,491
19
$1.03B 2.33%
5,542,899
-126,553
20
$822M 1.86%
1,919,728
-19,171
21
$742M 1.68%
6,113,891
-66,549
22
$720M 1.63%
4,466,240
-3,005,803
23
$701M 1.59%
1,204,585
-12,658
24
$666M 1.51%
4,110,162
-115,540
25
$655M 1.48%
2,342,872
-261,176
1
2 3 4 5