WCM Investment Management

WCM Investment Management Portfolio holdings

AUM $48.1B
1-Year Est. Return 55.71%
This Quarter Est. Return
1 Year Est. Return
+55.71%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$38.9B
AUM Growth
-$3.62B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
304
New
Increased
Reduced
Closed

Top Buys

1
+$48M
2
+$37.5M
3
+$20.2M
4
AZN icon
AstraZeneca
AZN
+$20.1M
5
SAP icon
SAP
SAP
+$17M

Top Sells

1
+$462M
2
+$436M
3
+$392M
4
ENTG icon
Entegris
ENTG
+$367M
5
BAH icon
Booz Allen Hamilton
BAH
+$282M

Sector Composition

1 Technology 20.68%
2 Financials 19.36%
3 Consumer Discretionary 18.67%
4 Healthcare 15.21%
5 Industrials 9.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$3.29B 8.45%
25,144,668
-518,999
2
$1.9B 4.87%
3,378,875
-410,408
3
$1.75B 4.5%
6,425,507
-502,051
4
$1.68B 4.32%
53,613,361
-75,462
5
$1.61B 4.13%
9,734,044
+59,079
6
$1.53B 3.94%
3,339,761
+9,870
7
$1.28B 3.29%
13,459,738
+33,525
8
$1.23B 3.16%
6,383,780
+18,400
9
$1.18B 3.03%
16,955,412
-5,643,411
10
$1.14B 2.94%
6,389,671
+54,781
11
$1.13B 2.9%
5,860,266
+44,129
12
$1.11B 2.85%
49,663,297
+54,786
13
$1.05B 2.71%
1,560,421
+3,277
14
$1.02B 2.63%
500,290
+885
15
$1.01B 2.59%
4,078,985
+17,371
16
$1B 2.58%
4,504,587
+7,396
17
$810M 2.08%
2,051,816
+6,038
18
$797M 2.05%
76,982,469
-1,168,882
19
$796M 2.05%
2,336,591
+7,594
20
$745M 1.91%
3,417,713
-901,692
21
$726M 1.87%
1,917,245
+8,525
22
$723M 1.86%
1,082,640
+603
23
$713M 1.83%
2,080,395
-34,980
24
$671M 1.73%
6,121,714
+35,376
25
$628M 1.61%
1,216,132
+4,910
1
2 3 4 5