WCM Investment Management

WCM Investment Management Portfolio holdings

AUM $43.8B
1-Year Est. Return 42.28%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+42.28%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$48.1B
AUM Growth
+$4.25B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
252
New
Increased
Reduced
Closed

Top Buys

1
+$885M
2
+$554M
3
+$551M
4
ASML icon
ASML
ASML
+$303M
5
THC icon
Tenet Healthcare
THC
+$64.2M

Top Sells

1
+$686M
2
+$423M
3
+$327M
4
HOOD icon
Robinhood
HOOD
+$318M
5
STE icon
Steris
STE
+$222M

Sector Composition

1 Technology 23.77%
2 Consumer Discretionary 20.15%
3 Financials 18.93%
4 Communication Services 12.5%
5 Industrials 8.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$4.73B 9.84%
26,053,176
+245,960
2
$3.52B 7.32%
4,942,079
-917,344
3
$2.76B 5.74%
10,090,519
+31,860
4
$2.44B 5.08%
3,352,952
-7
5
$1.86B 3.87%
1,933,748
+385,502
6
$1.84B 3.82%
11,270,786
-4,820
7
$1.64B 3.42%
54,167,608
-286,372
8
$1.61B 3.35%
3,383,191
-18,399
9
$1.61B 3.35%
49,017,591
-150,865
10
$1.38B 2.86%
6,196,849
+26,169
11
$1.24B 2.59%
497,518
+1,833
12
$1.23B 2.56%
16,740,173
+9,760
13
$1.21B 2.53%
13,525,402
+171,693
14
$1.19B 2.47%
74,478,698
+659,526
15
$1.19B 2.47%
+5,182,949
16
$1.18B 2.46%
8,642,033
-2,913,127
17
$1.13B 2.34%
6,462,113
-39,606
18
$1.01B 2.09%
1,954,849
-33,664
19
$844M 1.76%
4,184,745
+115,353
20
$836M 1.74%
4,595,194
-1,875,805
21
$791M 1.65%
+6,778,460
22
$743M 1.55%
2,431,998
-32,664
23
$736M 1.53%
966,131
-12,202
24
$727M 1.51%
2,138,369
-30,251
25
$723M 1.5%
2,037,843
-2,400
1
2 3 4 5