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Wcm Focused International Growth Fund Institutional Class (WCMIX)

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25.91 +0.23    +0.90%
07:00:00 - Delayed Data. Currency in USD
Type:  Fund
Market:  United States
Issuer:  WCM Investment Management
Underlying:  MSCI ACWI ex USA Net
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 18.25B
WCM Focused International Growth Instl 25.91 +0.23 +0.90%

WCMIX Holdings

 
Comprehensive information about top holdings and Key Holding Information for the WCM Focused International Growth Instl (WCMIX) fund. Our WCM Focused International Growth Instl portfolio information includes stock holdings, annual turnover, top 10 holdings, sector and asset allocation.

Asset Allocation

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Name  Net %  Long %  Short %
Cash 6.15 6.26 0.11
Stocks 92.06 92.06 0.00
Other 1.80 2.26 0.46

 Style Box

Value & Growth Measures

Ratios Value Category Average
P/E Ratio 22.98 20.15
Price to Book 3.74 3.28
Price to Sales 3.41 2.60
Price to Cash Flow 18.96 14.47
Dividend Yield 1.07 1.86
5 Years Earnings Growth 19.44 12.38

Sector Allocation

Name  Net % Category Average
Industrials 24.74 18.69
Technology 17.56 19.36
Healthcare 17.16 13.04
Consumer Cyclical 17.05 12.57
Financial Services 13.81 14.54
Communication Services 3.25 5.27
Basic Materials 2.34 7.26
Consumer Defensive 2.23 7.50
Energy 1.87 3.06

Region Allocation

  • North America
  • Latin America
  • Europe Developed
  • Asia
  • Africa & Middle East
  • Emerging Markets
  • Developed Markets

Top Holdings

Number of long holdings: 37

Number of short holdings: 4

Name ISIN Weight % Last Change %
  Novo Nordisk B DK0062498333 5.53 758.8 +1.80%
  Taiwan Semicon TW0002330008 4.40 1,010.00 0.00%
  Ferrari NV NL0011585146 4.01 431.70 -0.81%
  Safran FR0000073272 3.97 218.20 0.00%
  ICON PLC IE0005711209 3.90 212.15 -2.13%
  AstraZeneca GB0009895292 3.64 10,492.0 +0.17%
  Sea US81141R1005 3.51 113.93 -0.06%
  ASM NL0000334118 3.36 503.20 -2.02%
  Arch Capital BMG0450A1053 3.21 100.41 +0.35%
  Canadian Pacific Kansas City CA13646K1084 3.11 74.39 -3.46%

Top Equity Funds by WCM Investment Management

  Name Rating Total Assets YTD% 3Y% 10Y%
  WCM Focused International Growth In 757.29M 10.96 -2.85 9.21
  WCM Focused Global Growth Fund Inst 541.64M 24.12 3.10 12.77
  WCM Focused Global Growth Fund Inve 28.98M 23.86 2.83 12.51
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