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First Trust Wcm Focused Global Growth Fund Institutional Class (0P0000YI7K)

US Funds

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29.320 +0.090 +0.31%

05/02 - Delayed Data. Currency in USD

Morningstar Rating:
Total Assets: 594.36M

Type: Fund

Market: United States

Issuer: WCM Investment Management

Asset Class: Equity

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0P0000YI7K Holdings

Comprehensive information about top holdings and Key Holding Information for the WCM Focused Global Growth Fund Institutional Class (0P0000YI7K) fund. Our WCM Focused Global Growth Fund Institutional Class 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	5.360	5.540	0.180
Stocks	91.880	91.880	0.000
Other	2.760	3.550	0.790

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Equities

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	25.645	22.911
Price to Book	6.021	4.552
Price to Sales	2.325	3.494
Price to Cash Flow	18.750	15.946
Dividend Yield	0.617	1.189
5 Years Earnings Growth	16.926	13.725

Sector Allocation

Name	Net %	Category Average
Technology	28.240	29.029
Healthcare	20.560	14.175
Industrials	15.250	11.425
Financial Services	13.130	13.374
Consumer Cyclical	11.180	12.923
Basic Materials	5.050	2.871
Consumer Defensive	3.330	4.342
Utilities	3.250	1.551

Region Allocation

Equities

North America
Europe Developed
Asia

Emerging Markets
Developed Markets

Top Holdings

Number of long holdings: 36

Number of short holdings: 1

Name	ISIN	Weight %	Last	Change %
Applovin	US03831W1080	6.09	380.63	+3.36%
GE Aerospace	US3696043013	4.73	206.06	+0.72%
Amazon.com	US0231351067	4.71	238.83	+1.13%
3I Group	GB00B1YW4409	4.55	4,027.00	+1.56%
Novo Nordisk B	DK0062498333	4.09	635.0	+2.50%
Taiwan Semicon	TW0002330008	3.80	1,115.00	+0.45%
Microsoft	US5949181045	3.63	415.82	+0.61%
NVIDIA	US67066G1040	3.25	128.68	+3.08%
UnitedHealth	US91324P1021	3.11	530.04	-1.81%
GE Vernova LLC	US36828A1016	2.99	374.83	+1.88%

Top Equity Funds by First Trust

Name	Total Assets	YTD%	3Y%	10Y%
WCM Focused International Growth I	17.71B	6.95	-3.94	9.21
WCM Focused International Growth In	732.46M	6.66	-4.17	8.94
WCM Focused Global Growth Fund Inve	28.72M	30.67	4.50	13.13

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Recent Quotes

	Name	Price	Chg.	Chg. %
	WCM Focused Globa.	29.320	+0.090	+0.31%