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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
+9.35%
1 Year Est. Return
+42.28%
3 Year Est. Return
+149.38%
5 Year Est. Return
+174.91%
10 Year Est. Return
+944.06%
AUM
$31.3B
AUM Growth
+$1.31B
Cap. Flow
-$1.07B
Cap. Flow %
-3.42%
Top 10 Hldgs %
46.8%
Holding
226
New
13
Increased
89
Reduced
106
Closed
13

Top Buys

Rank Stock Value
1
LIN icon
Linde
LIN
+$1.13B
2
ACGL icon
Arch Capital
ACGL
+$839M
3
IBN icon
ICICI Bank
IBN
+$261M
4
BAH icon
Booz Allen Hamilton
BAH
+$136M
5
AZN icon
AstraZeneca
AZN
+$32.1M

Top Sells

Rank Stock Value
1
LULU icon
lululemon athletica
LULU
+$797M
2
ACN icon
Accenture
ACN
+$478M
3
ALC icon
Alcon
ALC
+$278M
4
RGEN icon
Repligen
RGEN
+$263M
5
UNP icon
Union Pacific
UNP
+$260M

Sector Composition

Rank Sector Weight
1 Technology 26.1%
2 Healthcare 24.77%
3 Financials 19.43%
4 Industrials 17.62%
5 Materials 5.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
HHR
226
DELISTED
HeadHunter Group PLC American Depositary Shares
HHR
$0 ﹤0.01%
339,894
– –
6 7 8 9
10

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WCM Investment Management's Q1 2023 Portfolio in Review

As of Q1 2023, WCM Investment Management held 226 positions worth $31.3B, up 4.4% from $30B the previous quarter. Its ten largest holdings account for 47% of the portfolio.

WCM Investment Management withdrew a net $1.07B in Q1 2023, closing 13 positions and reducing 106 holdings. Its most notable exit was Union Pacific, an estimated $260M position sold in full.

By sector, the portfolio is most concentrated in Technology at 26% of assets, down from 27% a quarter earlier, followed by Healthcare and Financials.

Against the trend, WCM Investment Management opened a new position in Arch Capital worth $867M.

  • WCM Investment Management's largest Q1 2023 buy was Arch Capital: 12,769,260 shares worth $867M.
  • WCM Investment Management added most to Linde in Q1 2023, an estimated $1.13B increase.
  • WCM Investment Management's biggest Q1 2023 reduction was lululemon athletica, cutting an estimated $797M.
  • WCM Investment Management fully exited Union Pacific in Q1 2023, selling an estimated $260M.
  • WCM Investment Management's ten largest holdings make up 47% of its $31.3B portfolio in Q1 2023.
  • WCM Investment Management opened 13 new positions and closed 13 in Q1 2023.
  • WCM Investment Management's portfolio value rose 4.4% quarter-over-quarter to $31.3B.

Based on WCM Investment Management's 13F filing for Q1 2023, filed 15 May 2023.