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WCM Investment Management Portfolio holdings
AUM
$43.8B
1-Year Est. Return
42.28%
This Fund
S&P 500
This Quarter
Est. Return
+12.64%
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
$36.2B
AUM Growth
+$2.1B
(+6.2%)
Cap. Flow
-$1.67B
Cap. Flow
% of AUM
-4.63%
Top 10 Holdings %
Top 10 Hldgs %
47.22%
Holding
261
New
53
Increased
122
Reduced
70
Closed
11
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Mercado Libre
MELI
|
+$705M |
| 2 |
Intuitive Surgical
ISRG
|
+$507M |
| 3 |
GE Aerospace
GE
|
+$471M |
| 4 |
Canadian Natural Resources
CNQ
|
+$140M |
| 5 |
UBS Group
UBS
|
+$120M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Mettler-Toledo International
MTD
|
+$999M |
| 2 |
Stryker
SYK
|
+$532M |
| 3 |
NVO
Novo Nordisk
NVO
|
+$228M |
| 4 |
Canadian Pacific Kansas City
CP
|
+$219M |
| 5 |
Icon
ICLR
|
+$188M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 28.69% |
| 2 | Industrials | 19.03% |
| 3 | Healthcare | 17.56% |
| 4 | Financials | 16.47% |
| 5 | Consumer Discretionary | 10.48% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
226
Cullen/Frost Bankers
CFR
$10.3B
| $265K | ﹤0.01% |
+2,414
| New | +$234K |
|
227
Chevron
CVX
$385B
| $258K | ﹤0.01% |
+1,720
| New | +$260K |
|
228
Verizon
VZ
$196B
| $249K | ﹤0.01% |
+6,650
| New | +$235K |
|
229
Johnson & Johnson
JNJ
$625B
| $248K | ﹤0.01% |
+1,584
| New | +$243K |
|
230
Molina Healthcare
MOH
$10.2B
| $239K | ﹤0.01% |
670
+4
| +0.6% | +$1.41K |
|
231
Texas Instruments
TXN
$257B
| $239K | ﹤0.01% |
+1,389
| New | +$215K |
|
232
Entergy
ETR
$49.7B
| $238K | ﹤0.01% |
+4,714
| New | +$230K |
|
233
Comcast
CMCSA
$90.7B
| $228K | ﹤0.01% |
+5,161
| New | +$221K |
|
234
MSC Industrial Direct
MSM
$6.79B
| $220K | ﹤0.01% |
+2,161
| New | +$214K |
|
235
Merck
MRK
$322B
| $219K | ﹤0.01% |
+2,016
| New | +$209K |
|
236
Unilever
UL
$134B
| $217K | ﹤0.01% |
+3,976
| New | +$215K |
|
237
Carlisle Companies
CSL
$15.5B
| $214K | ﹤0.01% |
+681
| New | +$188K |
|
238
Robert Half
RHI
$4.32B
| $210K | ﹤0.01% |
+2,379
| New | +$189K |
|
239
Union Pacific
UNP
$174B
| $205K | ﹤0.01% |
+832
| New | +$183K |
|
240
T. Rowe Price
TROW
$24.4B
| $203K | ﹤0.01% |
+1,859
| New | +$185K |
|
241
Cisco
CSCO
$476B
| $202K | ﹤0.01% |
+3,995
| New | +$204K |
|
242
HEICO Corp
HEI
$51B
| $158K | ﹤0.01% |
883
+329
| +59% | +$55.7K |
|
243
iShares MSCI ACWI ex US ETF
ACWX
$11.9B
| $153K | ﹤0.01% |
+2,998
| New | +$144K |
|
244
iShares Core S&P 500 ETF
IVV
$902B
| $103K | ﹤0.01% |
+214
| New | +$95.8K |
|
245
iShares Russell 2000 Value ETF
IWN
$14.6B
| $72.4K | ﹤0.01% |
+459
| New | +$63.6K |
|
246
iShares MSCI Saudi Arabia ETF
KSA
$623M
| $60.4K | ﹤0.01% |
1,429
| – | – |
|
247
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
$23.3B
| $718 | ﹤0.01% |
+14
| New | +$703 |
|
248
iShares 0-5 Year TIPS Bond ETF
STIP
$15.9B
| $690 | ﹤0.01% |
+7
| New | +$682 |
|
249
iShares 3-7 Year Treasury Bond ETF
IEI
$17.7B
| $586 | ﹤0.01% |
+5
| New | +$571 |
|
250
Endava
DAVA
$159M
| – | – |
-33,224
| Closed | -$1.93M |
|
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WCM Investment Management's Q4 2023 Portfolio in Review
As of Q4 2023, WCM Investment Management held 261 positions worth $36.2B, up 6.2% from $34.1B the previous quarter. Its ten largest holdings account for 47% of the portfolio.
WCM Investment Management withdrew a net $1.67B in Q4 2023, closing 11 positions and reducing 70 holdings. Its most notable exit was Stryker, an estimated $532M position sold in full.
By sector, the portfolio is most concentrated in Technology at 29% of assets, up from 26% a quarter earlier, followed by Industrials and Healthcare.
Against the trend, WCM Investment Management opened a new position in Intuitive Surgical worth $576M.
- WCM Investment Management's largest Q4 2023 buy was Intuitive Surgical: 1,700,806 shares worth $576M.
- WCM Investment Management added most to Mercado Libre in Q4 2023, an estimated $705M increase.
- WCM Investment Management's biggest Q4 2023 reduction was Mettler-Toledo International, cutting an estimated $999M.
- WCM Investment Management fully exited Stryker in Q4 2023, selling an estimated $532M.
- WCM Investment Management's ten largest holdings make up 47% of its $36.2B portfolio in Q4 2023.
- WCM Investment Management opened 53 new positions and closed 11 in Q4 2023.
- WCM Investment Management's portfolio value rose 6.2% quarter-over-quarter to $36.2B.
Based on WCM Investment Management's 13F filing for Q4 2023, filed 29 Jan 2024.