We are live on ! Find out more
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
+14.7%
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
$42.1B
AUM Growth
+$5.91B
Cap. Flow
+$1.82B
Cap. Flow %
4.32%
Top 10 Hldgs %
42.45%
Holding
265
New
15
Increased
119
Reduced
107
Closed
18

Top Buys

Rank Stock Value
1
NU icon
Nu Holdings
NU
+$940M
2
CPNG icon
Coupang
CPNG
+$704M
3
MNDY icon
monday.com
MNDY
+$685M
4
ILMN icon
Illumina
ILMN
+$445M
5
APP icon
Applovin
APP
+$381M

Top Sells

Rank Stock Value
1
MELI icon
Mercado Libre
MELI
+$442M
2
HEI.A icon
HEICO Corp Class A
HEI.A
+$207M
3
DDOG icon
Datadog
DDOG
+$106M
4
LRCX icon
Lam Research
LRCX
+$102M
5
V icon
Visa
V
+$92.3M

Sector Composition

Rank Sector Weight
1 Technology 26.95%
2 Industrials 18.5%
3 Financials 18.34%
4 Healthcare 17.66%
5 Consumer Discretionary 10.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CVX icon
226
Chevron
CVX
$385B
$289K ﹤0.01%
1,829
+109
+6% +$16.4K
JPM icon
227
JPMorgan Chase
JPM
$963B
$286K ﹤0.01%
1,428
-231
-14% -$41.7K
MOH icon
228
Molina Healthcare
MOH
$10.2B
$278K ﹤0.01%
676
+6
+0.9% +$2.33K
CSL icon
229
Carlisle Companies
CSL
$15.6B
$269K ﹤0.01%
687
+6
+0.9% +$2.04K
JNJ icon
230
Johnson & Johnson
JNJ
$626B
$267K ﹤0.01%
1,691
+107
+7% +$17K
ETR icon
231
Entergy
ETR
$49.9B
$266K ﹤0.01%
5,038
+324
+7% +$16.4K
UL icon
232
Unilever
UL
$134B
$259K ﹤0.01%
4,595
+619
+16% +$34.3K
TXN icon
233
Texas Instruments
TXN
$255B
$259K ﹤0.01%
1,488
+99
+7% +$16.5K
TROW icon
234
T. Rowe Price
TROW
$24.3B
$242K ﹤0.01%
1,988
+129
+7% +$14.4K
CMCSA icon
235
Comcast
CMCSA
$90.8B
$242K ﹤0.01%
5,586
+425
+8% +$18.3K
LMT icon
236
Lockheed Martin
LMT
$138B
$233K ﹤0.01%
+513
New +$225K
HD icon
237
Home Depot
HD
$354B
$229K ﹤0.01%
+596
New +$218K
MSM icon
238
MSC Industrial Direct
MSM
$6.73B
$227K ﹤0.01%
2,340
+179
+8% +$17.6K
PG icon
239
Procter & Gamble
PG
$337B
$224K ﹤0.01%
+1,379
New +$216K
PEG icon
240
Public Service Enterprise Group
PEG
$37.5B
$219K ﹤0.01%
+3,273
New +$200K
UNP icon
241
Union Pacific
UNP
$174B
$217K ﹤0.01%
884
+52
+6% +$12.8K
PDD icon
242
Pinduoduo
PDD
$129B
$216K ﹤0.01%
1,860
-206
-10% -$27K
CSCO icon
243
Cisco
CSCO
$475B
$215K ﹤0.01%
4,299
+304
+8% +$15.2K
PSX icon
244
Phillips 66
PSX
$89.2B
$213K ﹤0.01%
+1,301
New +$187K
RHI icon
245
Robert Half
RHI
$4.31B
$203K ﹤0.01%
2,557
+178
+7% +$14.3K
KSA icon
246
iShares MSCI Saudi Arabia ETF
KSA
$623M
$62.1K ﹤0.01%
1,406
-23
-2% -$1K
SGOV icon
247
iShares 0-3 Month Treasury Bond ETF
SGOV
$101B
$504 ﹤0.01%
5
-5,415
-100% -$544K
ACWI icon
248
iShares MSCI ACWI ETF
ACWI
$33.2B
– –
-57,680
Closed -$5.88M
ACWX icon
249
iShares MSCI ACWI ex US ETF
ACWX
$11.9B
– –
-2,998
Closed -$153K
EFG icon
250
iShares MSCI EAFE Growth ETF
EFG
$17.3B
– –
-8,812
Closed -$853K
7 8 9
10
11

Similar funds

State of Wisconsin Investment Board
State of Wisconsin Investment Board Madison, Wisconsin $43.7B AUM 27.76% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return
PEAK6
PEAK6 Chicago, Illinois $42.6B AUM 66.24% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return
LP
LMR Partners London, United Kingdom $45.4B AUM 60.47% 1-Year Est. Return
Zurich Cantonal Bank
Zurich Cantonal Bank Zurich, Switzerland $46B AUM 27.59% 1-Year Est. Return
Holocene Advisors
Holocene Advisors New York $41.5B AUM 42.97% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

WCM Investment Management's Q1 2024 Portfolio in Review

As of Q1 2024, WCM Investment Management held 265 positions worth $42.1B, up 16% from $36.2B the previous quarter. Its ten largest holdings account for 42% of the portfolio.

WCM Investment Management deployed $1.82B of net new capital in Q1 2024, opening 15 new positions and adding to 119 existing holdings. Its largest new stake was monday.com: 3,225,401 shares worth $729M.

By sector, the portfolio is most concentrated in Technology at 27% of assets, down from 29% a quarter earlier, followed by Industrials and Financials.

On the sell side, the largest reduction was Mercado Libre, an estimated $442M trimmed.

  • WCM Investment Management's largest Q1 2024 buy was monday.com: 3,225,401 shares worth $729M.
  • WCM Investment Management added most to Nu Holdings in Q1 2024, an estimated $940M increase.
  • WCM Investment Management's biggest Q1 2024 reduction was Mercado Libre, cutting an estimated $442M.
  • WCM Investment Management fully exited HEICO Corp Class A in Q1 2024, selling an estimated $207M.
  • WCM Investment Management's ten largest holdings make up 42% of its $42.1B portfolio in Q1 2024.
  • WCM Investment Management opened 15 new positions and closed 18 in Q1 2024.
  • WCM Investment Management's portfolio value rose 16% quarter-over-quarter to $42.1B.

Based on WCM Investment Management's 13F filing for Q1 2024, filed 25 Apr 2024.