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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
+4.38%
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
$42.3B
AUM Growth
+$235M
Cap. Flow
-$201M
Cap. Flow %
-0.48%
Top 10 Hldgs %
39.27%
Holding
281
New
34
Increased
131
Reduced
95
Closed
14

Top Buys

Rank Stock Value
1
TSM icon
TSMC
TSM
+$1.29B
2
SE icon
Sea Limited
SE
+$1.02B
3
SPOT icon
Spotify
SPOT
+$984M
4
GEV icon
GE Vernova
GEV
+$222M
5
MNDY icon
monday.com
MNDY
+$203M

Top Sells

Rank Stock Value
1
ACN icon
Accenture
ACN
+$916M
2
LRCX icon
Lam Research
LRCX
+$471M
3
ANET icon
Arista Networks
ANET
+$435M
4
COST icon
Costco
COST
+$388M
5
TEAM icon
Atlassian
TEAM
+$352M

Sector Composition

Rank Sector Weight
1 Technology 24.15%
2 Financials 18.17%
3 Industrials 17.07%
4 Healthcare 16.71%
5 Consumer Discretionary 13.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
GD icon
226
General Dynamics
GD
$107B
$571K ﹤0.01%
1,954
+820
+72% +$240K
BMRN icon
227
BioMarin Pharmaceuticals
BMRN
$13.3B
$539K ﹤0.01%
6,460
+1,593
+33% +$133K
PCTY icon
228
Paylocity
PCTY
$7.73B
$530K ﹤0.01%
4,007
+954
+31% +$148K
UL icon
229
Unilever
UL
$135B
$503K ﹤0.01%
8,070
+3,475
+76% +$205K
JPM icon
230
JPMorgan Chase
JPM
$956B
$481K ﹤0.01%
2,416
+988
+69% +$193K
VZ icon
231
Verizon
VZ
$195B
$477K ﹤0.01%
11,691
+4,593
+65% +$185K
ETR icon
232
Entergy
ETR
$49.3B
$476K ﹤0.01%
8,920
+3,882
+77% +$209K
CFR icon
233
Cullen/Frost Bankers
CFR
$10.3B
$454K ﹤0.01%
4,565
+1,984
+77% +$208K
TXN icon
234
Texas Instruments
TXN
$256B
$450K ﹤0.01%
2,329
+841
+57% +$155K
CVX icon
235
Chevron
CVX
$382B
$424K ﹤0.01%
2,711
+882
+48% +$141K
PEG icon
236
Public Service Enterprise Group
PEG
$37.2B
$421K ﹤0.01%
5,759
+2,486
+76% +$177K
MRK icon
237
Merck
MRK
$323B
$413K ﹤0.01%
3,182
+993
+45% +$128K
JNJ icon
238
Johnson & Johnson
JNJ
$631B
$402K ﹤0.01%
2,757
+1,066
+63% +$159K
LMT icon
239
Lockheed Martin
LMT
$139B
$401K ﹤0.01%
859
+346
+67% +$160K
EFA icon
240
iShares MSCI EAFE ETF
EFA
$79.8B
$401K ﹤0.01%
5,125
+1,018
+25% +$80.6K
TROW icon
241
T. Rowe Price
TROW
$24.3B
$392K ﹤0.01%
3,395
+1,407
+71% +$162K
CMCSA icon
242
Comcast
CMCSA
$89.4B
$392K ﹤0.01%
10,236
+4,650
+83% +$182K
PG icon
243
Procter & Gamble
PG
$340B
$369K ﹤0.01%
2,214
+835
+61% +$137K
MSM icon
244
MSC Industrial Direct
MSM
$6.87B
$352K ﹤0.01%
4,509
+2,169
+93% +$193K
UPS icon
245
United Parcel Service
UPS
$89.1B
$348K ﹤0.01%
+2,561
New +$367K
KO icon
246
Coca-Cola
KO
$374B
$347K ﹤0.01%
+5,429
New +$336K
HD icon
247
Home Depot
HD
$350B
$341K ﹤0.01%
1,000
+404
+68% +$138K
PSX icon
248
Phillips 66
PSX
$86B
$336K ﹤0.01%
2,410
+1,109
+85% +$164K
CSCO icon
249
Cisco
CSCO
$483B
$326K ﹤0.01%
6,873
+2,574
+60% +$122K
PFE icon
250
Pfizer
PFE
$154B
$322K ﹤0.01%
+11,590
New +$319K
8 9
10
11 12

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WCM Investment Management's Q2 2024 Portfolio in Review

As of Q2 2024, WCM Investment Management held 281 positions worth $42.3B, up 0.56% from $42.1B the previous quarter. Its ten largest holdings account for 39% of the portfolio.

WCM Investment Management's Q2 2024 filing shows 34 new, 131 increased, 95 reduced and 14 closed positions. Its largest new stake was Sea Limited: 15,384,819 shares worth $1.15B. The largest sale was Accenture, an estimated $916M.

By sector, the portfolio is most concentrated in Technology at 24% of assets, down from 27% a quarter earlier, followed by Financials and Industrials.

  • WCM Investment Management's largest Q2 2024 buy was Sea Limited: 15,384,819 shares worth $1.15B.
  • WCM Investment Management added most to TSMC in Q2 2024, an estimated $1.29B increase.
  • WCM Investment Management's biggest Q2 2024 reduction was Accenture, cutting an estimated $916M.
  • WCM Investment Management fully exited Lam Research in Q2 2024, selling an estimated $471M.
  • WCM Investment Management's ten largest holdings make up 39% of its $42.3B portfolio in Q2 2024.
  • WCM Investment Management opened 34 new positions and closed 14 in Q2 2024.
  • WCM Investment Management's portfolio value rose 0.56% quarter-over-quarter to $42.3B.

Based on WCM Investment Management's 13F filing for Q2 2024, filed 31 Jul 2024.