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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
+9.07%
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
$44.1B
AUM Growth
+$1.82B
(+4.3%)
Cap. Flow
-$959M
Cap. Flow
% of AUM
-2.17%
Top 10 Holdings %
Top 10 Hldgs %
38.57%
Holding
300
New
33
Increased
139
Reduced
107
Closed
11
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Reinsurance Group of America
RGA
|
+$481M |
| 2 |
Sea Limited
SE
|
+$416M |
| 3 |
Freshpet
FRPT
|
+$320M |
| 4 |
GE Vernova
GEV
|
+$223M |
| 5 |
TSMC
TSM
|
+$206M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Canadian Pacific Kansas City
CP
|
+$503M |
| 2 |
Atlassian
TEAM
|
+$494M |
| 3 |
Mercado Libre
MELI
|
+$408M |
| 4 |
Old Dominion Freight Line
ODFL
|
+$351M |
| 5 |
WCN
Waste Connections
WCN
|
+$298M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 21.34% |
| 2 | Financials | 19.59% |
| 3 | Healthcare | 15.66% |
| 4 | Consumer Discretionary | 15.35% |
| 5 | Industrials | 14.85% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
226
Merck
MRK
$322B
| $1.55M | ﹤0.01% |
13,664
+10,482
| +329% | +$1.25M |
|
227
Accenture
ACN
$110B
| $1.54M | ﹤0.01% |
4,393
-1,551
| -26% | -$510K |
|
228
CME Group
CME
$93.5B
| $1.51M | ﹤0.01% |
+6,916
| New | +$1.43M |
|
229
Nike
NKE
$61.3B
| $1.51M | ﹤0.01% |
16,844
-9,601
| -36% | -$753K |
|
230
United Parcel Service
UPS
$88.7B
| $1.49M | ﹤0.01% |
11,098
+8,537
| +333% | +$1.12M |
|
231
Pfizer
PFE
$152B
| $1.47M | ﹤0.01% |
50,675
+39,085
| +337% | +$1.14M |
|
232
Black Hills Corp
BKH
$5.62B
| $1.44M | ﹤0.01% |
+23,539
| New | +$1.37M |
|
233
CGI
GIB
$15.5B
| $1.43M | ﹤0.01% |
12,552
+29
| +0.2% | +$3.17K |
|
234
Union Pacific
UNP
$174B
| $1.43M | ﹤0.01% |
5,870
+4,494
| +327% | +$1.09M |
|
235
HubSpot
HUBS
$11B
| $1.42M | ﹤0.01% |
2,649
+644
| +32% | +$323K |
|
236
Sarepta Therapeutics
SRPT
$1.88B
| $1.36M | ﹤0.01% |
10,917
+2,680
| +33% | +$370K |
|
237
Phillips 66
PSX
$89.5B
| $1.3M | ﹤0.01% |
9,890
+7,480
| +310% | +$1.01M |
|
238
Alcon
ALC
$36.7B
| $1.28M | ﹤0.01% |
12,865
-9,691
| -43% | -$911K |
|
239
Realty Income
O
$58.6B
| $1.28M | ﹤0.01% |
20,361
+14,798
| +266% | +$881K |
|
240
Coca-Cola Femsa
KOF
$22.8B
| $1.26M | ﹤0.01% |
13,974
+10,777
| +337% | +$942K |
|
241
Simulations Plus
SLP
$371M
| $1.26M | ﹤0.01% |
40,000
| – | – |
|
242
Robert Half
RHI
$4.32B
| $1.26M | ﹤0.01% |
18,735
+14,526
| +345% | +$920K |
|
243
Hershey
HSY
$36.6B
| $1.26M | ﹤0.01% |
6,505
+4,925
| +312% | +$957K |
|
244
Trane Technologies
TT
$106B
| $1.24M | ﹤0.01% |
3,234
-68
| -2% | -$23.6K |
|
245
RELX
RELX
$61.7B
| $1.22M | ﹤0.01% |
25,727
-41
| -0.2% | -$1.9K |
|
246
Clorox
CLX
$13.1B
| $1.22M | ﹤0.01% |
7,466
+5,829
| +356% | +$864K |
|
247
Chubb
CB
$134B
| $1.21M | ﹤0.01% |
4,164
-27
| -0.6% | -$7.4K |
|
248
TotalEnergies
TTE
$196B
| $1.2M | ﹤0.01% |
18,085
+14,088
| +352% | +$957K |
|
249
BioMarin Pharmaceuticals
BMRN
$13.5B
| $1.2M | ﹤0.01% |
16,945
+10,485
| +162% | +$876K |
|
250
Public Service Enterprise Group
PEG
$37.5B
| $1.18M | ﹤0.01% |
13,426
+7,667
| +133% | +$612K |
|
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WCM Investment Management's Q3 2024 Portfolio in Review
As of Q3 2024, WCM Investment Management held 300 positions worth $44.1B, up 4.3% from $42.3B the previous quarter. Its ten largest holdings account for 39% of the portfolio.
WCM Investment Management's Q3 2024 filing shows 33 new, 139 increased, 107 reduced and 11 closed positions. Its largest new stake was SharkNinja: 225,225 shares worth $23.9M. The largest sale was Canadian Pacific Kansas City, an estimated $503M.
By sector, the portfolio is most concentrated in Technology at 21% of assets, down from 24% a quarter earlier, followed by Financials and Healthcare.
- WCM Investment Management's largest Q3 2024 buy was SharkNinja: 225,225 shares worth $23.9M.
- WCM Investment Management added most to Reinsurance Group of America in Q3 2024, an estimated $481M increase.
- WCM Investment Management's biggest Q3 2024 reduction was Canadian Pacific Kansas City, cutting an estimated $503M.
- WCM Investment Management fully exited Old Dominion Freight Line in Q3 2024, selling an estimated $351M.
- WCM Investment Management's ten largest holdings make up 39% of its $44.1B portfolio in Q3 2024.
- WCM Investment Management opened 33 new positions and closed 11 in Q3 2024.
- WCM Investment Management's portfolio value rose 4.3% quarter-over-quarter to $44.1B.
Based on WCM Investment Management's 13F filing for Q3 2024, filed 4 Nov 2024.