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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
+9.59%
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
$42.5B
AUM Growth
-$1.6B
Cap. Flow
-$2.84B
Cap. Flow %
-6.67%
Top 10 Hldgs %
40.49%
Holding
332
New
43
Increased
108
Reduced
133
Closed
44

Top Buys

Rank Stock Value
1
GDDY icon
GoDaddy
GDDY
+$613M
2
VRTX icon
Vertex Pharmaceuticals
VRTX
+$506M
3
SE icon
Sea Limited
SE
+$500M
4
SAP icon
SAP
SAP
+$277M
5
ILMN icon
Illumina
ILMN
+$124M

Top Sells

Rank Stock Value
1
APP icon
Applovin
APP
+$985M
2
FND icon
Floor & Decor
FND
+$537M
3
AON icon
Aon
AON
+$529M
4
EPAM icon
EPAM Systems
EPAM
+$447M
5
TMO icon
Thermo Fisher Scientific
TMO
+$439M

Sector Composition

Rank Sector Weight
1 Technology 23.94%
2 Financials 16.94%
3 Consumer Discretionary 15.77%
4 Healthcare 14.31%
5 Industrials 12.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SBS icon
226
Sabesp
SBS
$17.9B
$2.28M 0.01%
817,665
+252,371
+45% +$770K
PEP icon
227
PepsiCo
PEP
$187B
$2.23M 0.01%
14,692
+8,759
+148% +$1.44M
SWKS icon
228
Skyworks Solutions
SWKS
$10.4B
$2.2M 0.01%
24,874
+13,383
+116% +$1.22M
RELX icon
229
RELX
RELX
$61.9B
$2.18M 0.01%
48,035
+22,308
+87% +$1.04M
SONY icon
230
Sony
SONY
$139B
$2.17M 0.01%
102,269
+49,199
+93% +$958K
TT icon
231
Trane Technologies
TT
$106B
$2.12M 0.01%
5,724
+2,490
+77% +$988K
REXR icon
232
Rexford Industrial Realty
REXR
$8.11B
$2.11M 0.01%
54,510
– –
TYL icon
233
Tyler Technologies
TYL
$13.2B
$2.1M ﹤0.01%
3,621
-11
-0.3% -$6.65K
CB icon
234
Chubb
CB
$134B
$2.04M ﹤0.01%
7,399
+3,235
+78% +$919K
POOL icon
235
Pool Corp
POOL
$7.35B
$2.02M ﹤0.01%
5,945
-335
-5% -$122K
CASY icon
236
Casey's General Stores
CASY
$31.2B
$1.98M ﹤0.01%
4,969
+133
+3% +$53.6K
CW icon
237
Curtiss-Wright
CW
$26B
$1.97M ﹤0.01%
+5,516
New +$1.99M
HUBS icon
238
HubSpot
HUBS
$11.1B
$1.85M ﹤0.01%
2,651
+2
+0.1% +$1.29K
TDY icon
239
Teledyne Technologies
TDY
$31.5B
$1.83M ﹤0.01%
3,929
+334
+9% +$156K
TECH icon
240
Bio-Techne
TECH
$11.2B
$1.7M ﹤0.01%
23,566
+675
+3% +$49.6K
TSCO icon
241
Tractor Supply
TSCO
$18.7B
$1.68M ﹤0.01%
31,991
-49
-0.2% -$2.77K
DT icon
242
Dynatrace
DT
$14.6B
$1.58M ﹤0.01%
+29,178
New +$1.59M
NICE icon
243
Nice
NICE
$6.01B
$1.58M ﹤0.01%
9,246
+4,239
+85% +$756K
ESGE icon
244
iShares ESG Aware MSCI EM ETF
ESGE
$6.74B
$1.51M ﹤0.01%
45,185
– –
AXON
245
Axon Enterprise
AXON
$51.2B
$1.46M ﹤0.01%
2,422
-3,589
-60% -$1.95M
DVN icon
246
Devon Energy
DVN
$50B
$1.44M ﹤0.01%
44,999
+25,511
+131% +$961K
SLB icon
247
SLB Ltd
SLB
$79.3B
$1.4M ﹤0.01%
37,116
+16,218
+78% +$681K
TFII icon
248
TFI International
TFII
$11.5B
$1.23M ﹤0.01%
9,082
+4,497
+98% +$640K
PDD icon
249
Pinduoduo
PDD
$129B
$1.2M ﹤0.01%
12,745
+11,062
+657% +$1.29M
BIDU icon
250
Baidu
BIDU
$36B
$1.15M ﹤0.01%
13,666
+6,132
+81% +$560K
8 9
10
11 12

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WCM Investment Management's Q4 2024 Portfolio in Review

As of Q4 2024, WCM Investment Management held 332 positions worth $42.5B, down 3.6% from $44.1B the previous quarter. Its ten largest holdings account for 40% of the portfolio.

WCM Investment Management withdrew a net $2.84B in Q4 2024, closing 44 positions and reducing 133 holdings. Its most notable exit was Floor & Decor, an estimated $537M position sold in full.

By sector, the portfolio is most concentrated in Technology at 24% of assets, up from 21% a quarter earlier, followed by Financials and Consumer Discretionary.

Against the trend, WCM Investment Management opened a new position in Vertex Pharmaceuticals worth $436M.

  • WCM Investment Management's largest Q4 2024 buy was Vertex Pharmaceuticals: 1,091,522 shares worth $436M.
  • WCM Investment Management added most to GoDaddy in Q4 2024, an estimated $613M increase.
  • WCM Investment Management's biggest Q4 2024 reduction was Applovin, cutting an estimated $985M.
  • WCM Investment Management fully exited Floor & Decor in Q4 2024, selling an estimated $537M.
  • WCM Investment Management's ten largest holdings make up 40% of its $42.5B portfolio in Q4 2024.
  • WCM Investment Management opened 43 new positions and closed 44 in Q4 2024.
  • WCM Investment Management's portfolio value fell 3.6% quarter-over-quarter to $42.5B.

Based on WCM Investment Management's 13F filing for Q4 2024, filed 28 Jan 2025.