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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 | |
|---|---|---|---|---|---|---|
|
ETWO
251
DELISTED
E2open Parent Holdings
ETWO
| – | – |
-3,217,647
| Closed | -$14.6M |
|
252
Health Catalyst
HCAT
$132M
| – | – |
-647,824
| Closed | -$6.56M |
|
|
HES
253
DELISTED
Hess
HES
| – | – |
-6,328
| Closed | -$991K |
|
|
CALY
254
Callaway Golf Company
CALY
$3.01B
| – | – |
-682,964
| Closed | -$9.39M |
|
255
Micron Technology
MU
$981B
| – | – |
-12,374
| Closed | -$807K |
|
256
Novanta
NOVT
$6.34B
| – | – |
-21,094
| Closed | -$3.03M |
|
257
Paycom
PAYC
$9.57B
| – | – |
-37,994
| Closed | -$9.87M |
|
|
258
Stryker
SYK
$134B
| – | – |
-1,943,601
| Closed | -$532M |
|
259
Veeva Systems
VEEV
$38.4B
| – | – |
-84,016
| Closed | -$17.2M |
|
|
NBIS
260
Nebius Group N.V.
NBIS
$49.1B
| $0 | ﹤0.01% |
1,359,632
-86
| -0% | – |
|
|
TWKS
261
DELISTED
Thoughtworks Holding, Inc. Common Stock
TWKS
| – | – |
-1,377,375
| Closed | -$5.59M |
|
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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.