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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
+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
EOG icon
251
EOG Resources
EOG
$75.2B
– –
-30,434
Closed -$3.69M
FMX icon
252
Fomento Económico Mexicano
FMX
$40.3B
– –
-635,633
Closed -$83M
FOXF icon
253
Fox Factory Holding Corp
FOXF
$905M
– –
-192,313
Closed -$13.1M
HEI icon
254
HEICO Corp
HEI
$51.3B
– –
-883
Closed -$158K
HEI.A icon
255
HEICO Corp Class A
HEI.A
$37B
– –
-1,452,390
Closed -$207M
IEI icon
256
iShares 3-7 Year Treasury Bond ETF
IEI
$17.7B
– –
-5
Closed -$586
IGSB icon
257
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
$23.3B
– –
-14
Closed -$718
IVV icon
258
iShares Core S&P 500 ETF
IVV
$902B
– –
-214
Closed -$103K
IWN icon
259
iShares Russell 2000 Value ETF
IWN
$14.6B
– –
-459
Closed -$72.4K
MNST icon
260
Monster Beverage
MNST
$89.2B
– –
-181,108
Closed -$5.2M
PCOR icon
261
Procore
PCOR
$8.93B
– –
-226,981
Closed -$15.9M
STIP icon
262
iShares 0-5 Year TIPS Bond ETF
STIP
$15.9B
– –
-7
Closed -$690
UFPI icon
263
UFP Industries
UFPI
$5.12B
– –
-122,346
Closed -$15.6M
NBIS
264
Nebius Group N.V.
NBIS
$49.1B
– –
-1,359,632
Closed –
KRTX
265
DELISTED
Karuna Therapeutics, Inc. Common Stock
KRTX
– –
-37,686
Closed -$11.9M
7 8 9 10
11

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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.