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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
MOH icon
251
Molina Healthcare
MOH
$10.4B
$316K ﹤0.01%
1,044
+368
+54% +$125K
SWKS icon
252
Skyworks Solutions
SWKS
$10.4B
$313K ﹤0.01%
+2,967
New +$292K
UNP icon
253
Union Pacific
UNP
$174B
$307K ﹤0.01%
1,376
+492
+56% +$115K
CDW icon
254
CDW
CDW
$17.1B
$296K ﹤0.01%
1,319
+26
+2% +$6.03K
O icon
255
Realty Income
O
$58.6B
$292K ﹤0.01%
+5,563
New +$297K
HSY icon
256
Hershey
HSY
$36.7B
$290K ﹤0.01%
+1,580
New +$306K
KOF icon
257
Coca-Cola Femsa
KOF
$22.9B
$271K ﹤0.01%
+3,197
New +$299K
RHI icon
258
Robert Half
RHI
$4.37B
$267K ﹤0.01%
4,209
+1,652
+65% +$113K
TTE icon
259
TotalEnergies
TTE
$195B
$266K ﹤0.01%
+3,997
New +$284K
PDD icon
260
Pinduoduo
PDD
$132B
$247K ﹤0.01%
1,869
+9
+0.5% +$1.22K
PEP icon
261
PepsiCo
PEP
$188B
$230K ﹤0.01%
+1,382
New +$239K
CLX icon
262
Clorox
CLX
$13B
$224K ﹤0.01%
+1,637
New +$227K
DVN icon
263
Devon Energy
DVN
$49.9B
$219K ﹤0.01%
+4,659
New +$232K
CSL icon
264
Carlisle Companies
CSL
$15.3B
$202K ﹤0.01%
491
-196
-29% -$79K
ACWI icon
265
iShares MSCI ACWI ETF
ACWI
$33.3B
$185K ﹤0.01%
+1,639
New +$180K
EFG icon
266
iShares MSCI EAFE Growth ETF
EFG
$17.2B
$63.5K ﹤0.01%
+619
New +$63.3K
KSA icon
267
iShares MSCI Saudi Arabia ETF
KSA
$625M
$57.3K ﹤0.01%
1,406
– –
BAM icon
268
Brookfield Asset Management
BAM
$84.4B
– –
-20,128
Closed -$846K
CMG icon
269
Chipotle Mexican Grill
CMG
$40.7B
– –
-254,900
Closed -$14.8M
COST icon
270
Costco
COST
$423B
– –
-529,857
Closed -$388M
IFF icon
271
International Flavors & Fragrances
IFF
$21.7B
– –
-31,128
Closed -$2.68M
LRCX icon
272
Lam Research
LRCX
$383B
– –
-4,848,650
Closed -$471M
MTD icon
273
Mettler-Toledo International
MTD
$28.6B
– –
-2,391
Closed -$3.18M
PR
274
Permian Resources
PR
$17.8B
– –
-1,367,115
Closed -$24.1M
PRVA icon
275
Privia Health
PRVA
$2.86B
– –
-572,454
Closed -$11.2M
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.