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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 | |
|---|---|---|---|---|---|---|
251
Skyworks Solutions
SWKS
$10.2B
| $1.14M | ﹤0.01% |
11,491
+8,524
| +287% | +$904K |
|
252
Teva Pharmaceuticals
TEVA
$42.3B
| $1.05M | ﹤0.01% |
+60,170
| New | +$1.05M |
|
253
FMC
FMC
$1.3B
| $1.05M | ﹤0.01% |
15,852
+3,772
| +31% | +$231K |
|
254
Sony
SONY
$138B
| $1.02M | ﹤0.01% |
53,070
-425
| -0.8% | -$7.75K |
|
255
PepsiCo
PEP
$189B
| $1.01M | ﹤0.01% |
5,933
+4,551
| +329% | +$782K |
|
256
SLB Ltd
SLB
$79.1B
| $884K | ﹤0.01% |
20,898
-239
| -1% | -$10.6K |
|
257
Nice
NICE
$5.97B
| $858K | ﹤0.01% |
5,007
| – | – |
|
258
Paylocity
PCTY
$7.65B
| $857K | ﹤0.01% |
5,313
+1,306
| +33% | +$199K |
|
259
Workday
WDAY
$44.8B
| $853K | ﹤0.01% |
3,500
| – | – |
|
260
iShares 0-3 Month Treasury Bond ETF
SGOV
$101B
| $796K | ﹤0.01% |
7,902
| – | – |
|
261
Baidu
BIDU
$36B
| $792K | ﹤0.01% |
7,534
-40
| -0.5% | -$3.53K |
|
262
Devon Energy
DVN
$49.9B
| $759K | ﹤0.01% |
19,488
+14,829
| +318% | +$653K |
|
263
Natera
NTRA
$45.7B
| $745K | ﹤0.01% |
5,925
-112,444
| -95% | -$12.9M |
|
264
NetEase
NTES
$82B
| $738K | ﹤0.01% |
7,888
| – | – |
|
265
Grupo Aeroportuario del Pacifico
PAC
$12.7B
| $737K | ﹤0.01% |
4,149
+32
| +0.8% | +$5.3K |
|
266
TFI International
TFII
$11.7B
| $632K | ﹤0.01% |
4,585
-3,569
| -44% | -$527K |
|
267
Eastman Chemical
EMN
$8.54B
| $374K | ﹤0.01% |
+3,330
| New | +$333K |
|
268
Molina Healthcare
MOH
$10.2B
| $369K | ﹤0.01% |
1,080
+36
| +3% | +$11.9K |
|
|
HUYA
269
Huya Inc
HUYA
$563M
| $322K | ﹤0.01% |
+63,475
| New | +$273K |
|
270
Jack Henry & Associates
JKHY
$10.9B
| $321K | ﹤0.01% |
+1,824
| New | +$309K |
|
271
Paychex
PAYX
$43.2B
| $315K | ﹤0.01% |
+2,372
| New | +$301K |
|
272
CDW
CDW
$16.9B
| $313K | ﹤0.01% |
1,380
+61
| +5% | +$13.5K |
|
273
C.H. Robinson
CHRW
$17B
| $311K | ﹤0.01% |
+2,874
| New | +$279K |
|
274
Ingredion
INGR
$6.62B
| $303K | ﹤0.01% |
+2,208
| New | +$281K |
|
275
Quest Diagnostics
DGX
$26.3B
| $293K | ﹤0.01% |
+1,895
| New | +$283K |
|
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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.