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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
BMRN icon
251
BioMarin Pharmaceuticals
BMRN
$13.4B
$1.15M ﹤0.01%
17,540
+595
+4% +$39.9K
IWO icon
252
iShares Russell 2000 Growth ETF
IWO
$14.9B
$994K ﹤0.01%
+3,446
New +$1.02M
NTRA icon
253
Natera
NTRA
$45.6B
$938K ﹤0.01%
5,913
-12
-0.2% -$1.75K
SDY icon
254
State Street SPDR S&P Dividend ETF
SDY
$22.1B
$813K ﹤0.01%
+6,174
New +$862K
SGOV icon
255
iShares 0-3 Month Treasury Bond ETF
SGOV
$101B
$792K ﹤0.01%
7,902
– –
FMC icon
256
FMC
FMC
$1.3B
$785K ﹤0.01%
16,210
+358
+2% +$20.9K
PAC icon
257
Grupo Aeroportuario del Pacifico
PAC
$12.7B
$697K ﹤0.01%
3,977
-172
-4% -$30.9K
PAYX icon
258
Paychex
PAYX
$43.1B
$677K ﹤0.01%
4,834
+2,462
+104% +$350K
NTES icon
259
NetEase
NTES
$82B
$674K ﹤0.01%
7,549
-339
-4% -$29.7K
ACWX icon
260
iShares MSCI ACWI ex US ETF
ACWX
$11.9B
$651K ﹤0.01%
+12,463
New +$682K
JKHY icon
261
Jack Henry & Associates
JKHY
$11B
$603K ﹤0.01%
3,445
+1,621
+89% +$290K
INGR icon
262
Ingredion
INGR
$6.58B
$550K ﹤0.01%
4,010
+1,802
+82% +$254K
CLX icon
263
Clorox
CLX
$13B
$547K ﹤0.01%
3,387
-4,079
-55% -$667K
DGX icon
264
Quest Diagnostics
DGX
$26.3B
$535K ﹤0.01%
3,542
+1,647
+87% +$256K
CHRW icon
265
C.H. Robinson
CHRW
$16.9B
$516K ﹤0.01%
4,987
+2,113
+74% +$227K
EMN icon
266
Eastman Chemical
EMN
$8.54B
$508K ﹤0.01%
5,589
+2,259
+68% +$232K
PFG icon
267
Principal Financial Group
PFG
$24.3B
$505K ﹤0.01%
6,544
+3,463
+112% +$292K
COR icon
268
Cencora
COR
$63B
$476K ﹤0.01%
2,116
+1,053
+99% +$248K
MSM icon
269
MSC Industrial Direct
MSM
$6.72B
$466K ﹤0.01%
6,375
-14,385
-69% -$1.19M
WHR icon
270
Whirlpool
WHR
$2.86B
$452K ﹤0.01%
+3,972
New +$438K
OMC icon
271
Omnicom Group
OMC
$23.5B
$391K ﹤0.01%
4,561
+2,485
+120% +$246K
SWK icon
272
Stanley Black & Decker
SWK
$15.7B
$380K ﹤0.01%
4,758
+2,825
+146% +$262K
LECO icon
273
Lincoln Electric
LECO
$15.5B
$372K ﹤0.01%
1,975
+907
+85% +$183K
CMA
274
DELISTED
Comerica
CMA
$365K ﹤0.01%
+5,938
New +$386K
HRL icon
275
Hormel Foods
HRL
$13.4B
$319K ﹤0.01%
10,215
+3,075
+43% +$96.4K
9 10
11
12 13

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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.