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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 | |
|---|---|---|---|---|---|---|
276
Principal Financial Group
PFG
$24.3B
| $265K | ﹤0.01% |
+3,081
| New | +$249K |
|
277
Allison Transmission
ALSN
$10.4B
| $253K | ﹤0.01% |
+2,621
| New | +$225K |
|
278
Huntington Ingalls Industries
HII
$13B
| $249K | ﹤0.01% |
+945
| New | +$250K |
|
279
Cencora
COR
$63.3B
| $239K | ﹤0.01% |
+1,063
| New | +$247K |
|
280
Carlisle Companies
CSL
$15.6B
| $229K | ﹤0.01% |
514
+23
| +5% | +$9.51K |
|
281
Pinduoduo
PDD
$129B
| $228K | ﹤0.01% |
1,683
-186
| -10% | -$22.9K |
|
282
Hormel Foods
HRL
$13.4B
| $226K | ﹤0.01% |
+7,140
| New | +$227K |
|
283
CBRE Group
CBRE
$42.8B
| $220K | ﹤0.01% |
+1,784
| New | +$195K |
|
284
Omnicom Group
OMC
$23.5B
| $213K | ﹤0.01% |
+2,076
| New | +$200K |
|
285
Stanley Black & Decker
SWK
$15.7B
| $212K | ﹤0.01% |
+1,933
| New | +$186K |
|
286
Lincoln Electric
LECO
$15.6B
| $207K | ﹤0.01% |
+1,068
| New | +$205K |
|
287
Snap-on
SNA
$21.4B
| $201K | ﹤0.01% |
+696
| New | +$192K |
|
288
iShares MSCI ACWI ETF
ACWI
$33.2B
| $71.1K | ﹤0.01% |
595
-1,044
| -64% | -$120K |
|
289
iShares MSCI Saudi Arabia ETF
KSA
$623M
| $60.9K | ﹤0.01% |
1,406
| – | – |
|
290
Advanced Micro Devices
AMD
$770B
| – | – |
-172,389
| Closed | -$27.5M |
|
291
CBIZ
CBZ
$2.96B
| – | – |
-202,136
| Closed | -$14.9M |
|
292
iShares MSCI EAFE Growth ETF
EFG
$17.2B
| – | – |
-619
| Closed | -$63.5K |
|
293
Five Below
FIVE
$13.1B
| – | – |
-108,910
| Closed | -$12M |
|
294
lululemon athletica
LULU
$14.3B
| – | – |
-10,061
| Closed | -$3.1M |
|
|
295
Old Dominion Freight Line
ODFL
$43.7B
| – | – |
-2,015,153
| Closed | -$351M |
|
296
Planet Fitness
PLNT
$3.66B
| – | – |
-245,620
| Closed | -$18.2M |
|
297
Thomson Reuters
TRI
$45.4B
| – | – |
-1,066,282
| Closed | -$185M |
|
|
LIF
298
Life360
LIF
$3.88B
| – | – |
-149,528
| Closed | -$4.77M |
|
|
GRAL
299
GRAIL Inc
GRAL
$3.36B
| – | – |
-44,382
| Closed | -$673K |
|
|
JBTM
300
JBT Marel
JBTM
$6.39B
| – | – |
-196,145
| Closed | -$19M |
|
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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.