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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
+9.59%
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
(-3.6%)
Cap. Flow
-$2.84B
Cap. Flow
% of AUM
-6.67%
Top 10 Holdings %
Top 10 Hldgs %
40.49%
Holding
332
New
43
Increased
108
Reduced
133
Closed
44
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
GoDaddy
GDDY
|
+$613M |
| 2 |
Vertex Pharmaceuticals
VRTX
|
+$506M |
| 3 |
Sea Limited
SE
|
+$500M |
| 4 |
SAP
SAP
|
+$277M |
| 5 |
Illumina
ILMN
|
+$124M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Applovin
APP
|
+$985M |
| 2 |
Floor & Decor
FND
|
+$537M |
| 3 |
Aon
AON
|
+$529M |
| 4 |
EPAM Systems
EPAM
|
+$447M |
| 5 |
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 | |
|---|---|---|---|---|---|---|
276
Molina Healthcare
MOH
$10.3B
| $307K | ﹤0.01% |
1,061
-19
| -2% | -$5.87K |
|
277
CDW
CDW
$17B
| $292K | ﹤0.01% |
1,686
+306
| +22% | +$59.4K |
|
278
CBRE Group
CBRE
$42.5B
| $280K | ﹤0.01% |
2,150
+366
| +21% | +$47.9K |
|
279
Allison Transmission
ALSN
$10.4B
| $267K | ﹤0.01% |
2,469
-152
| -6% | -$16.6K |
|
280
Huntington Ingalls Industries
HII
$13B
| $253K | ﹤0.01% |
1,341
+396
| +42% | +$85.6K |
|
281
Markel Group
MKL
$22.9B
| $252K | ﹤0.01% |
+146
| New | +$242K |
|
282
Snap-on
SNA
$21.4B
| $247K | ﹤0.01% |
727
+31
| +4% | +$10.5K |
|
283
iShares Russell 1000 Value ETF
IWD
$84.1B
| $239K | ﹤0.01% |
+1,294
| New | +$248K |
|
284
Carlisle Companies
CSL
$15.4B
| $228K | ﹤0.01% |
619
+105
| +20% | +$45.8K |
|
285
IDEX
IEX
$17.4B
| $215K | ﹤0.01% |
+1,030
| New | +$225K |
|
286
Full Truck Alliance
YMM
$9.82B
| $210K | ﹤0.01% |
19,425
-2,240,619
| -99% | -$21.9M |
|
287
State Street SPDR Bloomberg Short Term International Treasury Bond ETF
BWZ
$288M
| $114K | ﹤0.01% |
+4,496
| New | +$117K |
|
288
iShares MSCI Saudi Arabia ETF
KSA
$623M
| $57K | ﹤0.01% |
1,406
| – | – |
|
289
Acadia Pharmaceuticals
ACAD
$5.12B
| – | – |
-286,527
| Closed | -$4.5M |
|
290
Accenture
ACN
$110B
| – | – |
-4,393
| Closed | -$1.54M |
|
291
Alcon
ALC
$36.9B
| – | – |
-12,865
| Closed | -$1.28M |
|
292
AppFolio
APPF
$7.09B
| – | – |
-69,350
| Closed | -$16.3M |
|
293
Arrowhead Research
ARWR
$12.7B
| – | – |
-219,962
| Closed | -$4.33M |
|
294
Azenta
AZTA
$1.53B
| – | – |
-243,791
| Closed | -$12M |
|
295
Baker Hughes
BKR
$63.9B
| – | – |
-65,372
| Closed | -$2.37M |
|
296
Braze
BRZE
$3.3B
| – | – |
-398,022
| Closed | -$13.2M |
|
297
Charles River Laboratories
CRL
$13.2B
| – | – |
-10,367
| Closed | -$2.06M |
|
298
CryoPort
CYRX
$753M
| – | – |
-412,300
| Closed | -$3.3M |
|
299
Cytokinetics
CYTK
$10.8B
| – | – |
-71,794
| Closed | -$3.76M |
|
300
Caesars Entertainment
CZR
$6.09B
| – | – |
-475,887
| Closed | -$19.8M |
|
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LP
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.