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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 | |
|---|---|---|---|---|---|---|
|
DESP
301
DELISTED
Despegar.com
DESP
| – | – |
-2,600,236
| Closed | -$33M |
|
302
Euronet Worldwide
EEFT
$2.65B
| – | – |
-146,347
| Closed | -$14.6M |
|
|
303
EPAM Systems
EPAM
$5.15B
| – | – |
-2,243,532
| Closed | -$447M |
|
|
ESGR
304
DELISTED
Enstar Group
ESGR
| – | – |
-99,572
| Closed | -$32M |
|
|
EXAS
305
DELISTED
Exact Sciences
EXAS
| – | – |
-187,807
| Closed | -$12.4M |
|
|
306
Floor & Decor
FND
$6.48B
| – | – |
-4,371,090
| Closed | -$537M |
|
307
Shift4
FOUR
$3.26B
| – | – |
-265,128
| Closed | -$23.3M |
|
308
HDFC Bank
HDB
$120B
| – | – |
-76,232
| Closed | -$2.45M |
|
309
Hershey
HSY
$36.6B
| – | – |
-6,505
| Closed | -$1.26M |
|
310
Keros Therapeutics
KROS
$210M
| – | – |
-113,860
| Closed | -$6.43M |
|
311
Mastercard
MA
$493B
| – | – |
-4,485
| Closed | -$2.21M |
|
312
Merck
MRK
$322B
| – | – |
-13,664
| Closed | -$1.55M |
|
313
Matador Resources
MTDR
$6.49B
| – | – |
-310,919
| Closed | -$15.3M |
|
314
MACOM Technology Solutions
MTSI
$22.9B
| – | – |
-131,334
| Closed | -$14.6M |
|
315
Nordson
NDSN
$17.4B
| – | – |
-6,818
| Closed | -$1.78M |
|
316
Netflix
NFLX
$311B
| – | – |
-60,000
| Closed | -$4.24M |
|
317
Paylocity
PCTY
$7.7B
| – | – |
-5,313
| Closed | -$857K |
|
318
Public Service Enterprise Group
PEG
$37.5B
| – | – |
-13,426
| Closed | -$1.18M |
|
319
Rocket Pharmaceuticals
RCKT
$376M
| – | – |
-285,665
| Closed | -$5.27M |
|
320
Ryanair
RYAAY
$30.8B
| – | – |
-29,380
| Closed | -$3.31M |
|
321
Saic
SAIC
$5.31B
| – | – |
-89,447
| Closed | -$12.3M |
|
322
Shopify
SHOP
$196B
| – | – |
-150,000
| Closed | -$11.9M |
|
323
Simulations Plus
SLP
$371M
| – | – |
-40,000
| Closed | -$1.26M |
|
324
Stevanato
STVN
$5.78B
| – | – |
-182,000
| Closed | -$3.88M |
|
325
Timken Company
TKR
$8.93B
| – | – |
-209,302
| Closed | -$17.8M |
|
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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.