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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
+10.71%
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
$44.4B
AUM Growth
+$1.13B
Cap. Flow
-$2.46B
Cap. Flow %
-5.53%
Top 10 Hldgs %
56.1%
Holding
220
New
16
Increased
133
Reduced
53
Closed
15

Top Buys

Rank Stock Value
1
NVO
Novo Nordisk
NVO
+$269M
2
LRCX icon
Lam Research
LRCX
+$161M
3
EFA icon
iShares MSCI EAFE ETF
EFA
+$139M
4
NU icon
Nu Holdings
NU
+$120M
5
CINT icon
CI&T Inc
CINT
+$37.5M

Top Sells

Rank Stock Value
1
MELI icon
Mercado Libre
MELI
+$2.3B
2
HDB icon
HDFC Bank
HDB
+$1.16B
3
TEAM icon
Atlassian
TEAM
+$300M
4
BAP icon
Credicorp
BAP
+$29.4M
5
TWKS
Thoughtworks Holding, Inc. Common Stock
TWKS
+$26M

Sector Composition

Rank Sector Weight
1 Technology 40.57%
2 Healthcare 28.38%
3 Industrials 9.53%
4 Consumer Discretionary 9.23%
5 Financials 5.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
V icon
26
Visa
V
$675B
$493M 1.11%
2,275,779
+95,008
+4% +$20.4M
GGG icon
27
Graco
GGG
$13.5B
$443M 1%
5,499,263
+234,094
+4% +$17.8M
MSCI icon
28
MSCI
MSCI
$41.2B
$441M 0.99%
719,293
+29,741
+4% +$18.7M
COST icon
29
Costco
COST
$419B
$428M 0.96%
754,246
+34,158
+5% +$17.5M
CHD icon
30
Church & Dwight Co
CHD
$24.5B
$418M 0.94%
4,080,230
+190,844
+5% +$17.3M
FND icon
31
Floor & Decor
FND
$6.36B
$399M 0.9%
3,069,735
+132,949
+5% +$17.1M
ENTG icon
32
Entegris
ENTG
$22.2B
$398M 0.9%
2,870,052
+134,672
+5% +$18.8M
RGEN icon
33
Repligen
RGEN
$9.2B
$361M 0.81%
1,361,909
+51,297
+4% +$13.8M
HEI.A icon
34
HEICO Corp Class A
HEI.A
$37.3B
$310M 0.7%
2,414,374
+106,146
+5% +$13.5M
NVO
35
Novo Nordisk
NVO
$208B
$278M 0.63%
+4,971,130
New +$269M
FICO icon
36
Fair Isaac
FICO
$22.8B
$265M 0.6%
611,470
+25,524
+4% +$10.1M
WNS
37
DELISTED
WNS Holdings
WNS
$150M 0.34%
1,704,280
-24,716
-1% -$2.12M
EFA icon
38
iShares MSCI EAFE ETF
EFA
$80B
$138M 0.31%
+1,759,013
New +$139M
NU icon
39
Nu Holdings
NU
$67.5B
$114M 0.26%
+12,175,243
New +$120M
GLOB icon
40
Globant
GLOB
$1.62B
$104M 0.24%
332,297
-1,700
-0.5% -$503K
NBIS
41
Nebius Group N.V.
NBIS
$48.4B
$80.5M 0.18%
1,331,290
-1,244
-0.1% -$91.6K
BABA icon
42
Alibaba
BABA
$313B
$64.6M 0.15%
543,692
-138,010
-20% -$20.1M
ASR icon
43
Grupo Aeroportuario del Sureste
ASR
$8.21B
$61.2M 0.14%
296,811
-2,627
-0.9% -$518K
FOCS
44
DELISTED
Focus Financial Partners Inc. Class A
FOCS
$56.5M 0.13%
945,413
-100,753
-10% -$6.27M
PLUS icon
45
ePlus
PLUS
$2.37B
$54.3M 0.12%
1,007,935
-8,015
-0.8% -$442K
GO icon
46
Grocery Outlet
GO
$975M
$52.2M 0.12%
1,847,261
+399,357
+28% +$10.3M
ADUS icon
47
Addus HomeCare
ADUS
$2.23B
$49.9M 0.11%
533,252
+172,426
+48% +$15.5M
STVN icon
48
Stevanato
STVN
$5.56B
$49M 0.11%
2,184,690
+3,220
+0.1% +$76.4K
ESI icon
49
Element Solutions
ESI
$9.19B
$46.7M 0.11%
1,925,197
+558,772
+41% +$13.2M
IPAR icon
50
Interparfums
IPAR
$3.79B
$46.4M 0.1%
434,146
-1,728
-0.4% -$155K
1
2
3 4 5

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WCM Investment Management's Q4 2021 Portfolio in Review

As of Q4 2021, WCM Investment Management held 220 positions worth $44.4B, up 2.6% from $43.3B the previous quarter. Its ten largest holdings account for 56% of the portfolio.

WCM Investment Management withdrew a net $2.46B in Q4 2021, closing 15 positions and reducing 53 holdings. Its most notable exit was Credicorp, an estimated $29.4M position sold in full.

By sector, the portfolio is most concentrated in Technology at 41% of assets, up from 37% a quarter earlier, followed by Healthcare and Industrials.

Against the trend, WCM Investment Management opened a new position in Novo Nordisk worth $278M.

  • WCM Investment Management's largest Q4 2021 buy was Novo Nordisk: 4,971,130 shares worth $278M.
  • WCM Investment Management added most to Lam Research in Q4 2021, an estimated $161M increase.
  • WCM Investment Management's biggest Q4 2021 reduction was Mercado Libre, cutting an estimated $2.3B.
  • WCM Investment Management fully exited Credicorp in Q4 2021, selling an estimated $29.4M.
  • WCM Investment Management's ten largest holdings make up 56% of its $44.4B portfolio in Q4 2021.
  • WCM Investment Management opened 16 new positions and closed 15 in Q4 2021.
  • WCM Investment Management's portfolio value rose 2.6% quarter-over-quarter to $44.4B.

Based on WCM Investment Management's 13F filing for Q4 2021, filed 26 Jan 2022.