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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
-0.92%
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
$27.9B
AUM Growth
-$22.8M
Cap. Flow
+$962M
Cap. Flow %
3.45%
Top 10 Hldgs %
48.87%
Holding
212
New
10
Increased
126
Reduced
41
Closed
17

Top Buys

Rank Stock Value
1
WCN
Waste Connections
WCN
+$777M
2
TEAM icon
Atlassian
TEAM
+$589M
3
AJG icon
Arthur J. Gallagher & Co
AJG
+$452M
4
AMZN icon
Amazon
AMZN
+$401M
5
EPAM icon
EPAM Systems
EPAM
+$358M

Top Sells

Rank Stock Value
1
TSM icon
TSMC
TSM
+$919M
2
SHOP icon
Shopify
SHOP
+$497M
3
CHD icon
Church & Dwight Co
CHD
+$368M
4
NKE icon
Nike
NKE
+$319M
5
SHW icon
Sherwin-Williams
SHW
+$293M

Sector Composition

Rank Sector Weight
1 Healthcare 29.34%
2 Technology 29.28%
3 Industrials 18.39%
4 Financials 11.8%
5 Consumer Discretionary 9.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
MSCI icon
26
MSCI
MSCI
$40.9B
$330M 1.18%
778,882
+79,971
+11% +$36.6M
LRCX icon
27
Lam Research
LRCX
$383B
$314M 1.13%
8,466,030
+858,230
+11% +$38.2M
WST icon
28
West Pharmaceutical
WST
$24.8B
$311M 1.11%
1,236,059
+134,020
+12% +$40.8M
FND icon
29
Floor & Decor
FND
$6.3B
$307M 1.1%
4,317,473
+1,324,188
+44% +$106M
MCK icon
30
McKesson
MCK
$103B
$303M 1.09%
+884,883
New +$307M
ALC icon
31
Alcon
ALC
$35.9B
$299M 1.07%
5,248,791
-426,762
-8% -$29.6M
RGEN icon
32
Repligen
RGEN
$9.21B
$290M 1.04%
1,519,626
+168,299
+12% +$35.5M
ENTG icon
33
Entegris
ENTG
$22B
$282M 1.01%
3,210,513
+378,506
+13% +$37M
HEI.A icon
34
HEICO Corp Class A
HEI.A
$37B
$279M 1%
2,434,675
+268,248
+12% +$32.3M
AZN icon
35
AstraZeneca
AZN
$251B
$266M 0.96%
2,422,917
+2,420,613
+105,061% +$307M
SNOW icon
36
Snowflake
SNOW
$116B
$251M 0.9%
1,474,311
+169,358
+13% +$28M
COST icon
37
Costco
COST
$423B
$247M 0.89%
516,074
+53,002
+11% +$27.6M
UNP icon
38
Union Pacific
UNP
$174B
$238M 0.85%
1,192,677
+133,734
+13% +$29.6M
BILL icon
39
BILL Holdings
BILL
$4.91B
$211M 0.76%
1,560,482
+150,798
+11% +$21.7M
DDOG icon
40
Datadog
DDOG
$93.6B
$203M 0.73%
2,324,617
+242,020
+12% +$24.4M
FERG icon
41
Ferguson
FERG
$51.2B
$177M 0.64%
1,700,571
-37,847
-2% -$4.42M
NOW icon
42
ServiceNow
NOW
$132B
$177M 0.63%
2,291,980
-1,842,945
-45% -$166M
WNS
43
DELISTED
WNS Holdings
WNS
$119M 0.43%
1,480,119
-92,501
-6% -$7.68M
GLOB icon
44
Globant
GLOB
$1.66B
$68.7M 0.25%
366,909
-13,736
-4% -$2.83M
ZTO icon
45
ZTO Express
ZTO
$18.2B
$52.6M 0.19%
2,189,346
-136,251
-6% -$3.55M
ADUS icon
46
Addus HomeCare
ADUS
$2.23B
$51.8M 0.19%
544,475
+7,067
+1% +$649K
PCOR icon
47
Procore
PCOR
$8.84B
$37.8M 0.14%
749,251
+119,807
+19% +$6.44M
DAVA icon
48
Endava
DAVA
$159M
$36.5M 0.13%
454,151
-9,195
-2% -$873K
FN icon
49
Fabrinet
FN
$18.9B
$35.9M 0.13%
378,343
+58,523
+18% +$5.63M
ESTC icon
50
Elastic
ESTC
$7.93B
$33.7M 0.12%
469,829
+354,511
+307% +$28.2M
1
2
3 4 5

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WCM Investment Management's Q3 2022 Portfolio in Review

As of Q3 2022, WCM Investment Management held 212 positions worth $27.9B, down 0.08% from $27.9B the previous quarter. Its ten largest holdings account for 49% of the portfolio.

WCM Investment Management deployed $962M of net new capital in Q3 2022, opening 10 new positions and adding to 126 existing holdings. Its largest new stake was Arthur J. Gallagher & Co: 2,547,103 shares worth $436M.

By sector, the portfolio is most concentrated in Healthcare at 29% of assets, down from 29% a quarter earlier, followed by Technology and Industrials.

On the sell side, the largest reduction was TSMC, an estimated $919M trimmed.

  • WCM Investment Management's largest Q3 2022 buy was Arthur J. Gallagher & Co: 2,547,103 shares worth $436M.
  • WCM Investment Management added most to Waste Connections in Q3 2022, an estimated $777M increase.
  • WCM Investment Management's biggest Q3 2022 reduction was TSMC, cutting an estimated $919M.
  • WCM Investment Management fully exited Church & Dwight Co in Q3 2022, selling an estimated $368M.
  • WCM Investment Management's ten largest holdings make up 49% of its $27.9B portfolio in Q3 2022.
  • WCM Investment Management opened 10 new positions and closed 17 in Q3 2022.
  • WCM Investment Management's portfolio value fell 0.08% quarter-over-quarter to $27.9B.

Based on WCM Investment Management's 13F filing for Q3 2022, filed 18 Oct 2022.