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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
+7.09%
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
$30B
AUM Growth
+$2.11B
Cap. Flow
+$978M
Cap. Flow %
3.26%
Top 10 Hldgs %
45.43%
Holding
227
New
32
Increased
69
Reduced
105
Closed
14

Top Buys

Rank Stock Value
1
IBN icon
ICICI Bank
IBN
+$1.3B
2
TEAM icon
Atlassian
TEAM
+$577M
3
CTVA icon
Corteva
CTVA
+$284M
4
BAH icon
Booz Allen Hamilton
BAH
+$281M
5
DDOG icon
Datadog
DDOG
+$201M

Top Sells

Rank Stock Value
1
LULU icon
lululemon athletica
LULU
+$515M
2
ASML icon
ASML
ASML
+$512M
3
RMD icon
ResMed
RMD
+$436M
4
GGG icon
Graco
GGG
+$394M
5
WST icon
West Pharmaceutical
WST
+$311M

Sector Composition

Rank Sector Weight
1 Healthcare 27.62%
2 Technology 26.75%
3 Industrials 18.3%
4 Financials 16.46%
5 Consumer Discretionary 7.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
DDOG icon
26
Datadog
DDOG
$93.6B
$360M 1.2%
4,902,125
+2,577,508
+111% +$201M
MCK icon
27
McKesson
MCK
$103B
$352M 1.18%
938,931
+54,048
+6% +$20.2M
FND icon
28
Floor & Decor
FND
$6.3B
$320M 1.07%
4,598,614
+281,141
+7% +$20.5M
ALC icon
29
Alcon
ALC
$35.9B
$319M 1.06%
4,655,240
-593,551
-11% -$37.9M
AZN icon
30
AstraZeneca
AZN
$251B
$317M 1.06%
2,335,693
-87,224
-4% -$10.9M
ODFL icon
31
Old Dominion Freight Line
ODFL
$44.1B
$317M 1.06%
2,231,270
-869,106
-28% -$123M
AMZN icon
32
Amazon
AMZN
$3T
$309M 1.03%
3,673,518
+482,290
+15% +$47.6M
HEI.A icon
33
HEICO Corp Class A
HEI.A
$37B
$308M 1.03%
2,573,137
+138,462
+6% +$16.9M
BAH icon
34
Booz Allen Hamilton
BAH
$9.37B
$283M 0.95%
2,711,482
+2,700,332
+24,218% +$281M
CTVA icon
35
Corteva
CTVA
$51B
$272M 0.91%
4,624,868
+4,492,347
+3,390% +$284M
RGEN icon
36
Repligen
RGEN
$9.21B
$271M 0.9%
1,601,982
+82,356
+5% +$14.9M
UNP icon
37
Union Pacific
UNP
$174B
$260M 0.87%
1,257,201
+64,524
+5% +$13.2M
COST icon
38
Costco
COST
$423B
$250M 0.83%
547,921
+31,847
+6% +$15.6M
SNOW icon
39
Snowflake
SNOW
$116B
$229M 0.76%
1,593,705
+119,394
+8% +$18.2M
ENTG icon
40
Entegris
ENTG
$22B
$228M 0.76%
3,477,983
+267,470
+8% +$19.7M
TRI icon
41
Thomson Reuters
TRI
$45.2B
$203M 0.68%
+1,686,848
New +$194M
FERG icon
42
Ferguson
FERG
$51.2B
$194M 0.65%
1,529,375
-171,196
-10% -$19.9M
EFA icon
43
iShares MSCI EAFE ETF
EFA
$79.8B
$189M 0.63%
2,884,902
+2,342,388
+432% +$147M
BILL icon
44
BILL Holdings
BILL
$4.91B
$188M 0.63%
1,728,239
+167,757
+11% +$20.1M
NOW icon
45
ServiceNow
NOW
$132B
$185M 0.62%
2,386,925
+94,945
+4% +$7.42M
LIN icon
46
Linde
LIN
$227B
$123M 0.41%
+378,417
New +$119M
WNS
47
DELISTED
WNS Holdings
WNS
$111M 0.37%
1,381,721
-98,398
-7% -$8.12M
GLOB icon
48
Globant
GLOB
$1.66B
$60.6M 0.2%
360,211
-6,698
-2% -$1.19M
ASR icon
49
Grupo Aeroportuario del Sureste
ASR
$8.24B
$57.7M 0.19%
+247,623
New +$57.6M
ZTO icon
50
ZTO Express
ZTO
$18.2B
$55.8M 0.19%
2,077,363
-111,983
-5% -$2.57M
1
2
3 4 5

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WCM Investment Management's Q4 2022 Portfolio in Review

As of Q4 2022, WCM Investment Management held 227 positions worth $30B, up 7.6% from $27.9B the previous quarter. Its ten largest holdings account for 45% of the portfolio.

WCM Investment Management deployed $978M of net new capital in Q4 2022, opening 32 new positions and adding to 69 existing holdings. Its largest new stake was Thomson Reuters: 1,686,848 shares worth $203M.

By sector, the portfolio is most concentrated in Healthcare at 28% of assets, down from 29% a quarter earlier, followed by Technology and Industrials.

On the sell side, the largest reduction was lululemon athletica, an estimated $515M trimmed.

  • WCM Investment Management's largest Q4 2022 buy was Thomson Reuters: 1,686,848 shares worth $203M.
  • WCM Investment Management added most to ICICI Bank in Q4 2022, an estimated $1.3B increase.
  • WCM Investment Management's biggest Q4 2022 reduction was lululemon athletica, cutting an estimated $515M.
  • WCM Investment Management fully exited West Pharmaceutical in Q4 2022, selling an estimated $311M.
  • WCM Investment Management's ten largest holdings make up 45% of its $30B portfolio in Q4 2022.
  • WCM Investment Management opened 32 new positions and closed 14 in Q4 2022.
  • WCM Investment Management's portfolio value rose 7.6% quarter-over-quarter to $30B.

Based on WCM Investment Management's 13F filing for Q4 2022, filed 7 Feb 2023.