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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
+9.35%
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
$31.3B
AUM Growth
+$1.31B
Cap. Flow
-$1.07B
Cap. Flow %
-3.42%
Top 10 Hldgs %
46.8%
Holding
226
New
13
Increased
89
Reduced
106
Closed
13

Top Buys

Rank Stock Value
1
LIN icon
Linde
LIN
+$1.13B
2
ACGL icon
Arch Capital
ACGL
+$839M
3
IBN icon
ICICI Bank
IBN
+$261M
4
BAH icon
Booz Allen Hamilton
BAH
+$136M
5
AZN icon
AstraZeneca
AZN
+$32.1M

Top Sells

Rank Stock Value
1
LULU icon
lululemon athletica
LULU
+$797M
2
ACN icon
Accenture
ACN
+$478M
3
ALC icon
Alcon
ALC
+$278M
4
RGEN icon
Repligen
RGEN
+$263M
5
UNP icon
Union Pacific
UNP
+$260M

Sector Composition

Rank Sector Weight
1 Technology 26.1%
2 Healthcare 24.77%
3 Financials 19.43%
4 Industrials 17.62%
5 Materials 5.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
MSCI icon
26
MSCI
MSCI
$40.9B
$435M 1.39%
777,078
-38,603
-5% -$20.4M
MSFT icon
27
Microsoft
MSFT
$3.76T
$421M 1.35%
1,461,260
-54,153
-4% -$13.8M
BAH icon
28
Booz Allen Hamilton
BAH
$9.37B
$384M 1.23%
4,147,380
+1,435,898
+53% +$136M
AMZN icon
29
Amazon
AMZN
$3T
$369M 1.18%
3,569,565
-103,953
-3% -$10M
ODFL icon
30
Old Dominion Freight Line
ODFL
$44.1B
$361M 1.15%
2,119,206
-112,064
-5% -$18.8M
AZN icon
31
AstraZeneca
AZN
$251B
$357M 1.14%
2,573,933
+238,240
+10% +$32.1M
DDOG icon
32
Datadog
DDOG
$93.6B
$346M 1.1%
4,757,180
-144,945
-3% -$10.6M
HEI.A icon
33
HEICO Corp Class A
HEI.A
$37B
$332M 1.06%
2,444,676
-128,461
-5% -$17M
MCK icon
34
McKesson
MCK
$103B
$320M 1.02%
899,603
-39,328
-4% -$14.2M
ENTG icon
35
Entegris
ENTG
$22B
$276M 0.88%
3,369,334
-108,649
-3% -$8.8M
CTVA icon
36
Corteva
CTVA
$51B
$269M 0.86%
4,462,282
-162,586
-4% -$9.93M
COST icon
37
Costco
COST
$423B
$261M 0.83%
524,324
-23,597
-4% -$11.6M
SNOW icon
38
Snowflake
SNOW
$116B
$238M 0.76%
1,543,353
-50,352
-3% -$7.38M
TRI icon
39
Thomson Reuters
TRI
$45.2B
$231M 0.74%
1,683,994
-2,854
-0.2% -$364K
NOW icon
40
ServiceNow
NOW
$132B
$214M 0.69%
2,306,055
-80,870
-3% -$7.04M
FERG icon
41
Ferguson
FERG
$51.2B
$211M 0.68%
1,579,048
+49,673
+3% +$6.9M
BILL icon
42
BILL Holdings
BILL
$4.91B
$140M 0.45%
1,721,498
-6,741
-0.4% -$625K
WNS
43
DELISTED
WNS Holdings
WNS
$130M 0.42%
1,394,082
+12,361
+0.9% +$1.08M
ASR icon
44
Grupo Aeroportuario del Sureste
ASR
$8.24B
$78.2M 0.25%
255,120
+7,497
+3% +$2.11M
GLOB icon
45
Globant
GLOB
$1.66B
$66.4M 0.21%
405,068
+44,857
+12% +$7.33M
ZTO icon
46
ZTO Express
ZTO
$18.2B
$61.3M 0.2%
2,138,931
+61,568
+3% +$1.68M
ADUS icon
47
Addus HomeCare
ADUS
$2.23B
$54.7M 0.18%
512,729
-1,780
-0.3% -$186K
ALC icon
48
Alcon
ALC
$35.9B
$52.6M 0.17%
745,440
-3,909,800
-84% -$278M
FN icon
49
Fabrinet
FN
$18.9B
$43.7M 0.14%
368,370
+10,072
+3% +$1.25M
AZTA icon
50
Azenta
AZTA
$1.54B
$41.5M 0.13%
930,677
+55,362
+6% +$2.74M
1
2
3 4 5

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WCM Investment Management's Q1 2023 Portfolio in Review

As of Q1 2023, WCM Investment Management held 226 positions worth $31.3B, up 4.4% from $30B the previous quarter. Its ten largest holdings account for 47% of the portfolio.

WCM Investment Management withdrew a net $1.07B in Q1 2023, closing 13 positions and reducing 106 holdings. Its most notable exit was Union Pacific, an estimated $260M position sold in full.

By sector, the portfolio is most concentrated in Technology at 26% of assets, down from 27% a quarter earlier, followed by Healthcare and Financials.

Against the trend, WCM Investment Management opened a new position in Arch Capital worth $867M.

  • WCM Investment Management's largest Q1 2023 buy was Arch Capital: 12,769,260 shares worth $867M.
  • WCM Investment Management added most to Linde in Q1 2023, an estimated $1.13B increase.
  • WCM Investment Management's biggest Q1 2023 reduction was lululemon athletica, cutting an estimated $797M.
  • WCM Investment Management fully exited Union Pacific in Q1 2023, selling an estimated $260M.
  • WCM Investment Management's ten largest holdings make up 47% of its $31.3B portfolio in Q1 2023.
  • WCM Investment Management opened 13 new positions and closed 13 in Q1 2023.
  • WCM Investment Management's portfolio value rose 4.4% quarter-over-quarter to $31.3B.

Based on WCM Investment Management's 13F filing for Q1 2023, filed 15 May 2023.