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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
+8.37%
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
$33.5B
AUM Growth
+$2.19B
Cap. Flow
+$86M
Cap. Flow %
0.26%
Top 10 Hldgs %
46.72%
Holding
230
New
17
Increased
105
Reduced
89
Closed
12

Top Buys

Rank Stock Value
1
ANET icon
Arista Networks
ANET
+$444M
2
NVDA icon
NVIDIA
NVDA
+$249M
3
ENTG icon
Entegris
ENTG
+$158M
4
CP icon
Canadian Pacific Kansas City
CP
+$146M
5
AMZN icon
Amazon
AMZN
+$144M

Top Sells

Rank Stock Value
1
APH icon
Amphenol
APH
+$607M
2
MSCI icon
MSCI
MSCI
+$435M
3
NOW icon
ServiceNow
NOW
+$214M
4
LRCX icon
Lam Research
LRCX
+$147M
5
TRI icon
Thomson Reuters
TRI
+$145M

Sector Composition

Rank Sector Weight
1 Technology 26.52%
2 Healthcare 24.37%
3 Financials 18.64%
4 Industrials 17.64%
5 Consumer Discretionary 5.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
TMO icon
26
Thermo Fisher Scientific
TMO
$220B
$510M 1.52%
975,415
-5,665
-0.6% -$3.06M
ANET icon
27
Arista Networks
ANET
$238B
$466M 1.39%
+11,492,872
New +$444M
FND icon
28
Floor & Decor
FND
$6.68B
$461M 1.38%
4,411,836
-28,943
-0.7% -$2.77M
MCK icon
29
McKesson
MCK
$101B
$461M 1.38%
1,074,468
+174,865
+19% +$67.2M
BAH icon
30
Booz Allen Hamilton
BAH
$9.15B
$460M 1.37%
4,118,495
-28,885
-0.7% -$2.86M
LRCX icon
31
Lam Research
LRCX
$390B
$381M 1.14%
5,878,460
-2,602,990
-31% -$147M
ODFL icon
32
Old Dominion Freight Line
ODFL
$44.9B
$369M 1.1%
1,997,512
-121,694
-6% -$19.7M
AZN icon
33
AstraZeneca
AZN
$250B
$365M 1.09%
2,550,619
-23,314
-0.9% -$3.43M
HEI.A icon
34
HEICO Corp Class A
HEI.A
$37.2B
$342M 1.02%
2,421,161
-23,515
-1% -$3.15M
SNOW icon
35
Snowflake
SNOW
$115B
$338M 1.01%
1,917,269
+373,916
+24% +$60.8M
NVDA icon
36
NVIDIA
NVDA
$5.42T
$307M 0.92%
+7,511,270
New +$249M
FERG icon
37
Ferguson
FERG
$49.8B
$300M 0.89%
1,898,755
+319,707
+20% +$45.5M
COST icon
38
Costco
COST
$420B
$280M 0.84%
520,615
-3,709
-0.7% -$1.88M
CTVA icon
39
Corteva
CTVA
$51.3B
$254M 0.76%
4,425,387
-36,895
-0.8% -$2.15M
BILL icon
40
BILL Holdings
BILL
$4.78B
$211M 0.63%
1,809,376
+87,878
+5% +$8.35M
TRI icon
41
Thomson Reuters
TRI
$44.1B
$83M 0.25%
604,236
-1,079,758
-64% -$145M
FMX icon
42
Fomento Económico Mexicano
FMX
$41.7B
$72M 0.22%
+650,999
New +$65.5M
GLOB icon
43
Globant
GLOB
$1.61B
$70.5M 0.21%
389,025
-16,043
-4% -$2.63M
WNS
44
DELISTED
WNS Holdings
WNS
$68.5M 0.2%
926,873
-467,209
-34% -$37.4M
ZTO icon
45
ZTO Express
ZTO
$17.9B
$52.2M 0.16%
2,085,119
-53,812
-3% -$1.48M
ADUS icon
46
Addus HomeCare
ADUS
$2.23B
$47.8M 0.14%
512,943
+214
+0% +$20.4K
FN icon
47
Fabrinet
FN
$20.1B
$46.4M 0.14%
353,758
-14,612
-4% -$1.56M
AZTA icon
48
Azenta
AZTA
$1.48B
$46.4M 0.14%
993,590
+62,913
+7% +$2.75M
TTEK icon
49
Tetra Tech
TTEK
$9.07B
$46.3M 0.14%
1,404,575
+871,390
+163% +$25.6M
VRRM icon
50
Verra Mobility
VRRM
$744M
$42.1M 0.13%
2,132,628
-1,763
-0.1% -$31.1K
1
2
3 4 5

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WCM Investment Management's Q2 2023 Portfolio in Review

As of Q2 2023, WCM Investment Management held 230 positions worth $33.5B, up 7% from $31.3B the previous quarter. Its ten largest holdings account for 47% of the portfolio.

WCM Investment Management's Q2 2023 filing shows 17 new, 105 increased, 89 reduced and 12 closed positions. Its largest new stake was Arista Networks: 11,492,872 shares worth $466M. The largest sale was Amphenol, an estimated $607M.

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

  • WCM Investment Management's largest Q2 2023 buy was Arista Networks: 11,492,872 shares worth $466M.
  • WCM Investment Management added most to Entegris in Q2 2023, an estimated $158M increase.
  • WCM Investment Management's biggest Q2 2023 reduction was Amphenol, cutting an estimated $607M.
  • WCM Investment Management fully exited MSCI in Q2 2023, selling an estimated $435M.
  • WCM Investment Management's ten largest holdings make up 47% of its $33.5B portfolio in Q2 2023.
  • WCM Investment Management opened 17 new positions and closed 12 in Q2 2023.
  • WCM Investment Management's portfolio value rose 7% quarter-over-quarter to $33.5B.

Based on WCM Investment Management's 13F filing for Q2 2023, filed 14 Jul 2023.