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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
-1.44%
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
$34.1B
AUM Growth
+$586M
Cap. Flow
+$1.47B
Cap. Flow %
4.33%
Top 10 Hldgs %
47.8%
Holding
226
New
8
Increased
130
Reduced
64
Closed
18

Top Buys

Rank Stock Value
1
MELI icon
Mercado Libre
MELI
+$833M
2
CP icon
Canadian Pacific Kansas City
CP
+$541M
3
ICLR icon
Icon
ICLR
+$445M
4
ACGL icon
Arch Capital
ACGL
+$172M
5
WCN
Waste Connections
WCN
+$162M

Top Sells

Rank Stock Value
1
RMD icon
ResMed
RMD
+$769M
2
BILL icon
BILL Holdings
BILL
+$168M
3
AON icon
Aon
AON
+$39.5M
4
NVO
Novo Nordisk
NVO
+$35.8M
5
FOCS
Focus Financial Partners Inc. Class A
FOCS
+$27.5M

Sector Composition

Rank Sector Weight
1 Technology 25.57%
2 Healthcare 21.93%
3 Industrials 18.84%
4 Financials 18.67%
5 Consumer Discretionary 7.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
RACE icon
26
Ferrari
RACE
$71.5B
$493M 1.45%
1,667,545
-29,808
-2% -$9.25M
ENTG icon
27
Entegris
ENTG
$22B
$484M 1.42%
5,150,914
+53,011
+1% +$5.31M
MCK icon
28
McKesson
MCK
$103B
$473M 1.39%
1,088,553
+14,085
+1% +$5.94M
BAH icon
29
Booz Allen Hamilton
BAH
$9.37B
$458M 1.34%
4,189,932
+71,437
+2% +$8.21M
ODFL icon
30
Old Dominion Freight Line
ODFL
$44.1B
$417M 1.22%
2,023,734
+26,222
+1% +$5.3M
FND icon
31
Floor & Decor
FND
$6.3B
$405M 1.19%
4,474,755
+62,919
+1% +$6.41M
LRCX icon
32
Lam Research
LRCX
$383B
$374M 1.1%
5,968,770
+90,310
+2% +$5.93M
CTVA icon
33
Corteva
CTVA
$51B
$352M 1.03%
6,889,197
+2,463,810
+56% +$130M
NVDA icon
34
NVIDIA
NVDA
$5.27T
$339M 0.99%
7,774,920
+263,650
+4% +$11.8M
AZN icon
35
AstraZeneca
AZN
$251B
$338M 0.99%
2,498,853
-51,766
-2% -$7.07M
HEI.A icon
36
HEICO Corp Class A
HEI.A
$37B
$318M 0.93%
2,453,525
+32,364
+1% +$4.39M
FERG icon
37
Ferguson
FERG
$51.2B
$307M 0.9%
1,865,523
-33,232
-2% -$5.25M
COST icon
38
Costco
COST
$423B
$300M 0.88%
530,739
+10,124
+2% +$5.59M
SNOW icon
39
Snowflake
SNOW
$116B
$286M 0.84%
1,865,527
-51,742
-3% -$8.42M
TRI icon
40
Thomson Reuters
TRI
$45.2B
$210M 0.62%
1,684,633
+1,080,397
+179% +$142M
FMX icon
41
Fomento Económico Mexicano
FMX
$40.9B
$80.4M 0.24%
732,312
+81,313
+12% +$9.03M
GLOB icon
42
Globant
GLOB
$1.66B
$71.5M 0.21%
359,065
-29,960
-8% -$5.61M
FN icon
43
Fabrinet
FN
$18.9B
$53.4M 0.16%
320,778
-32,980
-9% -$4.57M
TTEK icon
44
Tetra Tech
TTEK
$8.97B
$50.3M 0.15%
1,657,720
+253,145
+18% +$8.23M
AZTA icon
45
Azenta
AZTA
$1.54B
$45.4M 0.13%
903,953
-89,637
-9% -$4.51M
WNS
46
DELISTED
WNS Holdings
WNS
$44M 0.13%
638,660
-288,213
-31% -$19.5M
ADUS icon
47
Addus HomeCare
ADUS
$2.23B
$44M 0.13%
515,333
+2,390
+0.5% +$213K
VRRM icon
48
Verra Mobility
VRRM
$720M
$40.2M 0.12%
2,141,784
+9,156
+0.4% +$178K
ESI icon
49
Element Solutions
ESI
$9.08B
$38.6M 0.11%
1,968,021
+8,941
+0.5% +$178K
PLUS icon
50
ePlus
PLUS
$2.35B
$37.6M 0.11%
591,179
-108,757
-16% -$6.71M
1
2
3 4 5

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WCM Investment Management's Q3 2023 Portfolio in Review

As of Q3 2023, WCM Investment Management held 226 positions worth $34.1B, up 1.7% from $33.5B the previous quarter. Its ten largest holdings account for 48% of the portfolio.

WCM Investment Management deployed $1.47B of net new capital in Q3 2023, opening 8 new positions and adding to 130 existing holdings. Its largest new stake was The Ensign Group: 282,794 shares worth $26.3M.

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

On the sell side, the largest reduction was BILL Holdings, an estimated $168M trimmed.

  • WCM Investment Management's largest Q3 2023 buy was The Ensign Group: 282,794 shares worth $26.3M.
  • WCM Investment Management added most to Mercado Libre in Q3 2023, an estimated $833M increase.
  • WCM Investment Management's biggest Q3 2023 reduction was BILL Holdings, cutting an estimated $168M.
  • WCM Investment Management fully exited ResMed in Q3 2023, selling an estimated $769M.
  • WCM Investment Management's ten largest holdings make up 48% of its $34.1B portfolio in Q3 2023.
  • WCM Investment Management opened 8 new positions and closed 18 in Q3 2023.
  • WCM Investment Management's portfolio value rose 1.7% quarter-over-quarter to $34.1B.

Based on WCM Investment Management's 13F filing for Q3 2023, filed 10 Oct 2023.