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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
+12.64%
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
$36.2B
AUM Growth
+$2.1B
Cap. Flow
-$1.67B
Cap. Flow %
-4.63%
Top 10 Hldgs %
47.22%
Holding
261
New
53
Increased
122
Reduced
70
Closed
11

Top Buys

Rank Stock Value
1
MELI icon
Mercado Libre
MELI
+$705M
2
ISRG icon
Intuitive Surgical
ISRG
+$507M
3
GE icon
GE Aerospace
GE
+$471M
4
CNQ icon
Canadian Natural Resources
CNQ
+$140M
5
UBS icon
UBS Group
UBS
+$120M

Top Sells

Rank Stock Value
1
MTD icon
Mettler-Toledo International
MTD
+$999M
2
SYK icon
Stryker
SYK
+$532M
3
NVO
Novo Nordisk
NVO
+$228M
4
CP icon
Canadian Pacific Kansas City
CP
+$219M
5
ICLR icon
Icon
ICLR
+$188M

Sector Composition

Rank Sector Weight
1 Technology 28.69%
2 Industrials 19.03%
3 Healthcare 17.56%
4 Financials 16.47%
5 Consumer Discretionary 10.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
FND icon
26
Floor & Decor
FND
$6.31B
$515M 1.42%
4,521,719
+46,964
+1% +$4.33M
MCK icon
27
McKesson
MCK
$103B
$500M 1.38%
1,093,189
+4,636
+0.4% +$2.11M
LRCX icon
28
Lam Research
LRCX
$385B
$474M 1.31%
6,005,940
+37,170
+0.6% +$2.53M
NVO
29
Novo Nordisk
NVO
$208B
$437M 1.21%
4,220,198
-2,308,713
-35% -$228M
ODFL icon
30
Old Dominion Freight Line
ODFL
$44.4B
$417M 1.15%
2,027,332
+3,598
+0.2% +$714K
NVDA icon
31
NVIDIA
NVDA
$5.29T
$389M 1.08%
7,864,980
+90,060
+1% +$4.17M
LPLA icon
32
LPL Financial
LPLA
$29.2B
$387M 1.07%
1,696,094
-760,933
-31% -$171M
RACE icon
33
Ferrari
RACE
$71.5B
$374M 1.03%
1,109,524
-558,021
-33% -$186M
SNOW icon
34
Snowflake
SNOW
$116B
$370M 1.02%
1,836,366
-29,161
-2% -$4.93M
COST icon
35
Costco
COST
$421B
$356M 0.98%
536,822
+6,083
+1% +$3.61M
CTVA icon
36
Corteva
CTVA
$51.5B
$342M 0.94%
7,103,146
+213,949
+3% +$10.2M
FERG icon
37
Ferguson
FERG
$50.8B
$242M 0.67%
1,255,661
-609,862
-33% -$103M
HEI.A icon
38
HEICO Corp Class A
HEI.A
$37.2B
$207M 0.57%
1,452,390
-1,001,135
-41% -$136M
AZN icon
39
AstraZeneca
AZN
$250B
$204M 0.56%
1,517,127
-981,726
-39% -$128M
TRI icon
40
Thomson Reuters
TRI
$45B
$165M 0.46%
1,116,517
-568,116
-34% -$76.7M
UBS icon
41
UBS Group
UBS
$177B
$144M 0.4%
4,635,670
+4,568,457
+6,797% +$120M
CNQ icon
42
Canadian Natural Resources
CNQ
$98.1B
$143M 0.4%
4,385,790
+4,339,122
+9,298% +$140M
EFA icon
43
iShares MSCI EAFE ETF
EFA
$79.8B
$86M 0.24%
1,142,675
+1,045,784
+1,079% +$73.9M
GLOB icon
44
Globant
GLOB
$1.68B
$83.1M 0.23%
346,491
-12,574
-4% -$2.57M
FMX icon
45
Fomento Económico Mexicano
FMX
$41B
$83M 0.23%
635,633
-96,679
-13% -$11.5M
CLS icon
46
Celestica
CLS
$36.7B
$67.8M 0.19%
+2,292,409
New +$61M
NU icon
47
Nu Holdings
NU
$67.3B
$66.5M 0.18%
+7,949,908
New +$64.2M
TTEK icon
48
Tetra Tech
TTEK
$8.96B
$57.1M 0.16%
1,699,690
+41,970
+3% +$1.34M
FN icon
49
Fabrinet
FN
$19.2B
$57M 0.16%
289,305
-31,473
-10% -$5.39M
AZTA icon
50
Azenta
AZTA
$1.53B
$54.4M 0.15%
820,842
-83,111
-9% -$4.51M
1
2
3 4 5

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WCM Investment Management's Q4 2023 Portfolio in Review

As of Q4 2023, WCM Investment Management held 261 positions worth $36.2B, up 6.2% from $34.1B the previous quarter. Its ten largest holdings account for 47% of the portfolio.

WCM Investment Management withdrew a net $1.67B in Q4 2023, closing 11 positions and reducing 70 holdings. Its most notable exit was Stryker, an estimated $532M position sold in full.

By sector, the portfolio is most concentrated in Technology at 29% of assets, up from 26% a quarter earlier, followed by Industrials and Healthcare.

Against the trend, WCM Investment Management opened a new position in Intuitive Surgical worth $576M.

  • WCM Investment Management's largest Q4 2023 buy was Intuitive Surgical: 1,700,806 shares worth $576M.
  • WCM Investment Management added most to Mercado Libre in Q4 2023, an estimated $705M increase.
  • WCM Investment Management's biggest Q4 2023 reduction was Mettler-Toledo International, cutting an estimated $999M.
  • WCM Investment Management fully exited Stryker in Q4 2023, selling an estimated $532M.
  • WCM Investment Management's ten largest holdings make up 47% of its $36.2B portfolio in Q4 2023.
  • WCM Investment Management opened 53 new positions and closed 11 in Q4 2023.
  • WCM Investment Management's portfolio value rose 6.2% quarter-over-quarter to $36.2B.

Based on WCM Investment Management's 13F filing for Q4 2023, filed 29 Jan 2024.