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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
+14.7%
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
$42.1B
AUM Growth
+$5.91B
Cap. Flow
+$1.82B
Cap. Flow %
4.32%
Top 10 Hldgs %
42.45%
Holding
265
New
15
Increased
119
Reduced
107
Closed
18

Top Buys

Rank Stock Value
1
NU icon
Nu Holdings
NU
+$940M
2
CPNG icon
Coupang
CPNG
+$704M
3
MNDY icon
monday.com
MNDY
+$685M
4
ILMN icon
Illumina
ILMN
+$445M
5
APP icon
Applovin
APP
+$381M

Top Sells

Rank Stock Value
1
MELI icon
Mercado Libre
MELI
+$442M
2
HEI.A icon
HEICO Corp Class A
HEI.A
+$207M
3
DDOG icon
Datadog
DDOG
+$106M
4
LRCX icon
Lam Research
LRCX
+$102M
5
V icon
Visa
V
+$92.3M

Sector Composition

Rank Sector Weight
1 Technology 26.95%
2 Industrials 18.5%
3 Financials 18.34%
4 Healthcare 17.66%
5 Consumer Discretionary 10.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
BAH icon
26
Booz Allen Hamilton
BAH
$9.37B
$631M 1.5%
4,252,168
+22,708
+0.5% +$3.2M
V icon
27
Visa
V
$675B
$610M 1.45%
2,184,894
-334,303
-13% -$92.3M
MCK icon
28
McKesson
MCK
$103B
$600M 1.43%
1,118,029
+24,840
+2% +$12.6M
UNH icon
29
UnitedHealth
UNH
$371B
$599M 1.42%
1,210,548
+6,381
+0.5% +$3.24M
FND icon
30
Floor & Decor
FND
$6.3B
$586M 1.39%
4,522,019
+300
+0% +$34.1K
TMO icon
31
Thermo Fisher Scientific
TMO
$222B
$573M 1.36%
986,616
-3,221
-0.3% -$1.81M
NVO
32
Novo Nordisk
NVO
$211B
$524M 1.24%
4,077,797
-142,401
-3% -$17M
APP icon
33
Applovin
APP
$113B
$497M 1.18%
+7,187,062
New +$381M
LRCX icon
34
Lam Research
LRCX
$383B
$471M 1.12%
4,848,650
-1,157,290
-19% -$102M
RACE icon
35
Ferrari
RACE
$71.5B
$466M 1.11%
1,069,520
-40,004
-4% -$15.5M
ILMN icon
36
Illumina
ILMN
$29B
$464M 1.1%
3,471,783
+3,322,926
+2,232% +$445M
LPLA icon
37
LPL Financial
LPLA
$29.3B
$448M 1.07%
1,697,064
+970
+0.1% +$245K
ODFL icon
38
Old Dominion Freight Line
ODFL
$44.1B
$436M 1.04%
1,986,197
-41,135
-2% -$8.58M
CTVA icon
39
Corteva
CTVA
$51B
$416M 0.99%
7,219,424
+116,278
+2% +$6.01M
COST icon
40
Costco
COST
$423B
$388M 0.92%
529,857
-6,965
-1% -$4.97M
SNOW icon
41
Snowflake
SNOW
$116B
$299M 0.71%
1,848,043
+11,677
+0.6% +$2.26M
FERG icon
42
Ferguson
FERG
$51.2B
$264M 0.63%
1,206,574
-49,087
-4% -$9.78M
AZN icon
43
AstraZeneca
AZN
$251B
$209M 0.5%
1,542,016
+24,889
+2% +$3.3M
CNQ icon
44
Canadian Natural Resources
CNQ
$97.4B
$171M 0.41%
4,482,734
+96,944
+2% +$3.24M
TRI icon
45
Thomson Reuters
TRI
$45.2B
$170M 0.41%
1,076,872
-39,645
-4% -$6.17M
UBS icon
46
UBS Group
UBS
$177B
$163M 0.39%
5,310,064
+674,394
+15% +$19.9M
CLS icon
47
Celestica
CLS
$36.2B
$108M 0.26%
2,398,352
+105,943
+5% +$4.02M
GLOB icon
48
Globant
GLOB
$1.66B
$65.4M 0.16%
324,108
-22,383
-6% -$5.03M
TTEK icon
49
Tetra Tech
TTEK
$8.97B
$62.4M 0.15%
1,689,455
-10,235
-0.6% -$355K
SWAV
50
DELISTED
Shockwave Medical, Inc. Common Stock
SWAV
$51.4M 0.12%
157,800
+2,131
+1% +$523K
1
2
3 4 5

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WCM Investment Management's Q1 2024 Portfolio in Review

As of Q1 2024, WCM Investment Management held 265 positions worth $42.1B, up 16% from $36.2B the previous quarter. Its ten largest holdings account for 42% of the portfolio.

WCM Investment Management deployed $1.82B of net new capital in Q1 2024, opening 15 new positions and adding to 119 existing holdings. Its largest new stake was monday.com: 3,225,401 shares worth $729M.

By sector, the portfolio is most concentrated in Technology at 27% of assets, down from 29% a quarter earlier, followed by Industrials and Financials.

On the sell side, the largest reduction was Mercado Libre, an estimated $442M trimmed.

  • WCM Investment Management's largest Q1 2024 buy was monday.com: 3,225,401 shares worth $729M.
  • WCM Investment Management added most to Nu Holdings in Q1 2024, an estimated $940M increase.
  • WCM Investment Management's biggest Q1 2024 reduction was Mercado Libre, cutting an estimated $442M.
  • WCM Investment Management fully exited HEICO Corp Class A in Q1 2024, selling an estimated $207M.
  • WCM Investment Management's ten largest holdings make up 42% of its $42.1B portfolio in Q1 2024.
  • WCM Investment Management opened 15 new positions and closed 18 in Q1 2024.
  • WCM Investment Management's portfolio value rose 16% quarter-over-quarter to $42.1B.

Based on WCM Investment Management's 13F filing for Q1 2024, filed 25 Apr 2024.