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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
+4.38%
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
$42.3B
AUM Growth
+$235M
Cap. Flow
-$201M
Cap. Flow %
-0.48%
Top 10 Hldgs %
39.27%
Holding
281
New
34
Increased
131
Reduced
95
Closed
14

Top Buys

Rank Stock Value
1
TSM icon
TSMC
TSM
+$1.29B
2
SE icon
Sea Limited
SE
+$1.02B
3
SPOT icon
Spotify
SPOT
+$984M
4
GEV icon
GE Vernova
GEV
+$222M
5
MNDY icon
monday.com
MNDY
+$203M

Top Sells

Rank Stock Value
1
ACN icon
Accenture
ACN
+$916M
2
LRCX icon
Lam Research
LRCX
+$471M
3
ANET icon
Arista Networks
ANET
+$435M
4
COST icon
Costco
COST
+$388M
5
TEAM icon
Atlassian
TEAM
+$352M

Sector Composition

Rank Sector Weight
1 Technology 24.15%
2 Financials 18.17%
3 Industrials 17.07%
4 Healthcare 16.71%
5 Consumer Discretionary 13.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
BAH icon
26
Booz Allen Hamilton
BAH
$9.15B
$660M 1.56%
4,225,702
-26,466
-0.6% -$3.97M
MCK icon
27
McKesson
MCK
$101B
$658M 1.56%
1,109,573
-8,456
-0.8% -$4.71M
UNH icon
28
UnitedHealth
UNH
$370B
$592M 1.4%
1,217,243
+6,695
+0.6% +$3.28M
NVO
29
Novo Nordisk
NVO
$209B
$583M 1.38%
4,034,795
-43,002
-1% -$5.7M
V icon
30
Visa
V
$677B
$573M 1.35%
2,148,301
-36,593
-2% -$10M
ANET icon
31
Arista Networks
ANET
$238B
$552M 1.31%
6,348,924
-5,848,740
-48% -$435M
ISRG icon
32
Intuitive Surgical
ISRG
$134B
$545M 1.29%
1,224,923
-493,033
-29% -$196M
TMO icon
33
Thermo Fisher Scientific
TMO
$220B
$539M 1.28%
979,457
-7,159
-0.7% -$4.1M
LPLA icon
34
LPL Financial
LPLA
$28.6B
$460M 1.09%
1,663,718
-33,346
-2% -$9.05M
FND icon
35
Floor & Decor
FND
$6.68B
$452M 1.07%
4,490,237
-31,782
-0.7% -$3.66M
EPAM icon
36
EPAM Systems
EPAM
$5.03B
$417M 0.98%
2,250,350
-201,609
-8% -$43M
RACE icon
37
Ferrari
RACE
$72.5B
$383M 0.91%
936,030
-133,490
-12% -$55.5M
CTVA icon
38
Corteva
CTVA
$51.3B
$377M 0.89%
7,018,423
-201,001
-3% -$11.1M
ILMN icon
39
Illumina
ILMN
$28.4B
$357M 0.84%
3,352,887
-118,896
-3% -$13.3M
ODFL icon
40
Old Dominion Freight Line
ODFL
$44.9B
$351M 0.83%
2,015,153
+28,956
+1% +$5.46M
AZN icon
41
AstraZeneca
AZN
$250B
$312M 0.74%
1,993,143
+451,127
+29% +$67.9M
GEV icon
42
GE Vernova
GEV
$264B
$247M 0.58%
+1,398,347
New +$222M
FERG icon
43
Ferguson
FERG
$49.8B
$230M 0.54%
1,191,048
-15,526
-1% -$3.26M
TRI icon
44
Thomson Reuters
TRI
$44.1B
$185M 0.44%
1,066,282
-10,590
-1% -$1.76M
CNQ icon
45
Canadian Natural Resources
CNQ
$93.8B
$159M 0.38%
4,453,589
-29,145
-0.7% -$1.1M
UBS icon
46
UBS Group
UBS
$176B
$155M 0.37%
5,275,437
-34,627
-0.7% -$1.03M
CLS icon
47
Celestica
CLS
$36.5B
$151M 0.36%
2,646,050
+247,698
+10% +$12.5M
TTEK icon
48
Tetra Tech
TTEK
$9.07B
$73.8M 0.17%
1,716,400
+26,945
+2% +$1.1M
GLOB icon
49
Globant
GLOB
$1.61B
$68.5M 0.16%
381,901
+57,793
+18% +$10.2M
ADUS icon
50
Addus HomeCare
ADUS
$2.23B
$55.3M 0.13%
484,341
-2,741
-0.6% -$293K
1
2
3 4 5

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WCM Investment Management's Q2 2024 Portfolio in Review

As of Q2 2024, WCM Investment Management held 281 positions worth $42.3B, up 0.56% from $42.1B the previous quarter. Its ten largest holdings account for 39% of the portfolio.

WCM Investment Management's Q2 2024 filing shows 34 new, 131 increased, 95 reduced and 14 closed positions. Its largest new stake was Sea Limited: 15,384,819 shares worth $1.15B. The largest sale was Accenture, an estimated $916M.

By sector, the portfolio is most concentrated in Technology at 24% of assets, down from 27% a quarter earlier, followed by Financials and Industrials.

  • WCM Investment Management's largest Q2 2024 buy was Sea Limited: 15,384,819 shares worth $1.15B.
  • WCM Investment Management added most to TSMC in Q2 2024, an estimated $1.29B increase.
  • WCM Investment Management's biggest Q2 2024 reduction was Accenture, cutting an estimated $916M.
  • WCM Investment Management fully exited Lam Research in Q2 2024, selling an estimated $471M.
  • WCM Investment Management's ten largest holdings make up 39% of its $42.3B portfolio in Q2 2024.
  • WCM Investment Management opened 34 new positions and closed 14 in Q2 2024.
  • WCM Investment Management's portfolio value rose 0.56% quarter-over-quarter to $42.3B.

Based on WCM Investment Management's 13F filing for Q2 2024, filed 31 Jul 2024.