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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
+9.07%
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
$44.1B
AUM Growth
+$1.82B
Cap. Flow
-$959M
Cap. Flow %
-2.17%
Top 10 Hldgs %
38.57%
Holding
300
New
33
Increased
139
Reduced
107
Closed
11

Top Buys

Rank Stock Value
1
RGA icon
Reinsurance Group of America
RGA
+$481M
2
SE icon
Sea Limited
SE
+$416M
3
FRPT icon
Freshpet
FRPT
+$320M
4
GEV icon
GE Vernova
GEV
+$223M
5
TSM icon
TSMC
TSM
+$206M

Top Sells

Rank Stock Value
1
CP icon
Canadian Pacific Kansas City
CP
+$503M
2
TEAM icon
Atlassian
TEAM
+$494M
3
MELI icon
Mercado Libre
MELI
+$408M
4
ODFL icon
Old Dominion Freight Line
ODFL
+$351M
5
WCN
Waste Connections
WCN
+$298M

Sector Composition

Rank Sector Weight
1 Technology 21.34%
2 Financials 19.59%
3 Healthcare 15.66%
4 Consumer Discretionary 15.35%
5 Industrials 14.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
GEV icon
26
GE Vernova
GEV
$264B
$640M 1.45%
2,560,248
+1,161,901
+83% +$223M
ANET icon
27
Arista Networks
ANET
$241B
$586M 1.33%
6,164,060
-184,864
-3% -$16.1M
V icon
28
Visa
V
$671B
$586M 1.33%
2,128,404
-19,897
-0.9% -$5.38M
ENTG icon
29
Entegris
ENTG
$22.4B
$581M 1.32%
5,055,964
-33,333
-0.7% -$3.95M
ISRG icon
30
Intuitive Surgical
ISRG
$138B
$576M 1.3%
1,201,311
-23,612
-2% -$11M
FND icon
31
Floor & Decor
FND
$6.3B
$537M 1.22%
4,371,090
-119,147
-3% -$12.4M
MCK icon
32
McKesson
MCK
$102B
$536M 1.21%
1,097,489
-12,084
-1% -$6.73M
RGA icon
33
Reinsurance Group of America
RGA
$15.9B
$528M 1.2%
2,447,668
+2,260,605
+1,208% +$481M
DDOG icon
34
Datadog
DDOG
$93.3B
$498M 1.13%
4,362,298
-1,000,278
-19% -$117M
NVO
35
Novo Nordisk
NVO
$210B
$482M 1.09%
3,990,649
-44,146
-1% -$5.89M
EPAM icon
36
EPAM Systems
EPAM
$5.05B
$447M 1.01%
2,243,532
-6,818
-0.3% -$1.37M
TMO icon
37
Thermo Fisher Scientific
TMO
$221B
$439M 1%
714,722
-264,735
-27% -$157M
RACE icon
38
Ferrari
RACE
$71.5B
$436M 0.99%
925,028
-11,002
-1% -$4.93M
ILMN icon
39
Illumina
ILMN
$29B
$424M 0.96%
3,262,182
-90,705
-3% -$11.2M
CTVA icon
40
Corteva
CTVA
$51.2B
$405M 0.92%
6,921,810
-96,613
-1% -$5.28M
LPLA icon
41
LPL Financial
LPLA
$29.2B
$381M 0.86%
1,649,668
-14,050
-0.8% -$3.17M
FRPT icon
42
Freshpet
FRPT
$3.24B
$376M 0.85%
2,771,377
+2,445,199
+750% +$320M
AZN icon
43
AstraZeneca
AZN
$251B
$306M 0.69%
1,969,231
-23,912
-1% -$3.86M
FERG icon
44
Ferguson
FERG
$51.1B
$163M 0.37%
806,311
-384,737
-32% -$77.9M
UBS icon
45
UBS Group
UBS
$177B
$161M 0.37%
5,193,752
-81,685
-2% -$2.45M
CNQ icon
46
Canadian Natural Resources
CNQ
$97.6B
$146M 0.33%
4,405,851
-47,738
-1% -$1.66M
CLS icon
47
Celestica
CLS
$36.4B
$113M 0.26%
2,211,077
-434,973
-16% -$22.5M
TTEK icon
48
Tetra Tech
TTEK
$8.96B
$66.4M 0.15%
1,431,099
-285,301
-17% -$12.7M
ADUS icon
49
Addus HomeCare
ADUS
$2.24B
$65.2M 0.15%
498,279
+13,938
+3% +$1.76M
BAP icon
50
Credicorp
BAP
$30.6B
$58.3M 0.13%
315,092
-16,402
-5% -$2.8M
1
2
3 4 5

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WCM Investment Management's Q3 2024 Portfolio in Review

As of Q3 2024, WCM Investment Management held 300 positions worth $44.1B, up 4.3% from $42.3B the previous quarter. Its ten largest holdings account for 39% of the portfolio.

WCM Investment Management's Q3 2024 filing shows 33 new, 139 increased, 107 reduced and 11 closed positions. Its largest new stake was SharkNinja: 225,225 shares worth $23.9M. The largest sale was Canadian Pacific Kansas City, an estimated $503M.

By sector, the portfolio is most concentrated in Technology at 21% of assets, down from 24% a quarter earlier, followed by Financials and Healthcare.

  • WCM Investment Management's largest Q3 2024 buy was SharkNinja: 225,225 shares worth $23.9M.
  • WCM Investment Management added most to Reinsurance Group of America in Q3 2024, an estimated $481M increase.
  • WCM Investment Management's biggest Q3 2024 reduction was Canadian Pacific Kansas City, cutting an estimated $503M.
  • WCM Investment Management fully exited Old Dominion Freight Line in Q3 2024, selling an estimated $351M.
  • WCM Investment Management's ten largest holdings make up 39% of its $44.1B portfolio in Q3 2024.
  • WCM Investment Management opened 33 new positions and closed 11 in Q3 2024.
  • WCM Investment Management's portfolio value rose 4.3% quarter-over-quarter to $44.1B.

Based on WCM Investment Management's 13F filing for Q3 2024, filed 4 Nov 2024.