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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
+9.59%
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
$42.5B
AUM Growth
-$1.6B
Cap. Flow
-$2.84B
Cap. Flow %
-6.67%
Top 10 Hldgs %
40.49%
Holding
332
New
43
Increased
108
Reduced
133
Closed
44

Top Buys

Rank Stock Value
1
GDDY icon
GoDaddy
GDDY
+$613M
2
VRTX icon
Vertex Pharmaceuticals
VRTX
+$506M
3
SE icon
Sea Limited
SE
+$500M
4
SAP icon
SAP
SAP
+$277M
5
ILMN icon
Illumina
ILMN
+$124M

Top Sells

Rank Stock Value
1
APP icon
Applovin
APP
+$985M
2
FND icon
Floor & Decor
FND
+$537M
3
AON icon
Aon
AON
+$529M
4
EPAM icon
EPAM Systems
EPAM
+$447M
5
TMO icon
Thermo Fisher Scientific
TMO
+$439M

Sector Composition

Rank Sector Weight
1 Technology 23.94%
2 Financials 16.94%
3 Consumer Discretionary 15.77%
4 Healthcare 14.31%
5 Industrials 12.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
V icon
26
Visa
V
$673B
$667M 1.57%
2,115,375
-13,029
-0.6% -$3.92M
AJG icon
27
Arthur J. Gallagher & Co
AJG
$64.1B
$663M 1.56%
2,328,997
-13,875
-0.6% -$4.04M
ISRG icon
28
Intuitive Surgical
ISRG
$137B
$625M 1.47%
1,186,662
-14,649
-1% -$7.63M
DDOG icon
29
Datadog
DDOG
$90.7B
$619M 1.46%
4,291,938
-70,360
-2% -$9.66M
MCK icon
30
McKesson
MCK
$103B
$618M 1.45%
1,082,037
-15,452
-1% -$8.65M
UNH icon
31
UnitedHealth
UNH
$373B
$615M 1.45%
1,211,222
+6,637
+0.6% +$3.77M
ILMN icon
32
Illumina
ILMN
$28.8B
$552M 1.3%
4,129,855
+867,673
+27% +$124M
LPLA icon
33
LPL Financial
LPLA
$29.2B
$537M 1.26%
1,641,615
-8,053
-0.5% -$2.38M
RGA icon
34
Reinsurance Group of America
RGA
$16.1B
$527M 1.24%
2,480,750
+33,082
+1% +$7.21M
ENTG icon
35
Entegris
ENTG
$22.3B
$476M 1.12%
4,784,238
-271,726
-5% -$28.7M
VRTX icon
36
Vertex Pharmaceuticals
VRTX
$134B
$436M 1.03%
+1,091,522
New +$506M
FRPT icon
37
Freshpet
FRPT
$3.31B
$431M 1.01%
2,881,855
+110,478
+4% +$16.1M
CTVA icon
38
Corteva
CTVA
$51.4B
$389M 0.92%
6,879,417
-42,393
-0.6% -$2.51M
BAH icon
39
Booz Allen Hamilton
BAH
$9.28B
$347M 0.82%
2,704,376
-1,405,786
-34% -$218M
NVO
40
Novo Nordisk
NVO
$208B
$346M 0.81%
4,031,124
+40,475
+1% +$4.38M
RACE icon
41
Ferrari
RACE
$71.7B
$337M 0.79%
790,605
-134,423
-15% -$60.7M
SAP icon
42
SAP
SAP
$240B
$290M 0.68%
+1,165,548
New +$277M
AZN icon
43
AstraZeneca
AZN
$252B
$245M 0.58%
1,865,267
-103,964
-5% -$14.6M
CLS icon
44
Celestica
CLS
$36.8B
$172M 0.41%
1,835,898
-375,179
-17% -$29.3M
UBS icon
45
UBS Group
UBS
$177B
$159M 0.37%
5,185,333
-8,419
-0.2% -$267K
FERG icon
46
Ferguson
FERG
$51.1B
$140M 0.33%
805,533
-778
-0.1% -$155K
CNQ icon
47
Canadian Natural Resources
CNQ
$97.4B
$131M 0.31%
4,342,053
-63,798
-1% -$2.15M
EFA icon
48
iShares MSCI EAFE ETF
EFA
$79.9B
$87M 0.2%
1,150,986
+1,129,041
+5,145% +$89.4M
ADUS icon
49
Addus HomeCare
ADUS
$2.23B
$59.6M 0.14%
471,615
-26,664
-5% -$3.37M
BAP icon
50
Credicorp
BAP
$30.5B
$52.9M 0.12%
293,838
-21,254
-7% -$3.97M
1
2
3 4 5

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WCM Investment Management's Q4 2024 Portfolio in Review

As of Q4 2024, WCM Investment Management held 332 positions worth $42.5B, down 3.6% from $44.1B the previous quarter. Its ten largest holdings account for 40% of the portfolio.

WCM Investment Management withdrew a net $2.84B in Q4 2024, closing 44 positions and reducing 133 holdings. Its most notable exit was Floor & Decor, an estimated $537M position sold in full.

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

Against the trend, WCM Investment Management opened a new position in Vertex Pharmaceuticals worth $436M.

  • WCM Investment Management's largest Q4 2024 buy was Vertex Pharmaceuticals: 1,091,522 shares worth $436M.
  • WCM Investment Management added most to GoDaddy in Q4 2024, an estimated $613M increase.
  • WCM Investment Management's biggest Q4 2024 reduction was Applovin, cutting an estimated $985M.
  • WCM Investment Management fully exited Floor & Decor in Q4 2024, selling an estimated $537M.
  • WCM Investment Management's ten largest holdings make up 40% of its $42.5B portfolio in Q4 2024.
  • WCM Investment Management opened 43 new positions and closed 44 in Q4 2024.
  • WCM Investment Management's portfolio value fell 3.6% quarter-over-quarter to $42.5B.

Based on WCM Investment Management's 13F filing for Q4 2024, filed 28 Jan 2025.