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WCM Investment Management Portfolio holdings
AUM
$43.8B
1-Year Est. Return
42.28%
This Fund
S&P 500
This Quarter
Est. Return
+10.71%
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
$44.4B
AUM Growth
+$1.13B
(+2.6%)
Cap. Flow
-$2.46B
Cap. Flow
% of AUM
-5.53%
Top 10 Holdings %
Top 10 Hldgs %
56.1%
Holding
220
New
16
Increased
133
Reduced
53
Closed
15
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
NVO
Novo Nordisk
NVO
|
+$269M |
| 2 |
Lam Research
LRCX
|
+$161M |
| 3 |
iShares MSCI EAFE ETF
EFA
|
+$139M |
| 4 |
Nu Holdings
NU
|
+$120M |
| 5 |
CI&T Inc
CINT
|
+$37.5M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Mercado Libre
MELI
|
+$2.3B |
| 2 |
HDFC Bank
HDB
|
+$1.16B |
| 3 |
Atlassian
TEAM
|
+$300M |
| 4 |
Credicorp
BAP
|
+$29.4M |
| 5 |
TWKS
Thoughtworks Holding, Inc. Common Stock
TWKS
|
+$26M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 40.57% |
| 2 | Healthcare | 28.38% |
| 3 | Industrials | 9.53% |
| 4 | Consumer Discretionary | 9.23% |
| 5 | Financials | 5.95% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
CCMP
51
DELISTED
CMC Materials, Inc. Common Stock
CCMP
| $44.5M | 0.1% |
232,359
-73,331
| -24% | -$10.6M |
|
52
Cushman & Wakefield Ltd
CWK
$3.11B
| $40.4M | 0.09% |
1,814,741
+38,809
| +2% | +$750K |
|
53
Coupang
CPNG
$29B
| $39.9M | 0.09% |
1,358,855
-9,449
| -0.7% | -$266K |
|
54
Endava
DAVA
$161M
| $39.5M | 0.09% |
+235,140
| New | +$36.4M |
|
55
Wyndham Hotels & Resorts
WH
$5.32B
| $37.7M | 0.09% |
421,050
-1,619
| -0.4% | -$135K |
|
|
ESGR
56
DELISTED
Enstar Group
ESGR
| $37.5M | 0.08% |
151,380
-446
| -0.3% | -$106K |
|
57
Virtus Investment Partners
VRTS
$1.12B
| $37M | 0.08% |
124,615
-527
| -0.4% | -$164K |
|
|
BECN
58
DELISTED
Beacon Roofing Supply, Inc.
BECN
| $36.3M | 0.08% |
632,560
-2,383
| -0.4% | -$128K |
|
59
Procore
PCOR
$8.8B
| $35.5M | 0.08% |
443,629
+27,679
| +7% | +$2.43M |
|
60
XP
XP
$8.4B
| $33.8M | 0.08% |
1,174,476
-7,901
| -0.7% | -$257K |
|
61
Verra Mobility
VRRM
$728M
| $32.6M | 0.07% |
2,112,626
-8,041
| -0.4% | -$122K |
|
|
62
CI&T Inc
CINT
$472M
| $32.5M | 0.07% |
+2,735,629
| New | +$37.5M |
|
|
TDCX
63
DELISTED
TDCX Inc. American Depositary Shares, each representing one Class A ordinary share
TDCX
| $32.3M | 0.07% |
+1,688,792
| New | +$37.1M |
|
|
VLRS
64
Controladora Vuela Compania de Aviacion
VLRS
$924M
| $31.2M | 0.07% |
1,737,996
+406,109
| +30% | +$7.28M |
|
65
Emcor
EME
$36.1B
| $31.2M | 0.07% |
244,917
-1,072
| -0.4% | -$133K |
|
66
Landstar System
LSTR
$6.1B
| $29.5M | 0.07% |
164,799
-701
| -0.4% | -$120K |
|
67
ICU Medical
ICUI
$4.54B
| $27.6M | 0.06% |
116,448
+535
| +0.5% | +$125K |
|
68
Azenta
AZTA
$1.54B
| $26.6M | 0.06% |
257,901
+72,535
| +39% | +$7.86M |
|
69
Unifirst Corp
UNF
$5.22B
| $26.1M | 0.06% |
124,128
-51,789
| -29% | -$10.6M |
|
70
America's Car Mart
CRMT
$26.6M
| $25.5M | 0.06% |
248,806
-1,044
| -0.4% | -$118K |
|
71
Crane NXT
CXT
$2.96B
| $24.3M | 0.05% |
687,494
-379,409
| -36% | -$13.2M |
|
72
Freshworks
FRSH
$3.31B
| $24.3M | 0.05% |
924,388
+27,235
| +3% | +$988K |
|
73
Dorman Products
DORM
$3.96B
| $24.1M | 0.05% |
213,408
-776
| -0.4% | -$84.2K |
|
|
CIAN
74
DELISTED
Cian PLC American Depositary Shares, each representing one Ordinary Share
CIAN
| $23.2M | 0.05% |
+1,881,427
| New | +$26.9M |
|
75
EnerSys
ENS
$6.85B
| $22.5M | 0.05% |
284,517
-9,557
| -3% | -$746K |
|
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LP
WCM Investment Management's Q4 2021 Portfolio in Review
As of Q4 2021, WCM Investment Management held 220 positions worth $44.4B, up 2.6% from $43.3B the previous quarter. Its ten largest holdings account for 56% of the portfolio.
WCM Investment Management withdrew a net $2.46B in Q4 2021, closing 15 positions and reducing 53 holdings. Its most notable exit was Credicorp, an estimated $29.4M position sold in full.
By sector, the portfolio is most concentrated in Technology at 41% of assets, up from 37% a quarter earlier, followed by Healthcare and Industrials.
Against the trend, WCM Investment Management opened a new position in Novo Nordisk worth $278M.
- WCM Investment Management's largest Q4 2021 buy was Novo Nordisk: 4,971,130 shares worth $278M.
- WCM Investment Management added most to Lam Research in Q4 2021, an estimated $161M increase.
- WCM Investment Management's biggest Q4 2021 reduction was Mercado Libre, cutting an estimated $2.3B.
- WCM Investment Management fully exited Credicorp in Q4 2021, selling an estimated $29.4M.
- WCM Investment Management's ten largest holdings make up 56% of its $44.4B portfolio in Q4 2021.
- WCM Investment Management opened 16 new positions and closed 15 in Q4 2021.
- WCM Investment Management's portfolio value rose 2.6% quarter-over-quarter to $44.4B.
Based on WCM Investment Management's 13F filing for Q4 2021, filed 26 Jan 2022.