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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
-11.9%
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
$35.8B
AUM Growth
-$8.59B
(-19%)
Cap. Flow
-$1.79B
Cap. Flow
% of AUM
-5%
Top 10 Holdings %
Top 10 Hldgs %
53.24%
Holding
219
New
14
Increased
130
Reduced
46
Closed
18
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Microsoft
MSFT
|
+$392M |
| 2 |
Aon
AON
|
+$369M |
| 3 |
BILL Holdings
BILL
|
+$281M |
| 4 |
Ferguson
FERG
|
+$267M |
| 5 |
Canadian Pacific Kansas City
CP
|
+$143M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
TSMC
TSM
|
+$1.69B |
| 2 |
Stryker
SYK
|
+$328M |
| 3 |
lululemon athletica
LULU
|
+$319M |
| 4 |
Shopify
SHOP
|
+$200M |
| 5 |
Nu Holdings
NU
|
+$114M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 33.89% |
| 2 | Healthcare | 29.12% |
| 3 | Industrials | 13.43% |
| 4 | Consumer Discretionary | 8.69% |
| 5 | Financials | 8.35% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Element Solutions
ESI
$9.24B
| $42.9M | 0.12% |
1,960,061
+34,864
| +2% | +$803K |
|
|
BECN
52
DELISTED
Beacon Roofing Supply, Inc.
BECN
| $38.5M | 0.11% |
648,898
+16,338
| +3% | +$935K |
|
53
Cushman & Wakefield Ltd
CWK
$3.17B
| $38.1M | 0.11% |
1,859,728
+44,987
| +2% | +$953K |
|
54
CI&T Inc
CINT
$477M
| $35.8M | 0.1% |
2,237,615
-498,014
| -18% | -$7.29M |
|
55
XP
XP
$8.12B
| $35.6M | 0.1% |
1,183,854
+9,378
| +0.8% | +$292K |
|
|
ESGR
56
DELISTED
Enstar Group
ESGR
| $35.5M | 0.1% |
135,855
-15,525
| -10% | -$4.12M |
|
57
Verra Mobility
VRRM
$728M
| $35.2M | 0.1% |
2,164,626
+52,000
| +2% | +$837K |
|
58
Interparfums
IPAR
$3.82B
| $34.4M | 0.1% |
391,175
-42,971
| -10% | -$3.97M |
|
59
Procore
PCOR
$8.94B
| $33.7M | 0.09% |
582,048
+138,419
| +31% | +$8.8M |
|
60
Virtus Investment Partners
VRTS
$1.13B
| $31M | 0.09% |
129,037
+4,422
| +4% | +$1.12M |
|
|
VLRS
61
Controladora Vuela Compania de Aviacion
VLRS
$901M
| $31M | 0.09% |
1,702,337
-35,659
| -2% | -$632K |
|
62
Dorman Products
DORM
$3.98B
| $29.5M | 0.08% |
310,489
+97,081
| +45% | +$9.41M |
|
63
Azenta
AZTA
$1.53B
| $28.9M | 0.08% |
349,145
+91,244
| +35% | +$7.83M |
|
64
Emcor
EME
$36.1B
| $28.1M | 0.08% |
249,792
+4,875
| +2% | +$574K |
|
65
Wyndham Hotels & Resorts
WH
$5.41B
| $27M | 0.08% |
318,584
-102,466
| -24% | -$8.72M |
|
66
Fiverr
FVRR
$327M
| $26.5M | 0.07% |
+348,866
| New | +$27.7M |
|
67
ICU Medical
ICUI
$4.55B
| $26.4M | 0.07% |
118,682
+2,234
| +2% | +$500K |
|
68
Crane NXT
CXT
$2.95B
| $25.8M | 0.07% |
687,142
-352
| -0.1% | -$12.7K |
|
69
Landstar System
LSTR
$5.95B
| $25.4M | 0.07% |
168,322
+3,523
| +2% | +$560K |
|
70
Coupang
CPNG
$29.7B
| $24.3M | 0.07% |
1,373,024
+14,169
| +1% | +$303K |
|
71
America's Car Mart
CRMT
$27M
| $24M | 0.07% |
297,569
+48,763
| +20% | +$4.62M |
|
|
AMWD
72
DELISTED
American Woodmark
AMWD
| $23.6M | 0.07% |
481,107
+173,501
| +56% | +$9.98M |
|
73
Ollie's Bargain Outlet
OLLI
$4.82B
| $23.1M | 0.06% |
537,275
+194,762
| +57% | +$8.69M |
|
74
Unifirst Corp
UNF
$5.25B
| $22.9M | 0.06% |
124,029
-99
| -0.1% | -$18.3K |
|
75
Leslie's
LESL
$11.5M
| $22.3M | 0.06% |
57,512
+23,653
| +70% | +$9.83M |
|
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WCM Investment Management's Q1 2022 Portfolio in Review
As of Q1 2022, WCM Investment Management held 219 positions worth $35.8B, down 19% from $44.4B the previous quarter. Its ten largest holdings account for 53% of the portfolio.
WCM Investment Management withdrew a net $1.79B in Q1 2022, closing 18 positions and reducing 46 holdings. Its most notable exit was Nu Holdings, an estimated $114M position sold in full.
By sector, the portfolio is most concentrated in Technology at 34% of assets, down from 41% a quarter earlier, followed by Healthcare and Industrials.
Against the trend, WCM Investment Management opened a new position in Microsoft worth $403M.
- WCM Investment Management's largest Q1 2022 buy was Microsoft: 1,303,809 shares worth $403M.
- WCM Investment Management added most to Aon in Q1 2022, an estimated $369M increase.
- WCM Investment Management's biggest Q1 2022 reduction was TSMC, cutting an estimated $1.69B.
- WCM Investment Management fully exited Nu Holdings in Q1 2022, selling an estimated $114M.
- WCM Investment Management's ten largest holdings make up 53% of its $35.8B portfolio in Q1 2022.
- WCM Investment Management opened 14 new positions and closed 18 in Q1 2022.
- WCM Investment Management's portfolio value fell 19% quarter-over-quarter to $35.8B.
Based on WCM Investment Management's 13F filing for Q1 2022, filed 6 May 2022.