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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
-0.92%
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
$27.9B
AUM Growth
-$22.8M
Cap. Flow
+$962M
Cap. Flow %
3.45%
Top 10 Hldgs %
48.87%
Holding
212
New
10
Increased
126
Reduced
41
Closed
17

Top Buys

Rank Stock Value
1
WCN
Waste Connections
WCN
+$777M
2
TEAM icon
Atlassian
TEAM
+$589M
3
AJG icon
Arthur J. Gallagher & Co
AJG
+$452M
4
AMZN icon
Amazon
AMZN
+$401M
5
EPAM icon
EPAM Systems
EPAM
+$358M

Top Sells

Rank Stock Value
1
TSM icon
TSMC
TSM
+$919M
2
SHOP icon
Shopify
SHOP
+$497M
3
CHD icon
Church & Dwight Co
CHD
+$368M
4
NKE icon
Nike
NKE
+$319M
5
SHW icon
Sherwin-Williams
SHW
+$293M

Sector Composition

Rank Sector Weight
1 Healthcare 29.34%
2 Technology 29.28%
3 Industrials 18.39%
4 Financials 11.8%
5 Consumer Discretionary 9.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
VRRM icon
51
Verra Mobility
VRRM
$728M
$33.6M 0.12%
2,157,016
+17,955
+0.8% +$291K
PLUS icon
52
ePlus
PLUS
$2.33B
$33.4M 0.12%
805,765
+13,495
+2% +$660K
FOCS
53
DELISTED
Focus Financial Partners Inc. Class A
FOCS
$32.9M 0.12%
1,019,010
+15,706
+2% +$599K
ESI icon
54
Element Solutions
ESI
$9.22B
$32.1M 0.12%
1,964,628
+26,964
+1% +$503K
EFA icon
55
iShares MSCI EAFE ETF
EFA
$80B
$30.5M 0.11%
542,514
-2,319,549
-81% -$145M
GO icon
56
Grocery Outlet
GO
$975M
$30.2M 0.11%
910,739
-203,718
-18% -$8.28M
EME icon
57
Emcor
EME
$36.1B
$28.9M 0.1%
249,489
+2,605
+1% +$298K
IPAR icon
58
Interparfums
IPAR
$3.83B
$28.8M 0.1%
389,760
+3,191
+0.8% +$253K
LESL icon
59
Leslie's
LESL
$11.3M
$28.7M 0.1%
99,182
+20,217
+26% +$6.07M
ICUI icon
60
ICU Medical
ICUI
$4.56B
$26.8M 0.1%
176,728
+59,403
+51% +$9.88M
BECN
61
DELISTED
Beacon Roofing Supply, Inc.
BECN
$25.8M 0.09%
480,826
-160,512
-25% -$9.1M
DORM icon
62
Dorman Products
DORM
$3.98B
$25.7M 0.09%
310,947
+4,073
+1% +$401K
LSTR icon
63
Landstar System
LSTR
$5.97B
$24.4M 0.09%
167,619
+1,241
+0.7% +$185K
ESGR
64
DELISTED
Enstar Group
ESGR
$23.9M 0.09%
135,685
+1,405
+1% +$274K
AZTA icon
65
Azenta
AZTA
$1.53B
$22.6M 0.08%
514,725
+160,015
+45% +$9.56M
AMWD
66
DELISTED
American Woodmark
AMWD
$21.3M 0.08%
480,463
+5,118
+1% +$250K
VRTS icon
67
Virtus Investment Partners
VRTS
$1.13B
$21.1M 0.08%
129,900
+2,356
+2% +$452K
UNF icon
68
Unifirst Corp
UNF
$5.25B
$20.8M 0.07%
124,299
+1,671
+1% +$305K
CWK icon
69
Cushman & Wakefield Ltd
CWK
$3.18B
$20.7M 0.07%
1,858,735
+20,841
+1% +$315K
OLLI icon
70
Ollie's Bargain Outlet
OLLI
$4.81B
$20.7M 0.07%
402,451
-128,659
-24% -$7.95M
STVN icon
71
Stevanato
STVN
$5.64B
$20.3M 0.07%
1,157,739
-302,932
-21% -$5.09M
WH icon
72
Wyndham Hotels & Resorts
WH
$5.42B
$19.7M 0.07%
318,104
+3,220
+1% +$216K
CPNG icon
73
Coupang
CPNG
$29.6B
$19.6M 0.07%
1,202,524
-74,633
-6% -$1.29M
CINT icon
74
CI&T Inc
CINT
$474M
$18.1M 0.06%
1,811,818
+43,665
+2% +$463K
CRMT icon
75
America's Car Mart
CRMT
$27M
$17.2M 0.06%
277,586
-16,417
-6% -$1.47M
1 2
3
4 5

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WCM Investment Management's Q3 2022 Portfolio in Review

As of Q3 2022, WCM Investment Management held 212 positions worth $27.9B, down 0.08% from $27.9B the previous quarter. Its ten largest holdings account for 49% of the portfolio.

WCM Investment Management deployed $962M of net new capital in Q3 2022, opening 10 new positions and adding to 126 existing holdings. Its largest new stake was Arthur J. Gallagher & Co: 2,547,103 shares worth $436M.

By sector, the portfolio is most concentrated in Healthcare at 29% of assets, down from 29% a quarter earlier, followed by Technology and Industrials.

On the sell side, the largest reduction was TSMC, an estimated $919M trimmed.

  • WCM Investment Management's largest Q3 2022 buy was Arthur J. Gallagher & Co: 2,547,103 shares worth $436M.
  • WCM Investment Management added most to Waste Connections in Q3 2022, an estimated $777M increase.
  • WCM Investment Management's biggest Q3 2022 reduction was TSMC, cutting an estimated $919M.
  • WCM Investment Management fully exited Church & Dwight Co in Q3 2022, selling an estimated $368M.
  • WCM Investment Management's ten largest holdings make up 49% of its $27.9B portfolio in Q3 2022.
  • WCM Investment Management opened 10 new positions and closed 17 in Q3 2022.
  • WCM Investment Management's portfolio value fell 0.08% quarter-over-quarter to $27.9B.

Based on WCM Investment Management's 13F filing for Q3 2022, filed 18 Oct 2022.