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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
+7.09%
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
$30B
AUM Growth
+$2.11B
Cap. Flow
+$978M
Cap. Flow %
3.26%
Top 10 Hldgs %
45.43%
Holding
227
New
32
Increased
69
Reduced
105
Closed
14

Top Buys

Rank Stock Value
1
IBN icon
ICICI Bank
IBN
+$1.3B
2
TEAM icon
Atlassian
TEAM
+$577M
3
CTVA icon
Corteva
CTVA
+$284M
4
BAH icon
Booz Allen Hamilton
BAH
+$281M
5
DDOG icon
Datadog
DDOG
+$201M

Top Sells

Rank Stock Value
1
LULU icon
lululemon athletica
LULU
+$515M
2
ASML icon
ASML
ASML
+$512M
3
RMD icon
ResMed
RMD
+$436M
4
GGG icon
Graco
GGG
+$394M
5
WST icon
West Pharmaceutical
WST
+$311M

Sector Composition

Rank Sector Weight
1 Healthcare 27.62%
2 Technology 26.75%
3 Industrials 18.3%
4 Financials 16.46%
5 Consumer Discretionary 7.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ADUS icon
51
Addus HomeCare
ADUS
$2.23B
$51.2M 0.17%
514,509
-29,966
-6% -$3.13M
AZTA icon
52
Azenta
AZTA
$1.54B
$51M 0.17%
875,315
+360,590
+70% +$18.4M
FN icon
53
Fabrinet
FN
$18.9B
$45.9M 0.15%
358,298
-20,045
-5% -$2.39M
DAVA icon
54
Endava
DAVA
$159M
$39.6M 0.13%
517,195
+63,044
+14% +$4.69M
FOCS
55
DELISTED
Focus Financial Partners Inc. Class A
FOCS
$38.3M 0.13%
1,028,893
+9,883
+1% +$352K
IPAR icon
56
Interparfums
IPAR
$3.83B
$36.7M 0.12%
379,806
-9,954
-3% -$865K
ESI icon
57
Element Solutions
ESI
$9.08B
$35.9M 0.12%
1,971,677
+7,049
+0.4% +$127K
PCOR icon
58
Procore
PCOR
$8.84B
$32.8M 0.11%
695,004
-54,247
-7% -$2.77M
PLUS icon
59
ePlus
PLUS
$2.35B
$31.2M 0.1%
704,781
-100,984
-13% -$4.71M
ESGR
60
DELISTED
Enstar Group
ESGR
$31.1M 0.1%
134,398
-1,287
-0.9% -$262K
EME icon
61
Emcor
EME
$35.7B
$30.6M 0.1%
206,317
-43,172
-17% -$6.13M
VRRM icon
62
Verra Mobility
VRRM
$720M
$29.6M 0.1%
2,136,947
-20,069
-0.9% -$305K
ICUI icon
63
ICU Medical
ICUI
$4.56B
$28M 0.09%
177,897
+1,169
+0.7% +$178K
LSTR icon
64
Landstar System
LSTR
$6.05B
$28M 0.09%
171,891
+4,272
+3% +$686K
GO icon
65
Grocery Outlet
GO
$972M
$26.6M 0.09%
912,664
+1,925
+0.2% +$60.4K
BECN
66
DELISTED
Beacon Roofing Supply, Inc.
BECN
$25.7M 0.09%
486,447
+5,621
+1% +$318K
UNF icon
67
Unifirst Corp
UNF
$5.24B
$25M 0.08%
129,632
+5,333
+4% +$975K
LESL icon
68
Leslie's
LESL
$10.4M
$24.5M 0.08%
100,213
+1,031
+1% +$286K
DORM icon
69
Dorman Products
DORM
$3.95B
$24.1M 0.08%
297,875
-13,072
-4% -$1.11M
ACWI icon
70
iShares MSCI ACWI ETF
ACWI
$33.3B
$23.2M 0.08%
+273,141
New +$23M
WH icon
71
Wyndham Hotels & Resorts
WH
$5.29B
$22.9M 0.08%
320,670
+2,566
+0.8% +$181K
CWK icon
72
Cushman & Wakefield Ltd
CWK
$3.12B
$22.5M 0.08%
1,804,933
-53,802
-3% -$622K
VRTS icon
73
Virtus Investment Partners
VRTS
$1.11B
$21.8M 0.07%
113,801
-16,099
-12% -$2.88M
VLRS
74
Controladora Vuela Compania de Aviacion
VLRS
$927M
$21.2M 0.07%
+2,535,713
New +$22.5M
AMWD
75
DELISTED
American Woodmark
AMWD
$20.7M 0.07%
423,440
-57,023
-12% -$2.83M
1 2
3
4 5

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WCM Investment Management's Q4 2022 Portfolio in Review

As of Q4 2022, WCM Investment Management held 227 positions worth $30B, up 7.6% from $27.9B the previous quarter. Its ten largest holdings account for 45% of the portfolio.

WCM Investment Management deployed $978M of net new capital in Q4 2022, opening 32 new positions and adding to 69 existing holdings. Its largest new stake was Thomson Reuters: 1,686,848 shares worth $203M.

By sector, the portfolio is most concentrated in Healthcare at 28% of assets, down from 29% a quarter earlier, followed by Technology and Industrials.

On the sell side, the largest reduction was lululemon athletica, an estimated $515M trimmed.

  • WCM Investment Management's largest Q4 2022 buy was Thomson Reuters: 1,686,848 shares worth $203M.
  • WCM Investment Management added most to ICICI Bank in Q4 2022, an estimated $1.3B increase.
  • WCM Investment Management's biggest Q4 2022 reduction was lululemon athletica, cutting an estimated $515M.
  • WCM Investment Management fully exited West Pharmaceutical in Q4 2022, selling an estimated $311M.
  • WCM Investment Management's ten largest holdings make up 45% of its $30B portfolio in Q4 2022.
  • WCM Investment Management opened 32 new positions and closed 14 in Q4 2022.
  • WCM Investment Management's portfolio value rose 7.6% quarter-over-quarter to $30B.

Based on WCM Investment Management's 13F filing for Q4 2022, filed 7 Feb 2023.