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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
+9.35%
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
$31.3B
AUM Growth
+$1.31B
(+4.4%)
Cap. Flow
-$1.07B
Cap. Flow
% of AUM
-3.42%
Top 10 Holdings %
Top 10 Hldgs %
46.8%
Holding
226
New
13
Increased
89
Reduced
106
Closed
13
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Linde
LIN
|
+$1.13B |
| 2 |
Arch Capital
ACGL
|
+$839M |
| 3 |
ICICI Bank
IBN
|
+$261M |
| 4 |
Booz Allen Hamilton
BAH
|
+$136M |
| 5 |
AstraZeneca
AZN
|
+$32.1M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
lululemon athletica
LULU
|
+$797M |
| 2 |
Accenture
ACN
|
+$478M |
| 3 |
Alcon
ALC
|
+$278M |
| 4 |
Repligen
RGEN
|
+$263M |
| 5 |
Union Pacific
UNP
|
+$260M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 26.1% |
| 2 | Healthcare | 24.77% |
| 3 | Financials | 19.43% |
| 4 | Industrials | 17.62% |
| 5 | Materials | 5.38% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Element Solutions
ESI
$9.08B
| $37.9M | 0.12% |
1,960,621
-11,056
| -0.6% | -$218K |
|
52
Verra Mobility
VRRM
$720M
| $36.1M | 0.12% |
2,134,391
-2,556
| -0.1% | -$40.9K |
|
53
ePlus
PLUS
$2.35B
| $34.2M | 0.11% |
697,853
-6,928
| -1% | -$351K |
|
|
ESGR
54
DELISTED
Enstar Group
ESGR
| $31.1M | 0.1% |
134,149
-249
| -0.2% | -$59K |
|
55
Landstar System
LSTR
$6.05B
| $30.8M | 0.1% |
171,581
-310
| -0.2% | -$54.5K |
|
56
ICU Medical
ICUI
$4.56B
| $29M | 0.09% |
176,054
-1,843
| -1% | -$317K |
|
|
BECN
57
DELISTED
Beacon Roofing Supply, Inc.
BECN
| $28.4M | 0.09% |
483,151
-3,296
| -0.7% | -$193K |
|
|
FOCS
58
DELISTED
Focus Financial Partners Inc. Class A
FOCS
| $27M | 0.09% |
521,106
-507,787
| -49% | -$24.5M |
|
59
Interparfums
IPAR
$3.83B
| $25.9M | 0.08% |
182,068
-197,738
| -52% | -$24.4M |
|
60
Dorman Products
DORM
$3.95B
| $25.7M | 0.08% |
297,671
-204
| -0.1% | -$18.2K |
|
61
Grocery Outlet
GO
$972M
| $25.5M | 0.08% |
901,544
-11,120
| -1% | -$319K |
|
62
Emcor
EME
$35.7B
| $25M | 0.08% |
153,553
-52,764
| -26% | -$8.11M |
|
63
Kanzhun
BZ
$7.8B
| $24.8M | 0.08% |
+1,305,490
| New | +$28.5M |
|
64
Ollie's Bargain Outlet
OLLI
$4.8B
| $23.7M | 0.08% |
409,316
-5,109
| -1% | -$281K |
|
65
Unifirst Corp
UNF
$5.24B
| $23M | 0.07% |
130,283
+651
| +0.5% | +$127K |
|
66
Leslie's
LESL
$10.4M
| $22M | 0.07% |
99,784
-429
| -0.4% | -$111K |
|
|
AMWD
67
DELISTED
American Woodmark
AMWD
| $22M | 0.07% |
421,685
-1,755
| -0.4% | -$95K |
|
68
Wyndham Hotels & Resorts
WH
$5.29B
| $21.7M | 0.07% |
319,091
-1,579
| -0.5% | -$116K |
|
69
Virtus Investment Partners
VRTS
$1.11B
| $21.4M | 0.07% |
112,363
-1,438
| -1% | -$291K |
|
|
70
Repligen
RGEN
$9.21B
| $21.1M | 0.07% |
125,335
-1,476,647
| -92% | -$263M |
|
|
VLRS
71
Controladora Vuela Compania de Aviacion
VLRS
$927M
| $20.4M | 0.07% |
1,642,976
-892,737
| -35% | -$9.88M |
|
72
Advanced Micro Devices
AMD
$767B
| $20M | 0.06% |
203,742
+12,052
| +6% | +$981K |
|
|
MZTI
73
The Marzetti Company
MZTI
$3.13B
| $19.8M | 0.06% |
97,840
-456
| -0.5% | -$88.7K |
|
74
Coupang
CPNG
$29.1B
| $19.6M | 0.06% |
1,226,141
+49,990
| +4% | +$775K |
|
75
America's Car Mart
CRMT
$26.1M
| $19.4M | 0.06% |
244,884
+1,650
| +0.7% | +$134K |
|
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LP
WCM Investment Management's Q1 2023 Portfolio in Review
As of Q1 2023, WCM Investment Management held 226 positions worth $31.3B, up 4.4% from $30B the previous quarter. Its ten largest holdings account for 47% of the portfolio.
WCM Investment Management withdrew a net $1.07B in Q1 2023, closing 13 positions and reducing 106 holdings. Its most notable exit was Union Pacific, an estimated $260M position sold in full.
By sector, the portfolio is most concentrated in Technology at 26% of assets, down from 27% a quarter earlier, followed by Healthcare and Financials.
Against the trend, WCM Investment Management opened a new position in Arch Capital worth $867M.
- WCM Investment Management's largest Q1 2023 buy was Arch Capital: 12,769,260 shares worth $867M.
- WCM Investment Management added most to Linde in Q1 2023, an estimated $1.13B increase.
- WCM Investment Management's biggest Q1 2023 reduction was lululemon athletica, cutting an estimated $797M.
- WCM Investment Management fully exited Union Pacific in Q1 2023, selling an estimated $260M.
- WCM Investment Management's ten largest holdings make up 47% of its $31.3B portfolio in Q1 2023.
- WCM Investment Management opened 13 new positions and closed 13 in Q1 2023.
- WCM Investment Management's portfolio value rose 4.4% quarter-over-quarter to $31.3B.
Based on WCM Investment Management's 13F filing for Q1 2023, filed 15 May 2023.