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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
+8.37%
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
$33.5B
AUM Growth
+$2.19B
(+7%)
Cap. Flow
+$86M
Cap. Flow
% of AUM
0.26%
Top 10 Holdings %
Top 10 Hldgs %
46.72%
Holding
230
New
17
Increased
105
Reduced
89
Closed
12
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Arista Networks
ANET
|
+$444M |
| 2 |
NVIDIA
NVDA
|
+$249M |
| 3 |
Entegris
ENTG
|
+$158M |
| 4 |
Canadian Pacific Kansas City
CP
|
+$146M |
| 5 |
Amazon
AMZN
|
+$144M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Amphenol
APH
|
+$607M |
| 2 |
MSCI
MSCI
|
+$435M |
| 3 |
ServiceNow
NOW
|
+$214M |
| 4 |
Lam Research
LRCX
|
+$147M |
| 5 |
Thomson Reuters
TRI
|
+$145M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 26.52% |
| 2 | Healthcare | 24.37% |
| 3 | Financials | 18.64% |
| 4 | Industrials | 17.64% |
| 5 | Consumer Discretionary | 5.85% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
ePlus
PLUS
$2.38B
| $39.3M | 0.12% |
699,936
+2,083
| +0.3% | +$103K |
|
52
Element Solutions
ESI
$9.18B
| $37.7M | 0.11% |
1,959,080
-1,541
| -0.1% | -$28.3K |
|
|
BECN
53
DELISTED
Beacon Roofing Supply, Inc.
BECN
| $36.8M | 0.11% |
440,165
-42,986
| -9% | -$2.84M |
|
54
APi Group
APG
$18.2B
| $33.5M | 0.1% |
1,835,336
+572,999
| +45% | +$8.87M |
|
55
Landstar System
LSTR
$6.11B
| $33.1M | 0.1% |
171,431
-150
| -0.1% | -$27.1K |
|
|
ESGR
56
DELISTED
Enstar Group
ESGR
| $32.9M | 0.1% |
134,230
+81
| +0.1% | +$20K |
|
57
ICU Medical
ICUI
$4.61B
| $31.4M | 0.09% |
175,737
-317
| -0.2% | -$58.2K |
|
|
AMWD
58
DELISTED
American Woodmark
AMWD
| $28.6M | 0.09% |
371,810
-49,875
| -12% | -$2.9M |
|
|
SWAV
59
DELISTED
Shockwave Medical, Inc. Common Stock
SWAV
| $28.4M | 0.08% |
99,302
+40,188
| +68% | +$11.2M |
|
60
Emcor
EME
$36.1B
| $28.4M | 0.08% |
153,577
+24
| +0% | +$4.01K |
|
61
Grocery Outlet
GO
$967M
| $27.6M | 0.08% |
899,445
-2,099
| -0.2% | -$61.4K |
|
|
FOCS
62
DELISTED
Focus Financial Partners Inc. Class A
FOCS
| $27.5M | 0.08% |
524,044
+2,938
| +0.6% | +$153K |
|
63
America's Car Mart
CRMT
$26.8M
| $24.9M | 0.07% |
245,835
+951
| +0.4% | +$82.5K |
|
64
Interparfums
IPAR
$3.78B
| $24.6M | 0.07% |
182,062
-6
| -0% | -$840 |
|
65
Ollie's Bargain Outlet
OLLI
$4.83B
| $23.7M | 0.07% |
408,332
-984
| -0.2% | -$60.6K |
|
66
FIVE9
FIVN
$2.52B
| $23.6M | 0.07% |
283,950
+21,153
| +8% | +$1.42M |
|
67
Dorman Products
DORM
$3.97B
| $23.5M | 0.07% |
297,755
+84
| +0% | +$7.07K |
|
68
Advanced Micro Devices
AMD
$775B
| $23.1M | 0.07% |
202,784
-958
| -0.5% | -$99.6K |
|
69
Hillman Solutions
HLMN
$1.76B
| $22.7M | 0.07% |
2,510,118
+863,668
| +52% | +$7.2M |
|
70
Virtus Investment Partners
VRTS
$1.12B
| $22.4M | 0.07% |
112,382
+19
| +0% | +$3.59K |
|
71
Wyndham Hotels & Resorts
WH
$5.31B
| $22M | 0.07% |
318,590
-501
| -0.2% | -$34.2K |
|
72
SPS Commerce
SPSC
$2.69B
| $21.5M | 0.06% |
111,863
+7,537
| +7% | +$1.22M |
|
73
Coupang
CPNG
$28.7B
| $21.1M | 0.06% |
1,205,599
-20,542
| -2% | -$335K |
|
|
MLNK
74
DELISTED
MeridianLink
MLNK
| $20.4M | 0.06% |
984,218
+2,738
| +0.3% | +$48.9K |
|
75
Unifirst Corp
UNF
$5.23B
| $20.3M | 0.06% |
130,197
-86
| -0.1% | -$14.5K |
|
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WCM Investment Management's Q2 2023 Portfolio in Review
As of Q2 2023, WCM Investment Management held 230 positions worth $33.5B, up 7% from $31.3B the previous quarter. Its ten largest holdings account for 47% of the portfolio.
WCM Investment Management's Q2 2023 filing shows 17 new, 105 increased, 89 reduced and 12 closed positions. Its largest new stake was Arista Networks: 11,492,872 shares worth $466M. The largest sale was Amphenol, an estimated $607M.
By sector, the portfolio is most concentrated in Technology at 27% of assets, up from 26% a quarter earlier, followed by Healthcare and Financials.
- WCM Investment Management's largest Q2 2023 buy was Arista Networks: 11,492,872 shares worth $466M.
- WCM Investment Management added most to Entegris in Q2 2023, an estimated $158M increase.
- WCM Investment Management's biggest Q2 2023 reduction was Amphenol, cutting an estimated $607M.
- WCM Investment Management fully exited MSCI in Q2 2023, selling an estimated $435M.
- WCM Investment Management's ten largest holdings make up 47% of its $33.5B portfolio in Q2 2023.
- WCM Investment Management opened 17 new positions and closed 12 in Q2 2023.
- WCM Investment Management's portfolio value rose 7% quarter-over-quarter to $33.5B.
Based on WCM Investment Management's 13F filing for Q2 2023, filed 14 Jul 2023.