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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
-1.44%
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
$34.1B
AUM Growth
+$586M
Cap. Flow
+$1.47B
Cap. Flow %
4.33%
Top 10 Hldgs %
47.8%
Holding
226
New
8
Increased
130
Reduced
64
Closed
18

Top Buys

Rank Stock Value
1
MELI icon
Mercado Libre
MELI
+$833M
2
CP icon
Canadian Pacific Kansas City
CP
+$541M
3
ICLR icon
Icon
ICLR
+$445M
4
ACGL icon
Arch Capital
ACGL
+$172M
5
WCN
Waste Connections
WCN
+$162M

Top Sells

Rank Stock Value
1
RMD icon
ResMed
RMD
+$769M
2
BILL icon
BILL Holdings
BILL
+$168M
3
AON icon
Aon
AON
+$39.5M
4
NVO
Novo Nordisk
NVO
+$35.8M
5
FOCS
Focus Financial Partners Inc. Class A
FOCS
+$27.5M

Sector Composition

Rank Sector Weight
1 Technology 25.57%
2 Healthcare 21.93%
3 Industrials 18.84%
4 Financials 18.67%
5 Consumer Discretionary 7.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CPNG icon
51
Coupang
CPNG
$29.1B
$36.9M 0.11%
2,170,147
+964,548
+80% +$17.3M
BILL icon
52
BILL Holdings
BILL
$4.91B
$35.9M 0.11%
330,790
-1,478,586
-82% -$168M
ESGR
53
DELISTED
Enstar Group
ESGR
$32.5M 0.1%
134,870
+640
+0.5% +$161K
APG icon
54
APi Group
APG
$18.3B
$31.8M 0.09%
1,843,685
+8,349
+0.5% +$153K
LSTR icon
55
Landstar System
LSTR
$6.05B
$30.5M 0.09%
172,135
+704
+0.4% +$135K
SWAV
56
DELISTED
Shockwave Medical, Inc. Common Stock
SWAV
$30M 0.09%
149,695
+50,393
+51% +$11.9M
HAYW icon
57
Hayward Holdings
HAYW
$3.27B
$27.4M 0.08%
1,914,891
+1,144,829
+149% +$15.7M
ZTO icon
58
ZTO Express
ZTO
$18.2B
$26.5M 0.08%
1,094,119
-991,000
-48% -$25.2M
HLMN icon
59
Hillman Solutions
HLMN
$1.77B
$26.3M 0.08%
3,226,824
+716,706
+29% +$6.51M
ENSG icon
60
The Ensign Group
ENSG
$10.7B
$26.3M 0.08%
+282,794
New +$26.8M
GO icon
61
Grocery Outlet
GO
$972M
$26.1M 0.08%
903,322
+3,877
+0.4% +$123K
BECN
62
DELISTED
Beacon Roofing Supply, Inc.
BECN
$25.5M 0.08%
329,381
-110,784
-25% -$8.95M
OLLI icon
63
Ollie's Bargain Outlet
OLLI
$4.8B
$24.7M 0.07%
319,253
-89,079
-22% -$6.5M
IPAR icon
64
Interparfums
IPAR
$3.83B
$24.6M 0.07%
183,257
+1,195
+0.7% +$164K
WH icon
65
Wyndham Hotels & Resorts
WH
$5.29B
$23.9M 0.07%
342,520
+23,930
+8% +$1.77M
EME icon
66
Emcor
EME
$35.7B
$23.8M 0.07%
112,877
-40,700
-27% -$8.51M
DORM icon
67
Dorman Products
DORM
$3.95B
$23.3M 0.07%
309,624
+11,869
+4% +$965K
VRTS icon
68
Virtus Investment Partners
VRTS
$1.11B
$22.9M 0.07%
112,920
+538
+0.5% +$109K
UNF icon
69
Unifirst Corp
UNF
$5.24B
$21.3M 0.06%
130,898
+701
+0.5% +$116K
AMD icon
70
Advanced Micro Devices
AMD
$767B
$21.1M 0.06%
203,691
+907
+0.4% +$98.5K
ICUI icon
71
ICU Medical
ICUI
$4.56B
$21.1M 0.06%
176,587
+850
+0.5% +$127K
ESTC icon
72
Elastic
ESTC
$7.93B
$20.4M 0.06%
251,678
-12,238
-5% -$834K
RGEN icon
73
Repligen
RGEN
$9.21B
$19.9M 0.06%
124,706
-2,167
-2% -$354K
AZEK
74
DELISTED
The AZEK Co
AZEK
$19.4M 0.06%
654,612
+2,684
+0.4% +$84.3K
MLNK
75
DELISTED
MeridianLink
MLNK
$19.4M 0.06%
1,145,987
+161,769
+16% +$3.05M
1 2
3
4 5

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WCM Investment Management's Q3 2023 Portfolio in Review

As of Q3 2023, WCM Investment Management held 226 positions worth $34.1B, up 1.7% from $33.5B the previous quarter. Its ten largest holdings account for 48% of the portfolio.

WCM Investment Management deployed $1.47B of net new capital in Q3 2023, opening 8 new positions and adding to 130 existing holdings. Its largest new stake was The Ensign Group: 282,794 shares worth $26.3M.

By sector, the portfolio is most concentrated in Technology at 26% of assets, down from 27% a quarter earlier, followed by Healthcare and Industrials.

On the sell side, the largest reduction was BILL Holdings, an estimated $168M trimmed.

  • WCM Investment Management's largest Q3 2023 buy was The Ensign Group: 282,794 shares worth $26.3M.
  • WCM Investment Management added most to Mercado Libre in Q3 2023, an estimated $833M increase.
  • WCM Investment Management's biggest Q3 2023 reduction was BILL Holdings, cutting an estimated $168M.
  • WCM Investment Management fully exited ResMed in Q3 2023, selling an estimated $769M.
  • WCM Investment Management's ten largest holdings make up 48% of its $34.1B portfolio in Q3 2023.
  • WCM Investment Management opened 8 new positions and closed 18 in Q3 2023.
  • WCM Investment Management's portfolio value rose 1.7% quarter-over-quarter to $34.1B.

Based on WCM Investment Management's 13F filing for Q3 2023, filed 10 Oct 2023.