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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
+12.64%
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
$36.2B
AUM Growth
+$2.1B
Cap. Flow
-$1.67B
Cap. Flow %
-4.63%
Top 10 Hldgs %
47.22%
Holding
261
New
53
Increased
122
Reduced
70
Closed
11

Top Buys

Rank Stock Value
1
MELI icon
Mercado Libre
MELI
+$705M
2
ISRG icon
Intuitive Surgical
ISRG
+$507M
3
GE icon
GE Aerospace
GE
+$471M
4
CNQ icon
Canadian Natural Resources
CNQ
+$140M
5
UBS icon
UBS Group
UBS
+$120M

Top Sells

Rank Stock Value
1
MTD icon
Mettler-Toledo International
MTD
+$999M
2
SYK icon
Stryker
SYK
+$532M
3
NVO
Novo Nordisk
NVO
+$228M
4
CP icon
Canadian Pacific Kansas City
CP
+$219M
5
ICLR icon
Icon
ICLR
+$188M

Sector Composition

Rank Sector Weight
1 Technology 28.69%
2 Industrials 19.03%
3 Healthcare 17.56%
4 Financials 16.47%
5 Consumer Discretionary 10.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
VRRM icon
51
Verra Mobility
VRRM
$720M
$48.7M 0.13%
2,105,420
-36,364
-2% -$746K
PLUS icon
52
ePlus
PLUS
$2.35B
$47.3M 0.13%
583,316
-7,863
-1% -$525K
ADUS icon
53
Addus HomeCare
ADUS
$2.23B
$47.2M 0.13%
500,326
-15,007
-3% -$1.3M
BAP icon
54
Credicorp
BAP
$30.4B
$45.8M 0.13%
303,705
+287,052
+1,724% +$37.2M
ESI icon
55
Element Solutions
ESI
$9.08B
$45.5M 0.13%
1,938,907
-29,114
-1% -$588K
WNS
56
DELISTED
WNS Holdings
WNS
$43.8M 0.12%
689,604
+50,944
+8% +$3.11M
APG icon
57
APi Group
APG
$18.3B
$43.5M 0.12%
1,878,084
+34,399
+2% +$663K
ESGR
58
DELISTED
Enstar Group
ESGR
$39.1M 0.11%
132,831
-2,039
-2% -$533K
BILL icon
59
BILL Holdings
BILL
$4.91B
$33.9M 0.09%
407,226
+76,436
+23% +$6.28M
SAIA icon
60
Saia
SAIA
$9.49B
$33.2M 0.09%
73,973
+27,359
+59% +$11.1M
LSTR icon
61
Landstar System
LSTR
$6.05B
$33M 0.09%
168,738
-3,397
-2% -$601K
ENSG icon
62
The Ensign Group
ENSG
$10.7B
$32.8M 0.09%
288,486
+5,692
+2% +$588K
CPNG icon
63
Coupang
CPNG
$29.1B
$31.3M 0.09%
1,911,052
-259,095
-12% -$4.28M
AMD icon
64
Advanced Micro Devices
AMD
$767B
$30.9M 0.09%
208,051
+4,360
+2% +$514K
HLMN icon
65
Hillman Solutions
HLMN
$1.77B
$30M 0.08%
3,222,733
-4,091
-0.1% -$31.2K
SWAV
66
DELISTED
Shockwave Medical, Inc. Common Stock
SWAV
$29.8M 0.08%
155,669
+5,974
+4% +$1.13M
BECN
67
DELISTED
Beacon Roofing Supply, Inc.
BECN
$29.7M 0.08%
337,206
+7,825
+2% +$613K
IPAR icon
68
Interparfums
IPAR
$3.83B
$29.6M 0.08%
200,336
+17,079
+9% +$2.23M
HAYW icon
69
Hayward Holdings
HAYW
$3.27B
$29.2M 0.08%
2,129,882
+214,991
+11% +$2.65M
MLNK
70
DELISTED
MeridianLink
MLNK
$28.9M 0.08%
1,144,547
-1,440
-0.1% -$27.9K
WH icon
71
Wyndham Hotels & Resorts
WH
$5.29B
$28.4M 0.08%
351,546
+9,026
+3% +$679K
VRTS icon
72
Virtus Investment Partners
VRTS
$1.11B
$27.9M 0.08%
112,785
-135
-0.1% -$26.9K
AMN icon
73
AMN Healthcare
AMN
$1.42B
$27.7M 0.08%
368,192
+171,217
+87% +$12.3M
DORM icon
74
Dorman Products
DORM
$3.95B
$26.6M 0.07%
314,741
+5,117
+2% +$382K
AZEK
75
DELISTED
The AZEK Co
AZEK
$25.9M 0.07%
669,007
+14,395
+2% +$449K
1 2
3
4 5

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WCM Investment Management's Q4 2023 Portfolio in Review

As of Q4 2023, WCM Investment Management held 261 positions worth $36.2B, up 6.2% from $34.1B the previous quarter. Its ten largest holdings account for 47% of the portfolio.

WCM Investment Management withdrew a net $1.67B in Q4 2023, closing 11 positions and reducing 70 holdings. Its most notable exit was Stryker, an estimated $532M position sold in full.

By sector, the portfolio is most concentrated in Technology at 29% of assets, up from 26% a quarter earlier, followed by Industrials and Healthcare.

Against the trend, WCM Investment Management opened a new position in Intuitive Surgical worth $576M.

  • WCM Investment Management's largest Q4 2023 buy was Intuitive Surgical: 1,700,806 shares worth $576M.
  • WCM Investment Management added most to Mercado Libre in Q4 2023, an estimated $705M increase.
  • WCM Investment Management's biggest Q4 2023 reduction was Mettler-Toledo International, cutting an estimated $999M.
  • WCM Investment Management fully exited Stryker in Q4 2023, selling an estimated $532M.
  • WCM Investment Management's ten largest holdings make up 47% of its $36.2B portfolio in Q4 2023.
  • WCM Investment Management opened 53 new positions and closed 11 in Q4 2023.
  • WCM Investment Management's portfolio value rose 6.2% quarter-over-quarter to $36.2B.

Based on WCM Investment Management's 13F filing for Q4 2023, filed 29 Jan 2024.