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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
+14.7%
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
$42.1B
AUM Growth
+$5.91B
Cap. Flow
+$1.82B
Cap. Flow %
4.32%
Top 10 Hldgs %
42.45%
Holding
265
New
15
Increased
119
Reduced
107
Closed
18

Top Buys

Rank Stock Value
1
NU icon
Nu Holdings
NU
+$940M
2
CPNG icon
Coupang
CPNG
+$704M
3
MNDY icon
monday.com
MNDY
+$685M
4
ILMN icon
Illumina
ILMN
+$445M
5
APP icon
Applovin
APP
+$381M

Top Sells

Rank Stock Value
1
MELI icon
Mercado Libre
MELI
+$442M
2
HEI.A icon
HEICO Corp Class A
HEI.A
+$207M
3
DDOG icon
Datadog
DDOG
+$106M
4
LRCX icon
Lam Research
LRCX
+$102M
5
V icon
Visa
V
+$92.3M

Sector Composition

Rank Sector Weight
1 Technology 26.95%
2 Industrials 18.5%
3 Financials 18.34%
4 Healthcare 17.66%
5 Consumer Discretionary 10.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
BECN
51
DELISTED
Beacon Roofing Supply, Inc.
BECN
$50.4M 0.12%
514,685
+177,479
+53% +$15.4M
ADUS icon
52
Addus HomeCare
ADUS
$2.22B
$50.3M 0.12%
487,082
-13,244
-3% -$1.24M
VRRM icon
53
Verra Mobility
VRRM
$732M
$50M 0.12%
2,001,133
-104,287
-5% -$2.37M
BAP icon
54
Credicorp
BAP
$30.2B
$48.6M 0.12%
287,036
-16,669
-5% -$2.68M
AZTA icon
55
Azenta
AZTA
$1.55B
$48M 0.11%
796,562
-24,280
-3% -$1.55M
AMN icon
56
AMN Healthcare
AMN
$1.32B
$47.8M 0.11%
764,997
+396,805
+108% +$27M
APG icon
57
APi Group
APG
$18.7B
$46M 0.11%
1,756,896
-121,188
-6% -$2.82M
ESI icon
58
Element Solutions
ESI
$9.26B
$45.6M 0.11%
1,825,936
-112,971
-6% -$2.63M
SAIA icon
59
Saia
SAIA
$9.57B
$43.6M 0.1%
74,582
+609
+0.8% +$319K
ESGR
60
DELISTED
Enstar Group
ESGR
$39.1M 0.09%
125,742
-7,089
-5% -$2.03M
PLUS icon
61
ePlus
PLUS
$2.36B
$36.6M 0.09%
466,182
-117,134
-20% -$9.12M
HLMN icon
62
Hillman Solutions
HLMN
$1.78B
$34.5M 0.08%
3,245,912
+23,179
+0.7% +$216K
ENSG icon
63
The Ensign Group
ENSG
$10.6B
$33.4M 0.08%
268,258
-20,228
-7% -$2.43M
FN icon
64
Fabrinet
FN
$19.1B
$33.1M 0.08%
174,871
-114,434
-40% -$23M
GRAB icon
65
Grab
GRAB
$15.2B
$32M 0.08%
+10,176,826
New +$32.6M
BOOT icon
66
Boot Barn
BOOT
$5.1B
$31.5M 0.07%
331,314
+49,068
+17% +$4.06M
HAYW icon
67
Hayward Holdings
HAYW
$3.33B
$30.8M 0.07%
2,009,330
-120,552
-6% -$1.61M
AMD icon
68
Advanced Micro Devices
AMD
$765B
$30.7M 0.07%
170,274
-37,777
-18% -$6.6M
LSTR icon
69
Landstar System
LSTR
$6.05B
$30.2M 0.07%
156,588
-12,150
-7% -$2.31M
DORM icon
70
Dorman Products
DORM
$3.99B
$28.7M 0.07%
297,514
-17,227
-5% -$1.48M
ASH icon
71
Ashland
ASH
$3.48B
$28.3M 0.07%
290,677
+25,133
+9% +$2.25M
ICUI icon
72
ICU Medical
ICUI
$4.57B
$27.6M 0.07%
256,946
+14,138
+6% +$1.41M
VRTS icon
73
Virtus Investment Partners
VRTS
$1.14B
$27.3M 0.06%
110,159
-2,626
-2% -$622K
AZEK
74
DELISTED
The AZEK Co
AZEK
$26.6M 0.06%
529,473
-139,534
-21% -$6.08M
IPAR icon
75
Interparfums
IPAR
$3.82B
$26.6M 0.06%
189,181
-11,155
-6% -$1.58M
1 2
3
4 5

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WCM Investment Management's Q1 2024 Portfolio in Review

As of Q1 2024, WCM Investment Management held 265 positions worth $42.1B, up 16% from $36.2B the previous quarter. Its ten largest holdings account for 42% of the portfolio.

WCM Investment Management deployed $1.82B of net new capital in Q1 2024, opening 15 new positions and adding to 119 existing holdings. Its largest new stake was monday.com: 3,225,401 shares worth $729M.

By sector, the portfolio is most concentrated in Technology at 27% of assets, down from 29% a quarter earlier, followed by Industrials and Financials.

On the sell side, the largest reduction was Mercado Libre, an estimated $442M trimmed.

  • WCM Investment Management's largest Q1 2024 buy was monday.com: 3,225,401 shares worth $729M.
  • WCM Investment Management added most to Nu Holdings in Q1 2024, an estimated $940M increase.
  • WCM Investment Management's biggest Q1 2024 reduction was Mercado Libre, cutting an estimated $442M.
  • WCM Investment Management fully exited HEICO Corp Class A in Q1 2024, selling an estimated $207M.
  • WCM Investment Management's ten largest holdings make up 42% of its $42.1B portfolio in Q1 2024.
  • WCM Investment Management opened 15 new positions and closed 18 in Q1 2024.
  • WCM Investment Management's portfolio value rose 16% quarter-over-quarter to $42.1B.

Based on WCM Investment Management's 13F filing for Q1 2024, filed 25 Apr 2024.