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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
+4.38%
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
$42.3B
AUM Growth
+$235M
Cap. Flow
-$201M
Cap. Flow %
-0.48%
Top 10 Hldgs %
39.27%
Holding
281
New
34
Increased
131
Reduced
95
Closed
14

Top Buys

Rank Stock Value
1
TSM icon
TSMC
TSM
+$1.29B
2
SE icon
Sea Limited
SE
+$1.02B
3
SPOT icon
Spotify
SPOT
+$984M
4
GEV icon
GE Vernova
GEV
+$222M
5
MNDY icon
monday.com
MNDY
+$203M

Top Sells

Rank Stock Value
1
ACN icon
Accenture
ACN
+$916M
2
LRCX icon
Lam Research
LRCX
+$471M
3
ANET icon
Arista Networks
ANET
+$435M
4
COST icon
Costco
COST
+$388M
5
TEAM icon
Atlassian
TEAM
+$352M

Sector Composition

Rank Sector Weight
1 Technology 24.15%
2 Financials 18.17%
3 Industrials 17.07%
4 Healthcare 16.71%
5 Consumer Discretionary 13.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
VRRM icon
51
Verra Mobility
VRRM
$717M
$54.5M 0.13%
1,990,187
-10,946
-0.5% -$282K
BAP icon
52
Credicorp
BAP
$30.5B
$52.7M 0.12%
331,494
+44,458
+15% +$7.36M
ESI icon
53
Element Solutions
ESI
$9.2B
$48.7M 0.12%
1,816,251
-9,685
-0.5% -$238K
BECN
54
DELISTED
Beacon Roofing Supply, Inc.
BECN
$47M 0.11%
516,931
+2,246
+0.4% +$217K
APG icon
55
APi Group
APG
$18.1B
$45M 0.11%
1,753,128
-3,768
-0.2% -$94.6K
GRAB icon
56
Grab
GRAB
$14.7B
$42.6M 0.1%
12,035,771
+1,858,945
+18% +$6.53M
FRPT icon
57
Freshpet
FRPT
$3.24B
$42.2M 0.1%
+326,178
New +$39.1M
AZTA icon
58
Azenta
AZTA
$1.51B
$42.1M 0.1%
808,051
+11,489
+1% +$614K
RGA icon
59
Reinsurance Group of America
RGA
$16B
$38.6M 0.09%
+187,063
New +$37.4M
DESP
60
DELISTED
Despegar.com
DESP
$38.4M 0.09%
+2,918,878
New +$38.5M
ESGR
61
DELISTED
Enstar Group
ESGR
$38.3M 0.09%
125,108
-634
-0.5% -$190K
PLUS icon
62
ePlus
PLUS
$2.37B
$33.5M 0.08%
464,437
-1,745
-0.4% -$133K
FTAI icon
63
FTAI Aviation
FTAI
$22B
$32.6M 0.08%
+319,816
New +$25.4M
ENSG icon
64
The Ensign Group
ENSG
$10.6B
$32.4M 0.08%
267,947
-311
-0.1% -$37.1K
ICUI icon
65
ICU Medical
ICUI
$4.6B
$30.4M 0.07%
256,074
-872
-0.3% -$91.7K
BOOT icon
66
Boot Barn
BOOT
$5.13B
$30.3M 0.07%
236,232
-95,082
-29% -$10.7M
SAIA icon
67
Saia
SAIA
$9.61B
$30.3M 0.07%
66,106
-8,476
-11% -$3.95M
TCOM icon
68
Trip.com Group
TCOM
$29.2B
$29.5M 0.07%
+620,299
New +$31.6M
KSPI icon
69
Kaspi.kz JSC
KSPI
$18.3B
$29.3M 0.07%
221,463
+39,868
+22% +$4.89M
BZ icon
70
Kanzhun
BZ
$7.48B
$29M 0.07%
+1,508,383
New +$30.4M
LSTR icon
71
Landstar System
LSTR
$6.16B
$28.4M 0.07%
155,769
-819
-0.5% -$148K
HLMN icon
72
Hillman Solutions
HLMN
$1.78B
$28.4M 0.07%
3,226,531
-19,381
-0.6% -$183K
AMN icon
73
AMN Healthcare
AMN
$1.42B
$28.1M 0.07%
542,363
-222,634
-29% -$12.6M
ESTC icon
74
Elastic
ESTC
$7.81B
$27.9M 0.07%
243,325
+18,294
+8% +$1.92M
AMD icon
75
Advanced Micro Devices
AMD
$786B
$27.5M 0.07%
172,389
+2,115
+1% +$340K
1 2
3
4 5

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WCM Investment Management's Q2 2024 Portfolio in Review

As of Q2 2024, WCM Investment Management held 281 positions worth $42.3B, up 0.56% from $42.1B the previous quarter. Its ten largest holdings account for 39% of the portfolio.

WCM Investment Management's Q2 2024 filing shows 34 new, 131 increased, 95 reduced and 14 closed positions. Its largest new stake was Sea Limited: 15,384,819 shares worth $1.15B. The largest sale was Accenture, an estimated $916M.

By sector, the portfolio is most concentrated in Technology at 24% of assets, down from 27% a quarter earlier, followed by Financials and Industrials.

  • WCM Investment Management's largest Q2 2024 buy was Sea Limited: 15,384,819 shares worth $1.15B.
  • WCM Investment Management added most to TSMC in Q2 2024, an estimated $1.29B increase.
  • WCM Investment Management's biggest Q2 2024 reduction was Accenture, cutting an estimated $916M.
  • WCM Investment Management fully exited Lam Research in Q2 2024, selling an estimated $471M.
  • WCM Investment Management's ten largest holdings make up 39% of its $42.3B portfolio in Q2 2024.
  • WCM Investment Management opened 34 new positions and closed 14 in Q2 2024.
  • WCM Investment Management's portfolio value rose 0.56% quarter-over-quarter to $42.3B.

Based on WCM Investment Management's 13F filing for Q2 2024, filed 31 Jul 2024.