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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
+9.07%
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
$44.1B
AUM Growth
+$1.82B
Cap. Flow
-$959M
Cap. Flow %
-2.17%
Top 10 Hldgs %
38.57%
Holding
300
New
33
Increased
139
Reduced
107
Closed
11

Top Buys

Rank Stock Value
1
RGA icon
Reinsurance Group of America
RGA
+$481M
2
SE icon
Sea Limited
SE
+$416M
3
FRPT icon
Freshpet
FRPT
+$320M
4
GEV icon
GE Vernova
GEV
+$223M
5
TSM icon
TSMC
TSM
+$206M

Top Sells

Rank Stock Value
1
CP icon
Canadian Pacific Kansas City
CP
+$503M
2
TEAM icon
Atlassian
TEAM
+$494M
3
MELI icon
Mercado Libre
MELI
+$408M
4
ODFL icon
Old Dominion Freight Line
ODFL
+$351M
5
WCN
Waste Connections
WCN
+$298M

Sector Composition

Rank Sector Weight
1 Technology 21.34%
2 Financials 19.59%
3 Healthcare 15.66%
4 Consumer Discretionary 15.35%
5 Industrials 14.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
VRRM icon
51
Verra Mobility
VRRM
$720M
$57.1M 0.13%
2,055,006
+64,819
+3% +$1.82M
GLOB icon
52
Globant
GLOB
$1.66B
$56.7M 0.13%
286,709
-95,192
-25% -$18.4M
BZ icon
53
Kanzhun
BZ
$7.8B
$54.3M 0.12%
3,157,794
+1,649,411
+109% +$24M
ESI icon
54
Element Solutions
ESI
$9.08B
$50.2M 0.11%
1,857,560
+41,309
+2% +$1.08M
PLUS icon
55
ePlus
PLUS
$2.35B
$47.4M 0.11%
479,731
+15,294
+3% +$1.35M
BECN
56
DELISTED
Beacon Roofing Supply, Inc.
BECN
$46.1M 0.1%
524,985
+8,054
+2% +$717K
ICUI icon
57
ICU Medical
ICUI
$4.56B
$45.3M 0.1%
259,481
+3,407
+1% +$504K
GRAB icon
58
Grab
GRAB
$15B
$43.8M 0.1%
11,376,418
-659,353
-5% -$2.25M
FTAI icon
59
FTAI Aviation
FTAI
$22.1B
$41.7M 0.09%
321,887
+2,071
+0.6% +$235K
ENSG icon
60
The Ensign Group
ENSG
$10.7B
$39.1M 0.09%
271,133
+3,186
+1% +$454K
FIX icon
61
Comfort Systems
FIX
$58.9B
$38.8M 0.09%
99,553
+14,090
+16% +$4.64M
TCOM icon
62
Trip.com Group
TCOM
$29.7B
$38.1M 0.09%
621,338
+1,039
+0.2% +$48.1K
HLMN icon
63
Hillman Solutions
HLMN
$1.77B
$34.7M 0.08%
3,275,837
+49,306
+2% +$476K
CWK icon
64
Cushman & Wakefield Ltd
CWK
$3.12B
$34.6M 0.08%
2,534,105
+84,002
+3% +$1.06M
DORM icon
65
Dorman Products
DORM
$3.95B
$34.4M 0.08%
302,620
+6,754
+2% +$710K
APG icon
66
APi Group
APG
$18.3B
$34M 0.08%
1,514,958
-238,170
-14% -$5.59M
DESP
67
DELISTED
Despegar.com
DESP
$33M 0.07%
2,600,236
-318,642
-11% -$3.83M
ESGR
68
DELISTED
Enstar Group
ESGR
$32M 0.07%
99,572
-25,536
-20% -$8.27M
HAYW icon
69
Hayward Holdings
HAYW
$3.27B
$31.2M 0.07%
2,041,398
+43,222
+2% +$598K
LSTR icon
70
Landstar System
LSTR
$6.05B
$30M 0.07%
160,327
+4,558
+3% +$841K
CSW
71
CSW Industrials
CSW
$5.67B
$29.4M 0.07%
79,553
+2,945
+4% +$919K
AIT icon
72
Applied Industrial Technologies
AIT
$13.2B
$26.4M 0.06%
118,141
-5,116
-4% -$1.04M
ASH icon
73
Ashland
ASH
$3.45B
$26M 0.06%
297,218
+7,478
+3% +$670K
WH icon
74
Wyndham Hotels & Resorts
WH
$5.29B
$26M 0.06%
322,363
+6,146
+2% +$467K
AZEK
75
DELISTED
The AZEK Co
AZEK
$25.2M 0.06%
539,494
+11,770
+2% +$504K
1 2
3
4 5

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WCM Investment Management's Q3 2024 Portfolio in Review

As of Q3 2024, WCM Investment Management held 300 positions worth $44.1B, up 4.3% from $42.3B the previous quarter. Its ten largest holdings account for 39% of the portfolio.

WCM Investment Management's Q3 2024 filing shows 33 new, 139 increased, 107 reduced and 11 closed positions. Its largest new stake was SharkNinja: 225,225 shares worth $23.9M. The largest sale was Canadian Pacific Kansas City, an estimated $503M.

By sector, the portfolio is most concentrated in Technology at 21% of assets, down from 24% a quarter earlier, followed by Financials and Healthcare.

  • WCM Investment Management's largest Q3 2024 buy was SharkNinja: 225,225 shares worth $23.9M.
  • WCM Investment Management added most to Reinsurance Group of America in Q3 2024, an estimated $481M increase.
  • WCM Investment Management's biggest Q3 2024 reduction was Canadian Pacific Kansas City, cutting an estimated $503M.
  • WCM Investment Management fully exited Old Dominion Freight Line in Q3 2024, selling an estimated $351M.
  • WCM Investment Management's ten largest holdings make up 39% of its $44.1B portfolio in Q3 2024.
  • WCM Investment Management opened 33 new positions and closed 11 in Q3 2024.
  • WCM Investment Management's portfolio value rose 4.3% quarter-over-quarter to $44.1B.

Based on WCM Investment Management's 13F filing for Q3 2024, filed 4 Nov 2024.