We are live on ! Find out more
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
+9.59%
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
$42.5B
AUM Growth
-$1.6B
Cap. Flow
-$2.84B
Cap. Flow %
-6.67%
Top 10 Hldgs %
40.49%
Holding
332
New
43
Increased
108
Reduced
133
Closed
44

Top Buys

Rank Stock Value
1
GDDY icon
GoDaddy
GDDY
+$613M
2
VRTX icon
Vertex Pharmaceuticals
VRTX
+$506M
3
SE icon
Sea Limited
SE
+$500M
4
SAP icon
SAP
SAP
+$277M
5
ILMN icon
Illumina
ILMN
+$124M

Top Sells

Rank Stock Value
1
APP icon
Applovin
APP
+$985M
2
FND icon
Floor & Decor
FND
+$537M
3
AON icon
Aon
AON
+$529M
4
EPAM icon
EPAM Systems
EPAM
+$447M
5
TMO icon
Thermo Fisher Scientific
TMO
+$439M

Sector Composition

Rank Sector Weight
1 Technology 23.94%
2 Financials 16.94%
3 Consumer Discretionary 15.77%
4 Healthcare 14.31%
5 Industrials 12.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
GRAB icon
51
Grab
GRAB
$15B
$51.9M 0.12%
10,905,595
-470,823
-4% -$2.14M
BECN
52
DELISTED
Beacon Roofing Supply, Inc.
BECN
$50.3M 0.12%
505,432
-19,553
-4% -$1.97M
TTEK icon
53
Tetra Tech
TTEK
$8.97B
$49.2M 0.12%
1,235,862
-195,237
-14% -$8.76M
VRRM icon
54
Verra Mobility
VRRM
$720M
$47.2M 0.11%
1,960,334
-94,672
-5% -$2.35M
ESI icon
55
Element Solutions
ESI
$9.08B
$45.7M 0.11%
1,791,645
-65,915
-4% -$1.78M
TCOM icon
56
Trip.com Group
TCOM
$29.7B
$44M 0.1%
641,304
+19,966
+3% +$1.32M
ICUI icon
57
ICU Medical
ICUI
$4.56B
$39.1M 0.09%
253,678
-5,803
-2% -$981K
GLOB icon
58
Globant
GLOB
$1.66B
$35.4M 0.08%
162,744
-123,965
-43% -$27M
ENSG icon
59
The Ensign Group
ENSG
$10.7B
$34.7M 0.08%
261,574
-9,559
-4% -$1.39M
BZ icon
60
Kanzhun
BZ
$7.8B
$32.1M 0.08%
2,343,630
-814,164
-26% -$12M
CWK icon
61
Cushman & Wakefield Ltd
CWK
$3.12B
$31.7M 0.07%
2,437,558
-96,547
-4% -$1.34M
PLUS icon
62
ePlus
PLUS
$2.35B
$31.7M 0.07%
433,148
-46,583
-10% -$4.07M
HLMN icon
63
Hillman Solutions
HLMN
$1.77B
$30.8M 0.07%
3,183,020
-92,817
-3% -$992K
WH icon
64
Wyndham Hotels & Resorts
WH
$5.29B
$30.8M 0.07%
305,592
-16,771
-5% -$1.56M
HAYW icon
65
Hayward Holdings
HAYW
$3.27B
$30.2M 0.07%
1,976,720
-64,678
-3% -$1.01M
DORM icon
66
Dorman Products
DORM
$3.95B
$28.1M 0.07%
213,741
-88,879
-29% -$11.4M
FTAI icon
67
FTAI Aviation
FTAI
$22.1B
$27.6M 0.06%
217,787
-104,100
-32% -$15.3M
AS icon
68
Amer Sports
AS
$21B
$26.8M 0.06%
943,828
-386,264
-29% -$8.51M
LSTR icon
69
Landstar System
LSTR
$6.05B
$26.8M 0.06%
155,373
-4,954
-3% -$906K
AMN icon
70
AMN Healthcare
AMN
$1.42B
$26.4M 0.06%
1,107,405
+550,427
+99% +$17.5M
AZEK
71
DELISTED
The AZEK Co
AZEK
$25.1M 0.06%
522,312
-17,182
-3% -$821K
BILL icon
72
BILL Holdings
BILL
$4.91B
$24.6M 0.06%
288,244
-5,985
-2% -$446K
IPAR icon
73
Interparfums
IPAR
$3.83B
$24.2M 0.06%
185,226
-8,434
-4% -$1.08M
VRTS icon
74
Virtus Investment Partners
VRTS
$1.11B
$24M 0.06%
108,927
-4,965
-4% -$1.13M
CSW
75
CSW Industrials
CSW
$5.67B
$23.6M 0.06%
66,605
-12,948
-16% -$5.04M
1 2
3
4 5

Similar funds

State of Wisconsin Investment Board
State of Wisconsin Investment Board Madison, Wisconsin $43.7B AUM 27.76% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return
PEAK6
PEAK6 Chicago, Illinois $42.6B AUM 66.24% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return
LP
LMR Partners London, United Kingdom $45.4B AUM 60.47% 1-Year Est. Return
Zurich Cantonal Bank
Zurich Cantonal Bank Zurich, Switzerland $46B AUM 27.59% 1-Year Est. Return
Holocene Advisors
Holocene Advisors New York $41.5B AUM 42.97% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

WCM Investment Management's Q4 2024 Portfolio in Review

As of Q4 2024, WCM Investment Management held 332 positions worth $42.5B, down 3.6% from $44.1B the previous quarter. Its ten largest holdings account for 40% of the portfolio.

WCM Investment Management withdrew a net $2.84B in Q4 2024, closing 44 positions and reducing 133 holdings. Its most notable exit was Floor & Decor, an estimated $537M position sold in full.

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

Against the trend, WCM Investment Management opened a new position in Vertex Pharmaceuticals worth $436M.

  • WCM Investment Management's largest Q4 2024 buy was Vertex Pharmaceuticals: 1,091,522 shares worth $436M.
  • WCM Investment Management added most to GoDaddy in Q4 2024, an estimated $613M increase.
  • WCM Investment Management's biggest Q4 2024 reduction was Applovin, cutting an estimated $985M.
  • WCM Investment Management fully exited Floor & Decor in Q4 2024, selling an estimated $537M.
  • WCM Investment Management's ten largest holdings make up 40% of its $42.5B portfolio in Q4 2024.
  • WCM Investment Management opened 43 new positions and closed 44 in Q4 2024.
  • WCM Investment Management's portfolio value fell 3.6% quarter-over-quarter to $42.5B.

Based on WCM Investment Management's 13F filing for Q4 2024, filed 28 Jan 2025.