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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
+10.71%
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
$44.4B
AUM Growth
+$1.13B
Cap. Flow
-$2.46B
Cap. Flow %
-5.53%
Top 10 Hldgs %
56.1%
Holding
220
New
16
Increased
133
Reduced
53
Closed
15

Top Buys

Rank Stock Value
1
NVO
Novo Nordisk
NVO
+$269M
2
LRCX icon
Lam Research
LRCX
+$161M
3
EFA icon
iShares MSCI EAFE ETF
EFA
+$139M
4
NU icon
Nu Holdings
NU
+$120M
5
CINT icon
CI&T Inc
CINT
+$37.5M

Top Sells

Rank Stock Value
1
MELI icon
Mercado Libre
MELI
+$2.3B
2
HDB icon
HDFC Bank
HDB
+$1.16B
3
TEAM icon
Atlassian
TEAM
+$300M
4
BAP icon
Credicorp
BAP
+$29.4M
5
TWKS
Thoughtworks Holding, Inc. Common Stock
TWKS
+$26M

Sector Composition

Rank Sector Weight
1 Technology 40.57%
2 Healthcare 28.38%
3 Industrials 9.53%
4 Consumer Discretionary 9.23%
5 Financials 5.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
HHR
76
DELISTED
HeadHunter Group PLC American Depositary Shares
HHR
$20.1M 0.05%
393,373
-157,142
-29% -$8.56M
AMWD
77
DELISTED
American Woodmark
AMWD
$20.1M 0.05%
307,606
+870
+0.3% +$58.9K
NGMS
78
DELISTED
NeoGames S.A. Ordinary Shares
NGMS
$20M 0.05%
718,902
+45,932
+7% +$1.59M
REXR icon
79
Rexford Industrial Realty
REXR
$8.13B
$19.9M 0.04%
245,696
+14,905
+6% +$1.03M
PLAN
80
DELISTED
Anaplan, Inc.
PLAN
$19.4M 0.04%
423,216
+210,593
+99% +$11.6M
MTSI icon
81
MACOM Technology Solutions
MTSI
$22.7B
$18.4M 0.04%
234,877
+4,013
+2% +$289K
SMAR
82
DELISTED
Smartsheet Inc.
SMAR
$17.9M 0.04%
231,128
+68,758
+42% +$4.8M
SP
83
DELISTED
SP Plus Corporation
SP
$17.9M 0.04%
633,839
-2,484
-0.4% -$74.4K
PLNT icon
84
Planet Fitness
PLNT
$3.7B
$17.6M 0.04%
194,583
+16,531
+9% +$1.41M
GB
85
DELISTED
Global Blue Group Holding
GB
$17.6M 0.04%
2,752,920
+104,618
+4% +$817K
OLLI icon
86
Ollie's Bargain Outlet
OLLI
$4.8B
$17.5M 0.04%
342,513
+1,134
+0.3% +$69.1K
PFGC icon
87
Performance Food Group
PFGC
$17.9B
$17.4M 0.04%
379,670
+47,878
+14% +$2.18M
WSC icon
88
WillScot Mobile Mini Holdings
WSC
$4.18B
$17.4M 0.04%
426,091
+26,577
+7% +$981K
HELE icon
89
Helen of Troy
HELE
$680M
$17.4M 0.04%
71,156
+6,699
+10% +$1.59M
UFPI icon
90
UFP Industries
UFPI
$5.01B
$16.9M 0.04%
183,229
+14,804
+9% +$1.24M
TWKS
91
DELISTED
Thoughtworks Holding, Inc. Common Stock
TWKS
$16M 0.04%
598,504
-913,044
-60% -$26M
AVNT icon
92
Avient
AVNT
$4.19B
$16M 0.04%
286,772
+27,869
+11% +$1.53M
TXRH icon
93
Texas Roadhouse
TXRH
$13.6B
$16M 0.04%
+179,627
New +$16M
LESL icon
94
Leslie's
LESL
$10.4M
$16M 0.04%
+33,859
New +$14.6M
JBTM
95
JBT Marel
JBTM
$6.35B
$16M 0.04%
104,331
+3,621
+4% +$566K
WING icon
96
Wingstop
WING
$3.2B
$16M 0.04%
92,405
+4,887
+6% +$819K
TTEK icon
97
Tetra Tech
TTEK
$8.97B
$15.6M 0.04%
458,400
-56,195
-11% -$1.94M
SAIA icon
98
Saia
SAIA
$9.49B
$15.5M 0.04%
46,134
-8,785
-16% -$2.73M
BOOT icon
99
Boot Barn
BOOT
$5.11B
$15.5M 0.04%
126,147
-41,010
-25% -$4.63M
ECOL
100
DELISTED
US Ecology, Inc.
ECOL
$14.7M 0.03%
460,062
-1,806
-0.4% -$59.7K
2 3
4
5 6

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WCM Investment Management's Q4 2021 Portfolio in Review

As of Q4 2021, WCM Investment Management held 220 positions worth $44.4B, up 2.6% from $43.3B the previous quarter. Its ten largest holdings account for 56% of the portfolio.

WCM Investment Management withdrew a net $2.46B in Q4 2021, closing 15 positions and reducing 53 holdings. Its most notable exit was Credicorp, an estimated $29.4M position sold in full.

By sector, the portfolio is most concentrated in Technology at 41% of assets, up from 37% a quarter earlier, followed by Healthcare and Industrials.

Against the trend, WCM Investment Management opened a new position in Novo Nordisk worth $278M.

  • WCM Investment Management's largest Q4 2021 buy was Novo Nordisk: 4,971,130 shares worth $278M.
  • WCM Investment Management added most to Lam Research in Q4 2021, an estimated $161M increase.
  • WCM Investment Management's biggest Q4 2021 reduction was Mercado Libre, cutting an estimated $2.3B.
  • WCM Investment Management fully exited Credicorp in Q4 2021, selling an estimated $29.4M.
  • WCM Investment Management's ten largest holdings make up 56% of its $44.4B portfolio in Q4 2021.
  • WCM Investment Management opened 16 new positions and closed 15 in Q4 2021.
  • WCM Investment Management's portfolio value rose 2.6% quarter-over-quarter to $44.4B.

Based on WCM Investment Management's 13F filing for Q4 2021, filed 26 Jan 2022.