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WCM Investment Management Portfolio holdings
AUM
$43.8B
1-Year Est. Return
42.28%
This Fund
S&P 500
This Quarter
Est. Return
-11.9%
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
$35.8B
AUM Growth
-$8.59B
(-19%)
Cap. Flow
-$1.79B
Cap. Flow
% of AUM
-5%
Top 10 Holdings %
Top 10 Hldgs %
53.24%
Holding
219
New
14
Increased
130
Reduced
46
Closed
18
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Microsoft
MSFT
|
+$392M |
| 2 |
Aon
AON
|
+$369M |
| 3 |
BILL Holdings
BILL
|
+$281M |
| 4 |
Ferguson
FERG
|
+$267M |
| 5 |
Canadian Pacific Kansas City
CP
|
+$143M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
TSMC
TSM
|
+$1.69B |
| 2 |
Stryker
SYK
|
+$328M |
| 3 |
lululemon athletica
LULU
|
+$319M |
| 4 |
Shopify
SHOP
|
+$200M |
| 5 |
Nu Holdings
NU
|
+$114M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 33.89% |
| 2 | Healthcare | 29.12% |
| 3 | Industrials | 13.43% |
| 4 | Consumer Discretionary | 8.69% |
| 5 | Financials | 8.35% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
Texas Roadhouse
TXRH
$14B
| $21.3M | 0.06% |
254,042
+74,415
| +41% | +$6.37M |
|
77
Rexford Industrial Realty
REXR
$8.12B
| $20.4M | 0.06% |
273,147
+27,451
| +11% | +$1.98M |
|
|
SP
78
DELISTED
SP Plus Corporation
SP
| $19.9M | 0.06% |
633,208
-631
| -0.1% | -$18.3K |
|
79
WillScot Mobile Mini Holdings
WSC
$4.23B
| $19.1M | 0.05% |
488,384
+62,293
| +15% | +$2.34M |
|
80
Planet Fitness
PLNT
$3.64B
| $18.8M | 0.05% |
222,741
+28,158
| +14% | +$2.44M |
|
81
Performance Food Group
PFGC
$17.9B
| $18.4M | 0.05% |
361,298
-18,372
| -5% | -$900K |
|
|
TDCX
82
DELISTED
TDCX Inc. American Depositary Shares, each representing one Class A ordinary share
TDCX
| $17.8M | 0.05% |
1,464,381
-224,411
| -13% | -$3.16M |
|
83
Tetra Tech
TTEK
$9.1B
| $17.4M | 0.05% |
527,800
+69,400
| +15% | +$2.14M |
|
84
EnerSys
ENS
$6.88B
| $17.2M | 0.05% |
231,022
-53,495
| -19% | -$3.99M |
|
85
WEX
WEX
$6.46B
| $17M | 0.05% |
95,495
+11,357
| +13% | +$1.85M |
|
86
Freshworks
FRSH
$3.31B
| $16.5M | 0.05% |
922,873
-1,515
| -0.2% | -$30.8K |
|
87
Casey's General Stores
CASY
$31.2B
| $16.5M | 0.05% |
83,064
+10,428
| +14% | +$1.96M |
|
88
UFP Industries
UFPI
$5.08B
| $16.2M | 0.05% |
210,182
+26,953
| +15% | +$2.25M |
|
|
LHCG
89
DELISTED
LHC Group LLC
LHCG
| $16M | 0.04% |
95,170
+13,359
| +16% | +$1.79M |
|
|
SMAR
90
DELISTED
Smartsheet Inc.
SMAR
| $16M | 0.04% |
291,218
+60,090
| +26% | +$3.43M |
|
|
GB
91
DELISTED
Global Blue Group Holding
GB
| $15.7M | 0.04% |
2,853,987
+101,067
| +4% | +$623K |
|
92
Euronet Worldwide
EEFT
$2.65B
| $15.7M | 0.04% |
120,522
+14,475
| +14% | +$1.84M |
|
93
Avient
AVNT
$4.22B
| $15.7M | 0.04% |
326,355
+39,583
| +14% | +$2.04M |
|
94
Shift4
FOUR
$3.3B
| $15.5M | 0.04% |
249,692
+29,422
| +13% | +$1.55M |
|
95
Surgery Partners
SGRY
$1.98B
| $15.4M | 0.04% |
279,068
+26,444
| +10% | +$1.31M |
|
96
Helen of Troy
HELE
$682M
| $15.3M | 0.04% |
78,312
+7,156
| +10% | +$1.51M |
|
97
BlackLine
BL
$1.67B
| $14.9M | 0.04% |
203,022
+77,320
| +62% | +$6.25M |
|
98
Marriott Vacations Worldwide
VAC
$4.02B
| $14.6M | 0.04% |
92,559
+11,318
| +14% | +$1.82M |
|
99
FIVE9
FIVN
$2.48B
| $14.6M | 0.04% |
131,835
+40,484
| +44% | +$4.71M |
|
100
Mercury Systems
MRCY
$6.45B
| $14.3M | 0.04% |
222,351
+42,330
| +24% | +$2.51M |
|
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LP
WCM Investment Management's Q1 2022 Portfolio in Review
As of Q1 2022, WCM Investment Management held 219 positions worth $35.8B, down 19% from $44.4B the previous quarter. Its ten largest holdings account for 53% of the portfolio.
WCM Investment Management withdrew a net $1.79B in Q1 2022, closing 18 positions and reducing 46 holdings. Its most notable exit was Nu Holdings, an estimated $114M position sold in full.
By sector, the portfolio is most concentrated in Technology at 34% of assets, down from 41% a quarter earlier, followed by Healthcare and Industrials.
Against the trend, WCM Investment Management opened a new position in Microsoft worth $403M.
- WCM Investment Management's largest Q1 2022 buy was Microsoft: 1,303,809 shares worth $403M.
- WCM Investment Management added most to Aon in Q1 2022, an estimated $369M increase.
- WCM Investment Management's biggest Q1 2022 reduction was TSMC, cutting an estimated $1.69B.
- WCM Investment Management fully exited Nu Holdings in Q1 2022, selling an estimated $114M.
- WCM Investment Management's ten largest holdings make up 53% of its $35.8B portfolio in Q1 2022.
- WCM Investment Management opened 14 new positions and closed 18 in Q1 2022.
- WCM Investment Management's portfolio value fell 19% quarter-over-quarter to $35.8B.
Based on WCM Investment Management's 13F filing for Q1 2022, filed 6 May 2022.