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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
-0.92%
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
$27.9B
AUM Growth
-$22.8M
Cap. Flow
+$962M
Cap. Flow %
3.45%
Top 10 Hldgs %
48.87%
Holding
212
New
10
Increased
126
Reduced
41
Closed
17

Top Buys

Rank Stock Value
1
WCN
Waste Connections
WCN
+$777M
2
TEAM icon
Atlassian
TEAM
+$589M
3
AJG icon
Arthur J. Gallagher & Co
AJG
+$452M
4
AMZN icon
Amazon
AMZN
+$401M
5
EPAM icon
EPAM Systems
EPAM
+$358M

Top Sells

Rank Stock Value
1
TSM icon
TSMC
TSM
+$919M
2
SHOP icon
Shopify
SHOP
+$497M
3
CHD icon
Church & Dwight Co
CHD
+$368M
4
NKE icon
Nike
NKE
+$319M
5
SHW icon
Sherwin-Williams
SHW
+$293M

Sector Composition

Rank Sector Weight
1 Healthcare 29.34%
2 Technology 29.28%
3 Industrials 18.39%
4 Financials 11.8%
5 Consumer Discretionary 9.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
WSC icon
76
WillScot Mobile Mini Holdings
WSC
$4.21B
$16.7M 0.06%
420,223
+1,612
+0.4% +$62.9K
TXRH icon
77
Texas Roadhouse
TXRH
$13.8B
$16.4M 0.06%
184,372
+3,307
+2% +$289K
SWAV
78
DELISTED
Shockwave Medical, Inc. Common Stock
SWAV
$16.4M 0.06%
59,504
-12,504
-17% -$3.18M
CASY icon
79
Casey's General Stores
CASY
$31.3B
$16.1M 0.06%
78,760
+720
+0.9% +$149K
ETWO
80
DELISTED
E2open Parent Holdings
ETWO
$15.9M 0.06%
2,592,987
+1,067,229
+70% +$7.47M
AXON
81
Axon Enterprise
AXON
$51B
$15.7M 0.06%
137,256
+1,236
+0.9% +$140K
MZTI
82
The Marzetti Company
MZTI
$3.17B
$14.5M 0.05%
95,655
+877
+0.9% +$130K
HLMN icon
83
Hillman Solutions
HLMN
$1.79B
$14.4M 0.05%
+1,892,114
New +$16.7M
PRI icon
84
Primerica
PRI
$9.66B
$14.3M 0.05%
115,319
+2,723
+2% +$345K
PNFP icon
85
Pinnacle Financial Partners Inc
PNFP
$16B
$14.1M 0.05%
174,323
+43,272
+33% +$3.46M
FIVE icon
86
Five Below
FIVE
$13B
$14M 0.05%
101,295
+2,738
+3% +$360K
CXT icon
87
Crane NXT
CXT
$2.96B
$13.9M 0.05%
457,410
-221,778
-33% -$7.32M
TTEK icon
88
Tetra Tech
TTEK
$9.06B
$13.8M 0.05%
542,425
+14,370
+3% +$402K
SPSC icon
89
SPS Commerce
SPSC
$2.69B
$13.6M 0.05%
106,727
+2,863
+3% +$347K
TKR icon
90
Timken Company
TKR
$8.9B
$13.5M 0.05%
230,148
+6,210
+3% +$386K
WING icon
91
Wingstop
WING
$3.14B
$13.3M 0.05%
105,286
-44,990
-30% -$5.38M
UFPI icon
92
UFP Industries
UFPI
$5.07B
$13.1M 0.05%
181,902
+4,454
+3% +$354K
PLNT icon
93
Planet Fitness
PLNT
$3.62B
$13M 0.05%
228,802
+5,952
+3% +$429K
PFGC icon
94
Performance Food Group
PFGC
$17.9B
$13M 0.05%
300,216
+4,809
+2% +$238K
AHCO icon
95
AdaptHealth
AHCO
$746M
$12.9M 0.05%
673,007
+20,501
+3% +$421K
WEX icon
96
WEX
WEX
$6.44B
$12.8M 0.05%
98,182
+2,591
+3% +$407K
MLNK
97
DELISTED
MeridianLink
MLNK
$12.8M 0.05%
739,952
+269,965
+57% +$4.71M
PEN icon
98
Penumbra
PEN
$12.9B
$12.8M 0.05%
66,827
+1,849
+3% +$297K
SAIC icon
99
Saic
SAIC
$5.28B
$12.7M 0.05%
142,964
+3,566
+3% +$332K
SAIA icon
100
Saia
SAIA
$9.43B
$12.6M 0.05%
64,880
+2,170
+3% +$460K
2 3
4
5 6

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WCM Investment Management's Q3 2022 Portfolio in Review

As of Q3 2022, WCM Investment Management held 212 positions worth $27.9B, down 0.08% from $27.9B the previous quarter. Its ten largest holdings account for 49% of the portfolio.

WCM Investment Management deployed $962M of net new capital in Q3 2022, opening 10 new positions and adding to 126 existing holdings. Its largest new stake was Arthur J. Gallagher & Co: 2,547,103 shares worth $436M.

By sector, the portfolio is most concentrated in Healthcare at 29% of assets, down from 29% a quarter earlier, followed by Technology and Industrials.

On the sell side, the largest reduction was TSMC, an estimated $919M trimmed.

  • WCM Investment Management's largest Q3 2022 buy was Arthur J. Gallagher & Co: 2,547,103 shares worth $436M.
  • WCM Investment Management added most to Waste Connections in Q3 2022, an estimated $777M increase.
  • WCM Investment Management's biggest Q3 2022 reduction was TSMC, cutting an estimated $919M.
  • WCM Investment Management fully exited Church & Dwight Co in Q3 2022, selling an estimated $368M.
  • WCM Investment Management's ten largest holdings make up 49% of its $27.9B portfolio in Q3 2022.
  • WCM Investment Management opened 10 new positions and closed 17 in Q3 2022.
  • WCM Investment Management's portfolio value fell 0.08% quarter-over-quarter to $27.9B.

Based on WCM Investment Management's 13F filing for Q3 2022, filed 18 Oct 2022.