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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
+7.09%
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
$30B
AUM Growth
+$2.11B
Cap. Flow
+$978M
Cap. Flow %
3.26%
Top 10 Hldgs %
45.43%
Holding
227
New
32
Increased
69
Reduced
105
Closed
14

Top Buys

Rank Stock Value
1
IBN icon
ICICI Bank
IBN
+$1.3B
2
TEAM icon
Atlassian
TEAM
+$577M
3
CTVA icon
Corteva
CTVA
+$284M
4
BAH icon
Booz Allen Hamilton
BAH
+$281M
5
DDOG icon
Datadog
DDOG
+$201M

Top Sells

Rank Stock Value
1
LULU icon
lululemon athletica
LULU
+$515M
2
ASML icon
ASML
ASML
+$512M
3
RMD icon
ResMed
RMD
+$436M
4
GGG icon
Graco
GGG
+$394M
5
WST icon
West Pharmaceutical
WST
+$311M

Sector Composition

Rank Sector Weight
1 Healthcare 27.62%
2 Technology 26.75%
3 Industrials 18.3%
4 Financials 16.46%
5 Consumer Discretionary 7.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
OLLI icon
76
Ollie's Bargain Outlet
OLLI
$4.78B
$19.4M 0.06%
414,425
+11,974
+3% +$646K
MZTI
77
The Marzetti Company
MZTI
$3.13B
$19.4M 0.06%
98,296
+2,641
+3% +$502K
PLNT icon
78
Planet Fitness
PLNT
$3.69B
$17.6M 0.06%
223,735
-5,067
-2% -$354K
CRMT icon
79
America's Car Mart
CRMT
$26M
$17.6M 0.06%
243,234
-34,352
-12% -$2.33M
FIVN icon
80
FIVE9
FIVN
$2.56B
$17.5M 0.06%
257,296
+102,896
+67% +$6.46M
CPNG icon
81
Coupang
CPNG
$29.2B
$17.3M 0.06%
1,176,151
-26,373
-2% -$465K
PFGC icon
82
Performance Food Group
PFGC
$17.6B
$17.3M 0.06%
295,586
-4,630
-2% -$252K
DXCM icon
83
DexCom
DXCM
$33.1B
$16.6M 0.06%
146,404
+63,460
+77% +$6.97M
REXR icon
84
Rexford Industrial Realty
REXR
$8.15B
$16.1M 0.05%
294,074
+57,243
+24% +$3.09M
PRI icon
85
Primerica
PRI
$9.68B
$15.9M 0.05%
112,345
-2,974
-3% -$414K
WEX icon
86
WEX
WEX
$6.38B
$15.7M 0.05%
95,807
-2,375
-2% -$370K
ETWO
87
DELISTED
E2open Parent Holdings
ETWO
$15.6M 0.05%
2,662,818
+69,831
+3% +$400K
WSC icon
88
WillScot Mobile Mini Holdings
WSC
$4.29B
$15.4M 0.05%
341,955
-78,268
-19% -$3.51M
TTEK icon
89
Tetra Tech
TTEK
$8.84B
$15.4M 0.05%
529,875
-12,550
-2% -$363K
STVN icon
90
Stevanato
STVN
$5.64B
$15.4M 0.05%
855,906
-301,833
-26% -$5.01M
CASY icon
91
Casey's General Stores
CASY
$31.5B
$14.8M 0.05%
66,179
-12,581
-16% -$2.87M
PEN icon
92
Penumbra
PEN
$12.8B
$14.6M 0.05%
65,788
-1,039
-2% -$203K
FIVE icon
93
Five Below
FIVE
$12.8B
$14.6M 0.05%
82,453
-18,842
-19% -$2.96M
SMAR
94
DELISTED
Smartsheet Inc.
SMAR
$14.4M 0.05%
365,049
+4,863
+1% +$166K
UFPI icon
95
UFP Industries
UFPI
$5.04B
$14.1M 0.05%
178,154
-3,748
-2% -$286K
FOUR icon
96
Shift4
FOUR
$3.43B
$14.1M 0.05%
251,959
-4,088
-2% -$193K
ESTC icon
97
Elastic
ESTC
$7.9B
$14.1M 0.05%
273,525
-196,304
-42% -$11.8M
WING icon
98
Wingstop
WING
$3.19B
$13.9M 0.05%
100,860
-4,426
-4% -$653K
MTDR icon
99
Matador Resources
MTDR
$6.48B
$13.5M 0.05%
236,418
-3,667
-2% -$231K
MLNK
100
DELISTED
MeridianLink
MLNK
$13.5M 0.05%
983,579
+243,627
+33% +$3.76M
2 3
4
5 6

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WCM Investment Management's Q4 2022 Portfolio in Review

As of Q4 2022, WCM Investment Management held 227 positions worth $30B, up 7.6% from $27.9B the previous quarter. Its ten largest holdings account for 45% of the portfolio.

WCM Investment Management deployed $978M of net new capital in Q4 2022, opening 32 new positions and adding to 69 existing holdings. Its largest new stake was Thomson Reuters: 1,686,848 shares worth $203M.

By sector, the portfolio is most concentrated in Healthcare at 28% of assets, down from 29% a quarter earlier, followed by Technology and Industrials.

On the sell side, the largest reduction was lululemon athletica, an estimated $515M trimmed.

  • WCM Investment Management's largest Q4 2022 buy was Thomson Reuters: 1,686,848 shares worth $203M.
  • WCM Investment Management added most to ICICI Bank in Q4 2022, an estimated $1.3B increase.
  • WCM Investment Management's biggest Q4 2022 reduction was lululemon athletica, cutting an estimated $515M.
  • WCM Investment Management fully exited West Pharmaceutical in Q4 2022, selling an estimated $311M.
  • WCM Investment Management's ten largest holdings make up 45% of its $30B portfolio in Q4 2022.
  • WCM Investment Management opened 32 new positions and closed 14 in Q4 2022.
  • WCM Investment Management's portfolio value rose 7.6% quarter-over-quarter to $30B.

Based on WCM Investment Management's 13F filing for Q4 2022, filed 7 Feb 2023.