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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
+9.35%
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
$31.3B
AUM Growth
+$1.31B
(+4.4%)
Cap. Flow
-$1.07B
Cap. Flow
% of AUM
-3.42%
Top 10 Holdings %
Top 10 Hldgs %
46.8%
Holding
226
New
13
Increased
89
Reduced
106
Closed
13
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Linde
LIN
|
+$1.13B |
| 2 |
Arch Capital
ACGL
|
+$839M |
| 3 |
ICICI Bank
IBN
|
+$261M |
| 4 |
Booz Allen Hamilton
BAH
|
+$136M |
| 5 |
AstraZeneca
AZN
|
+$32.1M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
lululemon athletica
LULU
|
+$797M |
| 2 |
Accenture
ACN
|
+$478M |
| 3 |
Alcon
ALC
|
+$278M |
| 4 |
Repligen
RGEN
|
+$263M |
| 5 |
Union Pacific
UNP
|
+$260M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 26.1% |
| 2 | Healthcare | 24.77% |
| 3 | Financials | 19.43% |
| 4 | Industrials | 17.62% |
| 5 | Materials | 5.38% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
Cushman & Wakefield Ltd
CWK
$3.17B
| $19M | 0.06% |
1,802,533
-2,400
| -0.1% | -$30.9K |
|
77
FIVE9
FIVN
$2.51B
| $19M | 0.06% |
262,797
+5,501
| +2% | +$393K |
|
78
APi Group
APG
$18.6B
| $18.9M | 0.06% |
1,262,337
+652,951
| +107% | +$9.38M |
|
|
ETWO
79
DELISTED
E2open Parent Holdings
ETWO
| $18.7M | 0.06% |
3,206,078
+543,260
| +20% | +$3.28M |
|
80
Wingstop
WING
$3.15B
| $18.4M | 0.06% |
100,208
-652
| -0.6% | -$107K |
|
81
Shift4
FOUR
$3.27B
| $18.1M | 0.06% |
239,438
-12,521
| -5% | -$806K |
|
82
Performance Food Group
PFGC
$17.9B
| $17.9M | 0.06% |
297,217
+1,631
| +0.6% | +$95.3K |
|
83
WEX
WEX
$6.45B
| $17.7M | 0.06% |
96,184
+377
| +0.4% | +$68.7K |
|
84
Rexford Industrial Realty
REXR
$8.1B
| $17.6M | 0.06% |
295,745
+1,671
| +0.6% | +$100K |
|
85
Saia
SAIA
$9.43B
| $17.6M | 0.06% |
64,561
+312
| +0.5% | +$83.3K |
|
|
SMAR
86
DELISTED
Smartsheet Inc.
SMAR
| $17.5M | 0.06% |
367,074
+2,025
| +0.6% | +$88.1K |
|
87
DexCom
DXCM
$33.5B
| $17.4M | 0.06% |
149,625
+3,221
| +2% | +$361K |
|
88
Stevanato
STVN
$5.62B
| $17.2M | 0.06% |
664,009
-191,897
| -22% | -$4.12M |
|
|
MLNK
89
DELISTED
MeridianLink
MLNK
| $17M | 0.05% |
981,480
-2,099
| -0.2% | -$33.8K |
|
90
Elastic
ESTC
$7.91B
| $16.4M | 0.05% |
283,263
+9,738
| +4% | +$555K |
|
91
WillScot Mobile Mini Holdings
WSC
$4.21B
| $16.1M | 0.05% |
343,845
+1,890
| +0.6% | +$91K |
|
92
SPS Commerce
SPSC
$2.69B
| $15.9M | 0.05% |
104,326
+150
| +0.1% | +$21.3K |
|
93
Endava
DAVA
$160M
| $15.8M | 0.05% |
234,961
-282,234
| -55% | -$22.2M |
|
|
JBTM
94
JBT Marel
JBTM
$6.32B
| $15.7M | 0.05% |
143,516
+22,811
| +19% | +$2.41M |
|
95
Tetra Tech
TTEK
$9.06B
| $15.7M | 0.05% |
533,185
+3,310
| +0.6% | +$95.6K |
|
96
Fox Factory Holding Corp
FOXF
$904M
| $15.4M | 0.05% |
126,779
+611
| +0.5% | +$70.1K |
|
|
AZEK
97
DELISTED
The AZEK Co
AZEK
| $15.4M | 0.05% |
652,547
-6,171
| -0.9% | -$146K |
|
98
Texas Roadhouse
TXRH
$13.8B
| $15.2M | 0.05% |
140,617
+863
| +0.6% | +$88.3K |
|
99
Matador Resources
MTDR
$6.5B
| $15M | 0.05% |
313,822
+77,404
| +33% | +$4.35M |
|
100
Primerica
PRI
$9.66B
| $14.9M | 0.05% |
86,683
-25,662
| -23% | -$4.21M |
|
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WCM Investment Management's Q1 2023 Portfolio in Review
As of Q1 2023, WCM Investment Management held 226 positions worth $31.3B, up 4.4% from $30B the previous quarter. Its ten largest holdings account for 47% of the portfolio.
WCM Investment Management withdrew a net $1.07B in Q1 2023, closing 13 positions and reducing 106 holdings. Its most notable exit was Union Pacific, an estimated $260M position sold in full.
By sector, the portfolio is most concentrated in Technology at 26% of assets, down from 27% a quarter earlier, followed by Healthcare and Financials.
Against the trend, WCM Investment Management opened a new position in Arch Capital worth $867M.
- WCM Investment Management's largest Q1 2023 buy was Arch Capital: 12,769,260 shares worth $867M.
- WCM Investment Management added most to Linde in Q1 2023, an estimated $1.13B increase.
- WCM Investment Management's biggest Q1 2023 reduction was lululemon athletica, cutting an estimated $797M.
- WCM Investment Management fully exited Union Pacific in Q1 2023, selling an estimated $260M.
- WCM Investment Management's ten largest holdings make up 47% of its $31.3B portfolio in Q1 2023.
- WCM Investment Management opened 13 new positions and closed 13 in Q1 2023.
- WCM Investment Management's portfolio value rose 4.4% quarter-over-quarter to $31.3B.
Based on WCM Investment Management's 13F filing for Q1 2023, filed 15 May 2023.