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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
-1.44%
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
$34.1B
AUM Growth
+$586M
Cap. Flow
+$1.47B
Cap. Flow %
4.33%
Top 10 Hldgs %
47.8%
Holding
226
New
8
Increased
130
Reduced
64
Closed
18

Top Buys

Rank Stock Value
1
MELI icon
Mercado Libre
MELI
+$833M
2
CP icon
Canadian Pacific Kansas City
CP
+$541M
3
ICLR icon
Icon
ICLR
+$445M
4
ACGL icon
Arch Capital
ACGL
+$172M
5
WCN
Waste Connections
WCN
+$162M

Top Sells

Rank Stock Value
1
RMD icon
ResMed
RMD
+$769M
2
BILL icon
BILL Holdings
BILL
+$168M
3
AON icon
Aon
AON
+$39.5M
4
NVO
Novo Nordisk
NVO
+$35.8M
5
FOCS
Focus Financial Partners Inc. Class A
FOCS
+$27.5M

Sector Composition

Rank Sector Weight
1 Technology 25.57%
2 Healthcare 21.93%
3 Industrials 18.84%
4 Financials 18.67%
5 Consumer Discretionary 7.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
FIVE icon
76
Five Below
FIVE
$13.1B
$19.4M 0.06%
120,269
+48,115
+67% +$8.79M
AMWD
77
DELISTED
American Woodmark
AMWD
$19.3M 0.06%
254,666
-117,144
-32% -$8.8M
CASY icon
78
Casey's General Stores
CASY
$31.1B
$19.1M 0.06%
70,169
+1,318
+2% +$334K
WEX icon
79
WEX
WEX
$6.45B
$18.9M 0.06%
101,131
+1,513
+2% +$292K
ASH icon
80
Ashland
ASH
$3.45B
$18.9M 0.06%
230,969
+205,567
+809% +$17.8M
SAIA icon
81
Saia
SAIA
$9.51B
$18.7M 0.06%
46,614
-6,396
-12% -$2.58M
PRI icon
82
Primerica
PRI
$9.63B
$18.4M 0.05%
94,383
+2,076
+2% +$425K
PR
83
Permian Resources
PR
$17.9B
$17.9M 0.05%
1,280,055
+25,549
+2% +$321K
FOXF icon
84
Fox Factory Holding Corp
FOXF
$905M
$17.7M 0.05%
178,630
+41,314
+30% +$4.42M
CRMT icon
85
America's Car Mart
CRMT
$26.8M
$17.5M 0.05%
193,244
-52,591
-21% -$5.49M
AIT icon
86
Applied Industrial Technologies
AIT
$13.3B
$17.5M 0.05%
112,609
+2,396
+2% +$359K
FIVN icon
87
FIVE9
FIVN
$2.54B
$17.3M 0.05%
269,033
-14,917
-5% -$1.12M
VEEV icon
88
Veeva Systems
VEEV
$38.8B
$17.2M 0.05%
84,016
-3,972
-5% -$800K
EVR icon
89
Evercore
EVR
$11.6B
$17M 0.05%
123,635
+3,309
+3% +$449K
AMN icon
90
AMN Healthcare
AMN
$1.32B
$16.8M 0.05%
196,975
+70,725
+56% +$6.71M
JBTM
91
JBT Marel
JBTM
$6.39B
$16.5M 0.05%
156,910
+3,283
+2% +$367K
MTDR icon
92
Matador Resources
MTDR
$6.42B
$16.4M 0.05%
276,178
-65,469
-19% -$3.81M
SPSC icon
93
SPS Commerce
SPSC
$2.71B
$16.3M 0.05%
95,674
-16,189
-14% -$2.87M
MZTI
94
The Marzetti Company
MZTI
$3.17B
$16.2M 0.05%
98,210
+398
+0.4% +$71.6K
MRCY icon
95
Mercury Systems
MRCY
$6.51B
$16.1M 0.05%
435,821
+152,712
+54% +$5.63M
WING icon
96
Wingstop
WING
$3.18B
$16M 0.05%
89,091
+1,802
+2% +$311K
CWST icon
97
Casella Waste Systems
CWST
$5.85B
$15.9M 0.05%
208,979
+40,224
+24% +$3.3M
WSC icon
98
WillScot Mobile Mini Holdings
WSC
$4.25B
$15.6M 0.05%
374,606
+6,714
+2% +$295K
UFPI icon
99
UFP Industries
UFPI
$5.08B
$15.1M 0.04%
146,879
-44,000
-23% -$4.45M
TXRH icon
100
Texas Roadhouse
TXRH
$13.8B
$14.9M 0.04%
153,985
+2,810
+2% +$299K
2 3
4
5 6

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WCM Investment Management's Q3 2023 Portfolio in Review

As of Q3 2023, WCM Investment Management held 226 positions worth $34.1B, up 1.7% from $33.5B the previous quarter. Its ten largest holdings account for 48% of the portfolio.

WCM Investment Management deployed $1.47B of net new capital in Q3 2023, opening 8 new positions and adding to 130 existing holdings. Its largest new stake was The Ensign Group: 282,794 shares worth $26.3M.

By sector, the portfolio is most concentrated in Technology at 26% of assets, down from 27% a quarter earlier, followed by Healthcare and Industrials.

On the sell side, the largest reduction was BILL Holdings, an estimated $168M trimmed.

  • WCM Investment Management's largest Q3 2023 buy was The Ensign Group: 282,794 shares worth $26.3M.
  • WCM Investment Management added most to Mercado Libre in Q3 2023, an estimated $833M increase.
  • WCM Investment Management's biggest Q3 2023 reduction was BILL Holdings, cutting an estimated $168M.
  • WCM Investment Management fully exited ResMed in Q3 2023, selling an estimated $769M.
  • WCM Investment Management's ten largest holdings make up 48% of its $34.1B portfolio in Q3 2023.
  • WCM Investment Management opened 8 new positions and closed 18 in Q3 2023.
  • WCM Investment Management's portfolio value rose 1.7% quarter-over-quarter to $34.1B.

Based on WCM Investment Management's 13F filing for Q3 2023, filed 10 Oct 2023.