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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
+12.64%
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
$36.2B
AUM Growth
+$2.1B
Cap. Flow
-$1.67B
Cap. Flow %
-4.63%
Top 10 Hldgs %
47.22%
Holding
261
New
53
Increased
122
Reduced
70
Closed
11

Top Buys

Rank Stock Value
1
MELI icon
Mercado Libre
MELI
+$705M
2
ISRG icon
Intuitive Surgical
ISRG
+$507M
3
GE icon
GE Aerospace
GE
+$471M
4
CNQ icon
Canadian Natural Resources
CNQ
+$140M
5
UBS icon
UBS Group
UBS
+$120M

Top Sells

Rank Stock Value
1
MTD icon
Mettler-Toledo International
MTD
+$999M
2
SYK icon
Stryker
SYK
+$532M
3
NVO
Novo Nordisk
NVO
+$228M
4
CP icon
Canadian Pacific Kansas City
CP
+$219M
5
ICLR icon
Icon
ICLR
+$188M

Sector Composition

Rank Sector Weight
1 Technology 28.69%
2 Industrials 19.03%
3 Healthcare 17.56%
4 Financials 16.47%
5 Consumer Discretionary 10.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
GO icon
76
Grocery Outlet
GO
$972M
$25.5M 0.07%
946,674
+43,352
+5% +$1.21M
EME icon
77
Emcor
EME
$35.7B
$25.1M 0.07%
115,982
+3,105
+3% +$652K
ESTC icon
78
Elastic
ESTC
$7.93B
$24.6M 0.07%
215,971
-35,707
-14% -$3.17M
ICUI icon
79
ICU Medical
ICUI
$4.56B
$24.2M 0.07%
242,808
+66,221
+38% +$6.47M
RGEN icon
80
Repligen
RGEN
$9.21B
$24.1M 0.07%
129,954
+5,248
+4% +$817K
AMWD
81
DELISTED
American Woodmark
AMWD
$23.8M 0.07%
254,346
-320
-0.1% -$24.9K
FIVN icon
82
FIVE9
FIVN
$2.58B
$23.6M 0.07%
295,566
+26,533
+10% +$1.85M
EVR icon
83
Evercore
EVR
$11.5B
$23.3M 0.06%
134,438
+10,803
+9% +$1.56M
FIVE icon
84
Five Below
FIVE
$13B
$22.8M 0.06%
106,517
-13,752
-11% -$2.52M
ASH icon
85
Ashland
ASH
$3.45B
$22.5M 0.06%
265,544
+34,575
+15% +$2.74M
BOOT icon
86
Boot Barn
BOOT
$5.11B
$21.8M 0.06%
282,246
+112,606
+66% +$8.46M
RRX icon
87
Regal Rexnord
RRX
$11.5B
$21.5M 0.06%
144,139
+52,214
+57% +$6.59M
WEX icon
88
WEX
WEX
$6.35B
$21.2M 0.06%
108,123
+6,992
+7% +$1.27M
AIT icon
89
Applied Industrial Technologies
AIT
$13.2B
$21.2M 0.06%
121,454
+8,845
+8% +$1.43M
CWK icon
90
Cushman & Wakefield Ltd
CWK
$3.12B
$21.1M 0.06%
1,915,865
+304,043
+19% +$2.53M
TREX icon
91
Trex
TREX
$4.91B
$21M 0.06%
251,159
+21,486
+9% +$1.43M
ZTO icon
92
ZTO Express
ZTO
$18.2B
$20.6M 0.06%
986,933
-107,186
-10% -$2.43M
ILMN icon
93
Illumina
ILMN
$29B
$20.6M 0.06%
148,857
+145,465
+4,288% +$16.8M
UNF icon
94
Unifirst Corp
UNF
$5.24B
$20.1M 0.06%
108,360
-22,538
-17% -$3.85M
SPSC icon
95
SPS Commerce
SPSC
$2.69B
$20M 0.06%
102,107
+6,433
+7% +$1.12M
SMAR
96
DELISTED
Smartsheet Inc.
SMAR
$19.8M 0.05%
410,878
+127,155
+45% +$5.42M
CWST icon
97
Casella Waste Systems
CWST
$5.73B
$19.5M 0.05%
227,195
+18,216
+9% +$1.46M
MZTI
98
The Marzetti Company
MZTI
$3.13B
$19.1M 0.05%
114,706
+16,496
+17% +$2.77M
PFGC icon
99
Performance Food Group
PFGC
$17.9B
$18.7M 0.05%
268,296
+23,205
+9% +$1.43M
PR
100
Permian Resources
PR
$17.8B
$18.7M 0.05%
1,378,970
+98,915
+8% +$1.35M
2 3
4
5 6

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WCM Investment Management's Q4 2023 Portfolio in Review

As of Q4 2023, WCM Investment Management held 261 positions worth $36.2B, up 6.2% from $34.1B the previous quarter. Its ten largest holdings account for 47% of the portfolio.

WCM Investment Management withdrew a net $1.67B in Q4 2023, closing 11 positions and reducing 70 holdings. Its most notable exit was Stryker, an estimated $532M position sold in full.

By sector, the portfolio is most concentrated in Technology at 29% of assets, up from 26% a quarter earlier, followed by Industrials and Healthcare.

Against the trend, WCM Investment Management opened a new position in Intuitive Surgical worth $576M.

  • WCM Investment Management's largest Q4 2023 buy was Intuitive Surgical: 1,700,806 shares worth $576M.
  • WCM Investment Management added most to Mercado Libre in Q4 2023, an estimated $705M increase.
  • WCM Investment Management's biggest Q4 2023 reduction was Mettler-Toledo International, cutting an estimated $999M.
  • WCM Investment Management fully exited Stryker in Q4 2023, selling an estimated $532M.
  • WCM Investment Management's ten largest holdings make up 47% of its $36.2B portfolio in Q4 2023.
  • WCM Investment Management opened 53 new positions and closed 11 in Q4 2023.
  • WCM Investment Management's portfolio value rose 6.2% quarter-over-quarter to $36.2B.

Based on WCM Investment Management's 13F filing for Q4 2023, filed 29 Jan 2024.