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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
+14.7%
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
$42.1B
AUM Growth
+$5.91B
Cap. Flow
+$1.82B
Cap. Flow %
4.32%
Top 10 Hldgs %
42.45%
Holding
265
New
15
Increased
119
Reduced
107
Closed
18

Top Buys

Rank Stock Value
1
NU icon
Nu Holdings
NU
+$940M
2
CPNG icon
Coupang
CPNG
+$704M
3
MNDY icon
monday.com
MNDY
+$685M
4
ILMN icon
Illumina
ILMN
+$445M
5
APP icon
Applovin
APP
+$381M

Top Sells

Rank Stock Value
1
MELI icon
Mercado Libre
MELI
+$442M
2
HEI.A icon
HEICO Corp Class A
HEI.A
+$207M
3
DDOG icon
Datadog
DDOG
+$106M
4
LRCX icon
Lam Research
LRCX
+$102M
5
V icon
Visa
V
+$92.3M

Sector Composition

Rank Sector Weight
1 Technology 26.95%
2 Industrials 18.5%
3 Financials 18.34%
4 Healthcare 17.66%
5 Consumer Discretionary 10.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
WEX icon
76
WEX
WEX
$6.46B
$25.8M 0.06%
108,569
+446
+0.4% +$96K
CWK icon
77
Cushman & Wakefield Ltd
CWK
$3.2B
$25.7M 0.06%
2,459,173
+543,308
+28% +$5.5M
GO icon
78
Grocery Outlet
GO
$968M
$25.2M 0.06%
875,245
-71,429
-8% -$1.88M
SMCI icon
79
Super Micro Computer
SMCI
$20.3B
$25M 0.06%
247,490
-135,590
-35% -$9.94M
WH icon
80
Wyndham Hotels & Resorts
WH
$5.42B
$24.4M 0.06%
317,814
-33,732
-10% -$2.65M
PR
81
Permian Resources
PR
$18B
$24.1M 0.06%
1,367,115
-11,855
-0.9% -$174K
AIT icon
82
Applied Industrial Technologies
AIT
$13.2B
$24.1M 0.06%
122,093
+639
+0.5% +$117K
KSPI icon
83
Kaspi.kz JSC
KSPI
$18B
$23.4M 0.06%
+181,595
New +$18.6M
AVNT icon
84
Avient
AVNT
$4.18B
$22.9M 0.05%
528,106
+119,562
+29% +$4.66M
ESTC icon
85
Elastic
ESTC
$7.93B
$22.6M 0.05%
225,031
+9,060
+4% +$1.04M
CWST icon
86
Casella Waste Systems
CWST
$5.85B
$22.5M 0.05%
227,819
+624
+0.3% +$55.9K
MZTI
87
The Marzetti Company
MZTI
$3.18B
$22.4M 0.05%
107,830
-6,876
-6% -$1.31M
TXRH icon
88
Texas Roadhouse
TXRH
$14B
$22.3M 0.05%
144,112
+630
+0.4% +$86.3K
RMBS icon
89
Rambus
RMBS
$10.4B
$22.2M 0.05%
358,747
+131,037
+58% +$8.29M
MLNK
90
DELISTED
MeridianLink
MLNK
$21.6M 0.05%
1,154,432
+9,885
+0.9% +$201K
APPF icon
91
AppFolio
APPF
$7.12B
$21.3M 0.05%
86,247
+11,515
+15% +$2.48M
MTDR icon
92
Matador Resources
MTDR
$6.49B
$20.8M 0.05%
312,066
+7,498
+2% +$446K
JBTM
93
JBT Marel
JBTM
$6.36B
$20.6M 0.05%
196,673
+35,741
+22% +$3.56M
FIVN icon
94
FIVE9
FIVN
$2.48B
$20.5M 0.05%
329,602
+34,036
+12% +$2.36M
PRI icon
95
Primerica
PRI
$9.66B
$20.3M 0.05%
80,314
+568
+0.7% +$134K
TREX icon
96
Trex
TREX
$5.03B
$20.3M 0.05%
203,633
-47,526
-19% -$4.23M
CASY icon
97
Casey's General Stores
CASY
$31.2B
$20.2M 0.05%
63,399
-915
-1% -$267K
PFGC icon
98
Performance Food Group
PFGC
$17.9B
$20.1M 0.05%
269,393
+1,097
+0.4% +$80.7K
RRX icon
99
Regal Rexnord
RRX
$11.6B
$20.1M 0.05%
111,430
-32,709
-23% -$5.1M
FIVE icon
100
Five Below
FIVE
$13B
$19.5M 0.05%
107,312
+795
+0.7% +$153K
2 3
4
5 6

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WCM Investment Management's Q1 2024 Portfolio in Review

As of Q1 2024, WCM Investment Management held 265 positions worth $42.1B, up 16% from $36.2B the previous quarter. Its ten largest holdings account for 42% of the portfolio.

WCM Investment Management deployed $1.82B of net new capital in Q1 2024, opening 15 new positions and adding to 119 existing holdings. Its largest new stake was monday.com: 3,225,401 shares worth $729M.

By sector, the portfolio is most concentrated in Technology at 27% of assets, down from 29% a quarter earlier, followed by Industrials and Financials.

On the sell side, the largest reduction was Mercado Libre, an estimated $442M trimmed.

  • WCM Investment Management's largest Q1 2024 buy was monday.com: 3,225,401 shares worth $729M.
  • WCM Investment Management added most to Nu Holdings in Q1 2024, an estimated $940M increase.
  • WCM Investment Management's biggest Q1 2024 reduction was Mercado Libre, cutting an estimated $442M.
  • WCM Investment Management fully exited HEICO Corp Class A in Q1 2024, selling an estimated $207M.
  • WCM Investment Management's ten largest holdings make up 42% of its $42.1B portfolio in Q1 2024.
  • WCM Investment Management opened 15 new positions and closed 18 in Q1 2024.
  • WCM Investment Management's portfolio value rose 16% quarter-over-quarter to $42.1B.

Based on WCM Investment Management's 13F filing for Q1 2024, filed 25 Apr 2024.