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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
+4.38%
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
$42.3B
AUM Growth
+$235M
(+0.56%)
Cap. Flow
-$201M
Cap. Flow
% of AUM
-0.48%
Top 10 Holdings %
Top 10 Hldgs %
39.27%
Holding
281
New
34
Increased
131
Reduced
95
Closed
14
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
TSMC
TSM
|
+$1.29B |
| 2 |
Sea Limited
SE
|
+$1.02B |
| 3 |
Spotify
SPOT
|
+$984M |
| 4 |
GE Vernova
GEV
|
+$222M |
| 5 |
monday.com
MNDY
|
+$203M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Accenture
ACN
|
+$916M |
| 2 |
Lam Research
LRCX
|
+$471M |
| 3 |
Arista Networks
ANET
|
+$435M |
| 4 |
Costco
COST
|
+$388M |
| 5 |
Atlassian
TEAM
|
+$352M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 24.15% |
| 2 | Financials | 18.17% |
| 3 | Industrials | 17.07% |
| 4 | Healthcare | 16.71% |
| 5 | Consumer Discretionary | 13.76% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
Ashland
ASH
$3.46B
| $27.3M | 0.06% |
289,740
-937
| -0.3% | -$91.1K |
|
77
Comfort Systems
FIX
$59.7B
| $27M | 0.06% |
+85,463
| New | +$27.2M |
|
78
Grocery Outlet
GO
$958M
| $26.9M | 0.06% |
1,217,501
+342,256
| +39% | +$8.11M |
|
79
Dorman Products
DORM
$4.07B
| $26.8M | 0.06% |
295,866
-1,648
| -0.6% | -$151K |
|
80
Cushman & Wakefield Ltd
CWK
$3.13B
| $25.4M | 0.06% |
2,450,103
-9,070
| -0.4% | -$93.8K |
|
|
MLNK
81
DELISTED
MeridianLink
MLNK
| $24.7M | 0.06% |
1,147,588
-6,844
| -0.6% | -$127K |
|
82
Hayward Holdings
HAYW
$3.3B
| $24.6M | 0.06% |
1,998,176
-11,154
| -0.6% | -$155K |
|
83
Virtus Investment Partners
VRTS
$1.12B
| $24.2M | 0.06% |
109,533
-626
| -0.6% | -$142K |
|
84
Applied Industrial Technologies
AIT
$13.3B
| $23.8M | 0.06% |
123,257
+1,164
| +1% | +$222K |
|
85
Wyndham Hotels & Resorts
WH
$5.33B
| $23.4M | 0.06% |
316,217
-1,597
| -0.5% | -$115K |
|
86
Casella Waste Systems
CWST
$5.73B
| $23M | 0.05% |
230,861
+3,042
| +1% | +$293K |
|
87
Interparfums
IPAR
$3.79B
| $22.3M | 0.05% |
188,178
-1,003
| -0.5% | -$122K |
|
88
AppFolio
APPF
$7.06B
| $22.1M | 0.05% |
88,664
+2,417
| +3% | +$563K |
|
|
AZEK
89
DELISTED
The AZEK Co
AZEK
| $22M | 0.05% |
527,724
-1,749
| -0.3% | -$81K |
|
90
Casey's General Stores
CASY
$30.9B
| $21.7M | 0.05% |
56,756
-6,643
| -10% | -$2.22M |
|
91
Rambus
RMBS
$10.7B
| $20.6M | 0.05% |
363,656
+4,909
| +1% | +$281K |
|
92
MACOM Technology Solutions
MTSI
$23.3B
| $20.5M | 0.05% |
186,960
-1,067
| -0.6% | -$109K |
|
|
CSW
93
CSW Industrials
CSW
$5.66B
| $20.3M | 0.05% |
76,608
-424
| -0.6% | -$105K |
|
|
MZTI
94
The Marzetti Company
MZTI
$3.15B
| $20.1M | 0.05% |
107,201
-629
| -0.6% | -$120K |
|
95
WEX
WEX
$6.35B
| $20M | 0.05% |
114,398
+5,829
| +5% | +$1.19M |
|
96
Full Truck Alliance
YMM
$9.96B
| $19.8M | 0.05% |
+2,392,500
| New | +$20.3M |
|
97
Avient
AVNT
$4.19B
| $19.6M | 0.05% |
453,800
-74,306
| -14% | -$3.25M |
|
98
SPS Commerce
SPSC
$2.68B
| $19.5M | 0.05% |
103,552
+997
| +1% | +$182K |
|
99
Evercore
EVR
$11.6B
| $19.3M | 0.05% |
97,908
+1,454
| +2% | +$283K |
|
100
Shift4
FOUR
$3.19B
| $19.3M | 0.05% |
263,602
+60,015
| +29% | +$3.98M |
|
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WCM Investment Management's Q2 2024 Portfolio in Review
As of Q2 2024, WCM Investment Management held 281 positions worth $42.3B, up 0.56% from $42.1B the previous quarter. Its ten largest holdings account for 39% of the portfolio.
WCM Investment Management's Q2 2024 filing shows 34 new, 131 increased, 95 reduced and 14 closed positions. Its largest new stake was Sea Limited: 15,384,819 shares worth $1.15B. The largest sale was Accenture, an estimated $916M.
By sector, the portfolio is most concentrated in Technology at 24% of assets, down from 27% a quarter earlier, followed by Financials and Industrials.
- WCM Investment Management's largest Q2 2024 buy was Sea Limited: 15,384,819 shares worth $1.15B.
- WCM Investment Management added most to TSMC in Q2 2024, an estimated $1.29B increase.
- WCM Investment Management's biggest Q2 2024 reduction was Accenture, cutting an estimated $916M.
- WCM Investment Management fully exited Lam Research in Q2 2024, selling an estimated $471M.
- WCM Investment Management's ten largest holdings make up 39% of its $42.3B portfolio in Q2 2024.
- WCM Investment Management opened 34 new positions and closed 14 in Q2 2024.
- WCM Investment Management's portfolio value rose 0.56% quarter-over-quarter to $42.3B.
Based on WCM Investment Management's 13F filing for Q2 2024, filed 31 Jul 2024.