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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
+9.07%
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
$44.1B
AUM Growth
+$1.82B
Cap. Flow
-$959M
Cap. Flow %
-2.17%
Top 10 Hldgs %
38.57%
Holding
300
New
33
Increased
139
Reduced
107
Closed
11

Top Buys

Rank Stock Value
1
RGA icon
Reinsurance Group of America
RGA
+$481M
2
SE icon
Sea Limited
SE
+$416M
3
FRPT icon
Freshpet
FRPT
+$320M
4
GEV icon
GE Vernova
GEV
+$223M
5
TSM icon
TSMC
TSM
+$206M

Top Sells

Rank Stock Value
1
CP icon
Canadian Pacific Kansas City
CP
+$503M
2
TEAM icon
Atlassian
TEAM
+$494M
3
MELI icon
Mercado Libre
MELI
+$408M
4
ODFL icon
Old Dominion Freight Line
ODFL
+$351M
5
WCN
Waste Connections
WCN
+$298M

Sector Composition

Rank Sector Weight
1 Technology 21.34%
2 Financials 19.59%
3 Healthcare 15.66%
4 Consumer Discretionary 15.35%
5 Industrials 14.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IPAR icon
76
Interparfums
IPAR
$3.83B
$24.8M 0.06%
193,660
+5,482
+3% +$686K
MLNK
77
DELISTED
MeridianLink
MLNK
$24.3M 0.06%
1,159,590
+12,002
+1% +$271K
EVR icon
78
Evercore
EVR
$11.5B
$24.2M 0.05%
95,366
-2,542
-3% -$605K
SN icon
79
SharkNinja
SN
$26.2B
$23.9M 0.05%
+225,225
New +$19.6M
AMN icon
80
AMN Healthcare
AMN
$1.42B
$23.7M 0.05%
556,978
+14,615
+3% +$766K
WEX icon
81
WEX
WEX
$6.35B
$23.7M 0.05%
113,223
-1,175
-1% -$219K
VRTS icon
82
Virtus Investment Partners
VRTS
$1.11B
$23.7M 0.05%
113,892
+4,359
+4% +$934K
WAL icon
83
Western Alliance Bancorporation
WAL
$8.78B
$23.5M 0.05%
274,028
+4,003
+1% +$308K
FOUR icon
84
Shift4
FOUR
$3.41B
$23.3M 0.05%
265,128
+1,526
+0.6% +$116K
BOOT icon
85
Boot Barn
BOOT
$5.11B
$23M 0.05%
139,120
-97,112
-41% -$13.4M
AVNT icon
86
Avient
AVNT
$4.19B
$22.7M 0.05%
449,490
-4,310
-0.9% -$198K
GO icon
87
Grocery Outlet
GO
$972M
$22.3M 0.05%
1,264,133
+46,632
+4% +$882K
ACIW icon
88
ACI Worldwide
ACIW
$5.34B
$22M 0.05%
438,155
-30,700
-7% -$1.4M
AS icon
89
Amer Sports
AS
$21B
$21.8M 0.05%
1,330,092
+306,001
+30% +$3.91M
KSPI icon
90
Kaspi.kz JSC
KSPI
$17.9B
$21.6M 0.05%
209,871
-11,592
-5% -$1.44M
UNF icon
91
Unifirst Corp
UNF
$5.24B
$21.3M 0.05%
110,646
+2,952
+3% +$544K
YMM icon
92
Full Truck Alliance
YMM
$10.1B
$20.8M 0.05%
2,260,044
-132,456
-6% -$1.02M
PPLI
93
People Inc
PPLI
$3.03B
$20.8M 0.05%
462,679
+92,544
+25% +$3.85M
YETI icon
94
Yeti Holdings
YETI
$3.99B
$20.7M 0.05%
508,882
+441,516
+655% +$17.3M
PFGC icon
95
Performance Food Group
PFGC
$17.9B
$20.7M 0.05%
264,090
-9,428
-3% -$661K
PRI icon
96
Primerica
PRI
$9.65B
$20.3M 0.05%
77,094
-4,421
-5% -$1.12M
MZTI
97
The Marzetti Company
MZTI
$3.13B
$19.9M 0.05%
111,507
+4,306
+4% +$792K
CZR icon
98
Caesars Entertainment
CZR
$6.13B
$19.8M 0.04%
475,887
+5,205
+1% +$195K
ESTC icon
99
Elastic
ESTC
$7.93B
$19.8M 0.04%
255,815
+12,490
+5% +$1.23M
CWST icon
100
Casella Waste Systems
CWST
$5.73B
$19.7M 0.04%
200,255
-30,606
-13% -$3.17M
2 3
4
5 6

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WCM Investment Management's Q3 2024 Portfolio in Review

As of Q3 2024, WCM Investment Management held 300 positions worth $44.1B, up 4.3% from $42.3B the previous quarter. Its ten largest holdings account for 39% of the portfolio.

WCM Investment Management's Q3 2024 filing shows 33 new, 139 increased, 107 reduced and 11 closed positions. Its largest new stake was SharkNinja: 225,225 shares worth $23.9M. The largest sale was Canadian Pacific Kansas City, an estimated $503M.

By sector, the portfolio is most concentrated in Technology at 21% of assets, down from 24% a quarter earlier, followed by Financials and Healthcare.

  • WCM Investment Management's largest Q3 2024 buy was SharkNinja: 225,225 shares worth $23.9M.
  • WCM Investment Management added most to Reinsurance Group of America in Q3 2024, an estimated $481M increase.
  • WCM Investment Management's biggest Q3 2024 reduction was Canadian Pacific Kansas City, cutting an estimated $503M.
  • WCM Investment Management fully exited Old Dominion Freight Line in Q3 2024, selling an estimated $351M.
  • WCM Investment Management's ten largest holdings make up 39% of its $44.1B portfolio in Q3 2024.
  • WCM Investment Management opened 33 new positions and closed 11 in Q3 2024.
  • WCM Investment Management's portfolio value rose 4.3% quarter-over-quarter to $44.1B.

Based on WCM Investment Management's 13F filing for Q3 2024, filed 4 Nov 2024.