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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
+9.59%
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
$42.5B
AUM Growth
-$1.6B
Cap. Flow
-$2.84B
Cap. Flow %
-6.67%
Top 10 Hldgs %
40.49%
Holding
332
New
43
Increased
108
Reduced
133
Closed
44

Top Buys

Rank Stock Value
1
GDDY icon
GoDaddy
GDDY
+$613M
2
VRTX icon
Vertex Pharmaceuticals
VRTX
+$506M
3
SE icon
Sea Limited
SE
+$500M
4
SAP icon
SAP
SAP
+$277M
5
ILMN icon
Illumina
ILMN
+$124M

Top Sells

Rank Stock Value
1
APP icon
Applovin
APP
+$985M
2
FND icon
Floor & Decor
FND
+$537M
3
AON icon
Aon
AON
+$529M
4
EPAM icon
EPAM Systems
EPAM
+$447M
5
TMO icon
Thermo Fisher Scientific
TMO
+$439M

Sector Composition

Rank Sector Weight
1 Technology 23.94%
2 Financials 16.94%
3 Consumer Discretionary 15.77%
4 Healthcare 14.31%
5 Industrials 12.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
MLNK
76
DELISTED
MeridianLink
MLNK
$23.3M 0.05%
1,124,498
-35,092
-3% -$773K
CRS icon
77
Carpenter Technology
CRS
$27.8B
$22.5M 0.05%
134,756
+16,097
+14% +$2.76M
WTM icon
78
White Mountains Insurance
WTM
$5.04B
$22.5M 0.05%
+11,651
New +$22M
PLNT icon
79
Planet Fitness
PLNT
$3.7B
$22.3M 0.05%
+223,609
New +$20.4M
WAL icon
80
Western Alliance Bancorporation
WAL
$8.78B
$22.2M 0.05%
265,518
-8,510
-3% -$749K
PFGC icon
81
Performance Food Group
PFGC
$17.9B
$22M 0.05%
261,548
-2,542
-1% -$214K
FIVN icon
82
FIVE9
FIVN
$2.58B
$21.3M 0.05%
522,611
+138,019
+36% +$4.98M
VIST icon
83
Vista Energy
VIST
$7.58B
$21.1M 0.05%
+390,453
New +$20.1M
BOOT icon
84
Boot Barn
BOOT
$5.11B
$20.9M 0.05%
136,338
-2,782
-2% -$411K
LRN icon
85
Stride
LRN
$3.33B
$20.9M 0.05%
+197,709
New +$18.8M
CWST icon
86
Casella Waste Systems
CWST
$5.72B
$20.7M 0.05%
196,687
-3,568
-2% -$377K
RMBS icon
87
Rambus
RMBS
$10.4B
$20.7M 0.05%
386,527
+34,124
+10% +$1.74M
PRI icon
88
Primerica
PRI
$9.65B
$20.5M 0.05%
76,117
-977
-1% -$277K
ASH icon
89
Ashland
ASH
$3.45B
$20.2M 0.05%
285,488
-11,730
-4% -$939K
KSPI icon
90
Kaspi.kz JSC
KSPI
$17.9B
$20.1M 0.05%
209,774
-97
-0% -$10.4K
AIT icon
91
Applied Industrial Technologies
AIT
$13.2B
$20.1M 0.05%
84,149
-33,992
-29% -$8.48M
EVR icon
92
Evercore
EVR
$11.5B
$19.7M 0.05%
70,804
-24,562
-26% -$6.96M
SAIA icon
93
Saia
SAIA
$9.49B
$19.4M 0.05%
42,265
+11,856
+39% +$5.87M
YETI icon
94
Yeti Holdings
YETI
$3.99B
$19M 0.04%
492,931
-15,951
-3% -$634K
WEX icon
95
WEX
WEX
$6.35B
$19M 0.04%
111,128
-2,095
-2% -$393K
DCGO icon
96
DocGo
DCGO
$56.8M
$18.6M 0.04%
4,314,071
+1,687,100
+64% +$6.5M
CHDN icon
97
Churchill Downs
CHDN
$6.02B
$18.6M 0.04%
138,841
+25,197
+22% +$3.49M
MRCY icon
98
Mercury Systems
MRCY
$6.52B
$18.6M 0.04%
441,792
-8,339
-2% -$318K
SPSC icon
99
SPS Commerce
SPSC
$2.69B
$18.5M 0.04%
100,796
-1,625
-2% -$305K
VLRS
100
Controladora Vuela Compania de Aviacion
VLRS
$927M
$18.4M 0.04%
2,479,591
+291,252
+13% +$2.18M
2 3
4
5 6

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WCM Investment Management's Q4 2024 Portfolio in Review

As of Q4 2024, WCM Investment Management held 332 positions worth $42.5B, down 3.6% from $44.1B the previous quarter. Its ten largest holdings account for 40% of the portfolio.

WCM Investment Management withdrew a net $2.84B in Q4 2024, closing 44 positions and reducing 133 holdings. Its most notable exit was Floor & Decor, an estimated $537M position sold in full.

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

Against the trend, WCM Investment Management opened a new position in Vertex Pharmaceuticals worth $436M.

  • WCM Investment Management's largest Q4 2024 buy was Vertex Pharmaceuticals: 1,091,522 shares worth $436M.
  • WCM Investment Management added most to GoDaddy in Q4 2024, an estimated $613M increase.
  • WCM Investment Management's biggest Q4 2024 reduction was Applovin, cutting an estimated $985M.
  • WCM Investment Management fully exited Floor & Decor in Q4 2024, selling an estimated $537M.
  • WCM Investment Management's ten largest holdings make up 40% of its $42.5B portfolio in Q4 2024.
  • WCM Investment Management opened 43 new positions and closed 44 in Q4 2024.
  • WCM Investment Management's portfolio value fell 3.6% quarter-over-quarter to $42.5B.

Based on WCM Investment Management's 13F filing for Q4 2024, filed 28 Jan 2025.