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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
+10.71%
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
$44.4B
AUM Growth
+$1.13B
Cap. Flow
-$2.46B
Cap. Flow %
-5.53%
Top 10 Hldgs %
56.1%
Holding
220
New
16
Increased
133
Reduced
53
Closed
15

Top Buys

Rank Stock Value
1
NVO
Novo Nordisk
NVO
+$269M
2
LRCX icon
Lam Research
LRCX
+$161M
3
EFA icon
iShares MSCI EAFE ETF
EFA
+$139M
4
NU icon
Nu Holdings
NU
+$120M
5
CINT icon
CI&T Inc
CINT
+$37.5M

Top Sells

Rank Stock Value
1
MELI icon
Mercado Libre
MELI
+$2.3B
2
HDB icon
HDFC Bank
HDB
+$1.16B
3
TEAM icon
Atlassian
TEAM
+$300M
4
BAP icon
Credicorp
BAP
+$29.4M
5
TWKS
Thoughtworks Holding, Inc. Common Stock
TWKS
+$26M

Sector Composition

Rank Sector Weight
1 Technology 40.57%
2 Healthcare 28.38%
3 Industrials 9.53%
4 Consumer Discretionary 9.23%
5 Financials 5.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
TNDM icon
101
Tandem Diabetes Care
TNDM
$1.59B
$14.5M 0.03%
96,312
-7,415
-7% -$1M
SMTC icon
102
Semtech
SMTC
$12.2B
$14.4M 0.03%
162,037
-3,784
-2% -$322K
MELI icon
103
Mercado Libre
MELI
$92.5B
$14.4M 0.03%
10,665
-1,634,580
-99% -$2.3B
CASY icon
104
Casey's General Stores
CASY
$31.6B
$14.3M 0.03%
72,636
+4,308
+6% +$833K
CALY
105
Callaway Golf Company
CALY
$3.04B
$14.3M 0.03%
520,221
+36,848
+8% +$1.02M
VAC icon
106
Marriott Vacations Worldwide
VAC
$3.89B
$13.7M 0.03%
81,241
+4,989
+7% +$802K
ACIW icon
107
ACI Worldwide
ACIW
$5.34B
$13.6M 0.03%
390,574
+15,363
+4% +$493K
TKR icon
108
Timken Company
TKR
$8.77B
$13.5M 0.03%
194,809
+40,878
+27% +$2.87M
SGRY icon
109
Surgery Partners
SGRY
$2.09B
$13.5M 0.03%
252,624
+97,536
+63% +$4.52M
AXON
110
Axon Enterprise
AXON
$48.4B
$13.4M 0.03%
85,322
+5,898
+7% +$990K
HCSG icon
111
Healthcare Services Group
HCSG
$1.5B
$13.3M 0.03%
745,297
-24,654
-3% -$479K
BL icon
112
BlackLine
BL
$1.7B
$13M 0.03%
125,702
+18,417
+17% +$2.14M
CLAR icon
113
Clarus
CLAR
$145M
$12.8M 0.03%
463,076
+112,023
+32% +$3.09M
FOUR icon
114
Shift4
FOUR
$3.41B
$12.8M 0.03%
220,270
+106,227
+93% +$6.75M
PNFP icon
115
Pinnacle Financial Partners Inc
PNFP
$15.8B
$12.7M 0.03%
132,713
+8,537
+7% +$835K
EEFT icon
116
Euronet Worldwide
EEFT
$2.65B
$12.6M 0.03%
106,047
+8,005
+8% +$951K
FIVN icon
117
FIVE9
FIVN
$2.58B
$12.5M 0.03%
+91,351
New +$13.5M
BC icon
118
Brunswick
BC
$5.21B
$12.2M 0.03%
121,571
+9,195
+8% +$900K
NUVA
119
DELISTED
NuVasive, Inc.
NUVA
$12M 0.03%
228,357
+20,619
+10% +$1.12M
APG icon
120
APi Group
APG
$18.3B
$11.8M 0.03%
687,936
-1,838
-0.3% -$28.2K
WEX icon
121
WEX
WEX
$6.35B
$11.8M 0.03%
84,138
+5,302
+7% +$810K
BLD
122
DELISTED
TopBuild
BLD
$11.6M 0.03%
42,114
-12,475
-23% -$3.19M
PRI icon
123
Primerica
PRI
$9.65B
$11.5M 0.03%
75,198
+5,495
+8% +$871K
NGVT icon
124
Ingevity
NGVT
$2.65B
$11.3M 0.03%
157,455
+11,780
+8% +$896K
AHCO icon
125
AdaptHealth
AHCO
$696M
$11.2M 0.03%
459,098
+204,868
+81% +$4.81M
3 4
5
6 7

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WCM Investment Management's Q4 2021 Portfolio in Review

As of Q4 2021, WCM Investment Management held 220 positions worth $44.4B, up 2.6% from $43.3B the previous quarter. Its ten largest holdings account for 56% of the portfolio.

WCM Investment Management withdrew a net $2.46B in Q4 2021, closing 15 positions and reducing 53 holdings. Its most notable exit was Credicorp, an estimated $29.4M position sold in full.

By sector, the portfolio is most concentrated in Technology at 41% of assets, up from 37% a quarter earlier, followed by Healthcare and Industrials.

Against the trend, WCM Investment Management opened a new position in Novo Nordisk worth $278M.

  • WCM Investment Management's largest Q4 2021 buy was Novo Nordisk: 4,971,130 shares worth $278M.
  • WCM Investment Management added most to Lam Research in Q4 2021, an estimated $161M increase.
  • WCM Investment Management's biggest Q4 2021 reduction was Mercado Libre, cutting an estimated $2.3B.
  • WCM Investment Management fully exited Credicorp in Q4 2021, selling an estimated $29.4M.
  • WCM Investment Management's ten largest holdings make up 56% of its $44.4B portfolio in Q4 2021.
  • WCM Investment Management opened 16 new positions and closed 15 in Q4 2021.
  • WCM Investment Management's portfolio value rose 2.6% quarter-over-quarter to $44.4B.

Based on WCM Investment Management's 13F filing for Q4 2021, filed 26 Jan 2022.