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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
-11.9%
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
$35.8B
AUM Growth
-$8.59B
(-19%)
Cap. Flow
-$1.79B
Cap. Flow
% of AUM
-5%
Top 10 Holdings %
Top 10 Hldgs %
53.24%
Holding
219
New
14
Increased
130
Reduced
46
Closed
18
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Microsoft
MSFT
|
+$392M |
| 2 |
Aon
AON
|
+$369M |
| 3 |
BILL Holdings
BILL
|
+$281M |
| 4 |
Ferguson
FERG
|
+$267M |
| 5 |
Canadian Pacific Kansas City
CP
|
+$143M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
TSMC
TSM
|
+$1.69B |
| 2 |
Stryker
SYK
|
+$328M |
| 3 |
lululemon athletica
LULU
|
+$319M |
| 4 |
Shopify
SHOP
|
+$200M |
| 5 |
Nu Holdings
NU
|
+$114M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 33.89% |
| 2 | Healthcare | 29.12% |
| 3 | Industrials | 13.43% |
| 4 | Consumer Discretionary | 8.69% |
| 5 | Financials | 8.35% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
JBTM
101
JBT Marel
JBTM
$6.35B
| $14.1M | 0.04% |
118,982
+14,651
| +14% | +$1.87M |
|
102
Boot Barn
BOOT
$5.11B
| $14M | 0.04% |
147,505
+21,358
| +17% | +$2.03M |
|
|
NUVA
103
DELISTED
NuVasive, Inc.
NUVA
| $14M | 0.04% |
246,195
+17,838
| +8% | +$947K |
|
|
CALY
104
Callaway Golf Company
CALY
$3.04B
| $13.9M | 0.04% |
594,148
+73,927
| +14% | +$1.79M |
|
|
TWKS
105
DELISTED
Thoughtworks Holding, Inc. Common Stock
TWKS
| $13.8M | 0.04% |
663,386
+64,882
| +11% | +$1.42M |
|
|
AXON
106
Axon Enterprise
AXON
$48.4B
| $13.8M | 0.04% |
100,203
+14,881
| +17% | +$2.04M |
|
107
SPS Commerce
SPSC
$2.69B
| $13.6M | 0.04% |
+103,770
| New | +$13M |
|
108
Timken Company
TKR
$8.77B
| $13.6M | 0.04% |
223,638
+28,829
| +15% | +$1.92M |
|
|
PLAN
109
DELISTED
Anaplan, Inc.
PLAN
| $13.6M | 0.04% |
208,436
-214,780
| -51% | -$10.5M |
|
110
ACI Worldwide
ACIW
$5.34B
| $13.1M | 0.04% |
417,267
+26,693
| +7% | +$891K |
|
111
Saia
SAIA
$9.49B
| $12.7M | 0.04% |
52,197
+6,063
| +13% | +$1.68M |
|
112
Mercado Libre
MELI
$92.5B
| $12.5M | 0.03% |
10,512
-153
| -1% | -$167K |
|
113
Wingstop
WING
$3.2B
| $12.4M | 0.03% |
105,840
+13,435
| +15% | +$1.9M |
|
114
Tandem Diabetes Care
TNDM
$1.59B
| $12.4M | 0.03% |
106,276
+9,964
| +10% | +$1.16M |
|
115
AtriCure
ATRC
$2.12B
| $12.2M | 0.03% |
185,561
+65,506
| +55% | +$4.24M |
|
116
Semtech
SMTC
$12.2B
| $12.2M | 0.03% |
175,444
+13,407
| +8% | +$962K |
|
|
SWAV
117
DELISTED
Shockwave Medical, Inc. Common Stock
SWAV
| $12.2M | 0.03% |
58,663
+6,963
| +13% | +$1.15M |
|
118
Primerica
PRI
$9.65B
| $12.2M | 0.03% |
88,880
+13,682
| +18% | +$1.94M |
|
119
Clarus
CLAR
$145M
| $12.1M | 0.03% |
533,363
+70,287
| +15% | +$1.63M |
|
120
Pinnacle Financial Partners Inc
PNFP
$15.8B
| $12M | 0.03% |
130,646
-2,067
| -2% | -$204K |
|
121
MACOM Technology Solutions
MTSI
$22.7B
| $11.9M | 0.03% |
199,454
-35,423
| -15% | -$2.21M |
|
122
Ingevity
NGVT
$2.65B
| $11.6M | 0.03% |
180,582
+23,127
| +15% | +$1.55M |
|
123
Saic
SAIC
$5.3B
| $11.2M | 0.03% |
122,000
-1,841
| -1% | -$159K |
|
124
Health Catalyst
HCAT
$129M
| $10.6M | 0.03% |
406,965
+154,775
| +61% | +$4.39M |
|
125
Elastic
ESTC
$7.93B
| $9.69M | 0.03% |
108,913
+24,359
| +29% | +$2.18M |
|
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WCM Investment Management's Q1 2022 Portfolio in Review
As of Q1 2022, WCM Investment Management held 219 positions worth $35.8B, down 19% from $44.4B the previous quarter. Its ten largest holdings account for 53% of the portfolio.
WCM Investment Management withdrew a net $1.79B in Q1 2022, closing 18 positions and reducing 46 holdings. Its most notable exit was Nu Holdings, an estimated $114M position sold in full.
By sector, the portfolio is most concentrated in Technology at 34% of assets, down from 41% a quarter earlier, followed by Healthcare and Industrials.
Against the trend, WCM Investment Management opened a new position in Microsoft worth $403M.
- WCM Investment Management's largest Q1 2022 buy was Microsoft: 1,303,809 shares worth $403M.
- WCM Investment Management added most to Aon in Q1 2022, an estimated $369M increase.
- WCM Investment Management's biggest Q1 2022 reduction was TSMC, cutting an estimated $1.69B.
- WCM Investment Management fully exited Nu Holdings in Q1 2022, selling an estimated $114M.
- WCM Investment Management's ten largest holdings make up 53% of its $35.8B portfolio in Q1 2022.
- WCM Investment Management opened 14 new positions and closed 18 in Q1 2022.
- WCM Investment Management's portfolio value fell 19% quarter-over-quarter to $35.8B.
Based on WCM Investment Management's 13F filing for Q1 2022, filed 6 May 2022.