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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
-0.92%
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
$27.9B
AUM Growth
-$22.8M
Cap. Flow
+$962M
Cap. Flow %
3.45%
Top 10 Hldgs %
48.87%
Holding
212
New
10
Increased
126
Reduced
41
Closed
17

Top Buys

Rank Stock Value
1
WCN
Waste Connections
WCN
+$777M
2
TEAM icon
Atlassian
TEAM
+$589M
3
AJG icon
Arthur J. Gallagher & Co
AJG
+$452M
4
AMZN icon
Amazon
AMZN
+$401M
5
EPAM icon
EPAM Systems
EPAM
+$358M

Top Sells

Rank Stock Value
1
TSM icon
TSMC
TSM
+$919M
2
SHOP icon
Shopify
SHOP
+$497M
3
CHD icon
Church & Dwight Co
CHD
+$368M
4
NKE icon
Nike
NKE
+$319M
5
SHW icon
Sherwin-Williams
SHW
+$293M

Sector Composition

Rank Sector Weight
1 Healthcare 29.34%
2 Technology 29.28%
3 Industrials 18.39%
4 Financials 11.8%
5 Consumer Discretionary 9.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SMAR
101
DELISTED
Smartsheet Inc.
SMAR
$12.4M 0.04%
360,186
+10,188
+3% +$345K
DLO icon
102
dLocal
DLO
$4.13B
$12.2M 0.04%
591,283
-21,427
-3% -$570K
REXR icon
103
Rexford Industrial Realty
REXR
$8.13B
$12M 0.04%
236,831
+13,805
+6% +$854K
MTDR icon
104
Matador Resources
MTDR
$6.48B
$11.8M 0.04%
240,085
+72,260
+43% +$3.9M
FIVN icon
105
FIVE9
FIVN
$2.48B
$11.8M 0.04%
154,400
+22,470
+17% +$2.18M
GB
106
DELISTED
Global Blue Group Holding
GB
$11.8M 0.04%
2,522,087
+44,563
+2% +$217K
SP
107
DELISTED
SP Plus Corporation
SP
$11.7M 0.04%
373,854
-119,344
-24% -$3.94M
FOUR icon
108
Shift4
FOUR
$3.31B
$11.4M 0.04%
256,047
+6,010
+2% +$252K
NUVA
109
DELISTED
NuVasive, Inc.
NUVA
$11.4M 0.04%
254,529
+8,095
+3% +$392K
NGVT icon
110
Ingevity
NGVT
$2.68B
$11.4M 0.04%
185,775
+5,046
+3% +$339K
BOOT icon
111
Boot Barn
BOOT
$5.07B
$11.2M 0.04%
187,611
+40,133
+27% +$2.69M
SPT icon
112
Sprout Social
SPT
$618M
$11M 0.04%
183,351
-38,035
-17% -$2.29M
MTSI icon
113
MACOM Technology Solutions
MTSI
$23.1B
$10.9M 0.04%
205,815
+6,179
+3% +$338K
CSW
114
CSW Industrials
CSW
$5.75B
$10.8M 0.04%
89,583
-19,854
-18% -$2.43M
AZEK
115
DELISTED
The AZEK Co
AZEK
$10.7M 0.04%
645,509
+11,902
+2% +$226K
FRSH icon
116
Freshworks
FRSH
$3.32B
$10.7M 0.04%
792,987
-70,858
-8% -$1M
JBTM
117
JBT Marel
JBTM
$6.35B
$10.6M 0.04%
122,498
+3,551
+3% +$377K
BL icon
118
BlackLine
BL
$1.66B
$10.1M 0.04%
167,574
+3,053
+2% +$205K
PPLI
119
People Inc
PPLI
$3.04B
$9.84M 0.04%
+212,500
New +$12M
HEI icon
120
HEICO Corp
HEI
$51.1B
$9.83M 0.04%
68,362
+29,371
+75% +$4.4M
SGRY icon
121
Surgery Partners
SGRY
$1.99B
$9.72M 0.03%
391,589
+38,111
+11% +$1.22M
MRCY icon
122
Mercury Systems
MRCY
$6.44B
$9.59M 0.03%
230,008
+7,623
+3% +$399K
EEFT icon
123
Euronet Worldwide
EEFT
$2.65B
$9.58M 0.03%
123,976
+3,433
+3% +$322K
CZR icon
124
Caesars Entertainment
CZR
$6.09B
$9.44M 0.03%
291,292
+7,302
+3% +$318K
AVNT icon
125
Avient
AVNT
$4.22B
$9.15M 0.03%
298,883
+10,029
+3% +$416K
3 4
5
6 7

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WCM Investment Management's Q3 2022 Portfolio in Review

As of Q3 2022, WCM Investment Management held 212 positions worth $27.9B, down 0.08% from $27.9B the previous quarter. Its ten largest holdings account for 49% of the portfolio.

WCM Investment Management deployed $962M of net new capital in Q3 2022, opening 10 new positions and adding to 126 existing holdings. Its largest new stake was Arthur J. Gallagher & Co: 2,547,103 shares worth $436M.

By sector, the portfolio is most concentrated in Healthcare at 29% of assets, down from 29% a quarter earlier, followed by Technology and Industrials.

On the sell side, the largest reduction was TSMC, an estimated $919M trimmed.

  • WCM Investment Management's largest Q3 2022 buy was Arthur J. Gallagher & Co: 2,547,103 shares worth $436M.
  • WCM Investment Management added most to Waste Connections in Q3 2022, an estimated $777M increase.
  • WCM Investment Management's biggest Q3 2022 reduction was TSMC, cutting an estimated $919M.
  • WCM Investment Management fully exited Church & Dwight Co in Q3 2022, selling an estimated $368M.
  • WCM Investment Management's ten largest holdings make up 49% of its $27.9B portfolio in Q3 2022.
  • WCM Investment Management opened 10 new positions and closed 17 in Q3 2022.
  • WCM Investment Management's portfolio value fell 0.08% quarter-over-quarter to $27.9B.

Based on WCM Investment Management's 13F filing for Q3 2022, filed 18 Oct 2022.