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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
+7.09%
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
$30B
AUM Growth
+$2.11B
Cap. Flow
+$978M
Cap. Flow %
3.26%
Top 10 Hldgs %
45.43%
Holding
227
New
32
Increased
69
Reduced
105
Closed
14

Top Buys

Rank Stock Value
1
IBN icon
ICICI Bank
IBN
+$1.3B
2
TEAM icon
Atlassian
TEAM
+$577M
3
CTVA icon
Corteva
CTVA
+$284M
4
BAH icon
Booz Allen Hamilton
BAH
+$281M
5
DDOG icon
Datadog
DDOG
+$201M

Top Sells

Rank Stock Value
1
LULU icon
lululemon athletica
LULU
+$515M
2
ASML icon
ASML
ASML
+$512M
3
RMD icon
ResMed
RMD
+$436M
4
GGG icon
Graco
GGG
+$394M
5
WST icon
West Pharmaceutical
WST
+$311M

Sector Composition

Rank Sector Weight
1 Healthcare 27.62%
2 Technology 26.75%
3 Industrials 18.3%
4 Financials 16.46%
5 Consumer Discretionary 7.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SAIA icon
101
Saia
SAIA
$9.49B
$13.5M 0.04%
64,249
-631
-1% -$137K
AXON
102
Axon Enterprise
AXON
$48.4B
$13.4M 0.04%
80,677
-56,579
-41% -$8.94M
AZEK
103
DELISTED
The AZEK Co
AZEK
$13.4M 0.04%
658,718
+13,209
+2% +$244K
SPSC icon
104
SPS Commerce
SPSC
$2.69B
$13.4M 0.04%
104,176
-2,551
-2% -$329K
NGVT icon
105
Ingevity
NGVT
$2.65B
$12.9M 0.04%
182,923
-2,852
-2% -$201K
TXRH icon
106
Texas Roadhouse
TXRH
$13.6B
$12.7M 0.04%
139,754
-44,618
-24% -$4.29M
MTSI icon
107
MACOM Technology Solutions
MTSI
$22.7B
$12.7M 0.04%
201,261
-4,554
-2% -$284K
AHCO icon
108
AdaptHealth
AHCO
$696M
$12.7M 0.04%
658,984
-14,023
-2% -$296K
PNFP icon
109
Pinnacle Financial Partners Inc
PNFP
$15.8B
$12.5M 0.04%
170,666
-3,657
-2% -$294K
TREX icon
110
Trex
TREX
$4.91B
$12.5M 0.04%
+295,434
New +$13.4M
AMD icon
111
Advanced Micro Devices
AMD
$767B
$12.4M 0.04%
+191,690
New +$12.7M
PAYC icon
112
Paycom
PAYC
$9.62B
$12.4M 0.04%
+39,881
New +$12.9M
TKR icon
113
Timken Company
TKR
$8.77B
$12.4M 0.04%
175,025
-55,123
-24% -$3.85M
HLMN icon
114
Hillman Solutions
HLMN
$1.77B
$11.9M 0.04%
1,656,704
-235,410
-12% -$1.77M
CZR icon
115
Caesars Entertainment
CZR
$6.13B
$11.8M 0.04%
283,698
-7,594
-3% -$338K
CALY
116
Callaway Golf Company
CALY
$3.04B
$11.8M 0.04%
+595,529
New +$11.7M
AVNT icon
117
Avient
AVNT
$4.19B
$11.7M 0.04%
347,592
+48,709
+16% +$1.6M
MRCY icon
118
Mercury Systems
MRCY
$6.52B
$11.7M 0.04%
262,038
+32,030
+14% +$1.51M
CSX icon
119
CSX Corp
CSX
$92.8B
$11.6M 0.04%
375,922
+108,711
+41% +$3.27M
CINT icon
120
CI&T Inc
CINT
$467M
$11.6M 0.04%
1,784,967
-26,851
-1% -$211K
BOOT icon
121
Boot Barn
BOOT
$5.11B
$11.6M 0.04%
185,035
-2,576
-1% -$154K
FOXF icon
122
Fox Factory Holding Corp
FOXF
$882M
$11.5M 0.04%
+126,168
New +$11.7M
EEFT icon
123
Euronet Worldwide
EEFT
$2.65B
$11.5M 0.04%
121,519
-2,457
-2% -$213K
SP
124
DELISTED
SP Plus Corporation
SP
$11.4M 0.04%
328,258
-45,596
-12% -$1.57M
GB
125
DELISTED
Global Blue Group Holding
GB
$11.4M 0.04%
2,455,272
-66,815
-3% -$272K
3 4
5
6 7

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WCM Investment Management's Q4 2022 Portfolio in Review

As of Q4 2022, WCM Investment Management held 227 positions worth $30B, up 7.6% from $27.9B the previous quarter. Its ten largest holdings account for 45% of the portfolio.

WCM Investment Management deployed $978M of net new capital in Q4 2022, opening 32 new positions and adding to 69 existing holdings. Its largest new stake was Thomson Reuters: 1,686,848 shares worth $203M.

By sector, the portfolio is most concentrated in Healthcare at 28% of assets, down from 29% a quarter earlier, followed by Technology and Industrials.

On the sell side, the largest reduction was lululemon athletica, an estimated $515M trimmed.

  • WCM Investment Management's largest Q4 2022 buy was Thomson Reuters: 1,686,848 shares worth $203M.
  • WCM Investment Management added most to ICICI Bank in Q4 2022, an estimated $1.3B increase.
  • WCM Investment Management's biggest Q4 2022 reduction was lululemon athletica, cutting an estimated $515M.
  • WCM Investment Management fully exited West Pharmaceutical in Q4 2022, selling an estimated $311M.
  • WCM Investment Management's ten largest holdings make up 45% of its $30B portfolio in Q4 2022.
  • WCM Investment Management opened 32 new positions and closed 14 in Q4 2022.
  • WCM Investment Management's portfolio value rose 7.6% quarter-over-quarter to $30B.

Based on WCM Investment Management's 13F filing for Q4 2022, filed 7 Feb 2023.