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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
+9.35%
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
$31.3B
AUM Growth
+$1.31B
(+4.4%)
Cap. Flow
-$1.07B
Cap. Flow
% of AUM
-3.42%
Top 10 Holdings %
Top 10 Hldgs %
46.8%
Holding
226
New
13
Increased
89
Reduced
106
Closed
13
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Linde
LIN
|
+$1.13B |
| 2 |
Arch Capital
ACGL
|
+$839M |
| 3 |
ICICI Bank
IBN
|
+$261M |
| 4 |
Booz Allen Hamilton
BAH
|
+$136M |
| 5 |
AstraZeneca
AZN
|
+$32.1M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
lululemon athletica
LULU
|
+$797M |
| 2 |
Accenture
ACN
|
+$478M |
| 3 |
Alcon
ALC
|
+$278M |
| 4 |
Repligen
RGEN
|
+$263M |
| 5 |
Union Pacific
UNP
|
+$260M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 26.1% |
| 2 | Healthcare | 24.77% |
| 3 | Financials | 19.43% |
| 4 | Industrials | 17.62% |
| 5 | Materials | 5.38% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
101
Planet Fitness
PLNT
$3.7B
| $14.6M | 0.05% |
188,102
-35,633
| -16% | -$2.85M |
|
102
Trex
TREX
$4.91B
| $14.5M | 0.05% |
297,592
+2,158
| +0.7% | +$109K |
|
103
Applied Industrial Technologies
AIT
$13.2B
| $14.5M | 0.05% |
+101,831
| New | +$13.8M |
|
104
Casey's General Stores
CASY
$31.6B
| $14.5M | 0.05% |
66,845
+666
| +1% | +$146K |
|
105
Avient
AVNT
$4.19B
| $14.4M | 0.05% |
348,688
+1,096
| +0.3% | +$43.7K |
|
106
MACOM Technology Solutions
MTSI
$22.7B
| $14.3M | 0.05% |
201,964
+703
| +0.3% | +$47.5K |
|
107
UFP Industries
UFPI
$5.01B
| $14.2M | 0.05% |
178,813
+659
| +0.4% | +$56.4K |
|
108
Timken Company
TKR
$8.77B
| $14M | 0.04% |
171,841
-3,184
| -2% | -$258K |
|
109
Boot Barn
BOOT
$5.11B
| $14M | 0.04% |
182,776
-2,259
| -1% | -$173K |
|
110
Hillman Solutions
HLMN
$1.77B
| $13.9M | 0.04% |
1,646,450
-10,254
| -0.6% | -$89.2K |
|
111
Five Below
FIVE
$13B
| $13.8M | 0.04% |
66,934
-15,519
| -19% | -$3.06M |
|
112
Caesars Entertainment
CZR
$6.13B
| $13.7M | 0.04% |
280,476
-3,222
| -1% | -$158K |
|
113
Mercury Systems
MRCY
$6.52B
| $13.5M | 0.04% |
263,326
+1,288
| +0.5% | +$65.1K |
|
114
Surgery Partners
SGRY
$2.09B
| $13.4M | 0.04% |
387,966
+2,791
| +0.7% | +$90.6K |
|
115
Euronet Worldwide
EEFT
$2.65B
| $13.4M | 0.04% |
119,495
-2,024
| -2% | -$219K |
|
|
CALY
116
Callaway Golf Company
CALY
$3.04B
| $13.3M | 0.04% |
616,879
+21,350
| +4% | +$484K |
|
117
Ingevity
NGVT
$2.65B
| $13.2M | 0.04% |
184,049
+1,126
| +0.6% | +$89.4K |
|
118
Mercado Libre
MELI
$92.5B
| $13.1M | 0.04% |
9,923
-416
| -4% | -$473K |
|
119
Evercore
EVR
$11.5B
| $13M | 0.04% |
+112,522
| New | +$14M |
|
|
PPLI
120
People Inc
PPLI
$3.03B
| $12.8M | 0.04% |
303,264
+1,203
| +0.4% | +$51.5K |
|
|
SWAV
121
DELISTED
Shockwave Medical, Inc. Common Stock
SWAV
| $12.8M | 0.04% |
59,114
+11,751
| +25% | +$2.29M |
|
|
GB
122
DELISTED
Global Blue Group Holding
GB
| $12.7M | 0.04% |
2,112,260
-343,012
| -14% | -$2.16M |
|
|
TWKS
123
DELISTED
Thoughtworks Holding, Inc. Common Stock
TWKS
| $12.5M | 0.04% |
1,693,383
+1,032,267
| +156% | +$9.56M |
|
124
Paycom
PAYC
$9.62B
| $12.4M | 0.04% |
40,951
+1,070
| +3% | +$322K |
|
|
PR
125
Permian Resources
PR
$17.8B
| $12.2M | 0.04% |
1,163,569
+373,503
| +47% | +$3.81M |
|
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LP
WCM Investment Management's Q1 2023 Portfolio in Review
As of Q1 2023, WCM Investment Management held 226 positions worth $31.3B, up 4.4% from $30B the previous quarter. Its ten largest holdings account for 47% of the portfolio.
WCM Investment Management withdrew a net $1.07B in Q1 2023, closing 13 positions and reducing 106 holdings. Its most notable exit was Union Pacific, an estimated $260M position sold in full.
By sector, the portfolio is most concentrated in Technology at 26% of assets, down from 27% a quarter earlier, followed by Healthcare and Financials.
Against the trend, WCM Investment Management opened a new position in Arch Capital worth $867M.
- WCM Investment Management's largest Q1 2023 buy was Arch Capital: 12,769,260 shares worth $867M.
- WCM Investment Management added most to Linde in Q1 2023, an estimated $1.13B increase.
- WCM Investment Management's biggest Q1 2023 reduction was lululemon athletica, cutting an estimated $797M.
- WCM Investment Management fully exited Union Pacific in Q1 2023, selling an estimated $260M.
- WCM Investment Management's ten largest holdings make up 47% of its $31.3B portfolio in Q1 2023.
- WCM Investment Management opened 13 new positions and closed 13 in Q1 2023.
- WCM Investment Management's portfolio value rose 4.4% quarter-over-quarter to $31.3B.
Based on WCM Investment Management's 13F filing for Q1 2023, filed 15 May 2023.