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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
+8.37%
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
$33.5B
AUM Growth
+$2.19B
(+7%)
Cap. Flow
+$86M
Cap. Flow
% of AUM
0.26%
Top 10 Holdings %
Top 10 Hldgs %
46.72%
Holding
230
New
17
Increased
105
Reduced
89
Closed
12
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Arista Networks
ANET
|
+$444M |
| 2 |
NVIDIA
NVDA
|
+$249M |
| 3 |
Entegris
ENTG
|
+$158M |
| 4 |
Canadian Pacific Kansas City
CP
|
+$146M |
| 5 |
Amazon
AMZN
|
+$144M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Amphenol
APH
|
+$607M |
| 2 |
MSCI
MSCI
|
+$435M |
| 3 |
ServiceNow
NOW
|
+$214M |
| 4 |
Lam Research
LRCX
|
+$147M |
| 5 |
Thomson Reuters
TRI
|
+$145M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 26.52% |
| 2 | Healthcare | 24.37% |
| 3 | Financials | 18.64% |
| 4 | Industrials | 17.64% |
| 5 | Consumer Discretionary | 5.85% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
101
Applied Industrial Technologies
AIT
$13.2B
| $16M | 0.05% |
110,213
+8,382
| +8% | +$1.12M |
|
102
Caesars Entertainment
CZR
$6.13B
| $15.4M | 0.05% |
301,371
+20,895
| +7% | +$949K |
|
103
Casella Waste Systems
CWST
$5.73B
| $15.3M | 0.05% |
+168,755
| New | +$15.1M |
|
104
Avient
AVNT
$4.18B
| $15.1M | 0.05% |
370,373
+21,685
| +6% | +$850K |
|
105
Euronet Worldwide
EEFT
$2.65B
| $15.1M | 0.05% |
128,665
+9,170
| +8% | +$1.03M |
|
106
Fox Factory Holding Corp
FOXF
$881M
| $15M | 0.04% |
137,316
+10,537
| +8% | +$1.08M |
|
107
Evercore
EVR
$11.4B
| $15M | 0.04% |
120,326
+7,804
| +7% | +$898K |
|
108
Trex
TREX
$4.92B
| $14.8M | 0.04% |
224,916
-72,676
| -24% | -$4.05M |
|
109
Cushman & Wakefield Ltd
CWK
$3.1B
| $14.6M | 0.04% |
1,802,300
-233
| -0% | -$2.03K |
|
110
Performance Food Group
PFGC
$17.9B
| $14.5M | 0.04% |
239,629
-57,588
| -19% | -$3.39M |
|
111
MACOM Technology Solutions
MTSI
$22.7B
| $14.4M | 0.04% |
219,853
+17,889
| +9% | +$1.08M |
|
112
Five Below
FIVE
$13B
| $14.2M | 0.04% |
72,154
+5,220
| +8% | +$1.02M |
|
113
DexCom
DXCM
$33.1B
| $14.2M | 0.04% |
109,973
-39,652
| -27% | -$4.8M |
|
114
Boot Barn
BOOT
$5.1B
| $14.1M | 0.04% |
166,061
-16,715
| -9% | -$1.23M |
|
|
PR
115
Permian Resources
PR
$17.8B
| $13.8M | 0.04% |
1,254,506
+90,937
| +8% | +$930K |
|
116
AMN Healthcare
AMN
$1.42B
| $13.8M | 0.04% |
+126,250
| New | +$12M |
|
117
Procore
PCOR
$8.85B
| $13.7M | 0.04% |
210,893
+17,525
| +9% | +$1.03M |
|
118
Regal Rexnord
RRX
$11.5B
| $13.6M | 0.04% |
+90,074
| New | +$12.3M |
|
|
CALY
119
Callaway Golf Company
CALY
$3.04B
| $13.4M | 0.04% |
668,480
+51,601
| +8% | +$1.03M |
|
|
CSW
120
CSW Industrials
CSW
$5.66B
| $12.9M | 0.04% |
78,056
+242
| +0.3% | +$34.9K |
|
121
Rexford Industrial Realty
REXR
$8.13B
| $12.8M | 0.04% |
249,181
-46,564
| -16% | -$2.54M |
|
|
SP
122
DELISTED
SP Plus Corporation
SP
| $12.8M | 0.04% |
325,594
+957
| +0.3% | +$34.4K |
|
123
Paycom
PAYC
$9.61B
| $12.8M | 0.04% |
39,790
-1,161
| -3% | -$342K |
|
124
Shift4
FOUR
$3.4B
| $12.3M | 0.04% |
180,975
-58,463
| -24% | -$3.83M |
|
125
Inspire Medical Systems
INSP
$1.73B
| $12.3M | 0.04% |
+38,540
| New | +$11M |
|
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WCM Investment Management's Q2 2023 Portfolio in Review
As of Q2 2023, WCM Investment Management held 230 positions worth $33.5B, up 7% from $31.3B the previous quarter. Its ten largest holdings account for 47% of the portfolio.
WCM Investment Management's Q2 2023 filing shows 17 new, 105 increased, 89 reduced and 12 closed positions. Its largest new stake was Arista Networks: 11,492,872 shares worth $466M. The largest sale was Amphenol, an estimated $607M.
By sector, the portfolio is most concentrated in Technology at 27% of assets, up from 26% a quarter earlier, followed by Healthcare and Financials.
- WCM Investment Management's largest Q2 2023 buy was Arista Networks: 11,492,872 shares worth $466M.
- WCM Investment Management added most to Entegris in Q2 2023, an estimated $158M increase.
- WCM Investment Management's biggest Q2 2023 reduction was Amphenol, cutting an estimated $607M.
- WCM Investment Management fully exited MSCI in Q2 2023, selling an estimated $435M.
- WCM Investment Management's ten largest holdings make up 47% of its $33.5B portfolio in Q2 2023.
- WCM Investment Management opened 17 new positions and closed 12 in Q2 2023.
- WCM Investment Management's portfolio value rose 7% quarter-over-quarter to $33.5B.
Based on WCM Investment Management's 13F filing for Q2 2023, filed 14 Jul 2023.