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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
-1.44%
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
$34.1B
AUM Growth
+$586M
Cap. Flow
+$1.47B
Cap. Flow %
4.33%
Top 10 Hldgs %
47.8%
Holding
226
New
8
Increased
130
Reduced
64
Closed
18

Top Buys

Rank Stock Value
1
MELI icon
Mercado Libre
MELI
+$833M
2
CP icon
Canadian Pacific Kansas City
CP
+$541M
3
ICLR icon
Icon
ICLR
+$445M
4
ACGL icon
Arch Capital
ACGL
+$172M
5
WCN
Waste Connections
WCN
+$162M

Top Sells

Rank Stock Value
1
RMD icon
ResMed
RMD
+$769M
2
BILL icon
BILL Holdings
BILL
+$168M
3
AON icon
Aon
AON
+$39.5M
4
NVO
Novo Nordisk
NVO
+$35.8M
5
FOCS
Focus Financial Partners Inc. Class A
FOCS
+$27.5M

Sector Composition

Rank Sector Weight
1 Technology 25.57%
2 Healthcare 21.93%
3 Industrials 18.84%
4 Financials 18.67%
5 Consumer Discretionary 7.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ETWO
101
DELISTED
E2open Parent Holdings
ETWO
$14.6M 0.04%
3,217,647
+14,517
+0.5% +$71.9K
PFGC icon
102
Performance Food Group
PFGC
$17.9B
$14.5M 0.04%
245,091
+5,462
+2% +$330K
MTSI icon
103
MACOM Technology Solutions
MTSI
$22.7B
$14.3M 0.04%
173,995
-45,858
-21% -$3.39M
CZR icon
104
Caesars Entertainment
CZR
$6.13B
$14.2M 0.04%
305,781
+4,410
+1% +$234K
TREX icon
105
Trex
TREX
$4.91B
$14.1M 0.04%
229,673
+4,757
+2% +$326K
PCOR icon
106
Procore
PCOR
$8.84B
$14.1M 0.04%
214,532
+3,639
+2% +$243K
TKR icon
107
Timken Company
TKR
$8.77B
$13.9M 0.04%
188,496
+2,817
+2% +$229K
BOOT icon
108
Boot Barn
BOOT
$5.11B
$13.8M 0.04%
169,640
+3,579
+2% +$322K
CSW
109
CSW Industrials
CSW
$5.67B
$13.8M 0.04%
78,454
+398
+0.5% +$70.4K
PPLI
110
People Inc
PPLI
$3.03B
$13.6M 0.04%
329,334
+5,410
+2% +$262K
SGRY icon
111
Surgery Partners
SGRY
$2.09B
$13.6M 0.04%
466,380
+48,722
+12% +$1.75M
AVNT icon
112
Avient
AVNT
$4.19B
$13.3M 0.04%
376,150
+5,777
+2% +$224K
RRX icon
113
Regal Rexnord
RRX
$11.5B
$13.2M 0.04%
91,925
+1,851
+2% +$285K
PLNT icon
114
Planet Fitness
PLNT
$3.7B
$13.2M 0.04%
267,276
+15,274
+6% +$924K
POWI icon
115
Power Integrations
POWI
$3.46B
$13.1M 0.04%
171,640
+3,368
+2% +$288K
REXR icon
116
Rexford Industrial Realty
REXR
$8.13B
$12.5M 0.04%
253,877
+4,696
+2% +$248K
CWK icon
117
Cushman & Wakefield Ltd
CWK
$3.12B
$12.2M 0.04%
1,611,822
-190,478
-11% -$1.72M
DCGO icon
118
DocGo
DCGO
$56.8M
$12M 0.04%
2,234,689
+976,656
+78% +$7.93M
SP
119
DELISTED
SP Plus Corporation
SP
$11.8M 0.03%
327,183
+1,589
+0.5% +$61.6K
GB
120
DELISTED
Global Blue Group Holding
GB
$11.6M 0.03%
1,881,718
-183,758
-9% -$976K
SMAR
121
DELISTED
Smartsheet Inc.
SMAR
$11.5M 0.03%
283,723
+5,560
+2% +$228K
CGNX icon
122
Cognex
CGNX
$10.8B
$11.4M 0.03%
+269,257
New +$13.2M
PRVA icon
123
Privia Health
PRVA
$2.86B
$11.4M 0.03%
502,531
+140,704
+39% +$3.58M
HALO icon
124
Halozyme
HALO
$11.6B
$11.2M 0.03%
292,232
+55,864
+24% +$2.29M
ACIW icon
125
ACI Worldwide
ACIW
$5.34B
$10.4M 0.03%
461,109
+4,655
+1% +$109K
3 4
5
6 7

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WCM Investment Management's Q3 2023 Portfolio in Review

As of Q3 2023, WCM Investment Management held 226 positions worth $34.1B, up 1.7% from $33.5B the previous quarter. Its ten largest holdings account for 48% of the portfolio.

WCM Investment Management deployed $1.47B of net new capital in Q3 2023, opening 8 new positions and adding to 130 existing holdings. Its largest new stake was The Ensign Group: 282,794 shares worth $26.3M.

By sector, the portfolio is most concentrated in Technology at 26% of assets, down from 27% a quarter earlier, followed by Healthcare and Industrials.

On the sell side, the largest reduction was BILL Holdings, an estimated $168M trimmed.

  • WCM Investment Management's largest Q3 2023 buy was The Ensign Group: 282,794 shares worth $26.3M.
  • WCM Investment Management added most to Mercado Libre in Q3 2023, an estimated $833M increase.
  • WCM Investment Management's biggest Q3 2023 reduction was BILL Holdings, cutting an estimated $168M.
  • WCM Investment Management fully exited ResMed in Q3 2023, selling an estimated $769M.
  • WCM Investment Management's ten largest holdings make up 48% of its $34.1B portfolio in Q3 2023.
  • WCM Investment Management opened 8 new positions and closed 18 in Q3 2023.
  • WCM Investment Management's portfolio value rose 1.7% quarter-over-quarter to $34.1B.

Based on WCM Investment Management's 13F filing for Q3 2023, filed 10 Oct 2023.