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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
+12.64%
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
$36.2B
AUM Growth
+$2.1B
Cap. Flow
-$1.67B
Cap. Flow %
-4.63%
Top 10 Hldgs %
47.22%
Holding
261
New
53
Increased
122
Reduced
70
Closed
11

Top Buys

Rank Stock Value
1
MELI icon
Mercado Libre
MELI
+$705M
2
ISRG icon
Intuitive Surgical
ISRG
+$507M
3
GE icon
GE Aerospace
GE
+$471M
4
CNQ icon
Canadian Natural Resources
CNQ
+$140M
5
UBS icon
UBS Group
UBS
+$120M

Top Sells

Rank Stock Value
1
MTD icon
Mettler-Toledo International
MTD
+$999M
2
SYK icon
Stryker
SYK
+$532M
3
NVO
Novo Nordisk
NVO
+$228M
4
CP icon
Canadian Pacific Kansas City
CP
+$219M
5
ICLR icon
Icon
ICLR
+$188M

Sector Composition

Rank Sector Weight
1 Technology 28.69%
2 Industrials 19.03%
3 Healthcare 17.56%
4 Financials 16.47%
5 Consumer Discretionary 10.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
WSC icon
101
WillScot Mobile Mini Holdings
WSC
$4.18B
$18.4M 0.05%
409,694
+35,088
+9% +$1.42M
MTSI icon
102
MACOM Technology Solutions
MTSI
$22.7B
$18.1M 0.05%
191,424
+17,429
+10% +$1.43M
CASY icon
103
Casey's General Stores
CASY
$31.6B
$17.7M 0.05%
64,314
-5,855
-8% -$1.6M
TXRH icon
104
Texas Roadhouse
TXRH
$13.6B
$17.6M 0.05%
143,482
-10,503
-7% -$1.12M
MTDR icon
105
Matador Resources
MTDR
$6.46B
$17.5M 0.05%
304,568
+28,390
+10% +$1.66M
CRMT icon
106
America's Car Mart
CRMT
$26.1M
$17.5M 0.05%
220,271
+27,027
+14% +$2.04M
AVNT icon
107
Avient
AVNT
$4.19B
$17.3M 0.05%
408,544
+32,394
+9% +$1.13M
CGNX icon
108
Cognex
CGNX
$10.8B
$17.1M 0.05%
402,248
+132,991
+49% +$5.11M
PLNT icon
109
Planet Fitness
PLNT
$3.7B
$17.1M 0.05%
232,904
-34,372
-13% -$2.11M
MRCY icon
110
Mercury Systems
MRCY
$6.52B
$16.5M 0.05%
448,803
+12,982
+3% +$469K
PRI icon
111
Primerica
PRI
$9.65B
$16.5M 0.05%
79,746
-14,637
-16% -$2.99M
TKR icon
112
Timken Company
TKR
$8.77B
$16.4M 0.05%
204,818
+16,322
+9% +$1.2M
CSW
113
CSW Industrials
CSW
$5.67B
$16.4M 0.05%
78,352
-102
-0.1% -$18.5K
JBTM
114
JBT Marel
JBTM
$6.35B
$16.3M 0.05%
160,932
+4,022
+3% +$417K
SGRY icon
115
Surgery Partners
SGRY
$2.09B
$16.3M 0.05%
505,836
+39,456
+8% +$1.14M
CZR icon
116
Caesars Entertainment
CZR
$6.13B
$16M 0.04%
334,335
+28,554
+9% +$1.27M
VLRS
117
Controladora Vuela Compania de Aviacion
VLRS
$927M
$16M 0.04%
1,679,395
+570,449
+51% +$4.16M
REXR icon
118
Rexford Industrial Realty
REXR
$8.13B
$15.9M 0.04%
279,685
+25,808
+10% +$1.26M
PCOR icon
119
Procore
PCOR
$8.84B
$15.9M 0.04%
226,981
+12,449
+6% +$768K
PPLI
120
People Inc
PPLI
$3.03B
$15.8M 0.04%
360,667
+31,333
+10% +$1.23M
RMBS icon
121
Rambus
RMBS
$10.4B
$15.6M 0.04%
227,710
+62,880
+38% +$3.92M
UFPI icon
122
UFP Industries
UFPI
$5.01B
$15.6M 0.04%
122,346
-24,533
-17% -$2.65M
FOUR icon
123
Shift4
FOUR
$3.41B
$15.2M 0.04%
203,171
+18,236
+10% +$1.09M
WING icon
124
Wingstop
WING
$3.2B
$14.7M 0.04%
56,930
-32,161
-36% -$6.95M
EEFT icon
125
Euronet Worldwide
EEFT
$2.65B
$14.6M 0.04%
142,516
+11,891
+9% +$1.01M
3 4
5
6 7

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WCM Investment Management's Q4 2023 Portfolio in Review

As of Q4 2023, WCM Investment Management held 261 positions worth $36.2B, up 6.2% from $34.1B the previous quarter. Its ten largest holdings account for 47% of the portfolio.

WCM Investment Management withdrew a net $1.67B in Q4 2023, closing 11 positions and reducing 70 holdings. Its most notable exit was Stryker, an estimated $532M position sold in full.

By sector, the portfolio is most concentrated in Technology at 29% of assets, up from 26% a quarter earlier, followed by Industrials and Healthcare.

Against the trend, WCM Investment Management opened a new position in Intuitive Surgical worth $576M.

  • WCM Investment Management's largest Q4 2023 buy was Intuitive Surgical: 1,700,806 shares worth $576M.
  • WCM Investment Management added most to Mercado Libre in Q4 2023, an estimated $705M increase.
  • WCM Investment Management's biggest Q4 2023 reduction was Mettler-Toledo International, cutting an estimated $999M.
  • WCM Investment Management fully exited Stryker in Q4 2023, selling an estimated $532M.
  • WCM Investment Management's ten largest holdings make up 47% of its $36.2B portfolio in Q4 2023.
  • WCM Investment Management opened 53 new positions and closed 11 in Q4 2023.
  • WCM Investment Management's portfolio value rose 6.2% quarter-over-quarter to $36.2B.

Based on WCM Investment Management's 13F filing for Q4 2023, filed 29 Jan 2024.