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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
+4.38%
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
$42.3B
AUM Growth
+$235M
Cap. Flow
-$201M
Cap. Flow %
-0.48%
Top 10 Hldgs %
39.27%
Holding
281
New
34
Increased
131
Reduced
95
Closed
14

Top Buys

Rank Stock Value
1
TSM icon
TSMC
TSM
+$1.29B
2
SE icon
Sea Limited
SE
+$1.02B
3
SPOT icon
Spotify
SPOT
+$984M
4
GEV icon
GE Vernova
GEV
+$222M
5
MNDY icon
monday.com
MNDY
+$203M

Top Sells

Rank Stock Value
1
ACN icon
Accenture
ACN
+$916M
2
LRCX icon
Lam Research
LRCX
+$471M
3
ANET icon
Arista Networks
ANET
+$435M
4
COST icon
Costco
COST
+$388M
5
TEAM icon
Atlassian
TEAM
+$352M

Sector Composition

Rank Sector Weight
1 Technology 24.15%
2 Financials 18.17%
3 Industrials 17.07%
4 Healthcare 16.71%
5 Consumer Discretionary 13.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
PRI icon
101
Primerica
PRI
$9.68B
$19.3M 0.05%
81,515
+1,201
+1% +$272K
CGNX icon
102
Cognex
CGNX
$10.8B
$19.1M 0.05%
410,865
+6,966
+2% +$306K
JBTM
103
JBT Marel
JBTM
$6.29B
$19M 0.05%
196,145
-528
-0.3% -$49.8K
OLLI icon
104
Ollie's Bargain Outlet
OLLI
$4.81B
$18.9M 0.04%
192,009
-1,159
-0.6% -$92.2K
INTR icon
105
Inter&Co
INTR
$2.34B
$18.7M 0.04%
3,001,008
+415,697
+16% +$2.39M
MTDR icon
106
Matador Resources
MTDR
$6.45B
$18.6M 0.04%
311,146
-920
-0.3% -$57.8K
SMAR
107
DELISTED
Smartsheet Inc.
SMAR
$18.5M 0.04%
423,866
+9,396
+2% +$375K
UNF icon
108
Unifirst Corp
UNF
$5.23B
$18.5M 0.04%
107,694
-633
-0.6% -$102K
PFGC icon
109
Performance Food Group
PFGC
$17.8B
$18.4M 0.04%
273,518
+4,125
+2% +$288K
CZR icon
110
Caesars Entertainment
CZR
$6.14B
$18.4M 0.04%
470,682
+135,803
+41% +$5.1M
PLNT icon
111
Planet Fitness
PLNT
$3.67B
$18.2M 0.04%
245,620
+3,273
+1% +$212K
ACIW icon
112
ACI Worldwide
ACIW
$5.3B
$18.1M 0.04%
468,855
-6,440
-1% -$224K
TKR icon
113
Timken Company
TKR
$8.78B
$16.7M 0.04%
208,920
+2,626
+1% +$227K
WAL icon
114
Western Alliance Bancorporation
WAL
$8.76B
$16.4M 0.04%
270,025
+69,671
+35% +$4.21M
WSC icon
115
WillScot Mobile Mini Holdings
WSC
$4.3B
$16.1M 0.04%
424,368
+6,486
+2% +$257K
TXRH icon
116
Texas Roadhouse
TXRH
$13.7B
$16.1M 0.04%
92,412
-51,700
-36% -$8.43M
HALO icon
117
Halozyme
HALO
$12.1B
$16M 0.04%
310,829
+4,490
+1% +$197K
EEFT icon
118
Euronet Worldwide
EEFT
$2.64B
$15.5M 0.04%
145,869
+2,275
+2% +$249K
RRX icon
119
Regal Rexnord
RRX
$11.7B
$15.4M 0.04%
113,106
+1,676
+2% +$261K
TREX icon
120
Trex
TREX
$4.89B
$15.4M 0.04%
207,625
+3,992
+2% +$349K
VLRS
121
Controladora Vuela Compania de Aviacion
VLRS
$924M
$15.2M 0.04%
2,396,774
+651,555
+37% +$5.01M
CBZ icon
122
CBIZ
CBZ
$2.96B
$14.9M 0.04%
+202,136
New +$15.3M
IRTC icon
123
iRhythm Holdings
IRTC
$4.06B
$14.7M 0.03%
141,275
+2,906
+2% +$297K
MOD icon
124
Modine Manufacturing
MOD
$10.3B
$14.6M 0.03%
149,351
-41,205
-22% -$3.96M
FIVN icon
125
FIVE9
FIVN
$2.52B
$14.5M 0.03%
335,611
+6,009
+2% +$312K
3 4
5
6 7

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WCM Investment Management's Q2 2024 Portfolio in Review

As of Q2 2024, WCM Investment Management held 281 positions worth $42.3B, up 0.56% from $42.1B the previous quarter. Its ten largest holdings account for 39% of the portfolio.

WCM Investment Management's Q2 2024 filing shows 34 new, 131 increased, 95 reduced and 14 closed positions. Its largest new stake was Sea Limited: 15,384,819 shares worth $1.15B. The largest sale was Accenture, an estimated $916M.

By sector, the portfolio is most concentrated in Technology at 24% of assets, down from 27% a quarter earlier, followed by Financials and Industrials.

  • WCM Investment Management's largest Q2 2024 buy was Sea Limited: 15,384,819 shares worth $1.15B.
  • WCM Investment Management added most to TSMC in Q2 2024, an estimated $1.29B increase.
  • WCM Investment Management's biggest Q2 2024 reduction was Accenture, cutting an estimated $916M.
  • WCM Investment Management fully exited Lam Research in Q2 2024, selling an estimated $471M.
  • WCM Investment Management's ten largest holdings make up 39% of its $42.3B portfolio in Q2 2024.
  • WCM Investment Management opened 34 new positions and closed 14 in Q2 2024.
  • WCM Investment Management's portfolio value rose 0.56% quarter-over-quarter to $42.3B.

Based on WCM Investment Management's 13F filing for Q2 2024, filed 31 Jul 2024.