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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
+9.07%
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
$44.1B
AUM Growth
+$1.82B
Cap. Flow
-$959M
Cap. Flow %
-2.17%
Top 10 Hldgs %
38.57%
Holding
300
New
33
Increased
139
Reduced
107
Closed
11

Top Buys

Rank Stock Value
1
RGA icon
Reinsurance Group of America
RGA
+$481M
2
SE icon
Sea Limited
SE
+$416M
3
FRPT icon
Freshpet
FRPT
+$320M
4
GEV icon
GE Vernova
GEV
+$223M
5
TSM icon
TSMC
TSM
+$206M

Top Sells

Rank Stock Value
1
CP icon
Canadian Pacific Kansas City
CP
+$503M
2
TEAM icon
Atlassian
TEAM
+$494M
3
MELI icon
Mercado Libre
MELI
+$408M
4
ODFL icon
Old Dominion Freight Line
ODFL
+$351M
5
WCN
Waste Connections
WCN
+$298M

Sector Composition

Rank Sector Weight
1 Technology 21.34%
2 Financials 19.59%
3 Healthcare 15.66%
4 Consumer Discretionary 15.35%
5 Industrials 14.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SPSC icon
101
SPS Commerce
SPSC
$2.69B
$19.7M 0.04%
102,421
-1,131
-1% -$222K
OLLI icon
102
Ollie's Bargain Outlet
OLLI
$4.8B
$19.4M 0.04%
200,429
+8,420
+4% +$812K
CRS icon
103
Carpenter Technology
CRS
$27.8B
$18.9M 0.04%
+118,659
New +$16.1M
RRX icon
104
Regal Rexnord
RRX
$11.5B
$18.7M 0.04%
111,966
-1,140
-1% -$176K
EGP icon
105
EastGroup Properties
EGP
$10.9B
$18.3M 0.04%
97,262
+13,486
+16% +$2.49M
TKR icon
106
Timken Company
TKR
$8.77B
$17.8M 0.04%
209,302
+382
+0.2% +$31.4K
VRNS icon
107
Varonis Systems
VRNS
$4.87B
$17.4M 0.04%
+309,790
New +$16.3M
AMWD
108
DELISTED
American Woodmark
AMWD
$17.4M 0.04%
187,044
+8,059
+5% +$725K
INTR icon
109
Inter&Co
INTR
$2.36B
$17.3M 0.04%
2,560,809
-440,199
-15% -$3.04M
HALO icon
110
Halozyme
HALO
$12.2B
$17.1M 0.04%
300,045
-10,784
-3% -$618K
MRCY icon
111
Mercury Systems
MRCY
$6.52B
$16.9M 0.04%
450,131
+427
+0.1% +$15K
SGRY icon
112
Surgery Partners
SGRY
$2.09B
$16.7M 0.04%
522,084
+1,819
+0.3% +$53.7K
WSC icon
113
WillScot Mobile Mini Holdings
WSC
$4.18B
$16.4M 0.04%
426,255
+1,887
+0.4% +$72K
APPF icon
114
AppFolio
APPF
$7.07B
$16.3M 0.04%
69,350
-19,314
-22% -$4.52M
TXRH icon
115
Texas Roadhouse
TXRH
$13.6B
$16.1M 0.04%
92,317
-95
-0.1% -$16K
POWI icon
116
Power Integrations
POWI
$3.46B
$16M 0.04%
252,184
+68,502
+37% +$4.52M
PCVX icon
117
Vaxcyte
PCVX
$8.67B
$15.9M 0.04%
140,847
+48,543
+53% +$4.37M
BILL icon
118
BILL Holdings
BILL
$4.91B
$15.6M 0.04%
294,229
+61,471
+26% +$3.17M
SMAR
119
DELISTED
Smartsheet Inc.
SMAR
$15.6M 0.04%
282,516
-141,350
-33% -$6.85M
MTDR icon
120
Matador Resources
MTDR
$6.49B
$15.3M 0.03%
310,919
-227
-0.1% -$12.8K
IBP icon
121
Installed Building Products
IBP
$6.27B
$15.3M 0.03%
+61,051
New +$13.8M
CHDN icon
122
Churchill Downs
CHDN
$6.02B
$15.2M 0.03%
+113,644
New +$15.7M
RMBS icon
123
Rambus
RMBS
$10.4B
$14.8M 0.03%
352,403
-11,253
-3% -$545K
MTSI icon
124
MACOM Technology Solutions
MTSI
$22.7B
$14.6M 0.03%
131,334
-55,626
-30% -$5.83M
EEFT icon
125
Euronet Worldwide
EEFT
$2.65B
$14.6M 0.03%
146,347
+478
+0.3% +$48.4K
3 4
5
6 7

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WCM Investment Management's Q3 2024 Portfolio in Review

As of Q3 2024, WCM Investment Management held 300 positions worth $44.1B, up 4.3% from $42.3B the previous quarter. Its ten largest holdings account for 39% of the portfolio.

WCM Investment Management's Q3 2024 filing shows 33 new, 139 increased, 107 reduced and 11 closed positions. Its largest new stake was SharkNinja: 225,225 shares worth $23.9M. The largest sale was Canadian Pacific Kansas City, an estimated $503M.

By sector, the portfolio is most concentrated in Technology at 21% of assets, down from 24% a quarter earlier, followed by Financials and Healthcare.

  • WCM Investment Management's largest Q3 2024 buy was SharkNinja: 225,225 shares worth $23.9M.
  • WCM Investment Management added most to Reinsurance Group of America in Q3 2024, an estimated $481M increase.
  • WCM Investment Management's biggest Q3 2024 reduction was Canadian Pacific Kansas City, cutting an estimated $503M.
  • WCM Investment Management fully exited Old Dominion Freight Line in Q3 2024, selling an estimated $351M.
  • WCM Investment Management's ten largest holdings make up 39% of its $44.1B portfolio in Q3 2024.
  • WCM Investment Management opened 33 new positions and closed 11 in Q3 2024.
  • WCM Investment Management's portfolio value rose 4.3% quarter-over-quarter to $44.1B.

Based on WCM Investment Management's 13F filing for Q3 2024, filed 4 Nov 2024.