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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
+9.59%
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
$42.5B
AUM Growth
-$1.6B
Cap. Flow
-$2.84B
Cap. Flow %
-6.67%
Top 10 Hldgs %
40.49%
Holding
332
New
43
Increased
108
Reduced
133
Closed
44

Top Buys

Rank Stock Value
1
GDDY icon
GoDaddy
GDDY
+$613M
2
VRTX icon
Vertex Pharmaceuticals
VRTX
+$506M
3
SE icon
Sea Limited
SE
+$500M
4
SAP icon
SAP
SAP
+$277M
5
ILMN icon
Illumina
ILMN
+$124M

Top Sells

Rank Stock Value
1
APP icon
Applovin
APP
+$985M
2
FND icon
Floor & Decor
FND
+$537M
3
AON icon
Aon
AON
+$529M
4
EPAM icon
EPAM Systems
EPAM
+$447M
5
TMO icon
Thermo Fisher Scientific
TMO
+$439M

Sector Composition

Rank Sector Weight
1 Technology 23.94%
2 Financials 16.94%
3 Consumer Discretionary 15.77%
4 Healthcare 14.31%
5 Industrials 12.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
FN icon
101
Fabrinet
FN
$18.9B
$18.3M 0.04%
85,268
+33,545
+65% +$8.09M
MZTI
102
The Marzetti Company
MZTI
$3.13B
$18.3M 0.04%
105,591
-5,916
-5% -$1.08M
GO icon
103
Grocery Outlet
GO
$972M
$18.2M 0.04%
1,212,282
-51,851
-4% -$902K
SKWD icon
104
Skyward Specialty Insurance
SKWD
$2.51B
$18.1M 0.04%
+361,389
New +$17.5M
STRL icon
105
Sterling Infrastructure
STRL
$16.2B
$18M 0.04%
+105,745
New +$18.3M
RH icon
106
RH
RH
$3.47B
$18M 0.04%
+45,708
New +$16.3M
VRNS icon
107
Varonis Systems
VRNS
$4.87B
$17.8M 0.04%
405,321
+95,531
+31% +$4.97M
AVNT icon
108
Avient
AVNT
$4.19B
$17.7M 0.04%
441,237
-8,253
-2% -$400K
FIX icon
109
Comfort Systems
FIX
$58.9B
$17.6M 0.04%
40,949
-58,604
-59% -$25.7M
FWRG icon
110
First Watch Restaurant Group
FWRG
$742M
$17.6M 0.04%
947,240
+290,173
+44% +$5.13M
OLLI icon
111
Ollie's Bargain Outlet
OLLI
$4.8B
$17.4M 0.04%
157,148
-43,281
-22% -$4.31M
CHEF icon
112
Chefs' Warehouse
CHEF
$4.44B
$17.4M 0.04%
354,333
+170,600
+93% +$7.43M
SITE icon
113
SiteOne Landscape Supply
SITE
$4.34B
$17.2M 0.04%
131,317
+112,385
+594% +$16.2M
RRX icon
114
Regal Rexnord
RRX
$11.5B
$16.9M 0.04%
110,298
-1,668
-1% -$282K
SN icon
115
SharkNinja
SN
$26.2B
$16.7M 0.04%
174,427
-50,798
-23% -$5.18M
ACIW icon
116
ACI Worldwide
ACIW
$5.34B
$16.7M 0.04%
323,866
-114,289
-26% -$6.08M
CRMT icon
117
America's Car Mart
CRMT
$26.1M
$16.6M 0.04%
324,091
+91,256
+39% +$4.16M
KWR icon
118
Quaker Houghton
KWR
$2.96B
$16.4M 0.04%
117,229
+63,080
+116% +$9.95M
TXRH icon
119
Texas Roadhouse
TXRH
$13.6B
$16.4M 0.04%
90,982
-1,335
-1% -$251K
KNX icon
120
Knight Transportation
KNX
$11.2B
$16.3M 0.04%
+309,224
New +$16.8M
GTLS
121
DELISTED
Chart Industries
GTLS
$16.2M 0.04%
+85,205
New +$13.7M
PPLI
122
People Inc
PPLI
$3.03B
$16M 0.04%
455,355
-7,324
-2% -$293K
IBP icon
123
Installed Building Products
IBP
$6.27B
$16M 0.04%
91,415
+30,364
+50% +$6.6M
EGP icon
124
EastGroup Properties
EGP
$10.9B
$15.5M 0.04%
96,495
-767
-0.8% -$133K
POWI icon
125
Power Integrations
POWI
$3.46B
$15.2M 0.04%
246,006
-6,178
-2% -$393K
3 4
5
6 7

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WCM Investment Management's Q4 2024 Portfolio in Review

As of Q4 2024, WCM Investment Management held 332 positions worth $42.5B, down 3.6% from $44.1B the previous quarter. Its ten largest holdings account for 40% of the portfolio.

WCM Investment Management withdrew a net $2.84B in Q4 2024, closing 44 positions and reducing 133 holdings. Its most notable exit was Floor & Decor, an estimated $537M position sold in full.

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

Against the trend, WCM Investment Management opened a new position in Vertex Pharmaceuticals worth $436M.

  • WCM Investment Management's largest Q4 2024 buy was Vertex Pharmaceuticals: 1,091,522 shares worth $436M.
  • WCM Investment Management added most to GoDaddy in Q4 2024, an estimated $613M increase.
  • WCM Investment Management's biggest Q4 2024 reduction was Applovin, cutting an estimated $985M.
  • WCM Investment Management fully exited Floor & Decor in Q4 2024, selling an estimated $537M.
  • WCM Investment Management's ten largest holdings make up 40% of its $42.5B portfolio in Q4 2024.
  • WCM Investment Management opened 43 new positions and closed 44 in Q4 2024.
  • WCM Investment Management's portfolio value fell 3.6% quarter-over-quarter to $42.5B.

Based on WCM Investment Management's 13F filing for Q4 2024, filed 28 Jan 2025.