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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
+10.71%
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
$44.4B
AUM Growth
+$1.13B
Cap. Flow
-$2.46B
Cap. Flow %
-5.53%
Top 10 Hldgs %
56.1%
Holding
220
New
16
Increased
133
Reduced
53
Closed
15

Top Buys

Rank Stock Value
1
NVO
Novo Nordisk
NVO
+$269M
2
LRCX icon
Lam Research
LRCX
+$161M
3
EFA icon
iShares MSCI EAFE ETF
EFA
+$139M
4
NU icon
Nu Holdings
NU
+$120M
5
CINT icon
CI&T Inc
CINT
+$37.5M

Top Sells

Rank Stock Value
1
MELI icon
Mercado Libre
MELI
+$2.3B
2
HDB icon
HDFC Bank
HDB
+$1.16B
3
TEAM icon
Atlassian
TEAM
+$300M
4
BAP icon
Credicorp
BAP
+$29.4M
5
TWKS
Thoughtworks Holding, Inc. Common Stock
TWKS
+$26M

Sector Composition

Rank Sector Weight
1 Technology 40.57%
2 Healthcare 28.38%
3 Industrials 9.53%
4 Consumer Discretionary 9.23%
5 Financials 5.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
LHCG
126
DELISTED
LHC Group LLC
LHCG
$11.2M 0.03%
81,811
+23,823
+41% +$3.25M
HDB icon
127
HDFC Bank
HDB
$120B
$11.2M 0.03%
343,622
-33,112,814
-99% -$1.16B
VVX icon
128
V2X
VVX
$2.6B
$10.6M 0.02%
230,809
-770
-0.3% -$36.5K
ESTC icon
129
Elastic
ESTC
$7.93B
$10.4M 0.02%
84,554
+29,122
+53% +$4.4M
SAIC icon
130
Saic
SAIC
$5.3B
$10.4M 0.02%
123,841
+4,236
+4% +$368K
HCAT icon
131
Health Catalyst
HCAT
$127M
$9.99M 0.02%
+252,190
New +$11.5M
MRCY icon
132
Mercury Systems
MRCY
$6.52B
$9.91M 0.02%
180,021
+13,382
+8% +$678K
NSTG
133
DELISTED
NanoString Technologies, Inc.
NSTG
$9.31M 0.02%
220,586
+98,426
+81% +$4.3M
SWAV
134
DELISTED
Shockwave Medical, Inc. Common Stock
SWAV
$9.22M 0.02%
51,700
-8,464
-14% -$1.67M
BHVN
135
DELISTED
Biohaven Pharmaceutical Holding Company Ltd.
BHVN
$8.93M 0.02%
64,771
+3,737
+6% +$475K
CYRX icon
136
CryoPort
CYRX
$747M
$8.81M 0.02%
148,974
+6,197
+4% +$429K
SPT icon
137
Sprout Social
SPT
$604M
$8.71M 0.02%
96,019
-361
-0.4% -$40.9K
ARWR icon
138
Arrowhead Research
ARWR
$12.5B
$8.63M 0.02%
130,196
+10,855
+9% +$746K
ATRC icon
139
AtriCure
ATRC
$2.12B
$8.35M 0.02%
120,055
+6,641
+6% +$483K
LPSN icon
140
LivePerson
LPSN
$31.2M
$8.15M 0.02%
15,209
+332
+2% +$230K
NTRA icon
141
Natera
NTRA
$45.9B
$8.02M 0.02%
85,921
+20,640
+32% +$2.14M
CCF
142
DELISTED
Chase Corporation
CCF
$7.97M 0.02%
80,075
-325
-0.4% -$33.3K
UPLD icon
143
Upland Software
UPLD
$14.5M
$7.12M 0.02%
39,670
+3,918
+11% +$997K
PACB icon
144
Pacific Biosciences
PACB
$357M
$6.92M 0.02%
338,246
+36,012
+12% +$869K
ONEM
145
DELISTED
1Life Healthcare
ONEM
$6.91M 0.02%
393,412
+20,778
+6% +$403K
INSM icon
146
Insmed
INSM
$29.4B
$6.6M 0.01%
242,175
+16,360
+7% +$468K
RARE icon
147
Ultragenyx Pharmaceutical
RARE
$2.64B
$6.45M 0.01%
76,709
+3,297
+4% +$268K
TOST icon
148
Toast
TOST
$20.6B
$6M 0.01%
172,992
+9,866
+6% +$457K
FATE icon
149
Fate Therapeutics
FATE
$322M
$5.91M 0.01%
100,928
+7,307
+8% +$414K
HEI icon
150
HEICO Corp
HEI
$50.9B
$5.86M 0.01%
40,640
+13,370
+49% +$1.88M
4 5
6
7 8

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WCM Investment Management's Q4 2021 Portfolio in Review

As of Q4 2021, WCM Investment Management held 220 positions worth $44.4B, up 2.6% from $43.3B the previous quarter. Its ten largest holdings account for 56% of the portfolio.

WCM Investment Management withdrew a net $2.46B in Q4 2021, closing 15 positions and reducing 53 holdings. Its most notable exit was Credicorp, an estimated $29.4M position sold in full.

By sector, the portfolio is most concentrated in Technology at 41% of assets, up from 37% a quarter earlier, followed by Healthcare and Industrials.

Against the trend, WCM Investment Management opened a new position in Novo Nordisk worth $278M.

  • WCM Investment Management's largest Q4 2021 buy was Novo Nordisk: 4,971,130 shares worth $278M.
  • WCM Investment Management added most to Lam Research in Q4 2021, an estimated $161M increase.
  • WCM Investment Management's biggest Q4 2021 reduction was Mercado Libre, cutting an estimated $2.3B.
  • WCM Investment Management fully exited Credicorp in Q4 2021, selling an estimated $29.4M.
  • WCM Investment Management's ten largest holdings make up 56% of its $44.4B portfolio in Q4 2021.
  • WCM Investment Management opened 16 new positions and closed 15 in Q4 2021.
  • WCM Investment Management's portfolio value rose 2.6% quarter-over-quarter to $44.4B.

Based on WCM Investment Management's 13F filing for Q4 2021, filed 26 Jan 2022.