We are live on
!
Find out more
WCM Investment Management Portfolio holdings
AUM
$43.8B
1-Year Est. Return
42.28%
This Fund
S&P 500
This Quarter
Est. Return
-11.9%
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
$35.8B
AUM Growth
-$8.59B
(-19%)
Cap. Flow
-$1.79B
Cap. Flow
% of AUM
-5%
Top 10 Holdings %
Top 10 Hldgs %
53.24%
Holding
219
New
14
Increased
130
Reduced
46
Closed
18
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Microsoft
MSFT
|
+$392M |
| 2 |
Aon
AON
|
+$369M |
| 3 |
BILL Holdings
BILL
|
+$281M |
| 4 |
Ferguson
FERG
|
+$267M |
| 5 |
Canadian Pacific Kansas City
CP
|
+$143M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
TSMC
TSM
|
+$1.69B |
| 2 |
Stryker
SYK
|
+$328M |
| 3 |
lululemon athletica
LULU
|
+$319M |
| 4 |
Shopify
SHOP
|
+$200M |
| 5 |
Nu Holdings
NU
|
+$114M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 33.89% |
| 2 | Healthcare | 29.12% |
| 3 | Industrials | 13.43% |
| 4 | Consumer Discretionary | 8.69% |
| 5 | Financials | 8.35% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
126
APi Group
APG
$18.5B
| $9.63M | 0.03% |
687,218
-718
| -0.1% | -$10.5K |
|
127
Sprout Social
SPT
$600M
| $9.06M | 0.03% |
113,047
+17,028
| +18% | +$1.17M |
|
|
NGMS
128
DELISTED
NeoGames S.A. Ordinary Shares
NGMS
| $9.03M | 0.03% |
585,100
-133,802
| -19% | -$2.8M |
|
129
HDFC Bank
HDB
$120B
| $8.78M | 0.02% |
286,276
-57,346
| -17% | -$1.86M |
|
|
BLD
130
DELISTED
TopBuild
BLD
| $8.77M | 0.02% |
48,349
+6,235
| +15% | +$1.4M |
|
|
NBIS
131
Nebius Group N.V.
NBIS
$49.1B
| $8.51M | 0.02% |
1,360,855
+29,565
| +2% | +$1.4M |
|
|
NSTG
132
DELISTED
NanoString Technologies, Inc.
NSTG
| $8.46M | 0.02% |
243,397
+22,811
| +10% | +$786K |
|
133
AdaptHealth
AHCO
$754M
| $8.39M | 0.02% |
523,404
+64,306
| +14% | +$1.16M |
|
134
HEICO Corp
HEI
$51.3B
| $7.85M | 0.02% |
51,106
+10,466
| +26% | +$1.52M |
|
135
V2X
VVX
$2.52B
| $7.5M | 0.02% |
209,168
-21,641
| -9% | -$925K |
|
136
Upland Software
UPLD
$14.2M
| $7.4M | 0.02% |
42,001
+2,331
| +6% | +$428K |
|
|
BHVN
137
DELISTED
Biohaven Pharmaceutical Holding Company Ltd.
BHVN
| $6.74M | 0.02% |
56,823
-7,948
| -12% | -$991K |
|
138
Arrowhead Research
ARWR
$12.6B
| $6.4M | 0.02% |
139,107
+8,911
| +7% | +$441K |
|
139
Pacific Biosciences
PACB
$354M
| $6.19M | 0.02% |
679,803
+341,557
| +101% | +$3.93M |
|
140
Ultragenyx Pharmaceutical
RARE
$2.66B
| $6.07M | 0.02% |
83,607
+6,898
| +9% | +$480K |
|
141
Insmed
INSM
$29B
| $5.91M | 0.02% |
251,642
+9,467
| +4% | +$220K |
|
142
DexCom
DXCM
$33.8B
| $5.9M | 0.02% |
46,160
+9,528
| +26% | +$1.04M |
|
143
CryoPort
CYRX
$757M
| $5.79M | 0.02% |
165,912
+16,938
| +11% | +$640K |
|
144
Axsome Therapeutics
AXSM
$11.1B
| $5.32M | 0.01% |
128,692
+8,252
| +7% | +$256K |
|
|
GTM
145
ZoomInfo Technologies
GTM
$1.19B
| $5.27M | 0.01% |
+88,264
| New | +$4.74M |
|
|
CCF
146
DELISTED
Chase Corporation
CCF
| $5.13M | 0.01% |
58,986
-21,089
| -26% | -$1.96M |
|
147
Natera
NTRA
$45.1B
| $5.12M | 0.01% |
125,734
+39,813
| +46% | +$2.39M |
|
|
ONEM
148
DELISTED
1Life Healthcare
ONEM
| $4.94M | 0.01% |
445,507
+52,095
| +13% | +$583K |
|
149
Omnicell
OMCL
$1.68B
| $4.72M | 0.01% |
+36,492
| New | +$5.26M |
|
150
Novanta
NOVT
$6.34B
| $4.58M | 0.01% |
32,218
+6,736
| +26% | +$956K |
|
Similar funds
LP
WCM Investment Management's Q1 2022 Portfolio in Review
As of Q1 2022, WCM Investment Management held 219 positions worth $35.8B, down 19% from $44.4B the previous quarter. Its ten largest holdings account for 53% of the portfolio.
WCM Investment Management withdrew a net $1.79B in Q1 2022, closing 18 positions and reducing 46 holdings. Its most notable exit was Nu Holdings, an estimated $114M position sold in full.
By sector, the portfolio is most concentrated in Technology at 34% of assets, down from 41% a quarter earlier, followed by Healthcare and Industrials.
Against the trend, WCM Investment Management opened a new position in Microsoft worth $403M.
- WCM Investment Management's largest Q1 2022 buy was Microsoft: 1,303,809 shares worth $403M.
- WCM Investment Management added most to Aon in Q1 2022, an estimated $369M increase.
- WCM Investment Management's biggest Q1 2022 reduction was TSMC, cutting an estimated $1.69B.
- WCM Investment Management fully exited Nu Holdings in Q1 2022, selling an estimated $114M.
- WCM Investment Management's ten largest holdings make up 53% of its $35.8B portfolio in Q1 2022.
- WCM Investment Management opened 14 new positions and closed 18 in Q1 2022.
- WCM Investment Management's portfolio value fell 19% quarter-over-quarter to $35.8B.
Based on WCM Investment Management's 13F filing for Q1 2022, filed 6 May 2022.