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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
-0.92%
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
$27.9B
AUM Growth
-$22.8M
Cap. Flow
+$962M
Cap. Flow %
3.45%
Top 10 Hldgs %
48.87%
Holding
212
New
10
Increased
126
Reduced
41
Closed
17

Top Buys

Rank Stock Value
1
WCN
Waste Connections
WCN
+$777M
2
TEAM icon
Atlassian
TEAM
+$589M
3
AJG icon
Arthur J. Gallagher & Co
AJG
+$452M
4
AMZN icon
Amazon
AMZN
+$401M
5
EPAM icon
EPAM Systems
EPAM
+$358M

Top Sells

Rank Stock Value
1
TSM icon
TSMC
TSM
+$919M
2
SHOP icon
Shopify
SHOP
+$497M
3
CHD icon
Church & Dwight Co
CHD
+$368M
4
NKE icon
Nike
NKE
+$319M
5
SHW icon
Sherwin-Williams
SHW
+$293M

Sector Composition

Rank Sector Weight
1 Healthcare 29.34%
2 Technology 29.28%
3 Industrials 18.39%
4 Financials 11.8%
5 Consumer Discretionary 9.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ACIW icon
126
ACI Worldwide
ACIW
$5.28B
$9.1M 0.03%
431,973
+14,764
+4% +$367K
MELI icon
127
Mercado Libre
MELI
$97.7B
$8.19M 0.03%
9,873
+39
+0.4% +$33.5K
CLAR icon
128
Clarus
CLAR
$149M
$7.89M 0.03%
633,058
+99,454
+19% +$1.94M
TNDM icon
129
Tandem Diabetes Care
TNDM
$1.62B
$7.6M 0.03%
152,851
+10,567
+7% +$579K
ATRC icon
130
AtriCure
ATRC
$2.17B
$7.6M 0.03%
192,247
+6,774
+4% +$310K
CTVA icon
131
Corteva
CTVA
$50.9B
$7.58M 0.03%
+132,521
New +$7.72M
HDB icon
132
HDFC Bank
HDB
$120B
$7.43M 0.03%
261,542
+1,166
+0.4% +$35.8K
CSX icon
133
CSX Corp
CSX
$92.9B
$7.26M 0.03%
267,211
+115,727
+76% +$3.6M
NOVT icon
134
Novanta
NOVT
$6.27B
$6.95M 0.03%
58,674
+25,496
+77% +$3.47M
DXCM icon
135
DexCom
DXCM
$33.5B
$6.81M 0.02%
82,944
+35,545
+75% +$3.01M
GTM
136
ZoomInfo Technologies
GTM
$1.2B
$6.67M 0.02%
160,070
+69,218
+76% +$2.94M
CYRX icon
137
CryoPort
CYRX
$754M
$6.56M 0.02%
272,243
+9,527
+4% +$328K
APG icon
138
APi Group
APG
$18.6B
$6.25M 0.02%
685,544
+6,522
+1% +$69.5K
HCAT icon
139
Health Catalyst
HCAT
$132M
$6.1M 0.02%
599,501
+25,507
+4% +$338K
AXSM icon
140
Axsome Therapeutics
AXSM
$11.4B
$5.9M 0.02%
133,705
+5,028
+4% +$251K
NTRA icon
141
Natera
NTRA
$45.5B
$5.83M 0.02%
131,094
+5,594
+4% +$266K
OMCL icon
142
Omnicell
OMCL
$1.69B
$5.77M 0.02%
65,700
+28,292
+76% +$2.97M
INSM icon
143
Insmed
INSM
$29.2B
$5.76M 0.02%
263,306
+12,057
+5% +$289K
RCKT icon
144
Rocket Pharmaceuticals
RCKT
$378M
$5.49M 0.02%
390,930
+20,181
+5% +$315K
SMTC icon
145
Semtech
SMTC
$12.2B
$5.42M 0.02%
177,267
+1,713
+1% +$80.3K
SHOP icon
146
Shopify
SHOP
$196B
$4.26M 0.02%
159,312
-14,615,926
-99% -$497M
FATE icon
147
Fate Therapeutics
FATE
$317M
$4.19M 0.02%
187,639
+9,086
+5% +$263K
BBIO icon
148
BridgeBio Pharma
BBIO
$16.4B
$3.8M 0.01%
372,432
+29,363
+9% +$305K
RARE icon
149
Ultragenyx Pharmaceutical
RARE
$2.63B
$3.65M 0.01%
90,055
+6,612
+8% +$340K
NSTG
150
DELISTED
NanoString Technologies, Inc.
NSTG
$3.33M 0.01%
261,931
+19,098
+8% +$265K
4 5
6
7 8

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WCM Investment Management's Q3 2022 Portfolio in Review

As of Q3 2022, WCM Investment Management held 212 positions worth $27.9B, down 0.08% from $27.9B the previous quarter. Its ten largest holdings account for 49% of the portfolio.

WCM Investment Management deployed $962M of net new capital in Q3 2022, opening 10 new positions and adding to 126 existing holdings. Its largest new stake was Arthur J. Gallagher & Co: 2,547,103 shares worth $436M.

By sector, the portfolio is most concentrated in Healthcare at 29% of assets, down from 29% a quarter earlier, followed by Technology and Industrials.

On the sell side, the largest reduction was TSMC, an estimated $919M trimmed.

  • WCM Investment Management's largest Q3 2022 buy was Arthur J. Gallagher & Co: 2,547,103 shares worth $436M.
  • WCM Investment Management added most to Waste Connections in Q3 2022, an estimated $777M increase.
  • WCM Investment Management's biggest Q3 2022 reduction was TSMC, cutting an estimated $919M.
  • WCM Investment Management fully exited Church & Dwight Co in Q3 2022, selling an estimated $368M.
  • WCM Investment Management's ten largest holdings make up 49% of its $27.9B portfolio in Q3 2022.
  • WCM Investment Management opened 10 new positions and closed 17 in Q3 2022.
  • WCM Investment Management's portfolio value fell 0.08% quarter-over-quarter to $27.9B.

Based on WCM Investment Management's 13F filing for Q3 2022, filed 18 Oct 2022.