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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
+7.09%
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
$30B
AUM Growth
+$2.11B
Cap. Flow
+$978M
Cap. Flow %
3.26%
Top 10 Hldgs %
45.43%
Holding
227
New
32
Increased
69
Reduced
105
Closed
14

Top Buys

Rank Stock Value
1
IBN icon
ICICI Bank
IBN
+$1.3B
2
TEAM icon
Atlassian
TEAM
+$577M
3
CTVA icon
Corteva
CTVA
+$284M
4
BAH icon
Booz Allen Hamilton
BAH
+$281M
5
DDOG icon
Datadog
DDOG
+$201M

Top Sells

Rank Stock Value
1
LULU icon
lululemon athletica
LULU
+$515M
2
ASML icon
ASML
ASML
+$512M
3
RMD icon
ResMed
RMD
+$436M
4
GGG icon
Graco
GGG
+$394M
5
WST icon
West Pharmaceutical
WST
+$311M

Sector Composition

Rank Sector Weight
1 Healthcare 27.62%
2 Technology 26.75%
3 Industrials 18.3%
4 Financials 16.46%
5 Consumer Discretionary 7.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
FRSH icon
126
Freshworks
FRSH
$3.33B
$11M 0.04%
750,751
-42,236
-5% -$585K
JBTM
127
JBT Marel
JBTM
$6.36B
$11M 0.04%
120,705
-1,793
-1% -$164K
PPLI
128
People Inc
PPLI
$3.03B
$11M 0.04%
302,061
+89,561
+42% +$3.54M
SGRY icon
129
Surgery Partners
SGRY
$1.99B
$10.7M 0.04%
385,175
-6,414
-2% -$170K
NUVA
130
DELISTED
NuVasive, Inc.
NUVA
$10.3M 0.03%
250,322
-4,207
-2% -$170K
SPT icon
131
Sprout Social
SPT
$623M
$10.2M 0.03%
180,791
-2,560
-1% -$150K
POWI icon
132
Power Integrations
POWI
$3.55B
$10.2M 0.03%
+142,164
New +$10.1M
ACIW icon
133
ACI Worldwide
ACIW
$5.32B
$9.8M 0.03%
426,212
-5,761
-1% -$124K
SWAV
134
DELISTED
Shockwave Medical, Inc. Common Stock
SWAV
$9.74M 0.03%
47,363
-12,141
-20% -$3.07M
SAIC icon
135
Saic
SAIC
$5.28B
$9.65M 0.03%
86,992
-55,972
-39% -$5.9M
VEEV icon
136
Veeva Systems
VEEV
$38.6B
$9.61M 0.03%
+59,526
New +$10.2M
CXT icon
137
Crane NXT
CXT
$3.01B
$9.41M 0.03%
269,595
-187,815
-41% -$6.55M
CSW
138
CSW Industrials
CSW
$5.76B
$9.12M 0.03%
78,628
-10,955
-12% -$1.31M
MELI icon
139
Mercado Libre
MELI
$97.5B
$8.75M 0.03%
10,339
+466
+5% +$415K
ATRC icon
140
AtriCure
ATRC
$2.14B
$8.41M 0.03%
189,594
-2,653
-1% -$111K
APG icon
141
APi Group
APG
$18.6B
$7.64M 0.03%
609,386
-76,158
-11% -$880K
PR
142
Permian Resources
PR
$18B
$7.43M 0.02%
+790,066
New +$7.56M
NOVT icon
143
Novanta
NOVT
$6.28B
$7.42M 0.02%
54,645
-4,029
-7% -$564K
HAYW icon
144
Hayward Holdings
HAYW
$3.33B
$7.28M 0.02%
+774,459
New +$7.2M
DCGO icon
145
DocGo
DCGO
$58.1M
$7.27M 0.02%
+1,028,957
New +$8.63M
ISRG icon
146
Intuitive Surgical
ISRG
$141B
$6.95M 0.02%
+26,209
New +$6.39M
AXSM icon
147
Axsome Therapeutics
AXSM
$11.4B
$6.84M 0.02%
88,739
-44,966
-34% -$2.69M
TNDM icon
148
Tandem Diabetes Care
TNDM
$1.63B
$6.77M 0.02%
150,647
-2,204
-1% -$99.8K
GTM
149
ZoomInfo Technologies
GTM
$1.23B
$6.77M 0.02%
224,727
+64,657
+40% +$2.23M
TWKS
150
DELISTED
Thoughtworks Holding, Inc. Common Stock
TWKS
$6.74M 0.02%
+661,116
New +$6.14M
4 5
6
7 8

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WCM Investment Management's Q4 2022 Portfolio in Review

As of Q4 2022, WCM Investment Management held 227 positions worth $30B, up 7.6% from $27.9B the previous quarter. Its ten largest holdings account for 45% of the portfolio.

WCM Investment Management deployed $978M of net new capital in Q4 2022, opening 32 new positions and adding to 69 existing holdings. Its largest new stake was Thomson Reuters: 1,686,848 shares worth $203M.

By sector, the portfolio is most concentrated in Healthcare at 28% of assets, down from 29% a quarter earlier, followed by Technology and Industrials.

On the sell side, the largest reduction was lululemon athletica, an estimated $515M trimmed.

  • WCM Investment Management's largest Q4 2022 buy was Thomson Reuters: 1,686,848 shares worth $203M.
  • WCM Investment Management added most to ICICI Bank in Q4 2022, an estimated $1.3B increase.
  • WCM Investment Management's biggest Q4 2022 reduction was lululemon athletica, cutting an estimated $515M.
  • WCM Investment Management fully exited West Pharmaceutical in Q4 2022, selling an estimated $311M.
  • WCM Investment Management's ten largest holdings make up 45% of its $30B portfolio in Q4 2022.
  • WCM Investment Management opened 32 new positions and closed 14 in Q4 2022.
  • WCM Investment Management's portfolio value rose 7.6% quarter-over-quarter to $30B.

Based on WCM Investment Management's 13F filing for Q4 2022, filed 7 Feb 2023.