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WCM Investment Management Portfolio holdings
AUM
$43.8B
1-Year Est. Return
42.28%
This Fund
S&P 500
This Quarter
Est. Return
+9.35%
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
$31.3B
AUM Growth
+$1.31B
(+4.4%)
Cap. Flow
-$1.07B
Cap. Flow
% of AUM
-3.42%
Top 10 Holdings %
Top 10 Hldgs %
46.8%
Holding
226
New
13
Increased
89
Reduced
106
Closed
13
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Linde
LIN
|
+$1.13B |
| 2 |
Arch Capital
ACGL
|
+$839M |
| 3 |
ICICI Bank
IBN
|
+$261M |
| 4 |
Booz Allen Hamilton
BAH
|
+$136M |
| 5 |
AstraZeneca
AZN
|
+$32.1M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
lululemon athletica
LULU
|
+$797M |
| 2 |
Accenture
ACN
|
+$478M |
| 3 |
Alcon
ALC
|
+$278M |
| 4 |
Repligen
RGEN
|
+$263M |
| 5 |
Union Pacific
UNP
|
+$260M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 26.1% |
| 2 | Healthcare | 24.77% |
| 3 | Financials | 19.43% |
| 4 | Industrials | 17.62% |
| 5 | Materials | 5.38% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
126
Procore
PCOR
$8.93B
| $12.1M | 0.04% |
193,368
-501,636
| -72% | -$29.3M |
|
127
Power Integrations
POWI
$3.54B
| $12.1M | 0.04% |
142,954
+790
| +0.6% | +$65.6K |
|
128
CSX Corp
CSX
$92.5B
| $11.6M | 0.04% |
387,567
+11,645
| +3% | +$358K |
|
129
ACI Worldwide
ACIW
$5.27B
| $11.5M | 0.04% |
425,963
-249
| -0.1% | -$6.59K |
|
130
Veeva Systems
VEEV
$38.4B
| $11.3M | 0.04% |
61,502
+1,976
| +3% | +$337K |
|
|
SP
131
DELISTED
SP Plus Corporation
SP
| $11.1M | 0.04% |
324,637
-3,621
| -1% | -$128K |
|
|
CSW
132
CSW Industrials
CSW
$5.72B
| $10.8M | 0.03% |
77,814
-814
| -1% | -$110K |
|
133
Chipotle Mexican Grill
CMG
$40.5B
| $9.84M | 0.03% |
+294,100
| New | +$9.24M |
|
134
Privia Health
PRVA
$2.81B
| $9.26M | 0.03% |
+335,537
| New | +$8.86M |
|
135
Saic
SAIC
$5.3B
| $9.26M | 0.03% |
86,161
-831
| -1% | -$87.6K |
|
136
Hayward Holdings
HAYW
$3.3B
| $9.04M | 0.03% |
771,110
-3,349
| -0.4% | -$41K |
|
137
Novanta
NOVT
$6.34B
| $8.93M | 0.03% |
56,159
+1,514
| +3% | +$232K |
|
138
DocGo
DCGO
$57.4M
| $8.87M | 0.03% |
1,025,889
-3,068
| -0.3% | -$27.1K |
|
|
RCM
139
DELISTED
R1 RCM Inc. Common Stock
RCM
| $8.87M | 0.03% |
591,440
+3,877
| +0.7% | +$53.1K |
|
140
Halozyme
HALO
$11.6B
| $8.39M | 0.03% |
+219,597
| New | +$10.3M |
|
141
AdaptHealth
AHCO
$754M
| $8.25M | 0.03% |
663,733
+4,749
| +0.7% | +$87.4K |
|
142
CI&T Inc
CINT
$468M
| $8.05M | 0.03% |
1,460,683
-324,284
| -18% | -$2.03M |
|
143
Shopify
SHOP
$196B
| $7.87M | 0.03% |
164,187
-3,545
| -2% | -$156K |
|
144
AtriCure
ATRC
$2.18B
| $7.87M | 0.03% |
189,863
+269
| +0.1% | +$11.2K |
|
145
Clarus
CLAR
$146M
| $7.57M | 0.02% |
801,036
+176,447
| +28% | +$1.66M |
|
146
Health Catalyst
HCAT
$132M
| $6.9M | 0.02% |
591,142
+1,771
| +0.3% | +$22.6K |
|
147
Intuitive Surgical
ISRG
$142B
| $6.7M | 0.02% |
26,207
-2
| -0% | -$493 |
|
148
CryoPort
CYRX
$757M
| $6.64M | 0.02% |
276,772
+32
| +0% | +$696 |
|
149
BridgeBio Pharma
BBIO
$16.4B
| $6.18M | 0.02% |
372,588
+4,797
| +1% | +$55.9K |
|
150
Tandem Diabetes Care
TNDM
$1.63B
| $6.14M | 0.02% |
151,103
+456
| +0.3% | +$18.9K |
|
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WCM Investment Management's Q1 2023 Portfolio in Review
As of Q1 2023, WCM Investment Management held 226 positions worth $31.3B, up 4.4% from $30B the previous quarter. Its ten largest holdings account for 47% of the portfolio.
WCM Investment Management withdrew a net $1.07B in Q1 2023, closing 13 positions and reducing 106 holdings. Its most notable exit was Union Pacific, an estimated $260M position sold in full.
By sector, the portfolio is most concentrated in Technology at 26% of assets, down from 27% a quarter earlier, followed by Healthcare and Financials.
Against the trend, WCM Investment Management opened a new position in Arch Capital worth $867M.
- WCM Investment Management's largest Q1 2023 buy was Arch Capital: 12,769,260 shares worth $867M.
- WCM Investment Management added most to Linde in Q1 2023, an estimated $1.13B increase.
- WCM Investment Management's biggest Q1 2023 reduction was lululemon athletica, cutting an estimated $797M.
- WCM Investment Management fully exited Union Pacific in Q1 2023, selling an estimated $260M.
- WCM Investment Management's ten largest holdings make up 47% of its $31.3B portfolio in Q1 2023.
- WCM Investment Management opened 13 new positions and closed 13 in Q1 2023.
- WCM Investment Management's portfolio value rose 4.4% quarter-over-quarter to $31.3B.
Based on WCM Investment Management's 13F filing for Q1 2023, filed 15 May 2023.