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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
+8.37%
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
$33.5B
AUM Growth
+$2.19B
(+7%)
Cap. Flow
+$86M
Cap. Flow
% of AUM
0.26%
Top 10 Holdings %
Top 10 Hldgs %
46.72%
Holding
230
New
17
Increased
105
Reduced
89
Closed
12
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Arista Networks
ANET
|
+$444M |
| 2 |
NVIDIA
NVDA
|
+$249M |
| 3 |
Entegris
ENTG
|
+$158M |
| 4 |
Canadian Pacific Kansas City
CP
|
+$146M |
| 5 |
Amazon
AMZN
|
+$144M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Amphenol
APH
|
+$607M |
| 2 |
MSCI
MSCI
|
+$435M |
| 3 |
ServiceNow
NOW
|
+$214M |
| 4 |
Lam Research
LRCX
|
+$147M |
| 5 |
Thomson Reuters
TRI
|
+$145M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 26.52% |
| 2 | Healthcare | 24.37% |
| 3 | Financials | 18.64% |
| 4 | Industrials | 17.64% |
| 5 | Consumer Discretionary | 5.85% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
126
Chipotle Mexican Grill
CMG
$40.7B
| $12.1M | 0.04% |
285,950
-8,150
| -3% | -$322K |
|
127
Mercado Libre
MELI
$92.5B
| $11.9M | 0.04% |
9,981
+58
| +0.6% | +$72.9K |
|
128
DocGo
DCGO
$56.8M
| $11.8M | 0.04% |
1,258,033
+232,144
| +23% | +$2.04M |
|
129
Ingevity
NGVT
$2.65B
| $11.5M | 0.03% |
196,203
+12,154
| +7% | +$729K |
|
130
ACI Worldwide
ACIW
$5.34B
| $10.7M | 0.03% |
456,454
+30,491
| +7% | +$737K |
|
|
RCM
131
DELISTED
R1 RCM Inc. Common Stock
RCM
| $10.7M | 0.03% |
580,086
-11,354
| -2% | -$184K |
|
|
SMAR
132
DELISTED
Smartsheet Inc.
SMAR
| $10.6M | 0.03% |
278,163
-88,911
| -24% | -$3.85M |
|
133
Saic
SAIC
$5.3B
| $10.4M | 0.03% |
92,055
+5,894
| +7% | +$612K |
|
|
TWKS
134
DELISTED
Thoughtworks Holding, Inc. Common Stock
TWKS
| $10.4M | 0.03% |
1,368,290
-325,093
| -19% | -$2.41M |
|
|
GB
135
DELISTED
Global Blue Group Holding
GB
| $10.3M | 0.03% |
2,065,476
-46,784
| -2% | -$249K |
|
136
Novanta
NOVT
$6.2B
| $10.1M | 0.03% |
54,712
-1,447
| -3% | -$237K |
|
137
AtriCure
ATRC
$2.12B
| $9.97M | 0.03% |
202,068
+12,205
| +6% | +$563K |
|
138
Hayward Holdings
HAYW
$3.27B
| $9.94M | 0.03% |
770,062
-1,048
| -0.1% | -$12.1K |
|
139
Shopify
SHOP
$200B
| $9.87M | 0.03% |
152,650
-11,537
| -7% | -$652K |
|
140
Mercury Systems
MRCY
$6.52B
| $9.76M | 0.03% |
283,109
+19,783
| +8% | +$845K |
|
141
Intuitive Surgical
ISRG
$139B
| $9.52M | 0.03% |
27,715
+1,508
| +6% | +$456K |
|
142
Privia Health
PRVA
$2.86B
| $9.47M | 0.03% |
361,827
+26,290
| +8% | +$694K |
|
143
CI&T Inc
CINT
$467M
| $8.67M | 0.03% |
1,430,483
-30,200
| -2% | -$146K |
|
144
Super Micro Computer
SMCI
$20.4B
| $8.66M | 0.03% |
+367,100
| New | +$6.15M |
|
145
Halozyme
HALO
$12.2B
| $8.64M | 0.03% |
236,368
+16,771
| +8% | +$572K |
|
146
Health Catalyst
HCAT
$127M
| $7.92M | 0.02% |
635,574
+44,432
| +8% | +$529K |
|
147
Axsome Therapeutics
AXSM
$11.4B
| $6.77M | 0.02% |
94,278
+5,733
| +6% | +$423K |
|
148
Brown & Brown
BRO
$24B
| $6.58M | 0.02% |
95,200
-1,873
| -2% | -$119K |
|
149
Insmed
INSM
$29.4B
| $5.99M | 0.02% |
284,621
+25,097
| +10% | +$476K |
|
|
GTM
150
ZoomInfo Technologies
GTM
$1.23B
| $5.79M | 0.02% |
227,012
-4,657
| -2% | -$110K |
|
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WCM Investment Management's Q2 2023 Portfolio in Review
As of Q2 2023, WCM Investment Management held 230 positions worth $33.5B, up 7% from $31.3B the previous quarter. Its ten largest holdings account for 47% of the portfolio.
WCM Investment Management's Q2 2023 filing shows 17 new, 105 increased, 89 reduced and 12 closed positions. Its largest new stake was Arista Networks: 11,492,872 shares worth $466M. The largest sale was Amphenol, an estimated $607M.
By sector, the portfolio is most concentrated in Technology at 27% of assets, up from 26% a quarter earlier, followed by Healthcare and Financials.
- WCM Investment Management's largest Q2 2023 buy was Arista Networks: 11,492,872 shares worth $466M.
- WCM Investment Management added most to Entegris in Q2 2023, an estimated $158M increase.
- WCM Investment Management's biggest Q2 2023 reduction was Amphenol, cutting an estimated $607M.
- WCM Investment Management fully exited MSCI in Q2 2023, selling an estimated $435M.
- WCM Investment Management's ten largest holdings make up 47% of its $33.5B portfolio in Q2 2023.
- WCM Investment Management opened 17 new positions and closed 12 in Q2 2023.
- WCM Investment Management's portfolio value rose 7% quarter-over-quarter to $33.5B.
Based on WCM Investment Management's 13F filing for Q2 2023, filed 14 Jul 2023.