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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
-1.44%
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
$34.1B
AUM Growth
+$586M
Cap. Flow
+$1.47B
Cap. Flow %
4.33%
Top 10 Hldgs %
47.8%
Holding
226
New
8
Increased
130
Reduced
64
Closed
18

Top Buys

Rank Stock Value
1
MELI icon
Mercado Libre
MELI
+$833M
2
CP icon
Canadian Pacific Kansas City
CP
+$541M
3
ICLR icon
Icon
ICLR
+$445M
4
ACGL icon
Arch Capital
ACGL
+$172M
5
WCN
Waste Connections
WCN
+$162M

Top Sells

Rank Stock Value
1
RMD icon
ResMed
RMD
+$769M
2
BILL icon
BILL Holdings
BILL
+$168M
3
AON icon
Aon
AON
+$39.5M
4
NVO
Novo Nordisk
NVO
+$35.8M
5
FOCS
Focus Financial Partners Inc. Class A
FOCS
+$27.5M

Sector Composition

Rank Sector Weight
1 Technology 25.57%
2 Healthcare 21.93%
3 Industrials 18.84%
4 Financials 18.67%
5 Consumer Discretionary 7.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
EEFT icon
126
Euronet Worldwide
EEFT
$2.64B
$10.4M 0.03%
130,625
+1,960
+2% +$182K
FOUR icon
127
Shift4
FOUR
$3.29B
$10.2M 0.03%
184,935
+3,960
+2% +$241K
SMCI icon
128
Super Micro Computer
SMCI
$20.2B
$10.2M 0.03%
369,160
+2,060
+0.6% +$57.4K
CMG icon
129
Chipotle Mexican Grill
CMG
$40.4B
$10.1M 0.03%
273,300
-12,650
-4% -$493K
PAYC icon
130
Paycom
PAYC
$9.59B
$9.87M 0.03%
37,994
-1,796
-5% -$547K
SAIC icon
131
Saic
SAIC
$5.29B
$9.83M 0.03%
92,996
+941
+1% +$108K
CALY
132
Callaway Golf Company
CALY
$3.05B
$9.39M 0.03%
682,964
+14,484
+2% +$254K
MOD icon
133
Modine Manufacturing
MOD
$10.7B
$9.35M 0.03%
+202,199
New +$8.48M
RMBS icon
134
Rambus
RMBS
$10.4B
$9.2M 0.03%
+164,830
New +$9.35M
ATRC icon
135
AtriCure
ATRC
$2.18B
$9.01M 0.03%
205,596
+3,528
+2% +$172K
CINT icon
136
CI&T Inc
CINT
$465M
$8.83M 0.03%
1,358,102
-72,381
-5% -$425K
SHOP icon
137
Shopify
SHOP
$196B
$8.36M 0.02%
152,650
– –
IRTC icon
138
iRhythm Holdings
IRTC
$4.05B
$7.78M 0.02%
+82,522
New +$8.39M
VLRS
139
Controladora Vuela Compania de Aviacion
VLRS
$909M
$7.61M 0.02%
1,108,946
-56,466
-5% -$610K
BBIO icon
140
BridgeBio Pharma
BBIO
$16.4B
$7.5M 0.02%
284,487
+5,833
+2% +$166K
INSM icon
141
Insmed
INSM
$29.1B
$7.32M 0.02%
289,736
+5,115
+2% +$117K
AXSM icon
142
Axsome Therapeutics
AXSM
$11.4B
$6.71M 0.02%
95,963
+1,685
+2% +$126K
EFA icon
143
iShares MSCI EAFE ETF
EFA
$79.9B
$6.68M 0.02%
96,891
+93,674
+2,912% +$6.71M
BRO icon
144
Brown & Brown
BRO
$24B
$6.65M 0.02%
95,231
+31
+0% +$2.21K
HCAT icon
145
Health Catalyst
HCAT
$133M
$6.56M 0.02%
647,824
+12,250
+2% +$146K
RCM
146
DELISTED
R1 RCM Inc. Common Stock
RCM
$6.55M 0.02%
429,943
-150,143
-26% -$2.53M
RCKT icon
147
Rocket Pharmaceuticals
RCKT
$377M
$5.89M 0.02%
288,801
+5,867
+2% +$107K
TWKS
148
DELISTED
Thoughtworks Holding, Inc. Common Stock
TWKS
$5.59M 0.02%
1,377,375
+9,085
+0.7% +$51.6K
GDDY icon
149
GoDaddy
GDDY
$11.5B
$5.54M 0.02%
74,047
+56
+0.1% +$4.13K
YETI icon
150
Yeti Holdings
YETI
$3.86B
$5.08M 0.01%
105,299
+31
+0% +$1.38K
4 5
6
7 8

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WCM Investment Management's Q3 2023 Portfolio in Review

As of Q3 2023, WCM Investment Management held 226 positions worth $34.1B, up 1.7% from $33.5B the previous quarter. Its ten largest holdings account for 48% of the portfolio.

WCM Investment Management deployed $1.47B of net new capital in Q3 2023, opening 8 new positions and adding to 130 existing holdings. Its largest new stake was The Ensign Group: 282,794 shares worth $26.3M.

By sector, the portfolio is most concentrated in Technology at 26% of assets, down from 27% a quarter earlier, followed by Healthcare and Industrials.

On the sell side, the largest reduction was BILL Holdings, an estimated $168M trimmed.

  • WCM Investment Management's largest Q3 2023 buy was The Ensign Group: 282,794 shares worth $26.3M.
  • WCM Investment Management added most to Mercado Libre in Q3 2023, an estimated $833M increase.
  • WCM Investment Management's biggest Q3 2023 reduction was BILL Holdings, cutting an estimated $168M.
  • WCM Investment Management fully exited ResMed in Q3 2023, selling an estimated $769M.
  • WCM Investment Management's ten largest holdings make up 48% of its $34.1B portfolio in Q3 2023.
  • WCM Investment Management opened 8 new positions and closed 18 in Q3 2023.
  • WCM Investment Management's portfolio value rose 1.7% quarter-over-quarter to $34.1B.

Based on WCM Investment Management's 13F filing for Q3 2023, filed 10 Oct 2023.