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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
+12.64%
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
$36.2B
AUM Growth
+$2.1B
Cap. Flow
-$1.67B
Cap. Flow %
-4.63%
Top 10 Hldgs %
47.22%
Holding
261
New
53
Increased
122
Reduced
70
Closed
11

Top Buys

Rank Stock Value
1
MELI icon
Mercado Libre
MELI
+$705M
2
ISRG icon
Intuitive Surgical
ISRG
+$507M
3
GE icon
GE Aerospace
GE
+$471M
4
CNQ icon
Canadian Natural Resources
CNQ
+$140M
5
UBS icon
UBS Group
UBS
+$120M

Top Sells

Rank Stock Value
1
MTD icon
Mettler-Toledo International
MTD
+$999M
2
SYK icon
Stryker
SYK
+$532M
3
NVO
Novo Nordisk
NVO
+$228M
4
CP icon
Canadian Pacific Kansas City
CP
+$219M
5
ICLR icon
Icon
ICLR
+$188M

Sector Composition

Rank Sector Weight
1 Technology 28.69%
2 Industrials 19.03%
3 Healthcare 17.56%
4 Financials 16.47%
5 Consumer Discretionary 10.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
POWI icon
126
Power Integrations
POWI
$3.62B
$14.6M 0.04%
174,992
+3,352
+2% +$257K
IRTC icon
127
iRhythm Holdings
IRTC
$4.01B
$14.5M 0.04%
133,195
+50,673
+61% +$4.42M
DCGO icon
128
DocGo
DCGO
$56.8M
$14.5M 0.04%
2,582,673
+347,984
+16% +$2M
ACIW icon
129
ACI Worldwide
ACIW
$5.32B
$14.5M 0.04%
473,868
+12,759
+3% +$319K
OLLI icon
130
Ollie's Bargain Outlet
OLLI
$4.83B
$14.4M 0.04%
189,472
-129,781
-41% -$9.78M
PRVA icon
131
Privia Health
PRVA
$2.85B
$13.1M 0.04%
549,087
+46,556
+9% +$1.04M
FOXF icon
132
Fox Factory Holding Corp
FOXF
$896M
$13.1M 0.04%
192,313
+13,683
+8% +$998K
APPF icon
133
AppFolio
APPF
$7.08B
$12.9M 0.04%
+74,732
New +$14M
WAL icon
134
Western Alliance Bancorporation
WAL
$8.76B
$12.4M 0.03%
+184,329
New +$9.3M
CMG icon
135
Chipotle Mexican Grill
CMG
$40.5B
$12.4M 0.03%
271,600
-1,700
-0.6% -$70.7K
BBIO icon
136
BridgeBio Pharma
BBIO
$16.6B
$12.2M 0.03%
291,643
+7,156
+3% +$215K
MOD icon
137
Modine Manufacturing
MOD
$10.8B
$12.2M 0.03%
200,765
-1,434
-0.7% -$70.1K
SHOP icon
138
Shopify
SHOP
$197B
$12.1M 0.03%
152,650
– –
KRTX
139
DELISTED
Karuna Therapeutics, Inc. Common Stock
KRTX
$11.9M 0.03%
37,686
+18,146
+93% +$3.53M
HALO icon
140
Halozyme
HALO
$11.8B
$11.8M 0.03%
316,484
+24,252
+8% +$913K
SAIC icon
141
Saic
SAIC
$5.31B
$11.8M 0.03%
94,188
+1,192
+1% +$139K
SMCI icon
142
Super Micro Computer
SMCI
$20.7B
$11.2M 0.03%
383,080
+13,920
+4% +$386K
INSM icon
143
Insmed
INSM
$28.9B
$9.37M 0.03%
295,328
+5,592
+2% +$145K
RCKT icon
144
Rocket Pharmaceuticals
RCKT
$378M
$9.15M 0.03%
296,013
+7,212
+2% +$159K
NTRA icon
145
Natera
NTRA
$45.6B
$9.06M 0.03%
145,996
+73,419
+101% +$3.67M
GDDY icon
146
GoDaddy
GDDY
$11.6B
$8.94M 0.02%
84,010
+9,963
+13% +$891K
GB
147
DELISTED
Global Blue Group Holding
GB
$8.69M 0.02%
1,849,017
-32,701
-2% -$164K
SP
148
DELISTED
SP Plus Corporation
SP
$8.53M 0.02%
166,253
-160,930
-49% -$8.07M
AXSM icon
149
Axsome Therapeutics
AXSM
$11.4B
$8.34M 0.02%
104,808
+8,845
+9% +$591K
ATRC icon
150
AtriCure
ATRC
$2.14B
$8.13M 0.02%
221,416
+15,820
+8% +$588K
4 5
6
7 8

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WCM Investment Management's Q4 2023 Portfolio in Review

As of Q4 2023, WCM Investment Management held 261 positions worth $36.2B, up 6.2% from $34.1B the previous quarter. Its ten largest holdings account for 47% of the portfolio.

WCM Investment Management withdrew a net $1.67B in Q4 2023, closing 11 positions and reducing 70 holdings. Its most notable exit was Stryker, an estimated $532M position sold in full.

By sector, the portfolio is most concentrated in Technology at 29% of assets, up from 26% a quarter earlier, followed by Industrials and Healthcare.

Against the trend, WCM Investment Management opened a new position in Intuitive Surgical worth $576M.

  • WCM Investment Management's largest Q4 2023 buy was Intuitive Surgical: 1,700,806 shares worth $576M.
  • WCM Investment Management added most to Mercado Libre in Q4 2023, an estimated $705M increase.
  • WCM Investment Management's biggest Q4 2023 reduction was Mettler-Toledo International, cutting an estimated $999M.
  • WCM Investment Management fully exited Stryker in Q4 2023, selling an estimated $532M.
  • WCM Investment Management's ten largest holdings make up 47% of its $36.2B portfolio in Q4 2023.
  • WCM Investment Management opened 53 new positions and closed 11 in Q4 2023.
  • WCM Investment Management's portfolio value rose 6.2% quarter-over-quarter to $36.2B.

Based on WCM Investment Management's 13F filing for Q4 2023, filed 29 Jan 2024.