We are live on ! Find out more
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
+14.7%
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
$42.1B
AUM Growth
+$5.91B
Cap. Flow
+$1.82B
Cap. Flow %
4.32%
Top 10 Hldgs %
42.45%
Holding
265
New
15
Increased
119
Reduced
107
Closed
18

Top Buys

Rank Stock Value
1
NU icon
Nu Holdings
NU
+$940M
2
CPNG icon
Coupang
CPNG
+$704M
3
MNDY icon
monday.com
MNDY
+$685M
4
ILMN icon
Illumina
ILMN
+$445M
5
APP icon
Applovin
APP
+$381M

Top Sells

Rank Stock Value
1
MELI icon
Mercado Libre
MELI
+$442M
2
HEI.A icon
HEICO Corp Class A
HEI.A
+$207M
3
DDOG icon
Datadog
DDOG
+$106M
4
LRCX icon
Lam Research
LRCX
+$102M
5
V icon
Visa
V
+$92.3M

Sector Composition

Rank Sector Weight
1 Technology 26.95%
2 Industrials 18.5%
3 Financials 18.34%
4 Healthcare 17.66%
5 Consumer Discretionary 10.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CZR icon
126
Caesars Entertainment
CZR
$6.09B
$14.6M 0.03%
334,879
+544
+0.2% +$23.5K
CRMT icon
127
America's Car Mart
CRMT
$27M
$14.4M 0.03%
224,875
+4,604
+2% +$292K
REXR icon
128
Rexford Industrial Realty
REXR
$8.11B
$14.1M 0.03%
280,349
+664
+0.2% +$35.1K
WNS
129
DELISTED
WNS Holdings
WNS
$13.5M 0.03%
268,048
-421,556
-61% -$25.4M
FOUR icon
130
Shift4
FOUR
$3.32B
$13.5M 0.03%
203,587
+416
+0.2% +$31.3K
MRCY icon
131
Mercury Systems
MRCY
$6.43B
$13.3M 0.03%
450,547
+1,744
+0.4% +$52.5K
VLRS
132
Controladora Vuela Compania de Aviacion
VLRS
$902M
$12.9M 0.03%
1,745,219
+65,824
+4% +$508K
POWI icon
133
Power Integrations
POWI
$3.57B
$12.9M 0.03%
179,931
+4,939
+3% +$369K
WAL icon
134
Western Alliance Bancorporation
WAL
$8.85B
$12.9M 0.03%
200,354
+16,025
+9% +$983K
HALO icon
135
Halozyme
HALO
$11.7B
$12.5M 0.03%
306,339
-10,145
-3% -$380K
SAIC icon
136
Saic
SAIC
$5.27B
$12M 0.03%
92,389
-1,799
-2% -$238K
SHOP icon
137
Shopify
SHOP
$198B
$11.8M 0.03%
152,656
+6
+0% +$474
PRVA icon
138
Privia Health
PRVA
$2.82B
$11.2M 0.03%
572,454
+23,367
+4% +$494K
NTRA icon
139
Natera
NTRA
$45.9B
$10.7M 0.03%
116,467
-29,529
-20% -$2.22M
DCGO icon
140
DocGo
DCGO
$58M
$10.6M 0.03%
2,627,032
+44,359
+2% +$167K
GB
141
DELISTED
Global Blue Group Holding
GB
$10.1M 0.02%
1,920,343
+71,326
+4% +$331K
IT icon
142
Gartner
IT
$11.9B
$9.34M 0.02%
19,585
+4,637
+31% +$2.13M
LLY icon
143
Eli Lilly
LLY
$1.09T
$8.93M 0.02%
+11,477
New +$8.17M
AXSM icon
144
Axsome Therapeutics
AXSM
$11.3B
$8.9M 0.02%
111,590
+6,782
+6% +$569K
SP
145
DELISTED
SP Plus Corporation
SP
$8.8M 0.02%
168,562
+2,309
+1% +$119K
INSM icon
146
Insmed
INSM
$29.4B
$8.68M 0.02%
320,001
+24,673
+8% +$691K
CYRX icon
147
CryoPort
CYRX
$753M
$8.13M 0.02%
459,492
+135,401
+42% +$2.14M
RCKT icon
148
Rocket Pharmaceuticals
RCKT
$384M
$8.02M 0.02%
297,658
+1,645
+0.6% +$46.7K
KROS icon
149
Keros Therapeutics
KROS
$211M
$7.75M 0.02%
117,030
-37,634
-24% -$2.23M
RARE icon
150
Ultragenyx Pharmaceutical
RARE
$2.66B
$7.12M 0.02%
152,500
+31,515
+26% +$1.49M
4 5
6
7 8

Similar funds

State of Wisconsin Investment Board
State of Wisconsin Investment Board Madison, Wisconsin $43.7B AUM 27.76% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return
PEAK6
PEAK6 Chicago, Illinois $42.6B AUM 66.24% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return
LP
LMR Partners London, United Kingdom $45.4B AUM 60.47% 1-Year Est. Return
Zurich Cantonal Bank
Zurich Cantonal Bank Zurich, Switzerland $46B AUM 27.59% 1-Year Est. Return
Holocene Advisors
Holocene Advisors New York $41.5B AUM 42.97% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

WCM Investment Management's Q1 2024 Portfolio in Review

As of Q1 2024, WCM Investment Management held 265 positions worth $42.1B, up 16% from $36.2B the previous quarter. Its ten largest holdings account for 42% of the portfolio.

WCM Investment Management deployed $1.82B of net new capital in Q1 2024, opening 15 new positions and adding to 119 existing holdings. Its largest new stake was monday.com: 3,225,401 shares worth $729M.

By sector, the portfolio is most concentrated in Technology at 27% of assets, down from 29% a quarter earlier, followed by Industrials and Financials.

On the sell side, the largest reduction was Mercado Libre, an estimated $442M trimmed.

  • WCM Investment Management's largest Q1 2024 buy was monday.com: 3,225,401 shares worth $729M.
  • WCM Investment Management added most to Nu Holdings in Q1 2024, an estimated $940M increase.
  • WCM Investment Management's biggest Q1 2024 reduction was Mercado Libre, cutting an estimated $442M.
  • WCM Investment Management fully exited HEICO Corp Class A in Q1 2024, selling an estimated $207M.
  • WCM Investment Management's ten largest holdings make up 42% of its $42.1B portfolio in Q1 2024.
  • WCM Investment Management opened 15 new positions and closed 18 in Q1 2024.
  • WCM Investment Management's portfolio value rose 16% quarter-over-quarter to $42.1B.

Based on WCM Investment Management's 13F filing for Q1 2024, filed 25 Apr 2024.