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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
+4.38%
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
$42.3B
AUM Growth
+$235M
Cap. Flow
-$201M
Cap. Flow %
-0.48%
Top 10 Hldgs %
39.27%
Holding
281
New
34
Increased
131
Reduced
95
Closed
14

Top Buys

Rank Stock Value
1
TSM icon
TSMC
TSM
+$1.29B
2
SE icon
Sea Limited
SE
+$1.02B
3
SPOT icon
Spotify
SPOT
+$984M
4
GEV icon
GE Vernova
GEV
+$222M
5
MNDY icon
monday.com
MNDY
+$203M

Top Sells

Rank Stock Value
1
ACN icon
Accenture
ACN
+$916M
2
LRCX icon
Lam Research
LRCX
+$471M
3
ANET icon
Arista Networks
ANET
+$435M
4
COST icon
Costco
COST
+$388M
5
TEAM icon
Atlassian
TEAM
+$352M

Sector Composition

Rank Sector Weight
1 Technology 24.15%
2 Financials 18.17%
3 Industrials 17.07%
4 Healthcare 16.71%
5 Consumer Discretionary 13.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
PPLI
126
People Inc
PPLI
$3.03B
$14.2M 0.03%
370,135
+8,164
+2% +$337K
EGP icon
127
EastGroup Properties
EGP
$10.9B
$14.2M 0.03%
83,776
+65,245
+352% +$10.8M
WNS
128
DELISTED
WNS Holdings
WNS
$14.1M 0.03%
271,905
+3,857
+1% +$191K
AMWD
129
DELISTED
American Woodmark
AMWD
$14M 0.03%
178,985
-657
-0.4% -$59.3K
CRMT icon
130
America's Car Mart
CRMT
$26.1M
$13.5M 0.03%
223,509
-1,366
-0.6% -$82.5K
AS icon
131
Amer Sports
AS
$21B
$13.4M 0.03%
+1,024,091
New +$15M
BRZE icon
132
Braze
BRZE
$3.24B
$13.2M 0.03%
+347,909
New +$13.9M
NTRA icon
133
Natera
NTRA
$45.9B
$13M 0.03%
118,369
+1,902
+2% +$193K
POWI icon
134
Power Integrations
POWI
$3.46B
$12.7M 0.03%
183,682
+3,751
+2% +$269K
SGRY icon
135
Surgery Partners
SGRY
$2.09B
$12.7M 0.03%
520,265
+11,777
+2% +$302K
FIVE icon
136
Five Below
FIVE
$13B
$12M 0.03%
108,910
+1,598
+1% +$221K
MRCY icon
137
Mercury Systems
MRCY
$6.52B
$12M 0.03%
449,704
-843
-0.2% -$24.6K
BILL icon
138
BILL Holdings
BILL
$4.91B
$11.7M 0.03%
232,758
+3,397
+1% +$192K
FWRG icon
139
First Watch Restaurant Group
FWRG
$742M
$11.7M 0.03%
663,122
+12,008
+2% +$251K
SAIC icon
140
Saic
SAIC
$5.3B
$10.8M 0.03%
91,941
-448
-0.5% -$56.7K
LLY icon
141
Eli Lilly
LLY
$1.1T
$10.5M 0.02%
11,544
+67
+0.6% +$53.6K
SHOP icon
142
Shopify
SHOP
$200B
$10.1M 0.02%
152,650
-6
-0% -$398
GB
143
DELISTED
Global Blue Group Holding
GB
$9.99M 0.02%
1,959,469
+39,126
+2% +$195K
FN icon
144
Fabrinet
FN
$18.9B
$9.73M 0.02%
39,434
-135,437
-77% -$28.7M
AXSM icon
145
Axsome Therapeutics
AXSM
$11.4B
$9.08M 0.02%
113,345
+1,755
+2% +$130K
META icon
146
Meta Platforms (Facebook)
META
$1.52T
$8.56M 0.02%
+16,470
New +$8.01M
RGEN icon
147
Repligen
RGEN
$9.21B
$8.49M 0.02%
67,032
-22,584
-25% -$3.54M
DCGO icon
148
DocGo
DCGO
$56.8M
$8.38M 0.02%
2,611,038
-15,994
-0.6% -$52.7K
GKOS icon
149
Glaukos
GKOS
$10.7B
$7.99M 0.02%
+68,071
New +$7.23M
IT icon
150
Gartner
IT
$12.2B
$7.99M 0.02%
17,955
-1,630
-8% -$725K
4 5
6
7 8

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WCM Investment Management's Q2 2024 Portfolio in Review

As of Q2 2024, WCM Investment Management held 281 positions worth $42.3B, up 0.56% from $42.1B the previous quarter. Its ten largest holdings account for 39% of the portfolio.

WCM Investment Management's Q2 2024 filing shows 34 new, 131 increased, 95 reduced and 14 closed positions. Its largest new stake was Sea Limited: 15,384,819 shares worth $1.15B. The largest sale was Accenture, an estimated $916M.

By sector, the portfolio is most concentrated in Technology at 24% of assets, down from 27% a quarter earlier, followed by Financials and Industrials.

  • WCM Investment Management's largest Q2 2024 buy was Sea Limited: 15,384,819 shares worth $1.15B.
  • WCM Investment Management added most to TSMC in Q2 2024, an estimated $1.29B increase.
  • WCM Investment Management's biggest Q2 2024 reduction was Accenture, cutting an estimated $916M.
  • WCM Investment Management fully exited Lam Research in Q2 2024, selling an estimated $471M.
  • WCM Investment Management's ten largest holdings make up 39% of its $42.3B portfolio in Q2 2024.
  • WCM Investment Management opened 34 new positions and closed 14 in Q2 2024.
  • WCM Investment Management's portfolio value rose 0.56% quarter-over-quarter to $42.3B.

Based on WCM Investment Management's 13F filing for Q2 2024, filed 31 Jul 2024.