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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
+9.07%
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
$44.1B
AUM Growth
+$1.82B
Cap. Flow
-$959M
Cap. Flow %
-2.17%
Top 10 Hldgs %
38.57%
Holding
300
New
33
Increased
139
Reduced
107
Closed
11

Top Buys

Rank Stock Value
1
RGA icon
Reinsurance Group of America
RGA
+$481M
2
SE icon
Sea Limited
SE
+$416M
3
FRPT icon
Freshpet
FRPT
+$320M
4
GEV icon
GE Vernova
GEV
+$223M
5
TSM icon
TSMC
TSM
+$206M

Top Sells

Rank Stock Value
1
CP icon
Canadian Pacific Kansas City
CP
+$503M
2
TEAM icon
Atlassian
TEAM
+$494M
3
MELI icon
Mercado Libre
MELI
+$408M
4
ODFL icon
Old Dominion Freight Line
ODFL
+$351M
5
WCN
Waste Connections
WCN
+$298M

Sector Composition

Rank Sector Weight
1 Technology 21.34%
2 Financials 19.59%
3 Healthcare 15.66%
4 Consumer Discretionary 15.35%
5 Industrials 14.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
RGEN icon
126
Repligen
RGEN
$9.34B
$14.5M 0.03%
99,158
+32,126
+48% +$4.61M
VLRS
127
Controladora Vuela Compania de Aviacion
VLRS
$900M
$14.3M 0.03%
2,188,339
-208,435
-9% -$1.27M
WNS
128
DELISTED
WNS Holdings
WNS
$14.2M 0.03%
272,532
+627
+0.2% +$35.6K
TREX icon
129
Trex
TREX
$5.05B
$14.2M 0.03%
209,754
+2,129
+1% +$149K
CGNX icon
130
Cognex
CGNX
$10.7B
$14.2M 0.03%
352,143
-58,722
-14% -$2.5M
LNTH icon
131
Lantheus
LNTH
$6.59B
$13.8M 0.03%
128,074
+34,000
+36% +$3.53M
SSD icon
132
Simpson Manufacturing
SSD
$8.15B
$13.4M 0.03%
+70,065
New +$12.6M
S icon
133
SentinelOne
S
$7.71B
$13.3M 0.03%
+554,087
New +$12.5M
BRZE icon
134
Braze
BRZE
$3.24B
$13.2M 0.03%
398,022
+50,113
+14% +$1.98M
SAIA icon
135
Saia
SAIA
$9.48B
$13.2M 0.03%
30,409
-35,697
-54% -$15.1M
GKOS icon
136
Glaukos
GKOS
$10.7B
$12.7M 0.03%
99,155
+31,084
+46% +$3.87M
FN icon
137
Fabrinet
FN
$19B
$12.4M 0.03%
51,723
+12,289
+31% +$2.84M
EXAS
138
DELISTED
Exact Sciences
EXAS
$12.4M 0.03%
187,807
+172,821
+1,153% +$9.75M
SAIC icon
139
Saic
SAIC
$5.28B
$12.3M 0.03%
89,447
-2,494
-3% -$315K
AZTA icon
140
Azenta
AZTA
$1.53B
$12M 0.03%
243,791
-564,260
-70% -$29.3M
SHOP icon
141
Shopify
SHOP
$197B
$11.9M 0.03%
150,000
-2,650
-2% -$183K
LLY icon
142
Eli Lilly
LLY
$1.09T
$11.6M 0.03%
13,260
+1,716
+15% +$1.54M
FIVN icon
143
FIVE9
FIVN
$2.5B
$11.1M 0.03%
384,592
+48,981
+15% +$1.77M
IT icon
144
Gartner
IT
$11.9B
$10.8M 0.02%
21,275
+3,320
+18% +$1.6M
INSM icon
145
Insmed
INSM
$29.3B
$10.8M 0.02%
148,330
+54,806
+59% +$4.04M
META icon
146
Meta Platforms (Facebook)
META
$1.54T
$10.6M 0.02%
18,609
+2,139
+13% +$1.1M
FWRG icon
147
First Watch Restaurant Group
FWRG
$733M
$10.3M 0.02%
657,067
-6,055
-0.9% -$96.3K
IRTC icon
148
iRhythm Holdings
IRTC
$4.04B
$10.3M 0.02%
141,133
-142
-0.1% -$11.3K
GB
149
DELISTED
Global Blue Group Holding
GB
$10.2M 0.02%
1,932,742
-26,727
-1% -$135K
AXSM icon
150
Axsome Therapeutics
AXSM
$11.4B
$10.2M 0.02%
113,692
+347
+0.3% +$30.3K
4 5
6
7 8

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WCM Investment Management's Q3 2024 Portfolio in Review

As of Q3 2024, WCM Investment Management held 300 positions worth $44.1B, up 4.3% from $42.3B the previous quarter. Its ten largest holdings account for 39% of the portfolio.

WCM Investment Management's Q3 2024 filing shows 33 new, 139 increased, 107 reduced and 11 closed positions. Its largest new stake was SharkNinja: 225,225 shares worth $23.9M. The largest sale was Canadian Pacific Kansas City, an estimated $503M.

By sector, the portfolio is most concentrated in Technology at 21% of assets, down from 24% a quarter earlier, followed by Financials and Healthcare.

  • WCM Investment Management's largest Q3 2024 buy was SharkNinja: 225,225 shares worth $23.9M.
  • WCM Investment Management added most to Reinsurance Group of America in Q3 2024, an estimated $481M increase.
  • WCM Investment Management's biggest Q3 2024 reduction was Canadian Pacific Kansas City, cutting an estimated $503M.
  • WCM Investment Management fully exited Old Dominion Freight Line in Q3 2024, selling an estimated $351M.
  • WCM Investment Management's ten largest holdings make up 39% of its $44.1B portfolio in Q3 2024.
  • WCM Investment Management opened 33 new positions and closed 11 in Q3 2024.
  • WCM Investment Management's portfolio value rose 4.3% quarter-over-quarter to $44.1B.

Based on WCM Investment Management's 13F filing for Q3 2024, filed 4 Nov 2024.