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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
+9.59%
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
$42.5B
AUM Growth
-$1.6B
Cap. Flow
-$2.84B
Cap. Flow %
-6.67%
Top 10 Hldgs %
40.49%
Holding
332
New
43
Increased
108
Reduced
133
Closed
44

Top Buys

Rank Stock Value
1
GDDY icon
GoDaddy
GDDY
+$613M
2
VRTX icon
Vertex Pharmaceuticals
VRTX
+$506M
3
SE icon
Sea Limited
SE
+$500M
4
SAP icon
SAP
SAP
+$277M
5
ILMN icon
Illumina
ILMN
+$124M

Top Sells

Rank Stock Value
1
APP icon
Applovin
APP
+$985M
2
FND icon
Floor & Decor
FND
+$537M
3
AON icon
Aon
AON
+$529M
4
EPAM icon
EPAM Systems
EPAM
+$447M
5
TMO icon
Thermo Fisher Scientific
TMO
+$439M

Sector Composition

Rank Sector Weight
1 Technology 23.94%
2 Financials 16.94%
3 Consumer Discretionary 15.77%
4 Healthcare 14.31%
5 Industrials 12.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SMTC icon
126
Semtech
SMTC
$12.2B
$15.2M 0.04%
+246,022
New +$13M
NOVT icon
127
Novanta
NOVT
$6.2B
$15.1M 0.04%
+99,177
New +$16.8M
GKOS icon
128
Glaukos
GKOS
$10.7B
$14.6M 0.03%
97,604
-1,551
-2% -$214K
POWL icon
129
Powell Industries
POWL
$7.55B
$14.3M 0.03%
+188,421
New +$16.8M
AMWD
130
DELISTED
American Woodmark
AMWD
$14.2M 0.03%
178,095
-8,949
-5% -$819K
RDNT icon
131
RadNet
RDNT
$6.08B
$14.1M 0.03%
+198,681
New +$14.7M
RGEN icon
132
Repligen
RGEN
$9.21B
$14M 0.03%
97,086
-2,072
-2% -$297K
INTR icon
133
Inter&Co
INTR
$2.36B
$13.8M 0.03%
3,303,578
+742,769
+29% +$4.16M
META icon
134
Meta Platforms (Facebook)
META
$1.52T
$13.8M 0.03%
23,399
+4,790
+26% +$2.81M
HALO icon
135
Halozyme
HALO
$11.6B
$13.7M 0.03%
284,622
-15,423
-5% -$791K
PEN icon
136
Penumbra
PEN
$12.8B
$13.5M 0.03%
+56,472
New +$12.8M
GB
137
DELISTED
Global Blue Group Holding
GB
$13.4M 0.03%
1,990,631
+57,889
+3% +$332K
IT icon
138
Gartner
IT
$12.2B
$13M 0.03%
26,768
+5,493
+26% +$2.83M
LLY icon
139
Eli Lilly
LLY
$1.1T
$12.9M 0.03%
16,705
+3,445
+26% +$2.85M
KVYO icon
140
Klaviyo
KVYO
$5.09B
$12.8M 0.03%
+305,404
New +$11.7M
WNS
141
DELISTED
WNS Holdings
WNS
$12.7M 0.03%
270,319
-2,213
-0.8% -$109K
CDRE icon
142
Cadre Holdings
CDRE
$1.4B
$12.4M 0.03%
+387,292
New +$13.8M
ICFI icon
143
ICF International
ICFI
$1.64B
$12.4M 0.03%
+104,879
New +$15.7M
CGNX icon
144
Cognex
CGNX
$10.8B
$12.3M 0.03%
343,846
-8,297
-2% -$325K
S icon
145
SentinelOne
S
$7.62B
$12.2M 0.03%
543,423
-10,664
-2% -$272K
IRTC icon
146
iRhythm Holdings
IRTC
$4.11B
$12M 0.03%
138,202
-2,931
-2% -$230K
UNF icon
147
Unifirst Corp
UNF
$5.24B
$11.7M 0.03%
68,215
-42,431
-38% -$8.09M
LNTH icon
148
Lantheus
LNTH
$6.59B
$11.4M 0.03%
127,577
-497
-0.4% -$48.4K
SSD icon
149
Simpson Manufacturing
SSD
$8B
$11.3M 0.03%
68,056
-2,009
-3% -$368K
CRDO icon
150
Credo Technology Group
CRDO
$44.7B
$10.7M 0.03%
+153,523
New +$7.63M
4 5
6
7 8

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WCM Investment Management's Q4 2024 Portfolio in Review

As of Q4 2024, WCM Investment Management held 332 positions worth $42.5B, down 3.6% from $44.1B the previous quarter. Its ten largest holdings account for 40% of the portfolio.

WCM Investment Management withdrew a net $2.84B in Q4 2024, closing 44 positions and reducing 133 holdings. Its most notable exit was Floor & Decor, an estimated $537M position sold in full.

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

Against the trend, WCM Investment Management opened a new position in Vertex Pharmaceuticals worth $436M.

  • WCM Investment Management's largest Q4 2024 buy was Vertex Pharmaceuticals: 1,091,522 shares worth $436M.
  • WCM Investment Management added most to GoDaddy in Q4 2024, an estimated $613M increase.
  • WCM Investment Management's biggest Q4 2024 reduction was Applovin, cutting an estimated $985M.
  • WCM Investment Management fully exited Floor & Decor in Q4 2024, selling an estimated $537M.
  • WCM Investment Management's ten largest holdings make up 40% of its $42.5B portfolio in Q4 2024.
  • WCM Investment Management opened 43 new positions and closed 44 in Q4 2024.
  • WCM Investment Management's portfolio value fell 3.6% quarter-over-quarter to $42.5B.

Based on WCM Investment Management's 13F filing for Q4 2024, filed 28 Jan 2025.