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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
+10.71%
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
$44.4B
AUM Growth
+$1.13B
Cap. Flow
-$2.46B
Cap. Flow %
-5.53%
Top 10 Hldgs %
56.1%
Holding
220
New
16
Increased
133
Reduced
53
Closed
15

Top Buys

Rank Stock Value
1
NVO
Novo Nordisk
NVO
+$269M
2
LRCX icon
Lam Research
LRCX
+$161M
3
EFA icon
iShares MSCI EAFE ETF
EFA
+$139M
4
NU icon
Nu Holdings
NU
+$120M
5
CINT icon
CI&T Inc
CINT
+$37.5M

Top Sells

Rank Stock Value
1
MELI icon
Mercado Libre
MELI
+$2.3B
2
HDB icon
HDFC Bank
HDB
+$1.16B
3
TEAM icon
Atlassian
TEAM
+$300M
4
BAP icon
Credicorp
BAP
+$29.4M
5
TWKS
Thoughtworks Holding, Inc. Common Stock
TWKS
+$26M

Sector Composition

Rank Sector Weight
1 Technology 40.57%
2 Healthcare 28.38%
3 Industrials 9.53%
4 Consumer Discretionary 9.23%
5 Financials 5.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
NTES icon
151
NetEase
NTES
$85.4B
$5.7M 0.01%
55,973
+18,664
+50% +$1.9M
BEAM icon
152
Beam Therapeutics
BEAM
$2.82B
$5.62M 0.01%
+70,579
New +$6.04M
DXCM icon
153
DexCom
DXCM
$33.1B
$4.92M 0.01%
36,632
+11,820
+48% +$1.7M
AXSM icon
154
Axsome Therapeutics
AXSM
$11.4B
$4.55M 0.01%
120,440
+46,471
+63% +$1.71M
NOVT icon
155
Novanta
NOVT
$6.2B
$4.49M 0.01%
25,482
+8,559
+51% +$1.43M
RCKT icon
156
Rocket Pharmaceuticals
RCKT
$397M
$4.21M 0.01%
192,929
+95,664
+98% +$2.61M
MRVI icon
157
Maravai LifeSciences
MRVI
$895M
$4.12M 0.01%
98,308
+32,979
+50% +$1.34M
SNAP icon
158
Snap
SNAP
$9.05B
$3.98M 0.01%
84,647
+28,374
+50% +$1.6M
MRTX
159
DELISTED
Mirati Therapeutics, Inc. Common Stock
MRTX
$3.88M 0.01%
+26,455
New +$4.11M
BILL icon
160
BILL Holdings
BILL
$4.91B
$3.81M 0.01%
15,298
+5,145
+51% +$1.45M
NFLX icon
161
Netflix
NFLX
$318B
$3.62M 0.01%
60,000
– –
AMZN icon
162
Amazon
AMZN
$3T
$3.57M 0.01%
21,440
+40
+0.2% +$6.85K
IOVA icon
163
Iovance Biotherapeutics
IOVA
$2.9B
$3.19M 0.01%
166,941
+14,940
+10% +$329K
XYZ
164
Block Inc
XYZ
$47.5B
$3.1M 0.01%
19,162
+6,485
+51% +$1.41M
IBN icon
165
ICICI Bank
IBN
$108B
$2.27M 0.01%
114,707
+57,898
+102% +$1.14M
BBIO icon
166
BridgeBio Pharma
BBIO
$16.6B
$2.11M ﹤0.01%
126,270
+60,766
+93% +$2.57M
SONY icon
167
Sony
SONY
$140B
$2.1M ﹤0.01%
83,265
+8,250
+11% +$196K
SLP icon
168
Simulations Plus
SLP
$371M
$1.9M ﹤0.01%
40,078
– –
RELX icon
169
RELX
RELX
$62.1B
$1.71M ﹤0.01%
52,530
+16,234
+45% +$505K
BRO icon
170
Brown & Brown
BRO
$24B
$1.58M ﹤0.01%
22,524
+167
+0.7% +$10.8K
CAE icon
171
CAE Inc. Common Shares
CAE
$8.64B
$1.47M ﹤0.01%
58,321
+17,833
+44% +$498K
BN icon
172
Brookfield
BN
$109B
$1.39M ﹤0.01%
42,621
+4,426
+12% +$140K
TT icon
173
Trane Technologies
TT
$105B
$1.35M ﹤0.01%
6,672
+735
+12% +$138K
JLL icon
174
Jones Lang LaSalle
JLL
$16.4B
$1.28M ﹤0.01%
4,765
-2,771
-37% -$715K
CDK
175
DELISTED
CDK Global, Inc.
CDK
$1.26M ﹤0.01%
30,112
+260
+0.9% +$10.9K
5 6
7
8 9

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WCM Investment Management's Q4 2021 Portfolio in Review

As of Q4 2021, WCM Investment Management held 220 positions worth $44.4B, up 2.6% from $43.3B the previous quarter. Its ten largest holdings account for 56% of the portfolio.

WCM Investment Management withdrew a net $2.46B in Q4 2021, closing 15 positions and reducing 53 holdings. Its most notable exit was Credicorp, an estimated $29.4M position sold in full.

By sector, the portfolio is most concentrated in Technology at 41% of assets, up from 37% a quarter earlier, followed by Healthcare and Industrials.

Against the trend, WCM Investment Management opened a new position in Novo Nordisk worth $278M.

  • WCM Investment Management's largest Q4 2021 buy was Novo Nordisk: 4,971,130 shares worth $278M.
  • WCM Investment Management added most to Lam Research in Q4 2021, an estimated $161M increase.
  • WCM Investment Management's biggest Q4 2021 reduction was Mercado Libre, cutting an estimated $2.3B.
  • WCM Investment Management fully exited Credicorp in Q4 2021, selling an estimated $29.4M.
  • WCM Investment Management's ten largest holdings make up 56% of its $44.4B portfolio in Q4 2021.
  • WCM Investment Management opened 16 new positions and closed 15 in Q4 2021.
  • WCM Investment Management's portfolio value rose 2.6% quarter-over-quarter to $44.4B.

Based on WCM Investment Management's 13F filing for Q4 2021, filed 26 Jan 2022.