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WCM Investment Management Portfolio holdings
AUM
$43.8B
1-Year Est. Return
42.28%
This Fund
S&P 500
This Quarter
Est. Return
-11.9%
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
$35.8B
AUM Growth
-$8.59B
(-19%)
Cap. Flow
-$1.79B
Cap. Flow
% of AUM
-5%
Top 10 Holdings %
Top 10 Hldgs %
53.24%
Holding
219
New
14
Increased
130
Reduced
46
Closed
18
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Microsoft
MSFT
|
+$392M |
| 2 |
Aon
AON
|
+$369M |
| 3 |
BILL Holdings
BILL
|
+$281M |
| 4 |
Ferguson
FERG
|
+$267M |
| 5 |
Canadian Pacific Kansas City
CP
|
+$143M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
TSMC
TSM
|
+$1.69B |
| 2 |
Stryker
SYK
|
+$328M |
| 3 |
lululemon athletica
LULU
|
+$319M |
| 4 |
Shopify
SHOP
|
+$200M |
| 5 |
Nu Holdings
NU
|
+$114M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 33.89% |
| 2 | Healthcare | 29.12% |
| 3 | Industrials | 13.43% |
| 4 | Consumer Discretionary | 8.69% |
| 5 | Financials | 8.35% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
151
Beam Therapeutics
BEAM
$2.78B
| $4.48M | 0.01% |
78,157
+7,578
| +11% | +$497K |
|
152
Fate Therapeutics
FATE
$317M
| $4.4M | 0.01% |
113,380
+12,452
| +12% | +$482K |
|
153
Amazon
AMZN
$2.94T
| $3.51M | 0.01% |
21,480
+40
| +0.2% | +$6.18K |
|
154
BridgeBio Pharma
BBIO
$16.5B
| $3.48M | 0.01% |
342,857
+216,587
| +172% | +$2.22M |
|
155
Rocket Pharmaceuticals
RCKT
$384M
| $3.29M | 0.01% |
207,174
+14,245
| +7% | +$246K |
|
|
XYZ
156
Block Inc
XYZ
$47.6B
| $3.27M | 0.01% |
24,141
+4,979
| +26% | +$603K |
|
157
Iovance Biotherapeutics
IOVA
$2.89B
| $3.08M | 0.01% |
184,731
+17,790
| +11% | +$275K |
|
158
East-West Bancorp
EWBC
$18.1B
| $2.89M | 0.01% |
+36,517
| New | +$3.08M |
|
159
Brookfield
BN
$112B
| $2.86M | 0.01% |
93,758
+51,137
| +120% | +$1.53M |
|
160
ICICI Bank
IBN
$108B
| $2.61M | 0.01% |
138,028
+23,321
| +20% | +$466K |
|
|
MRTX
161
DELISTED
Mirati Therapeutics, Inc. Common Stock
MRTX
| $2.52M | 0.01% |
30,639
+4,184
| +16% | +$428K |
|
162
CubeSmart
CUBE
$9.23B
| $2.42M | 0.01% |
+46,617
| New | +$2.36M |
|
163
Netflix
NFLX
$313B
| $2.25M | 0.01% |
60,000
| – | – |
|
|
CIAN
164
DELISTED
Cian PLC American Depositary Shares, each representing one Ordinary Share
CIAN
| $2.13M | 0.01% |
1,898,407
+16,980
| +0.9% | +$143K |
|
165
Sony
SONY
$139B
| $2.05M | 0.01% |
99,790
+16,525
| +20% | +$359K |
|
166
Simulations Plus
SLP
$370M
| $2.04M | 0.01% |
40,078
| – | – |
|
|
IBTX
167
DELISTED
Independent Bank Group, Inc.
IBTX
| $2.01M | 0.01% |
+28,190
| New | +$2.14M |
|
168
RELX
RELX
$61.9B
| $1.97M | 0.01% |
63,191
+10,661
| +20% | +$323K |
|
169
CAE Inc. Common Shares
CAE
$8.73B
| $1.85M | 0.01% |
71,107
+12,786
| +22% | +$325K |
|
170
iShares MSCI India ETF
INDA
$6.6B
| $1.7M | ﹤0.01% |
+38,137
| New | +$1.71M |
|
|
HHR
171
DELISTED
HeadHunter Group PLC American Depositary Shares
HHR
| $1.67M | ﹤0.01% |
335,994
-57,379
| -15% | -$2.42M |
|
172
Chubb
CB
$134B
| $1.5M | ﹤0.01% |
7,002
+1,358
| +24% | +$276K |
|
173
Brown & Brown
BRO
$23.9B
| $1.35M | ﹤0.01% |
18,663
-3,861
| -17% | -$259K |
|
174
Trane Technologies
TT
$107B
| $1.24M | ﹤0.01% |
8,092
+1,420
| +21% | +$232K |
|
175
GoDaddy
GDDY
$11.7B
| $1.2M | ﹤0.01% |
14,321
| – | – |
|
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WCM Investment Management's Q1 2022 Portfolio in Review
As of Q1 2022, WCM Investment Management held 219 positions worth $35.8B, down 19% from $44.4B the previous quarter. Its ten largest holdings account for 53% of the portfolio.
WCM Investment Management withdrew a net $1.79B in Q1 2022, closing 18 positions and reducing 46 holdings. Its most notable exit was Nu Holdings, an estimated $114M position sold in full.
By sector, the portfolio is most concentrated in Technology at 34% of assets, down from 41% a quarter earlier, followed by Healthcare and Industrials.
Against the trend, WCM Investment Management opened a new position in Microsoft worth $403M.
- WCM Investment Management's largest Q1 2022 buy was Microsoft: 1,303,809 shares worth $403M.
- WCM Investment Management added most to Aon in Q1 2022, an estimated $369M increase.
- WCM Investment Management's biggest Q1 2022 reduction was TSMC, cutting an estimated $1.69B.
- WCM Investment Management fully exited Nu Holdings in Q1 2022, selling an estimated $114M.
- WCM Investment Management's ten largest holdings make up 53% of its $35.8B portfolio in Q1 2022.
- WCM Investment Management opened 14 new positions and closed 18 in Q1 2022.
- WCM Investment Management's portfolio value fell 19% quarter-over-quarter to $35.8B.
Based on WCM Investment Management's 13F filing for Q1 2022, filed 6 May 2022.