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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
-0.92%
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
$27.9B
AUM Growth
-$22.8M
Cap. Flow
+$962M
Cap. Flow %
3.45%
Top 10 Hldgs %
48.87%
Holding
212
New
10
Increased
126
Reduced
41
Closed
17

Top Buys

Rank Stock Value
1
WCN
Waste Connections
WCN
+$777M
2
TEAM icon
Atlassian
TEAM
+$589M
3
AJG icon
Arthur J. Gallagher & Co
AJG
+$452M
4
AMZN icon
Amazon
AMZN
+$401M
5
EPAM icon
EPAM Systems
EPAM
+$358M

Top Sells

Rank Stock Value
1
TSM icon
TSMC
TSM
+$919M
2
SHOP icon
Shopify
SHOP
+$497M
3
CHD icon
Church & Dwight Co
CHD
+$368M
4
NKE icon
Nike
NKE
+$319M
5
SHW icon
Sherwin-Williams
SHW
+$293M

Sector Composition

Rank Sector Weight
1 Healthcare 29.34%
2 Technology 29.28%
3 Industrials 18.39%
4 Financials 11.8%
5 Consumer Discretionary 9.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IBN icon
151
ICICI Bank
IBN
$108B
$2.89M 0.01%
139,372
-111
-0.1% -$2.35K
ARWR icon
152
Arrowhead Research
ARWR
$12.5B
$2.56M 0.01%
76,820
+5,730
+8% +$231K
EWBC icon
153
East-West Bancorp
EWBC
$18.1B
$2.47M 0.01%
36,517
– –
BN icon
154
Brookfield
BN
$109B
$2.08M 0.01%
94,803
+557
+0.6% +$14.4K
CUBE icon
155
CubeSmart
CUBE
$9.23B
$2.04M 0.01%
51,565
+540
+1% +$24.3K
SLP icon
156
Simulations Plus
SLP
$371M
$1.93M 0.01%
40,078
– –
TSM icon
157
TSMC
TSM
$2.17T
$1.83M 0.01%
26,474
-11,121,497
-100% -$919M
IBTX
158
DELISTED
Independent Bank Group, Inc.
IBTX
$1.78M 0.01%
28,658
+468
+2% +$32.3K
CB icon
159
Chubb
CB
$134B
$1.71M 0.01%
9,293
+75
+0.8% +$14.2K
SONY icon
160
Sony
SONY
$140B
$1.71M 0.01%
130,985
– –
RELX icon
161
RELX
RELX
$62.1B
$1.55M 0.01%
64,362
– –
TT icon
162
Trane Technologies
TT
$105B
$1.53M 0.01%
10,520
– –
NFLX icon
163
Netflix
NFLX
$318B
$1.44M 0.01%
60,000
– –
INDA icon
164
iShares MSCI India ETF
INDA
$6.6B
$1.4M 0.01%
34,511
+3,922
+13% +$166K
GIB icon
165
CGI
GIB
$15.6B
$1.33M ﹤0.01%
17,627
– –
SLB icon
166
SLB Ltd
SLB
$78.9B
$1.2M ﹤0.01%
+33,418
New +$1.21M
BRO icon
167
Brown & Brown
BRO
$24B
$1.17M ﹤0.01%
19,131
+397
+2% +$25K
CNQ icon
168
Canadian Natural Resources
CNQ
$97.4B
$1.12M ﹤0.01%
+48,054
New +$1.24M
CAE icon
169
CAE Inc. Common Shares
CAE
$8.64B
$1.11M ﹤0.01%
70,239
-1,016
-1% -$21.7K
GDDY icon
170
GoDaddy
GDDY
$11.6B
$1.06M ﹤0.01%
14,655
+285
+2% +$21.5K
TEL icon
171
TE Connectivity
TEL
$62B
$1.04M ﹤0.01%
9,203
– –
BAH icon
172
Booz Allen Hamilton
BAH
$9.37B
$1.03M ﹤0.01%
11,150
+209
+2% +$19.8K
NICE icon
173
Nice
NICE
$6.01B
$995K ﹤0.01%
5,174
– –
CSL icon
174
Carlisle Companies
CSL
$15.3B
$861K ﹤0.01%
3,071
-536
-15% -$154K
BIDU icon
175
Baidu
BIDU
$37.1B
$837K ﹤0.01%
7,111
– –
5 6
7
8 9

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WCM Investment Management's Q3 2022 Portfolio in Review

As of Q3 2022, WCM Investment Management held 212 positions worth $27.9B, down 0.08% from $27.9B the previous quarter. Its ten largest holdings account for 49% of the portfolio.

WCM Investment Management deployed $962M of net new capital in Q3 2022, opening 10 new positions and adding to 126 existing holdings. Its largest new stake was Arthur J. Gallagher & Co: 2,547,103 shares worth $436M.

By sector, the portfolio is most concentrated in Healthcare at 29% of assets, down from 29% a quarter earlier, followed by Technology and Industrials.

On the sell side, the largest reduction was TSMC, an estimated $919M trimmed.

  • WCM Investment Management's largest Q3 2022 buy was Arthur J. Gallagher & Co: 2,547,103 shares worth $436M.
  • WCM Investment Management added most to Waste Connections in Q3 2022, an estimated $777M increase.
  • WCM Investment Management's biggest Q3 2022 reduction was TSMC, cutting an estimated $919M.
  • WCM Investment Management fully exited Church & Dwight Co in Q3 2022, selling an estimated $368M.
  • WCM Investment Management's ten largest holdings make up 49% of its $27.9B portfolio in Q3 2022.
  • WCM Investment Management opened 10 new positions and closed 17 in Q3 2022.
  • WCM Investment Management's portfolio value fell 0.08% quarter-over-quarter to $27.9B.

Based on WCM Investment Management's 13F filing for Q3 2022, filed 18 Oct 2022.