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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
+9.35%
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
$31.3B
AUM Growth
+$1.31B
(+4.4%)
Cap. Flow
-$1.07B
Cap. Flow
% of AUM
-3.42%
Top 10 Holdings %
Top 10 Hldgs %
46.8%
Holding
226
New
13
Increased
89
Reduced
106
Closed
13
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Linde
LIN
|
+$1.13B |
| 2 |
Arch Capital
ACGL
|
+$839M |
| 3 |
ICICI Bank
IBN
|
+$261M |
| 4 |
Booz Allen Hamilton
BAH
|
+$136M |
| 5 |
AstraZeneca
AZN
|
+$32.1M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
lululemon athletica
LULU
|
+$797M |
| 2 |
Accenture
ACN
|
+$478M |
| 3 |
Alcon
ALC
|
+$278M |
| 4 |
Repligen
RGEN
|
+$263M |
| 5 |
Union Pacific
UNP
|
+$260M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 26.1% |
| 2 | Healthcare | 24.77% |
| 3 | Financials | 19.43% |
| 4 | Industrials | 17.62% |
| 5 | Materials | 5.38% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
151
GoDaddy
GDDY
$11.6B
| $5.86M | 0.02% |
75,448
+500
| +0.7% | +$38.6K |
|
|
GTM
152
ZoomInfo Technologies
GTM
$1.24B
| $5.72M | 0.02% |
231,669
+6,942
| +3% | +$178K |
|
153
Brown & Brown
BRO
$23.8B
| $5.57M | 0.02% |
97,073
+655
| +0.7% | +$37.6K |
|
154
Axsome Therapeutics
AXSM
$11.3B
| $5.46M | 0.02% |
88,545
-194
| -0.2% | -$12.7K |
|
155
iShares MSCI EAFE ETF
EFA
$80.1B
| $5.07M | 0.02% |
70,874
-2,814,028
| -98% | -$197M |
|
|
NSTG
156
DELISTED
NanoString Technologies, Inc.
NSTG
| $4.74M | 0.02% |
479,041
+2,256
| +0.5% | +$22.3K |
|
157
Watsco Inc
WSO
$13.4B
| $4.71M | 0.02% |
14,796
+141
| +1% | +$41.4K |
|
158
Insmed
INSM
$29.4B
| $4.42M | 0.01% |
259,524
-187
| -0.1% | -$3.63K |
|
159
Rocket Pharmaceuticals
RCKT
$388M
| $4.35M | 0.01% |
253,811
+2,113
| +0.8% | +$41.4K |
|
160
Graco
GGG
$13.5B
| $4.35M | 0.01% |
59,528
+1,586
| +3% | +$110K |
|
161
Yeti Holdings
YETI
$3.87B
| $4.29M | 0.01% |
107,302
+755
| +0.7% | +$31.2K |
|
162
PTC
PTC
$16.3B
| $4.15M | 0.01% |
32,372
+243
| +0.8% | +$30.9K |
|
163
Lincoln Electric
LECO
$15.5B
| $3.97M | 0.01% |
23,479
-6,280
| -21% | -$1.04M |
|
164
MKS Inc
MKSI
$19.9B
| $3.95M | 0.01% |
44,545
+274
| +0.6% | +$26.1K |
|
165
Ultragenyx Pharmaceutical
RARE
$2.67B
| $3.92M | 0.01% |
97,817
+1,047
| +1% | +$44.9K |
|
166
Natera
NTRA
$45.9B
| $3.65M | 0.01% |
65,722
-63,423
| -49% | -$3.04M |
|
167
Arrowhead Research
ARWR
$12.7B
| $3.59M | 0.01% |
141,409
-5,693
| -4% | -$179K |
|
168
Keros Therapeutics
KROS
$212M
| $3.59M | 0.01% |
84,026
+885
| +1% | +$44.7K |
|
169
Masco
MAS
$14.8B
| $3.53M | 0.01% |
71,014
+483
| +0.7% | +$24.9K |
|
170
SiteOne Landscape Supply
SITE
$4.33B
| $3.48M | 0.01% |
25,428
+146
| +0.6% | +$20.6K |
|
171
Jones Lang LaSalle
JLL
$16.6B
| $3.4M | 0.01% |
23,341
+118
| +0.5% | +$19.7K |
|
172
EOG Resources
EOG
$74.6B
| $2.67M | 0.01% |
+23,530
| New | +$2.85M |
|
173
CarMax
KMX
$8.26B
| $2.66M | 0.01% |
41,391
+345
| +0.8% | +$23.1K |
|
174
Ashland
ASH
$3.44B
| $2.66M | 0.01% |
25,895
+220
| +0.9% | +$22.8K |
|
175
Mastercard
MA
$496B
| $2.59M | 0.01% |
7,139
+106
| +2% | +$38.5K |
|
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WCM Investment Management's Q1 2023 Portfolio in Review
As of Q1 2023, WCM Investment Management held 226 positions worth $31.3B, up 4.4% from $30B the previous quarter. Its ten largest holdings account for 47% of the portfolio.
WCM Investment Management withdrew a net $1.07B in Q1 2023, closing 13 positions and reducing 106 holdings. Its most notable exit was Union Pacific, an estimated $260M position sold in full.
By sector, the portfolio is most concentrated in Technology at 26% of assets, down from 27% a quarter earlier, followed by Healthcare and Financials.
Against the trend, WCM Investment Management opened a new position in Arch Capital worth $867M.
- WCM Investment Management's largest Q1 2023 buy was Arch Capital: 12,769,260 shares worth $867M.
- WCM Investment Management added most to Linde in Q1 2023, an estimated $1.13B increase.
- WCM Investment Management's biggest Q1 2023 reduction was lululemon athletica, cutting an estimated $797M.
- WCM Investment Management fully exited Union Pacific in Q1 2023, selling an estimated $260M.
- WCM Investment Management's ten largest holdings make up 47% of its $31.3B portfolio in Q1 2023.
- WCM Investment Management opened 13 new positions and closed 13 in Q1 2023.
- WCM Investment Management's portfolio value rose 4.4% quarter-over-quarter to $31.3B.
Based on WCM Investment Management's 13F filing for Q1 2023, filed 15 May 2023.