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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
-1.44%
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
$34.1B
AUM Growth
+$586M
Cap. Flow
+$1.47B
Cap. Flow %
4.33%
Top 10 Hldgs %
47.8%
Holding
226
New
8
Increased
130
Reduced
64
Closed
18

Top Buys

Rank Stock Value
1
MELI icon
Mercado Libre
MELI
+$833M
2
CP icon
Canadian Pacific Kansas City
CP
+$541M
3
ICLR icon
Icon
ICLR
+$445M
4
ACGL icon
Arch Capital
ACGL
+$172M
5
WCN
Waste Connections
WCN
+$162M

Top Sells

Rank Stock Value
1
RMD icon
ResMed
RMD
+$769M
2
BILL icon
BILL Holdings
BILL
+$168M
3
AON icon
Aon
AON
+$39.5M
4
NVO
Novo Nordisk
NVO
+$35.8M
5
FOCS
Focus Financial Partners Inc. Class A
FOCS
+$27.5M

Sector Composition

Rank Sector Weight
1 Technology 25.57%
2 Healthcare 21.93%
3 Industrials 18.84%
4 Financials 18.67%
5 Consumer Discretionary 7.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
WSO icon
151
Watsco Inc
WSO
$13.6B
$4.99M 0.01%
13,184
-1,314
-9% -$475K
IT icon
152
Gartner
IT
$11.9B
$4.77M 0.01%
+13,762
New +$4.8M
JLL icon
153
Jones Lang LaSalle
JLL
$16.7B
$4.59M 0.01%
32,353
+9,405
+41% +$1.54M
PTC icon
154
PTC
PTC
$16.4B
$4.5M 0.01%
31,790
+10
+0% +$1.43K
MNST icon
155
Monster Beverage
MNST
$88.8B
$4.41M 0.01%
166,734
+20,284
+14% +$576K
GGG icon
156
Graco
GGG
$13.6B
$4.27M 0.01%
58,412
-29
-0% -$2.29K
CYRX icon
157
CryoPort
CYRX
$767M
$4.11M 0.01%
299,984
+5,839
+2% +$86K
SITE icon
158
SiteOne Landscape Supply
SITE
$4.37B
$4.11M 0.01%
25,050
+7
+0% +$1.14K
ARWR icon
159
Arrowhead Research
ARWR
$12.7B
$4.07M 0.01%
152,230
+603
+0.4% +$18.5K
RYAAY icon
160
Ryanair
RYAAY
$30.9B
$4M 0.01%
103,368
+75,878
+276% +$3.08M
RARE icon
161
Ultragenyx Pharmaceutical
RARE
$2.65B
$3.85M 0.01%
107,765
+2,460
+2% +$97.5K
MKSI icon
162
MKS Inc
MKSI
$20.2B
$3.79M 0.01%
43,764
+11
+0% +$1.07K
MAS icon
163
Masco
MAS
$14.9B
$3.73M 0.01%
69,658
+25
+0% +$1.44K
EOG icon
164
EOG Resources
EOG
$74.3B
$3.57M 0.01%
28,088
+3,207
+13% +$408K
ZBRA icon
165
Zebra Technologies
ZBRA
$18.1B
$3.47M 0.01%
+14,568
New +$3.96M
KRTX
166
DELISTED
Karuna Therapeutics, Inc. Common Stock
KRTX
$3.3M 0.01%
19,540
+347
+2% +$65.2K
NTRA icon
167
Natera
NTRA
$45.5B
$3.17M 0.01%
72,577
+1,607
+2% +$82K
MA icon
168
Mastercard
MA
$494B
$3.15M 0.01%
7,957
-128
-2% -$51.4K
KROS icon
169
Keros Therapeutics
KROS
$212M
$3.11M 0.01%
97,542
+2,329
+2% +$86.9K
NOVT icon
170
Novanta
NOVT
$6.35B
$3.03M 0.01%
21,094
-33,618
-61% -$5.48M
KMX icon
171
CarMax
KMX
$8.25B
$2.87M 0.01%
40,625
+19
+0% +$1.56K
BKR icon
172
Baker Hughes
BKR
$63.7B
$2.75M 0.01%
77,835
-12,917
-14% -$457K
EGP icon
173
EastGroup Properties
EGP
$10.9B
$2.69M 0.01%
16,243
+1,040
+7% +$184K
HDB icon
174
HDFC Bank
HDB
$121B
$2.68M 0.01%
90,778
+3,318
+4% +$108K
CUBE icon
175
CubeSmart
CUBE
$9.24B
$2.42M 0.01%
63,652
+3,870
+6% +$163K
5 6
7
8 9

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WCM Investment Management's Q3 2023 Portfolio in Review

As of Q3 2023, WCM Investment Management held 226 positions worth $34.1B, up 1.7% from $33.5B the previous quarter. Its ten largest holdings account for 48% of the portfolio.

WCM Investment Management deployed $1.47B of net new capital in Q3 2023, opening 8 new positions and adding to 130 existing holdings. Its largest new stake was The Ensign Group: 282,794 shares worth $26.3M.

By sector, the portfolio is most concentrated in Technology at 26% of assets, down from 27% a quarter earlier, followed by Healthcare and Industrials.

On the sell side, the largest reduction was BILL Holdings, an estimated $168M trimmed.

  • WCM Investment Management's largest Q3 2023 buy was The Ensign Group: 282,794 shares worth $26.3M.
  • WCM Investment Management added most to Mercado Libre in Q3 2023, an estimated $833M increase.
  • WCM Investment Management's biggest Q3 2023 reduction was BILL Holdings, cutting an estimated $168M.
  • WCM Investment Management fully exited ResMed in Q3 2023, selling an estimated $769M.
  • WCM Investment Management's ten largest holdings make up 48% of its $34.1B portfolio in Q3 2023.
  • WCM Investment Management opened 8 new positions and closed 18 in Q3 2023.
  • WCM Investment Management's portfolio value rose 1.7% quarter-over-quarter to $34.1B.

Based on WCM Investment Management's 13F filing for Q3 2023, filed 10 Oct 2023.