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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
+12.64%
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
$36.2B
AUM Growth
+$2.1B
Cap. Flow
-$1.67B
Cap. Flow %
-4.63%
Top 10 Hldgs %
47.22%
Holding
261
New
53
Increased
122
Reduced
70
Closed
11

Top Buys

Rank Stock Value
1
MELI icon
Mercado Libre
MELI
+$705M
2
ISRG icon
Intuitive Surgical
ISRG
+$507M
3
GE icon
GE Aerospace
GE
+$471M
4
CNQ icon
Canadian Natural Resources
CNQ
+$140M
5
UBS icon
UBS Group
UBS
+$120M

Top Sells

Rank Stock Value
1
MTD icon
Mettler-Toledo International
MTD
+$999M
2
SYK icon
Stryker
SYK
+$532M
3
NVO
Novo Nordisk
NVO
+$228M
4
CP icon
Canadian Pacific Kansas City
CP
+$219M
5
ICLR icon
Icon
ICLR
+$188M

Sector Composition

Rank Sector Weight
1 Technology 28.69%
2 Industrials 19.03%
3 Healthcare 17.56%
4 Financials 16.47%
5 Consumer Discretionary 10.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
BRO icon
151
Brown & Brown
BRO
$24B
$7.66M 0.02%
107,979
+12,748
+13% +$911K
CINT icon
152
CI&T Inc
CINT
$467M
$7.03M 0.02%
1,326,624
-31,478
-2% -$165K
JLL icon
153
Jones Lang LaSalle
JLL
$16.4B
$6.97M 0.02%
36,692
+4,339
+13% +$656K
IT icon
154
Gartner
IT
$12.2B
$6.76M 0.02%
14,948
+1,186
+9% +$474K
WSO icon
155
Watsco Inc
WSO
$13.5B
$6.42M 0.02%
14,956
+1,772
+13% +$687K
KROS icon
156
Keros Therapeutics
KROS
$212M
$6.35M 0.02%
154,664
+57,122
+59% +$1.79M
PTC icon
157
PTC
PTC
$16.4B
$6.34M 0.02%
36,021
+4,231
+13% +$649K
YETI icon
158
Yeti Holdings
YETI
$3.99B
$6.24M 0.02%
119,000
+13,701
+13% +$607K
ACWI icon
159
iShares MSCI ACWI ETF
ACWI
$33.3B
$5.88M 0.02%
+57,680
New +$5.52M
RARE icon
160
Ultragenyx Pharmaceutical
RARE
$2.64B
$5.84M 0.02%
120,985
+13,220
+12% +$512K
GGG icon
161
Graco
GGG
$13.5B
$5.71M 0.02%
65,776
+7,364
+13% +$579K
SITE icon
162
SiteOne Landscape Supply
SITE
$4.34B
$5.48M 0.02%
33,429
+8,379
+33% +$1.22M
ARWR icon
163
Arrowhead Research
ARWR
$12.5B
$5.36M 0.01%
172,865
+20,635
+14% +$548K
MAS icon
164
Masco
MAS
$14.7B
$5.3M 0.01%
78,847
+9,189
+13% +$534K
RCM
165
DELISTED
R1 RCM Inc. Common Stock
RCM
$5.23M 0.01%
487,703
+57,760
+13% +$655K
MKSI icon
166
MKS Inc
MKSI
$19.8B
$5.21M 0.01%
49,593
+5,829
+13% +$473K
MNST icon
167
Monster Beverage
MNST
$44.8B
$5.2M 0.01%
181,108
+14,374
+9% +$384K
CYRX icon
168
CryoPort
CYRX
$747M
$5.18M 0.01%
324,091
+24,107
+8% +$315K
RYAAY icon
169
Ryanair
RYAAY
$30.9B
$4.61M 0.01%
85,475
-17,893
-17% -$786K
IMVT icon
170
Immunovant
IMVT
$8.24B
$4.55M 0.01%
+107,401
New +$3.95M
ZBRA icon
171
Zebra Technologies
ZBRA
$17.9B
$4.55M 0.01%
16,516
+1,948
+13% +$445K
POOL icon
172
Pool Corp
POOL
$7.27B
$4.33M 0.01%
+10,757
New +$3.77M
EOG icon
173
EOG Resources
EOG
$74.6B
$3.69M 0.01%
30,434
+2,346
+8% +$292K
EWBC icon
174
East-West Bancorp
EWBC
$18.1B
$3.66M 0.01%
50,243
+5,969
+13% +$359K
KMX icon
175
CarMax
KMX
$8.34B
$3.57M 0.01%
45,886
+5,261
+13% +$354K
5 6
7
8 9

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WCM Investment Management's Q4 2023 Portfolio in Review

As of Q4 2023, WCM Investment Management held 261 positions worth $36.2B, up 6.2% from $34.1B the previous quarter. Its ten largest holdings account for 47% of the portfolio.

WCM Investment Management withdrew a net $1.67B in Q4 2023, closing 11 positions and reducing 70 holdings. Its most notable exit was Stryker, an estimated $532M position sold in full.

By sector, the portfolio is most concentrated in Technology at 29% of assets, up from 26% a quarter earlier, followed by Industrials and Healthcare.

Against the trend, WCM Investment Management opened a new position in Intuitive Surgical worth $576M.

  • WCM Investment Management's largest Q4 2023 buy was Intuitive Surgical: 1,700,806 shares worth $576M.
  • WCM Investment Management added most to Mercado Libre in Q4 2023, an estimated $705M increase.
  • WCM Investment Management's biggest Q4 2023 reduction was Mettler-Toledo International, cutting an estimated $999M.
  • WCM Investment Management fully exited Stryker in Q4 2023, selling an estimated $532M.
  • WCM Investment Management's ten largest holdings make up 47% of its $36.2B portfolio in Q4 2023.
  • WCM Investment Management opened 53 new positions and closed 11 in Q4 2023.
  • WCM Investment Management's portfolio value rose 6.2% quarter-over-quarter to $36.2B.

Based on WCM Investment Management's 13F filing for Q4 2023, filed 29 Jan 2024.