We are live on ! Find out more
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
+14.7%
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
$42.1B
AUM Growth
+$5.91B
Cap. Flow
+$1.82B
Cap. Flow %
4.32%
Top 10 Hldgs %
42.45%
Holding
265
New
15
Increased
119
Reduced
107
Closed
18

Top Buys

Rank Stock Value
1
NU icon
Nu Holdings
NU
+$940M
2
CPNG icon
Coupang
CPNG
+$704M
3
MNDY icon
monday.com
MNDY
+$685M
4
ILMN icon
Illumina
ILMN
+$445M
5
APP icon
Applovin
APP
+$381M

Top Sells

Rank Stock Value
1
MELI icon
Mercado Libre
MELI
+$442M
2
HEI.A icon
HEICO Corp Class A
HEI.A
+$207M
3
DDOG icon
Datadog
DDOG
+$106M
4
LRCX icon
Lam Research
LRCX
+$102M
5
V icon
Visa
V
+$92.3M

Sector Composition

Rank Sector Weight
1 Technology 26.95%
2 Industrials 18.5%
3 Financials 18.34%
4 Healthcare 17.66%
5 Consumer Discretionary 10.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ATRC icon
151
AtriCure
ATRC
$2.15B
$6.78M 0.02%
222,843
+1,427
+0.6% +$47.8K
ARWR icon
152
Arrowhead Research
ARWR
$12.5B
$6.45M 0.02%
225,583
+52,718
+30% +$1.69M
STVN icon
153
Stevanato
STVN
$5.63B
$5.84M 0.01%
+182,000
New +$5.54M
CINT icon
154
CI&T Inc
CINT
$470M
$5.72M 0.01%
1,385,113
+58,489
+4% +$264K
GDDY icon
155
GoDaddy
GDDY
$11.5B
$5.61M 0.01%
47,233
-36,777
-44% -$4.09M
IMVT icon
156
Immunovant
IMVT
$8.13B
$5.48M 0.01%
169,665
+62,264
+58% +$2.27M
BBIO icon
157
BridgeBio Pharma
BBIO
$16.8B
$5.38M 0.01%
173,926
-117,717
-40% -$4M
BRO icon
158
Brown & Brown
BRO
$23.7B
$5.31M 0.01%
60,657
-47,322
-44% -$3.8M
EME icon
159
Emcor
EME
$36.2B
$5.23M 0.01%
14,941
-101,041
-87% -$27.1M
ACAD icon
160
Acadia Pharmaceuticals
ACAD
$5.04B
$5.21M 0.01%
+282,035
New +$6.99M
RYAAY icon
161
Ryanair
RYAAY
$31B
$4.2M 0.01%
72,115
-13,360
-16% -$726K
JLL icon
162
Jones Lang LaSalle
JLL
$16.6B
$4.01M 0.01%
20,570
-16,122
-44% -$2.93M
EWBC icon
163
East-West Bancorp
EWBC
$18.2B
$3.97M 0.01%
50,243
– –
PTC icon
164
PTC
PTC
$16.2B
$3.82M 0.01%
20,221
-15,800
-44% -$2.85M
MKSI icon
165
MKS Inc
MKSI
$20B
$3.71M 0.01%
27,867
-21,726
-44% -$2.52M
NFLX icon
166
Netflix
NFLX
$316B
$3.64M 0.01%
60,000
– –
WSO icon
167
Watsco Inc
WSO
$13.5B
$3.62M 0.01%
8,390
-6,566
-44% -$2.64M
MAS icon
168
Masco
MAS
$15B
$3.53M 0.01%
44,739
-34,108
-43% -$2.46M
MA icon
169
Mastercard
MA
$495B
$3.48M 0.01%
7,216
-516
-7% -$236K
GGG icon
170
Graco
GGG
$13.6B
$3.46M 0.01%
37,053
-28,723
-44% -$2.54M
KMX icon
171
CarMax
KMX
$8.27B
$3.4M 0.01%
39,055
-6,831
-15% -$517K
SITE icon
172
SiteOne Landscape Supply
SITE
$4.4B
$3.36M 0.01%
19,247
-14,182
-42% -$2.34M
EGP icon
173
EastGroup Properties
EGP
$10.8B
$3.33M 0.01%
18,531
– –
CUBE icon
174
CubeSmart
CUBE
$9.27B
$3.26M 0.01%
72,182
– –
MTD icon
175
Mettler-Toledo International
MTD
$28.3B
$3.18M 0.01%
2,391
+14
+0.6% +$17.3K
5 6
7
8 9

Similar funds

State of Wisconsin Investment Board
State of Wisconsin Investment Board Madison, Wisconsin $43.7B AUM 27.76% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return
PEAK6
PEAK6 Chicago, Illinois $42.6B AUM 66.24% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return
LP
LMR Partners London, United Kingdom $45.4B AUM 60.47% 1-Year Est. Return
Zurich Cantonal Bank
Zurich Cantonal Bank Zurich, Switzerland $46B AUM 27.59% 1-Year Est. Return
Holocene Advisors
Holocene Advisors New York $41.5B AUM 42.97% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

WCM Investment Management's Q1 2024 Portfolio in Review

As of Q1 2024, WCM Investment Management held 265 positions worth $42.1B, up 16% from $36.2B the previous quarter. Its ten largest holdings account for 42% of the portfolio.

WCM Investment Management deployed $1.82B of net new capital in Q1 2024, opening 15 new positions and adding to 119 existing holdings. Its largest new stake was monday.com: 3,225,401 shares worth $729M.

By sector, the portfolio is most concentrated in Technology at 27% of assets, down from 29% a quarter earlier, followed by Industrials and Financials.

On the sell side, the largest reduction was Mercado Libre, an estimated $442M trimmed.

  • WCM Investment Management's largest Q1 2024 buy was monday.com: 3,225,401 shares worth $729M.
  • WCM Investment Management added most to Nu Holdings in Q1 2024, an estimated $940M increase.
  • WCM Investment Management's biggest Q1 2024 reduction was Mercado Libre, cutting an estimated $442M.
  • WCM Investment Management fully exited HEICO Corp Class A in Q1 2024, selling an estimated $207M.
  • WCM Investment Management's ten largest holdings make up 42% of its $42.1B portfolio in Q1 2024.
  • WCM Investment Management opened 15 new positions and closed 18 in Q1 2024.
  • WCM Investment Management's portfolio value rose 16% quarter-over-quarter to $42.1B.

Based on WCM Investment Management's 13F filing for Q1 2024, filed 25 Apr 2024.