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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
+4.38%
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
$42.3B
AUM Growth
+$235M
Cap. Flow
-$201M
Cap. Flow %
-0.48%
Top 10 Hldgs %
39.27%
Holding
281
New
34
Increased
131
Reduced
95
Closed
14

Top Buys

Rank Stock Value
1
TSM icon
TSMC
TSM
+$1.29B
2
SE icon
Sea Limited
SE
+$1.02B
3
SPOT icon
Spotify
SPOT
+$984M
4
GEV icon
GE Vernova
GEV
+$222M
5
MNDY icon
monday.com
MNDY
+$203M

Top Sells

Rank Stock Value
1
ACN icon
Accenture
ACN
+$916M
2
LRCX icon
Lam Research
LRCX
+$471M
3
ANET icon
Arista Networks
ANET
+$435M
4
COST icon
Costco
COST
+$388M
5
TEAM icon
Atlassian
TEAM
+$352M

Sector Composition

Rank Sector Weight
1 Technology 24.15%
2 Financials 18.17%
3 Industrials 17.07%
4 Healthcare 16.71%
5 Consumer Discretionary 13.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
LNTH icon
151
Lantheus
LNTH
$6.59B
$7.65M 0.02%
+94,074
New +$6.9M
PCVX icon
152
Vaxcyte
PCVX
$8.73B
$7.27M 0.02%
+92,304
New +$6.28M
CINT icon
153
CI&T Inc
CINT
$458M
$7.1M 0.02%
1,414,819
+29,706
+2% +$127K
GDDY icon
154
GoDaddy
GDDY
$11.5B
$6.63M 0.02%
47,285
+52
+0.1% +$6.86K
RARE icon
155
Ultragenyx Pharmaceutical
RARE
$2.59B
$6.41M 0.02%
154,675
+2,175
+1% +$92.9K
RCKT icon
156
Rocket Pharmaceuticals
RCKT
$395M
$6.28M 0.01%
292,901
-4,757
-2% -$109K
INSM icon
157
Insmed
INSM
$29.1B
$6.26M 0.01%
93,524
-226,477
-71% -$8.78M
ARWR icon
158
Arrowhead Research
ARWR
$12.4B
$5.89M 0.01%
229,261
+3,678
+2% +$90.4K
EME icon
159
Emcor
EME
$36.1B
$5.54M 0.01%
14,949
+8
+0.1% +$2.95K
BRO icon
160
Brown & Brown
BRO
$23.8B
$5.48M 0.01%
60,743
+86
+0.1% +$7.47K
KROS icon
161
Keros Therapeutics
KROS
$214M
$5.25M 0.01%
116,544
-486
-0.4% -$26.1K
ATRC icon
162
AtriCure
ATRC
$2.13B
$5.22M 0.01%
224,003
+1,160
+0.5% +$26.8K
LIF
163
Life360
LIF
$4.95B
$4.77M 0.01%
+149,528
New +$4.46M
ACAD icon
164
Acadia Pharmaceuticals
ACAD
$5.05B
$4.74M 0.01%
289,417
+7,382
+3% +$119K
IMVT icon
165
Immunovant
IMVT
$8.17B
$4.56M 0.01%
175,542
+5,877
+3% +$167K
BBIO icon
166
BridgeBio Pharma
BBIO
$16.6B
$4.45M 0.01%
176,692
+2,766
+2% +$75.6K
JLL icon
167
Jones Lang LaSalle
JLL
$16.4B
$4.21M 0.01%
20,593
+23
+0.1% +$4.46K
CYTK icon
168
Cytokinetics
CYTK
$10.3B
$4.13M 0.01%
76,813
+32,947
+75% +$1.99M
NFLX icon
169
Netflix
NFLX
$312B
$4.11M 0.01%
60,000
– –
PTC icon
170
PTC
PTC
$16.5B
$3.67M 0.01%
20,250
+29
+0.1% +$5.19K
MKSI icon
171
MKS Inc
MKSI
$20.1B
$3.63M 0.01%
27,900
+33
+0.1% +$4.16K
EWBC icon
172
East-West Bancorp
EWBC
$18B
$3.6M 0.01%
50,243
– –
STVN icon
173
Stevanato
STVN
$5.57B
$3.41M 0.01%
182,000
– –
HDB icon
174
HDFC Bank
HDB
$121B
$3.31M 0.01%
101,978
+40
+0% +$1.17K
CUBE icon
175
CubeSmart
CUBE
$9.19B
$3.24M 0.01%
72,182
– –
5 6
7
8 9

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WCM Investment Management's Q2 2024 Portfolio in Review

As of Q2 2024, WCM Investment Management held 281 positions worth $42.3B, up 0.56% from $42.1B the previous quarter. Its ten largest holdings account for 39% of the portfolio.

WCM Investment Management's Q2 2024 filing shows 34 new, 131 increased, 95 reduced and 14 closed positions. Its largest new stake was Sea Limited: 15,384,819 shares worth $1.15B. The largest sale was Accenture, an estimated $916M.

By sector, the portfolio is most concentrated in Technology at 24% of assets, down from 27% a quarter earlier, followed by Financials and Industrials.

  • WCM Investment Management's largest Q2 2024 buy was Sea Limited: 15,384,819 shares worth $1.15B.
  • WCM Investment Management added most to TSMC in Q2 2024, an estimated $1.29B increase.
  • WCM Investment Management's biggest Q2 2024 reduction was Accenture, cutting an estimated $916M.
  • WCM Investment Management fully exited Lam Research in Q2 2024, selling an estimated $471M.
  • WCM Investment Management's ten largest holdings make up 39% of its $42.3B portfolio in Q2 2024.
  • WCM Investment Management opened 34 new positions and closed 14 in Q2 2024.
  • WCM Investment Management's portfolio value rose 0.56% quarter-over-quarter to $42.3B.

Based on WCM Investment Management's 13F filing for Q2 2024, filed 31 Jul 2024.