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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
+9.07%
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
$44.1B
AUM Growth
+$1.82B
(+4.3%)
Cap. Flow
-$959M
Cap. Flow
% of AUM
-2.17%
Top 10 Holdings %
Top 10 Hldgs %
38.57%
Holding
300
New
33
Increased
139
Reduced
107
Closed
11
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Reinsurance Group of America
RGA
|
+$481M |
| 2 |
Sea Limited
SE
|
+$416M |
| 3 |
Freshpet
FRPT
|
+$320M |
| 4 |
GE Vernova
GEV
|
+$223M |
| 5 |
TSMC
TSM
|
+$206M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Canadian Pacific Kansas City
CP
|
+$503M |
| 2 |
Atlassian
TEAM
|
+$494M |
| 3 |
Mercado Libre
MELI
|
+$408M |
| 4 |
Old Dominion Freight Line
ODFL
|
+$351M |
| 5 |
WCN
Waste Connections
WCN
|
+$298M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 21.34% |
| 2 | Financials | 19.59% |
| 3 | Healthcare | 15.66% |
| 4 | Consumer Discretionary | 15.35% |
| 5 | Industrials | 14.85% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
151
America's Car Mart
CRMT
$26.1M
| $10.1M | 0.02% |
232,835
+9,326
| +4% | +$541K |
|
152
CI&T Inc
CINT
$467M
| $9.85M | 0.02% |
1,402,629
-12,190
| -0.9% | -$77.8K |
|
153
Quaker Houghton
KWR
$2.96B
| $9.29M | 0.02% |
+54,149
| New | +$9.15M |
|
154
DocGo
DCGO
$56.8M
| $8.88M | 0.02% |
2,626,971
+15,933
| +0.6% | +$54.2K |
|
155
Transmedics
TMDX
$3.07B
| $8.72M | 0.02% |
+54,795
| New | +$8.44M |
|
156
Ultragenyx Pharmaceutical
RARE
$2.64B
| $7.91M | 0.02% |
145,349
-9,326
| -6% | -$475K |
|
157
Chefs' Warehouse
CHEF
$4.44B
| $7.68M | 0.02% |
+183,733
| New | +$7.41M |
|
158
GoDaddy
GDDY
$11.6B
| $7.39M | 0.02% |
47,388
+103
| +0.2% | +$15.7K |
|
159
Modine Manufacturing
MOD
$10.1B
| $7.39M | 0.02% |
56,077
-93,274
| -62% | -$10.3M |
|
160
BridgeBio Pharma
BBIO
$16.6B
| $6.58M | 0.01% |
263,679
+86,987
| +49% | +$2.28M |
|
161
Keros Therapeutics
KROS
$212M
| $6.43M | 0.01% |
113,860
-2,684
| -2% | -$133K |
|
162
Emcor
EME
$35.7B
| $6.39M | 0.01% |
14,971
+22
| +0.1% | +$8.3K |
|
163
Brown & Brown
BRO
$24B
| $6.25M | 0.01% |
60,891
+148
| +0.2% | +$14.7K |
|
164
AtriCure
ATRC
$2.12B
| $6.08M | 0.01% |
215,586
-8,417
| -4% | -$207K |
|
165
Jones Lang LaSalle
JLL
$16.4B
| $5.49M | 0.01% |
20,615
+22
| +0.1% | +$5.33K |
|
166
Rocket Pharmaceuticals
RCKT
$397M
| $5.27M | 0.01% |
285,665
-7,236
| -2% | -$148K |
|
167
WIX.com
WIX
$2.61B
| $5.03M | 0.01% |
+29,869
| New | +$4.8M |
|
168
Immunovant
IMVT
$8.24B
| $4.88M | 0.01% |
173,984
-1,558
| -0.9% | -$46K |
|
169
Acadia Pharmaceuticals
ACAD
$5.06B
| $4.5M | 0.01% |
286,527
-2,890
| -1% | -$48.2K |
|
170
Arrowhead Research
ARWR
$12.5B
| $4.33M | 0.01% |
219,962
-9,299
| -4% | -$227K |
|
171
Netflix
NFLX
$318B
| $4.24M | 0.01% |
60,000
| – | – |
|
172
East-West Bancorp
EWBC
$18.1B
| $4.1M | 0.01% |
50,243
| – | – |
|
173
Stevanato
STVN
$5.62B
| $3.88M | 0.01% |
182,000
| – | – |
|
174
CubeSmart
CUBE
$9.23B
| $3.84M | 0.01% |
72,182
| – | – |
|
175
Cytokinetics
CYTK
$10.8B
| $3.76M | 0.01% |
71,794
-5,019
| -7% | -$280K |
|
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WCM Investment Management's Q3 2024 Portfolio in Review
As of Q3 2024, WCM Investment Management held 300 positions worth $44.1B, up 4.3% from $42.3B the previous quarter. Its ten largest holdings account for 39% of the portfolio.
WCM Investment Management's Q3 2024 filing shows 33 new, 139 increased, 107 reduced and 11 closed positions. Its largest new stake was SharkNinja: 225,225 shares worth $23.9M. The largest sale was Canadian Pacific Kansas City, an estimated $503M.
By sector, the portfolio is most concentrated in Technology at 21% of assets, down from 24% a quarter earlier, followed by Financials and Healthcare.
- WCM Investment Management's largest Q3 2024 buy was SharkNinja: 225,225 shares worth $23.9M.
- WCM Investment Management added most to Reinsurance Group of America in Q3 2024, an estimated $481M increase.
- WCM Investment Management's biggest Q3 2024 reduction was Canadian Pacific Kansas City, cutting an estimated $503M.
- WCM Investment Management fully exited Old Dominion Freight Line in Q3 2024, selling an estimated $351M.
- WCM Investment Management's ten largest holdings make up 39% of its $44.1B portfolio in Q3 2024.
- WCM Investment Management opened 33 new positions and closed 11 in Q3 2024.
- WCM Investment Management's portfolio value rose 4.3% quarter-over-quarter to $44.1B.
Based on WCM Investment Management's 13F filing for Q3 2024, filed 4 Nov 2024.