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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
+9.59%
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
$42.5B
AUM Growth
-$1.6B
Cap. Flow
-$2.84B
Cap. Flow %
-6.67%
Top 10 Hldgs %
40.49%
Holding
332
New
43
Increased
108
Reduced
133
Closed
44

Top Buys

Rank Stock Value
1
GDDY icon
GoDaddy
GDDY
+$613M
2
VRTX icon
Vertex Pharmaceuticals
VRTX
+$506M
3
SE icon
Sea Limited
SE
+$500M
4
SAP icon
SAP
SAP
+$277M
5
ILMN icon
Illumina
ILMN
+$124M

Top Sells

Rank Stock Value
1
APP icon
Applovin
APP
+$985M
2
FND icon
Floor & Decor
FND
+$537M
3
AON icon
Aon
AON
+$529M
4
EPAM icon
EPAM Systems
EPAM
+$447M
5
TMO icon
Thermo Fisher Scientific
TMO
+$439M

Sector Composition

Rank Sector Weight
1 Technology 23.94%
2 Financials 16.94%
3 Consumer Discretionary 15.77%
4 Healthcare 14.31%
5 Industrials 12.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
NSIT icon
151
Insight Enterprises
NSIT
$4.54B
$10.6M 0.03%
+70,861
New +$12.7M
SGRY icon
152
Surgery Partners
SGRY
$2.09B
$10.5M 0.02%
512,057
-10,027
-2% -$263K
CVLT icon
153
Commault Systems
CVLT
$5.78B
$10.3M 0.02%
+68,144
New +$11M
INSP icon
154
Inspire Medical Systems
INSP
$1.73B
$10.3M 0.02%
+55,735
New +$10.8M
INSM icon
155
Insmed
INSM
$29.4B
$9.97M 0.02%
144,740
-3,590
-2% -$259K
AXSM icon
156
Axsome Therapeutics
AXSM
$11.4B
$9.5M 0.02%
111,996
-1,696
-1% -$156K
CINT icon
157
CI&T Inc
CINT
$467M
$8.75M 0.02%
1,448,203
+45,574
+3% +$307K
HUYA
158
Huya Inc
HUYA
$558M
$8.51M 0.02%
2,854,171
+2,790,696
+4,397% +$9.91M
AGX icon
159
Argan
AGX
$8.15B
$8.24M 0.02%
+59,320
New +$8.15M
ACWI icon
160
iShares MSCI ACWI ETF
ACWI
$33.3B
$8.23M 0.02%
69,820
+69,225
+11,634% +$8.31M
GRBK icon
161
Green Brick Partners
GRBK
$3.03B
$8.05M 0.02%
+143,546
New +$10.2M
WIX icon
162
WIX.com
WIX
$2.61B
$7.96M 0.02%
36,638
+6,769
+23% +$1.29M
BBIO icon
163
BridgeBio Pharma
BBIO
$16.6B
$7.16M 0.02%
261,944
-1,735
-0.7% -$44.8K
RVMD icon
164
Revolution Medicines
RVMD
$44.4B
$6.8M 0.02%
+157,477
New +$7.95M
CFR icon
165
Cullen/Frost Bankers
CFR
$10.3B
$6.65M 0.02%
49,356
+29,277
+146% +$3.85M
MOD icon
166
Modine Manufacturing
MOD
$10.1B
$6.32M 0.01%
53,692
-2,385
-4% -$307K
JPM icon
167
JPMorgan Chase
JPM
$956B
$6.24M 0.01%
26,074
+15,816
+154% +$3.68M
VIK icon
168
Viking Holdings
VIK
$46.3B
$6.22M 0.01%
+141,281
New +$6M
IDYA icon
169
IDEAYA Biosciences
IDYA
$3.54B
$6.03M 0.01%
+241,894
New +$6.85M
PCVX icon
170
Vaxcyte
PCVX
$8.67B
$5.91M 0.01%
72,094
-68,753
-49% -$6.83M
BRO icon
171
Brown & Brown
BRO
$24B
$5.82M 0.01%
57,040
-3,851
-6% -$411K
ATRC icon
172
AtriCure
ATRC
$2.12B
$5.8M 0.01%
191,801
-23,785
-11% -$765K
ETR icon
173
Entergy
ETR
$49.3B
$5.77M 0.01%
76,228
+38,344
+101% +$2.77M
RARE icon
174
Ultragenyx Pharmaceutical
RARE
$2.64B
$5.73M 0.01%
135,609
-9,740
-7% -$483K
AMGN icon
175
Amgen
AMGN
$226B
$5.33M 0.01%
20,544
+13,263
+182% +$3.94M
5 6
7
8 9

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WCM Investment Management's Q4 2024 Portfolio in Review

As of Q4 2024, WCM Investment Management held 332 positions worth $42.5B, down 3.6% from $44.1B the previous quarter. Its ten largest holdings account for 40% of the portfolio.

WCM Investment Management withdrew a net $2.84B in Q4 2024, closing 44 positions and reducing 133 holdings. Its most notable exit was Floor & Decor, an estimated $537M position sold in full.

By sector, the portfolio is most concentrated in Technology at 24% of assets, up from 21% a quarter earlier, followed by Financials and Consumer Discretionary.

Against the trend, WCM Investment Management opened a new position in Vertex Pharmaceuticals worth $436M.

  • WCM Investment Management's largest Q4 2024 buy was Vertex Pharmaceuticals: 1,091,522 shares worth $436M.
  • WCM Investment Management added most to GoDaddy in Q4 2024, an estimated $613M increase.
  • WCM Investment Management's biggest Q4 2024 reduction was Applovin, cutting an estimated $985M.
  • WCM Investment Management fully exited Floor & Decor in Q4 2024, selling an estimated $537M.
  • WCM Investment Management's ten largest holdings make up 40% of its $42.5B portfolio in Q4 2024.
  • WCM Investment Management opened 43 new positions and closed 44 in Q4 2024.
  • WCM Investment Management's portfolio value fell 3.6% quarter-over-quarter to $42.5B.

Based on WCM Investment Management's 13F filing for Q4 2024, filed 28 Jan 2025.