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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
+10.71%
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
$44.4B
AUM Growth
+$1.13B
(+2.6%)
Cap. Flow
-$2.46B
Cap. Flow
% of AUM
-5.53%
Top 10 Holdings %
Top 10 Hldgs %
56.1%
Holding
220
New
16
Increased
133
Reduced
53
Closed
15
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
NVO
Novo Nordisk
NVO
|
+$269M |
| 2 |
Lam Research
LRCX
|
+$161M |
| 3 |
iShares MSCI EAFE ETF
EFA
|
+$139M |
| 4 |
Nu Holdings
NU
|
+$120M |
| 5 |
CI&T Inc
CINT
|
+$37.5M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Mercado Libre
MELI
|
+$2.3B |
| 2 |
HDFC Bank
HDB
|
+$1.16B |
| 3 |
Atlassian
TEAM
|
+$300M |
| 4 |
Credicorp
BAP
|
+$29.4M |
| 5 |
TWKS
Thoughtworks Holding, Inc. Common Stock
TWKS
|
+$26M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 40.57% |
| 2 | Healthcare | 28.38% |
| 3 | Industrials | 9.53% |
| 4 | Consumer Discretionary | 9.23% |
| 5 | Financials | 5.95% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
176
Illumina
ILMN
$29B
| $1.25M | ﹤0.01% |
3,392
-9
| -0.3% | -$3.41K |
|
177
GoDaddy
GDDY
$11.6B
| $1.22M | ﹤0.01% |
14,321
+4,004
| +39% | +$286K |
|
178
Carlisle Companies
CSL
$15.3B
| $1.16M | ﹤0.01% |
4,679
+36
| +0.8% | +$8.27K |
|
179
Baidu
BIDU
$37.1B
| $1.09M | ﹤0.01% |
7,352
+724
| +11% | +$113K |
|
180
Chubb
CB
$134B
| $1.09M | ﹤0.01% |
5,644
+565
| +11% | +$106K |
|
181
Nice
NICE
$6.01B
| $997K | ﹤0.01% |
3,283
+300
| +10% | +$86.6K |
|
182
CarMax
KMX
$8.34B
| $991K | ﹤0.01% |
7,613
+57
| +0.8% | +$7.98K |
|
183
CGI
GIB
$15.6B
| $979K | ﹤0.01% |
11,061
+1,150
| +12% | +$101K |
|
184
Workday
WDAY
$45.5B
| $956K | ﹤0.01% |
3,500
| – | – |
|
185
TE Connectivity
TEL
$62B
| $929K | ﹤0.01% |
5,760
+595
| +12% | +$92K |
|
186
Booz Allen Hamilton
BAH
$9.37B
| $925K | ﹤0.01% |
10,904
+86
| +0.8% | +$7.25K |
|
187
Watsco Inc
WSO
$13.5B
| $876K | ﹤0.01% |
2,801
+21
| +0.8% | +$6.22K |
|
188
Lincoln Electric
LECO
$15.1B
| $817K | ﹤0.01% |
5,859
+53
| +0.9% | +$7.38K |
|
189
Open Text
OTEX
$5.99B
| $781K | ﹤0.01% |
16,450
+1,665
| +11% | +$81.9K |
|
190
Medtronic
MDT
$114B
| $773K | ﹤0.01% |
7,473
+450
| +6% | +$52.1K |
|
191
Grupo Aeroportuario Centro Norte
OMAB
$5.24B
| $711K | ﹤0.01% |
13,248
+1,280
| +11% | +$63.9K |
|
192
Vail Resorts
MTN
$5.21B
| $680K | ﹤0.01% |
2,074
-763
| -27% | -$260K |
|
193
PTC
PTC
$16.4B
| $585K | ﹤0.01% |
4,829
+36
| +0.8% | +$4.34K |
|
194
Markel Group
MKL
$22.8B
| $543K | ﹤0.01% |
440
+5
| +1% | +$6.31K |
|
195
IDEX
IEX
$17.2B
| $479K | ﹤0.01% |
2,029
+15
| +0.7% | +$3.41K |
|
196
FMC
FMC
$1.31B
| $441K | ﹤0.01% |
4,016
+29
| +0.7% | +$2.92K |
|
197
Descartes Systems
DSGX
$6.86B
| $431K | ﹤0.01% |
5,211
+575
| +12% | +$47.1K |
|
198
Mastercard
MA
$493B
| $367K | ﹤0.01% |
1,021
+244
| +31% | +$84.4K |
|
199
Ryanair
RYAAY
$30.9B
| $358K | ﹤0.01% |
+8,755
| New | +$381K |
|
200
Kanzhun
BZ
$7.8B
| $318K | ﹤0.01% |
9,122
-1,141
| -11% | -$40.1K |
|
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LP
WCM Investment Management's Q4 2021 Portfolio in Review
As of Q4 2021, WCM Investment Management held 220 positions worth $44.4B, up 2.6% from $43.3B the previous quarter. Its ten largest holdings account for 56% of the portfolio.
WCM Investment Management withdrew a net $2.46B in Q4 2021, closing 15 positions and reducing 53 holdings. Its most notable exit was Credicorp, an estimated $29.4M position sold in full.
By sector, the portfolio is most concentrated in Technology at 41% of assets, up from 37% a quarter earlier, followed by Healthcare and Industrials.
Against the trend, WCM Investment Management opened a new position in Novo Nordisk worth $278M.
- WCM Investment Management's largest Q4 2021 buy was Novo Nordisk: 4,971,130 shares worth $278M.
- WCM Investment Management added most to Lam Research in Q4 2021, an estimated $161M increase.
- WCM Investment Management's biggest Q4 2021 reduction was Mercado Libre, cutting an estimated $2.3B.
- WCM Investment Management fully exited Credicorp in Q4 2021, selling an estimated $29.4M.
- WCM Investment Management's ten largest holdings make up 56% of its $44.4B portfolio in Q4 2021.
- WCM Investment Management opened 16 new positions and closed 15 in Q4 2021.
- WCM Investment Management's portfolio value rose 2.6% quarter-over-quarter to $44.4B.
Based on WCM Investment Management's 13F filing for Q4 2021, filed 26 Jan 2022.