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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
-11.9%
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
$35.8B
AUM Growth
-$8.59B
(-19%)
Cap. Flow
-$1.79B
Cap. Flow
% of AUM
-5%
Top 10 Holdings %
Top 10 Hldgs %
53.24%
Holding
219
New
14
Increased
130
Reduced
46
Closed
18
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Microsoft
MSFT
|
+$392M |
| 2 |
Aon
AON
|
+$369M |
| 3 |
BILL Holdings
BILL
|
+$281M |
| 4 |
Ferguson
FERG
|
+$267M |
| 5 |
Canadian Pacific Kansas City
CP
|
+$143M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
TSMC
TSM
|
+$1.69B |
| 2 |
Stryker
SYK
|
+$328M |
| 3 |
lululemon athletica
LULU
|
+$319M |
| 4 |
Shopify
SHOP
|
+$200M |
| 5 |
Nu Holdings
NU
|
+$114M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 33.89% |
| 2 | Healthcare | 29.12% |
| 3 | Industrials | 13.43% |
| 4 | Consumer Discretionary | 8.69% |
| 5 | Financials | 8.35% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
176
Illumina
ILMN
$29B
| $1.15M | ﹤0.01% |
3,392
| – | – |
|
177
Jones Lang LaSalle
JLL
$16.6B
| $1.14M | ﹤0.01% |
4,765
| – | – |
|
178
CGI
GIB
$15.6B
| $1.06M | ﹤0.01% |
13,281
+2,220
| +20% | +$185K |
|
179
Booz Allen Hamilton
BAH
$9.58B
| $958K | ﹤0.01% |
10,904
| – | – |
|
180
TE Connectivity
TEL
$63.6B
| $891K | ﹤0.01% |
6,805
+1,045
| +18% | +$149K |
|
181
Carlisle Companies
CSL
$15.4B
| $884K | ﹤0.01% |
3,593
-1,086
| -23% | -$255K |
|
182
Baidu
BIDU
$36B
| $882K | ﹤0.01% |
6,670
-682
| -9% | -$103K |
|
183
Watsco Inc
WSO
$13.4B
| $853K | ﹤0.01% |
2,801
| – | – |
|
184
Nice
NICE
$6B
| $842K | ﹤0.01% |
3,843
+560
| +17% | +$136K |
|
185
Workday
WDAY
$45.2B
| $838K | ﹤0.01% |
3,500
| – | – |
|
186
Open Text
OTEX
$5.92B
| $830K | ﹤0.01% |
19,565
+3,115
| +19% | +$138K |
|
187
Lincoln Electric
LECO
$15.5B
| $807K | ﹤0.01% |
5,859
| – | – |
|
188
CarMax
KMX
$8.27B
| $775K | ﹤0.01% |
8,030
+417
| +5% | +$44.9K |
|
189
PTC
PTC
$16.3B
| $768K | ﹤0.01% |
7,134
+2,305
| +48% | +$259K |
|
190
FMC
FMC
$1.3B
| $528K | ﹤0.01% |
4,016
| – | – |
|
191
Mastercard
MA
$496B
| $477K | ﹤0.01% |
1,334
+313
| +31% | +$113K |
|
192
Ryanair
RYAAY
$30.8B
| $433K | ﹤0.01% |
12,430
+3,675
| +42% | +$151K |
|
193
Descartes Systems
DSGX
$6.85B
| $390K | ﹤0.01% |
5,321
+110
| +2% | +$7.93K |
|
194
IDEX
IEX
$17.4B
| $389K | ﹤0.01% |
2,029
| – | – |
|
195
Alibaba
BABA
$308B
| $359K | ﹤0.01% |
3,303
-540,389
| -99% | -$62.3M |
|
196
AstraZeneca
AZN
$249B
| $352K | ﹤0.01% |
2,652
+224
| +9% | +$26.9K |
|
197
Chevron
CVX
$385B
| $303K | ﹤0.01% |
+1,860
| New | +$267K |
|
198
Credicorp
BAP
$30.3B
| $289K | ﹤0.01% |
+1,682
| New | +$254K |
|
|
CDK
199
DELISTED
CDK Global, Inc.
CDK
| $242K | ﹤0.01% |
4,968
-25,144
| -84% | -$1.12M |
|
200
Unilever
UL
$134B
| $212K | ﹤0.01% |
+4,134
| New | +$230K |
|
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WCM Investment Management's Q1 2022 Portfolio in Review
As of Q1 2022, WCM Investment Management held 219 positions worth $35.8B, down 19% from $44.4B the previous quarter. Its ten largest holdings account for 53% of the portfolio.
WCM Investment Management withdrew a net $1.79B in Q1 2022, closing 18 positions and reducing 46 holdings. Its most notable exit was Nu Holdings, an estimated $114M position sold in full.
By sector, the portfolio is most concentrated in Technology at 34% of assets, down from 41% a quarter earlier, followed by Healthcare and Industrials.
Against the trend, WCM Investment Management opened a new position in Microsoft worth $403M.
- WCM Investment Management's largest Q1 2022 buy was Microsoft: 1,303,809 shares worth $403M.
- WCM Investment Management added most to Aon in Q1 2022, an estimated $369M increase.
- WCM Investment Management's biggest Q1 2022 reduction was TSMC, cutting an estimated $1.69B.
- WCM Investment Management fully exited Nu Holdings in Q1 2022, selling an estimated $114M.
- WCM Investment Management's ten largest holdings make up 53% of its $35.8B portfolio in Q1 2022.
- WCM Investment Management opened 14 new positions and closed 18 in Q1 2022.
- WCM Investment Management's portfolio value fell 19% quarter-over-quarter to $35.8B.
Based on WCM Investment Management's 13F filing for Q1 2022, filed 6 May 2022.