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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
+7.09%
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
$30B
AUM Growth
+$2.11B
Cap. Flow
+$978M
Cap. Flow %
3.26%
Top 10 Hldgs %
45.43%
Holding
227
New
32
Increased
69
Reduced
105
Closed
14

Top Buys

Rank Stock Value
1
IBN icon
ICICI Bank
IBN
+$1.3B
2
TEAM icon
Atlassian
TEAM
+$577M
3
CTVA icon
Corteva
CTVA
+$284M
4
BAH icon
Booz Allen Hamilton
BAH
+$281M
5
DDOG icon
Datadog
DDOG
+$201M

Top Sells

Rank Stock Value
1
LULU icon
lululemon athletica
LULU
+$515M
2
ASML icon
ASML
ASML
+$512M
3
RMD icon
ResMed
RMD
+$436M
4
GGG icon
Graco
GGG
+$394M
5
WST icon
West Pharmaceutical
WST
+$311M

Sector Composition

Rank Sector Weight
1 Healthcare 27.62%
2 Technology 26.75%
3 Industrials 18.3%
4 Financials 16.46%
5 Consumer Discretionary 7.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SITE icon
176
SiteOne Landscape Supply
SITE
$4.37B
$2.97M 0.01%
+25,282
New +$2.94M
TSM icon
177
TSMC
TSM
$2.18T
$2.93M 0.01%
39,352
+12,878
+49% +$932K
BBIO icon
178
BridgeBio Pharma
BBIO
$16.8B
$2.8M 0.01%
367,791
-4,641
-1% -$44.4K
ASH icon
179
Ashland
ASH
$3.47B
$2.76M 0.01%
+25,675
New +$2.71M
HDB icon
180
HDFC Bank
HDB
$122B
$2.68M 0.01%
78,422
-183,120
-70% -$5.94M
KMX icon
181
CarMax
KMX
$8.23B
$2.5M 0.01%
41,046
+32,261
+367% +$2.07M
MA icon
182
Mastercard
MA
$495B
$2.45M 0.01%
7,033
+5,930
+538% +$1.95M
EWBC icon
183
East-West Bancorp
EWBC
$18.2B
$2.35M 0.01%
35,640
-877
-2% -$60K
BKR icon
184
Baker Hughes
BKR
$63.9B
$2.31M 0.01%
+78,257
New +$2.16M
CUBE icon
185
CubeSmart
CUBE
$9.27B
$2.07M 0.01%
51,523
-42
-0.1% -$1.69K
CB icon
186
Chubb
CB
$135B
$1.95M 0.01%
8,830
-463
-5% -$96.3K
SONY icon
187
Sony
SONY
$140B
$1.88M 0.01%
123,360
-7,625
-6% -$114K
FATE icon
188
Fate Therapeutics
FATE
$321M
$1.87M 0.01%
185,273
-2,366
-1% -$44.4K
BAP icon
189
Credicorp
BAP
$30.7B
$1.85M 0.01%
13,603
+11,398
+517% +$1.62M
NFLX icon
190
Netflix
NFLX
$316B
$1.77M 0.01%
60,000
– –
SLB icon
191
SLB Ltd
SLB
$79.5B
$1.7M 0.01%
31,875
-1,543
-5% -$76.8K
RELX icon
192
RELX
RELX
$61.7B
$1.69M 0.01%
60,843
-3,519
-5% -$94.8K
TT icon
193
Trane Technologies
TT
$107B
$1.68M 0.01%
9,970
-550
-5% -$90.8K
SLP icon
194
Simulations Plus
SLP
$371M
$1.47M ﹤0.01%
40,078
– –
GIB icon
195
CGI
GIB
$15.5B
$1.44M ﹤0.01%
16,672
-955
-5% -$78.7K
CNQ icon
196
Canadian Natural Resources
CNQ
$97.7B
$1.28M ﹤0.01%
46,280
-1,774
-4% -$50.7K
BN icon
197
Brookfield
BN
$110B
$1.06M ﹤0.01%
50,379
-44,424
-47% -$996K
AMT icon
198
American Tower
AMT
$79.8B
$1M ﹤0.01%
+4,640
New +$966K
TEL icon
199
TE Connectivity
TEL
$62.7B
$1M ﹤0.01%
8,716
-487
-5% -$57.8K
NICE icon
200
Nice
NICE
$5.94B
$954K ﹤0.01%
4,959
-215
-4% -$41.4K
5 6 7
8
9

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WCM Investment Management's Q4 2022 Portfolio in Review

As of Q4 2022, WCM Investment Management held 227 positions worth $30B, up 7.6% from $27.9B the previous quarter. Its ten largest holdings account for 45% of the portfolio.

WCM Investment Management deployed $978M of net new capital in Q4 2022, opening 32 new positions and adding to 69 existing holdings. Its largest new stake was Thomson Reuters: 1,686,848 shares worth $203M.

By sector, the portfolio is most concentrated in Healthcare at 28% of assets, down from 29% a quarter earlier, followed by Technology and Industrials.

On the sell side, the largest reduction was lululemon athletica, an estimated $515M trimmed.

  • WCM Investment Management's largest Q4 2022 buy was Thomson Reuters: 1,686,848 shares worth $203M.
  • WCM Investment Management added most to ICICI Bank in Q4 2022, an estimated $1.3B increase.
  • WCM Investment Management's biggest Q4 2022 reduction was lululemon athletica, cutting an estimated $515M.
  • WCM Investment Management fully exited West Pharmaceutical in Q4 2022, selling an estimated $311M.
  • WCM Investment Management's ten largest holdings make up 45% of its $30B portfolio in Q4 2022.
  • WCM Investment Management opened 32 new positions and closed 14 in Q4 2022.
  • WCM Investment Management's portfolio value rose 7.6% quarter-over-quarter to $30B.

Based on WCM Investment Management's 13F filing for Q4 2022, filed 7 Feb 2023.