We are live on
!
Find out more
WCM Investment Management Portfolio holdings
AUM
$43.8B
1-Year Est. Return
42.28%
This Fund
S&P 500
This Quarter
Est. Return
+9.35%
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
$31.3B
AUM Growth
+$1.31B
(+4.4%)
Cap. Flow
-$1.07B
Cap. Flow
% of AUM
-3.42%
Top 10 Holdings %
Top 10 Hldgs %
46.8%
Holding
226
New
13
Increased
89
Reduced
106
Closed
13
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Linde
LIN
|
+$1.13B |
| 2 |
Arch Capital
ACGL
|
+$839M |
| 3 |
ICICI Bank
IBN
|
+$261M |
| 4 |
Booz Allen Hamilton
BAH
|
+$136M |
| 5 |
AstraZeneca
AZN
|
+$32.1M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
lululemon athletica
LULU
|
+$797M |
| 2 |
Accenture
ACN
|
+$478M |
| 3 |
Alcon
ALC
|
+$278M |
| 4 |
Repligen
RGEN
|
+$263M |
| 5 |
Union Pacific
UNP
|
+$260M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 26.1% |
| 2 | Healthcare | 24.77% |
| 3 | Financials | 19.43% |
| 4 | Industrials | 17.62% |
| 5 | Materials | 5.38% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
176
HDFC Bank
HDB
$121B
| $2.59M | 0.01% |
77,716
-706
| -0.9% | -$23.6K |
|
177
CubeSmart
CUBE
$9.18B
| $2.58M | 0.01% |
55,756
+4,233
| +8% | +$190K |
|
178
TSMC
TSM
$2.19T
| $2.37M | 0.01% |
25,474
-13,878
| -35% | -$1.25M |
|
179
EastGroup Properties
EGP
$10.8B
| $2.31M | 0.01% |
+14,212
| New | +$2.31M |
|
180
Baker Hughes
BKR
$63.9B
| $2.3M | 0.01% |
79,603
+1,346
| +2% | +$40.7K |
|
181
East-West Bancorp
EWBC
$18.1B
| $2.14M | 0.01% |
38,552
+2,912
| +8% | +$201K |
|
182
Netflix
NFLX
$315B
| $2.07M | 0.01% |
60,000
| – | – |
|
183
Sony
SONY
$139B
| $2.06M | 0.01% |
113,620
-9,740
| -8% | -$169K |
|
184
SLB Ltd
SLB
$79.2B
| $1.97M | 0.01% |
40,181
+8,306
| +26% | +$441K |
|
185
iShares MSCI India ETF
INDA
$6.6B
| $1.9M | 0.01% |
48,242
+29,839
| +162% | +$1.2M |
|
186
Monster Beverage
MNST
$88.7B
| $1.87M | 0.01% |
69,202
-69,202
| -50% | -$1.77M |
|
187
Credicorp
BAP
$30.3B
| $1.83M | 0.01% |
13,840
+237
| +2% | +$31.8K |
|
188
Simulations Plus
SLP
$370M
| $1.76M | 0.01% |
40,078
| – | – |
|
189
Trane Technologies
TT
$106B
| $1.7M | 0.01% |
9,215
-755
| -8% | -$137K |
|
190
Baidu
BIDU
$36B
| $1.69M | 0.01% |
10,975
+4,164
| +61% | +$591K |
|
191
iShares ESG Aware MSCI EM ETF
ESGE
$6.73B
| $1.66M | 0.01% |
52,738
-47,262
| -47% | -$1.5M |
|
192
International Flavors & Fragrances
IFF
$21.8B
| $1.6M | 0.01% |
+17,666
| New | +$1.76M |
|
193
Canadian Natural Resources
CNQ
$98.2B
| $1.16M | ﹤0.01% |
42,030
-4,250
| -9% | -$120K |
|
194
RELX
RELX
$61.8B
| $1.15M | ﹤0.01% |
35,570
-25,273
| -42% | -$758K |
|
195
Chubb
CB
$134B
| $1.1M | ﹤0.01% |
5,686
-3,144
| -36% | -$661K |
|
196
Grupo Aeroportuario del Pacifico
PAC
$12.7B
| $1.09M | ﹤0.01% |
+5,590
| New | +$1.01M |
|
197
CGI
GIB
$15.6B
| $1.05M | ﹤0.01% |
10,889
-5,783
| -35% | -$520K |
|
198
Nice
NICE
$6.01B
| $1.03M | ﹤0.01% |
4,521
-438
| -9% | -$92K |
|
199
Brookfield Asset Management
BAM
$86.9B
| $937K | ﹤0.01% |
28,649
+1,624
| +6% | +$52.7K |
|
200
Brookfield
BN
$111B
| $867K | ﹤0.01% |
39,917
-10,462
| -21% | -$236K |
|
Similar funds
LP
WCM Investment Management's Q1 2023 Portfolio in Review
As of Q1 2023, WCM Investment Management held 226 positions worth $31.3B, up 4.4% from $30B the previous quarter. Its ten largest holdings account for 47% of the portfolio.
WCM Investment Management withdrew a net $1.07B in Q1 2023, closing 13 positions and reducing 106 holdings. Its most notable exit was Union Pacific, an estimated $260M position sold in full.
By sector, the portfolio is most concentrated in Technology at 26% of assets, down from 27% a quarter earlier, followed by Healthcare and Financials.
Against the trend, WCM Investment Management opened a new position in Arch Capital worth $867M.
- WCM Investment Management's largest Q1 2023 buy was Arch Capital: 12,769,260 shares worth $867M.
- WCM Investment Management added most to Linde in Q1 2023, an estimated $1.13B increase.
- WCM Investment Management's biggest Q1 2023 reduction was lululemon athletica, cutting an estimated $797M.
- WCM Investment Management fully exited Union Pacific in Q1 2023, selling an estimated $260M.
- WCM Investment Management's ten largest holdings make up 47% of its $31.3B portfolio in Q1 2023.
- WCM Investment Management opened 13 new positions and closed 13 in Q1 2023.
- WCM Investment Management's portfolio value rose 4.4% quarter-over-quarter to $31.3B.
Based on WCM Investment Management's 13F filing for Q1 2023, filed 15 May 2023.