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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
-1.44%
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
$34.1B
AUM Growth
+$586M
Cap. Flow
+$1.47B
Cap. Flow %
4.33%
Top 10 Hldgs %
47.8%
Holding
226
New
8
Increased
130
Reduced
64
Closed
18

Top Buys

Rank Stock Value
1
MELI icon
Mercado Libre
MELI
+$833M
2
CP icon
Canadian Pacific Kansas City
CP
+$541M
3
ICLR icon
Icon
ICLR
+$445M
4
ACGL icon
Arch Capital
ACGL
+$172M
5
WCN
Waste Connections
WCN
+$162M

Top Sells

Rank Stock Value
1
RMD icon
ResMed
RMD
+$769M
2
BILL icon
BILL Holdings
BILL
+$168M
3
AON icon
Aon
AON
+$39.5M
4
NVO
Novo Nordisk
NVO
+$35.8M
5
FOCS
Focus Financial Partners Inc. Class A
FOCS
+$27.5M

Sector Composition

Rank Sector Weight
1 Technology 25.57%
2 Healthcare 21.93%
3 Industrials 18.84%
4 Financials 18.67%
5 Consumer Discretionary 7.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
EWBC icon
176
East-West Bancorp
EWBC
$18.2B
$2.34M 0.01%
44,274
+2,958
+7% +$166K
NFLX icon
177
Netflix
NFLX
$311B
$2.26M 0.01%
60,000
– –
BAP icon
178
Credicorp
BAP
$29.9B
$2.14M 0.01%
16,653
+958
+6% +$139K
IFF icon
179
International Flavors & Fragrances
IFF
$21.8B
$2.01M 0.01%
29,639
+9,468
+47% +$692K
DAVA icon
180
Endava
DAVA
$159M
$1.93M 0.01%
33,224
+5,514
+20% +$288K
ESGE icon
181
iShares ESG Aware MSCI EM ETF
ESGE
$6.7B
$1.88M 0.01%
61,988
– –
SLB icon
182
SLB Ltd
SLB
$79.2B
$1.85M 0.01%
31,564
-8,802
-22% -$510K
SLP icon
183
Simulations Plus
SLP
$371M
$1.66M ﹤0.01%
40,000
-78
-0.2% -$3.54K
UBS icon
184
UBS Group
UBS
$176B
$1.66M ﹤0.01%
67,213
+8,069
+14% +$188K
ALC icon
185
Alcon
ALC
$36.5B
$1.66M ﹤0.01%
21,437
-9,045
-30% -$744K
CNQ icon
186
Canadian Natural Resources
CNQ
$97.9B
$1.51M ﹤0.01%
46,668
-14,362
-24% -$439K
SONY icon
187
Sony
SONY
$139B
$1.47M ﹤0.01%
89,305
-24,675
-22% -$431K
GIB icon
188
CGI
GIB
$15.5B
$1.31M ﹤0.01%
13,272
-3,853
-22% -$394K
BIDU icon
189
Baidu
BIDU
$36B
$1.14M ﹤0.01%
8,484
-2,503
-23% -$351K
TFII icon
190
TFI International
TFII
$11.5B
$1.11M ﹤0.01%
8,597
-9,065
-51% -$1.15M
TT icon
191
Trane Technologies
TT
$106B
$1.11M ﹤0.01%
5,425
-3,815
-41% -$764K
HES
192
DELISTED
Hess
HES
$991K ﹤0.01%
6,328
+278
+5% +$41.9K
HLN icon
193
Haleon
HLN
$43.6B
$951K ﹤0.01%
114,138
-31,760
-22% -$264K
RELX icon
194
RELX
RELX
$61.8B
$935K ﹤0.01%
27,730
-8,112
-23% -$268K
TSM icon
195
TSMC
TSM
$2.18T
$932K ﹤0.01%
10,714
-3,310
-24% -$313K
CB icon
196
Chubb
CB
$134B
$925K ﹤0.01%
4,441
-1,233
-22% -$249K
MU icon
197
Micron Technology
MU
$962B
$807K ﹤0.01%
12,374
+579
+5% +$38.8K
WDAY icon
198
Workday
WDAY
$44.9B
$754K ﹤0.01%
3,500
– –
BAM icon
199
Brookfield Asset Management
BAM
$87.8B
$727K ﹤0.01%
21,802
-6,967
-24% -$235K
PAC icon
200
Grupo Aeroportuario del Pacifico
PAC
$12.7B
$718K ﹤0.01%
4,107
-1,536
-27% -$278K
6 7
8
9 10

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WCM Investment Management's Q3 2023 Portfolio in Review

As of Q3 2023, WCM Investment Management held 226 positions worth $34.1B, up 1.7% from $33.5B the previous quarter. Its ten largest holdings account for 48% of the portfolio.

WCM Investment Management deployed $1.47B of net new capital in Q3 2023, opening 8 new positions and adding to 130 existing holdings. Its largest new stake was The Ensign Group: 282,794 shares worth $26.3M.

By sector, the portfolio is most concentrated in Technology at 26% of assets, down from 27% a quarter earlier, followed by Healthcare and Industrials.

On the sell side, the largest reduction was BILL Holdings, an estimated $168M trimmed.

  • WCM Investment Management's largest Q3 2023 buy was The Ensign Group: 282,794 shares worth $26.3M.
  • WCM Investment Management added most to Mercado Libre in Q3 2023, an estimated $833M increase.
  • WCM Investment Management's biggest Q3 2023 reduction was BILL Holdings, cutting an estimated $168M.
  • WCM Investment Management fully exited ResMed in Q3 2023, selling an estimated $769M.
  • WCM Investment Management's ten largest holdings make up 48% of its $34.1B portfolio in Q3 2023.
  • WCM Investment Management opened 8 new positions and closed 18 in Q3 2023.
  • WCM Investment Management's portfolio value rose 1.7% quarter-over-quarter to $34.1B.

Based on WCM Investment Management's 13F filing for Q3 2023, filed 10 Oct 2023.