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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
+12.64%
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
$36.2B
AUM Growth
+$2.1B
Cap. Flow
-$1.67B
Cap. Flow %
-4.63%
Top 10 Hldgs %
47.22%
Holding
261
New
53
Increased
122
Reduced
70
Closed
11

Top Buys

Rank Stock Value
1
MELI icon
Mercado Libre
MELI
+$705M
2
ISRG icon
Intuitive Surgical
ISRG
+$507M
3
GE icon
GE Aerospace
GE
+$471M
4
CNQ icon
Canadian Natural Resources
CNQ
+$140M
5
UBS icon
UBS Group
UBS
+$120M

Top Sells

Rank Stock Value
1
MTD icon
Mettler-Toledo International
MTD
+$999M
2
SYK icon
Stryker
SYK
+$532M
3
NVO
Novo Nordisk
NVO
+$228M
4
CP icon
Canadian Pacific Kansas City
CP
+$219M
5
ICLR icon
Icon
ICLR
+$188M

Sector Composition

Rank Sector Weight
1 Technology 28.69%
2 Industrials 19.03%
3 Healthcare 17.56%
4 Financials 16.47%
5 Consumer Discretionary 10.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
HDB icon
176
HDFC Bank
HDB
$120B
$3.43M 0.01%
102,112
+11,334
+12% +$342K
EGP icon
177
EastGroup Properties
EGP
$10.9B
$3.43M 0.01%
18,531
+2,288
+14% +$391K
CUBE icon
178
CubeSmart
CUBE
$9.23B
$3.42M 0.01%
72,182
+8,530
+13% +$335K
MA icon
179
Mastercard
MA
$493B
$3.3M 0.01%
7,732
-225
-3% -$90.4K
LULU icon
180
lululemon athletica
LULU
$14.5B
$3.24M 0.01%
+6,366
New +$2.75M
NFLX icon
181
Netflix
NFLX
$318B
$2.94M 0.01%
60,000
– –
MTD icon
182
Mettler-Toledo International
MTD
$28.6B
$2.91M 0.01%
2,377
-923,662
-100% -$999M
BKR icon
183
Baker Hughes
BKR
$63.6B
$2.79M 0.01%
81,574
+3,739
+5% +$128K
IFF icon
184
International Flavors & Fragrances
IFF
$21.7B
$2.55M 0.01%
31,135
+1,496
+5% +$108K
XOM icon
185
ExxonMobil
XOM
$657B
$2.09M 0.01%
+20,840
New +$2.19M
SLP icon
186
Simulations Plus
SLP
$371M
$1.83M 0.01%
40,000
– –
ALC icon
187
Alcon
ALC
$35.9B
$1.76M ﹤0.01%
22,536
+1,099
+5% +$81.2K
SONY icon
188
Sony
SONY
$140B
$1.67M ﹤0.01%
88,370
-935
-1% -$16.2K
ESGE icon
189
iShares ESG Aware MSCI EM ETF
ESGE
$6.69B
$1.5M ﹤0.01%
46,675
-15,313
-25% -$472K
AXON
190
Axon Enterprise
AXON
$48.4B
$1.49M ﹤0.01%
+5,779
New +$1.3M
GIB icon
191
CGI
GIB
$15.6B
$1.41M ﹤0.01%
13,188
-84
-0.6% -$8.52K
CRL icon
192
Charles River Laboratories
CRL
$13.2B
$1.4M ﹤0.01%
+5,847
New +$1.15M
TT icon
193
Trane Technologies
TT
$105B
$1.29M ﹤0.01%
5,309
-116
-2% -$25.4K
TTWO icon
194
Take-Two Interactive
TTWO
$47.4B
$1.23M ﹤0.01%
+7,601
New +$1.13M
TFII icon
195
TFI International
TFII
$11.4B
$1.18M ﹤0.01%
8,654
+57
+0.7% +$6.75K
SLB icon
196
SLB Ltd
SLB
$78.9B
$1.17M ﹤0.01%
22,357
-9,207
-29% -$500K
TYL icon
197
Tyler Technologies
TYL
$13B
$1.16M ﹤0.01%
+2,773
New +$1.11M
TSM icon
198
TSMC
TSM
$2.17T
$1.12M ﹤0.01%
10,664
-50
-0.5% -$4.77K
RELX icon
199
RELX
RELX
$62.1B
$1.07M ﹤0.01%
27,108
-622
-2% -$22.9K
NDSN icon
200
Nordson
NDSN
$17.2B
$1.04M ﹤0.01%
+3,920
New +$909K
6 7
8
9 10

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WCM Investment Management's Q4 2023 Portfolio in Review

As of Q4 2023, WCM Investment Management held 261 positions worth $36.2B, up 6.2% from $34.1B the previous quarter. Its ten largest holdings account for 47% of the portfolio.

WCM Investment Management withdrew a net $1.67B in Q4 2023, closing 11 positions and reducing 70 holdings. Its most notable exit was Stryker, an estimated $532M position sold in full.

By sector, the portfolio is most concentrated in Technology at 29% of assets, up from 26% a quarter earlier, followed by Industrials and Healthcare.

Against the trend, WCM Investment Management opened a new position in Intuitive Surgical worth $576M.

  • WCM Investment Management's largest Q4 2023 buy was Intuitive Surgical: 1,700,806 shares worth $576M.
  • WCM Investment Management added most to Mercado Libre in Q4 2023, an estimated $705M increase.
  • WCM Investment Management's biggest Q4 2023 reduction was Mettler-Toledo International, cutting an estimated $999M.
  • WCM Investment Management fully exited Stryker in Q4 2023, selling an estimated $532M.
  • WCM Investment Management's ten largest holdings make up 47% of its $36.2B portfolio in Q4 2023.
  • WCM Investment Management opened 53 new positions and closed 11 in Q4 2023.
  • WCM Investment Management's portfolio value rose 6.2% quarter-over-quarter to $36.2B.

Based on WCM Investment Management's 13F filing for Q4 2023, filed 29 Jan 2024.