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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
+14.7%
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
$42.1B
AUM Growth
+$5.91B
Cap. Flow
+$1.82B
Cap. Flow %
4.32%
Top 10 Hldgs %
42.45%
Holding
265
New
15
Increased
119
Reduced
107
Closed
18

Top Buys

Rank Stock Value
1
NU icon
Nu Holdings
NU
+$940M
2
CPNG icon
Coupang
CPNG
+$704M
3
MNDY icon
monday.com
MNDY
+$685M
4
ILMN icon
Illumina
ILMN
+$445M
5
APP icon
Applovin
APP
+$381M

Top Sells

Rank Stock Value
1
MELI icon
Mercado Libre
MELI
+$442M
2
HEI.A icon
HEICO Corp Class A
HEI.A
+$207M
3
DDOG icon
Datadog
DDOG
+$106M
4
LRCX icon
Lam Research
LRCX
+$102M
5
V icon
Visa
V
+$92.3M

Sector Composition

Rank Sector Weight
1 Technology 26.95%
2 Industrials 18.5%
3 Financials 18.34%
4 Healthcare 17.66%
5 Consumer Discretionary 10.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CYTK icon
176
Cytokinetics
CYTK
$10.8B
$3.08M 0.01%
+43,866
New +$3.39M
ZBRA icon
177
Zebra Technologies
ZBRA
$18B
$2.86M 0.01%
9,475
-7,041
-43% -$1.88M
HDB icon
178
HDFC Bank
HDB
$122B
$2.85M 0.01%
101,938
-174
-0.2% -$4.93K
ESGE icon
179
iShares ESG Aware MSCI EM ETF
ESGE
$6.74B
$2.81M 0.01%
87,224
+40,549
+87% +$1.28M
BKR icon
180
Baker Hughes
BKR
$63.9B
$2.73M 0.01%
81,382
-192
-0.2% -$5.92K
IFF icon
181
International Flavors & Fragrances
IFF
$21.8B
$2.68M 0.01%
31,128
-7
-0% -$562
YETI icon
182
Yeti Holdings
YETI
$3.95B
$2.59M 0.01%
67,223
-51,777
-44% -$2.19M
LULU icon
183
lululemon athletica
LULU
$14.2B
$2.53M 0.01%
6,475
+109
+2% +$50.4K
POOL icon
184
Pool Corp
POOL
$7.34B
$2.52M 0.01%
6,247
-4,510
-42% -$1.76M
XOM icon
185
ExxonMobil
XOM
$657B
$2.45M 0.01%
21,089
+249
+1% +$26.1K
TSM icon
186
TSMC
TSM
$2.17T
$2.35M 0.01%
17,283
+6,619
+62% +$822K
ALC icon
187
Alcon
ALC
$36.7B
$1.88M ﹤0.01%
22,580
+44
+0.2% +$3.53K
AXON
188
Axon Enterprise
AXON
$46.8B
$1.84M ﹤0.01%
5,894
+115
+2% +$32K
RCM
189
DELISTED
R1 RCM Inc. Common Stock
RCM
$1.8M ﹤0.01%
139,687
-348,016
-71% -$4.04M
SLP icon
190
Simulations Plus
SLP
$371M
$1.65M ﹤0.01%
40,000
– –
CRL icon
191
Charles River Laboratories
CRL
$13B
$1.61M ﹤0.01%
5,934
+87
+1% +$20.8K
TT icon
192
Trane Technologies
TT
$107B
$1.51M ﹤0.01%
5,041
-268
-5% -$72.7K
SONY icon
193
Sony
SONY
$140B
$1.42M ﹤0.01%
83,070
-5,300
-6% -$97.4K
GIB icon
194
CGI
GIB
$15.5B
$1.36M ﹤0.01%
12,343
-845
-6% -$94.5K
TFII icon
195
TFI International
TFII
$11.4B
$1.27M ﹤0.01%
7,976
-678
-8% -$97K
TYL icon
196
Tyler Technologies
TYL
$13B
$1.21M ﹤0.01%
2,836
+63
+2% +$26.9K
SLB icon
197
SLB Ltd
SLB
$79.7B
$1.15M ﹤0.01%
21,067
-1,290
-6% -$65K
TTWO icon
198
Take-Two Interactive
TTWO
$47.5B
$1.15M ﹤0.01%
7,751
+150
+2% +$23.3K
NDSN icon
199
Nordson
NDSN
$17.3B
$1.1M ﹤0.01%
4,008
+88
+2% +$22.9K
RELX icon
200
RELX
RELX
$61.8B
$1.1M ﹤0.01%
25,395
-1,713
-6% -$72.4K
6 7
8
9 10

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WCM Investment Management's Q1 2024 Portfolio in Review

As of Q1 2024, WCM Investment Management held 265 positions worth $42.1B, up 16% from $36.2B the previous quarter. Its ten largest holdings account for 42% of the portfolio.

WCM Investment Management deployed $1.82B of net new capital in Q1 2024, opening 15 new positions and adding to 119 existing holdings. Its largest new stake was monday.com: 3,225,401 shares worth $729M.

By sector, the portfolio is most concentrated in Technology at 27% of assets, down from 29% a quarter earlier, followed by Industrials and Financials.

On the sell side, the largest reduction was Mercado Libre, an estimated $442M trimmed.

  • WCM Investment Management's largest Q1 2024 buy was monday.com: 3,225,401 shares worth $729M.
  • WCM Investment Management added most to Nu Holdings in Q1 2024, an estimated $940M increase.
  • WCM Investment Management's biggest Q1 2024 reduction was Mercado Libre, cutting an estimated $442M.
  • WCM Investment Management fully exited HEICO Corp Class A in Q1 2024, selling an estimated $207M.
  • WCM Investment Management's ten largest holdings make up 42% of its $42.1B portfolio in Q1 2024.
  • WCM Investment Management opened 15 new positions and closed 18 in Q1 2024.
  • WCM Investment Management's portfolio value rose 16% quarter-over-quarter to $42.1B.

Based on WCM Investment Management's 13F filing for Q1 2024, filed 25 Apr 2024.