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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
+4.38%
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
$42.3B
AUM Growth
+$235M
Cap. Flow
-$201M
Cap. Flow %
-0.48%
Top 10 Hldgs %
39.27%
Holding
281
New
34
Increased
131
Reduced
95
Closed
14

Top Buys

Rank Stock Value
1
TSM icon
TSMC
TSM
+$1.29B
2
SE icon
Sea Limited
SE
+$1.02B
3
SPOT icon
Spotify
SPOT
+$984M
4
GEV icon
GE Vernova
GEV
+$222M
5
MNDY icon
monday.com
MNDY
+$203M

Top Sells

Rank Stock Value
1
ACN icon
Accenture
ACN
+$916M
2
LRCX icon
Lam Research
LRCX
+$471M
3
ANET icon
Arista Networks
ANET
+$435M
4
COST icon
Costco
COST
+$388M
5
TEAM icon
Atlassian
TEAM
+$352M

Sector Composition

Rank Sector Weight
1 Technology 24.15%
2 Financials 18.17%
3 Industrials 17.07%
4 Healthcare 16.71%
5 Consumer Discretionary 13.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CYRX icon
176
CryoPort
CYRX
$746M
$3.21M 0.01%
468,163
+8,671
+2% +$117K
LULU icon
177
lululemon athletica
LULU
$14.5B
$3.1M 0.01%
10,061
+3,586
+55% +$1.2M
WSO icon
178
Watsco Inc
WSO
$13.5B
$3.04M 0.01%
6,593
-1,797
-21% -$821K
BKR icon
179
Baker Hughes
BKR
$63.3B
$3.04M 0.01%
88,422
+7,040
+9% +$231K
MAS icon
180
Masco
MAS
$14.8B
$2.98M 0.01%
44,808
+69
+0.2% +$4.86K
GGG icon
181
Graco
GGG
$13.5B
$2.94M 0.01%
37,101
+48
+0.1% +$4.02K
RYAAY icon
182
Ryanair
RYAAY
$31.1B
$2.93M 0.01%
62,795
-9,320
-13% -$485K
ZBRA icon
183
Zebra Technologies
ZBRA
$17.9B
$2.91M 0.01%
9,474
-1
-0% -$304
KMX icon
184
CarMax
KMX
$8.44B
$2.87M 0.01%
39,108
+53
+0.1% +$3.82K
MA icon
185
Mastercard
MA
$493B
$2.72M 0.01%
6,136
-1,080
-15% -$492K
YETI icon
186
Yeti Holdings
YETI
$3.95B
$2.65M 0.01%
67,366
+143
+0.2% +$5.57K
XOM icon
187
ExxonMobil
XOM
$656B
$2.61M 0.01%
22,716
+1,627
+8% +$189K
NKE icon
188
Nike
NKE
$62.5B
$2.49M 0.01%
+26,445
New +$2.46M
REXR icon
189
Rexford Industrial Realty
REXR
$8.05B
$2.47M 0.01%
55,524
-224,825
-80% -$10.1M
SITE icon
190
SiteOne Landscape Supply
SITE
$4.39B
$2.31M 0.01%
18,909
-338
-2% -$51.1K
AXON
191
Axon Enterprise
AXON
$48.5B
$2.26M 0.01%
7,566
+1,672
+28% +$499K
ESGE icon
192
iShares ESG Aware MSCI EM ETF
ESGE
$6.7B
$2.16M 0.01%
64,612
-22,612
-26% -$745K
ALC icon
193
Alcon
ALC
$35.1B
$2.02M ﹤0.01%
22,556
-24
-0.1% -$2.05K
POOL icon
194
Pool Corp
POOL
$7.36B
$1.92M ﹤0.01%
6,258
+11
+0.2% +$3.98K
SLP icon
195
Simulations Plus
SLP
$371M
$1.92M ﹤0.01%
40,000
– –
ACN icon
196
Accenture
ACN
$109B
$1.8M ﹤0.01%
5,944
-2,990,141
-100% -$916M
RCM
197
DELISTED
R1 RCM Inc. Common Stock
RCM
$1.75M ﹤0.01%
139,838
+151
+0.1% +$1.88K
CRL icon
198
Charles River Laboratories
CRL
$12.9B
$1.61M ﹤0.01%
7,778
+1,844
+31% +$418K
TTWO icon
199
Take-Two Interactive
TTWO
$47.4B
$1.57M ﹤0.01%
10,028
+2,277
+29% +$345K
TYL icon
200
Tyler Technologies
TYL
$13B
$1.35M ﹤0.01%
2,732
-104
-4% -$47.9K
6 7
8
9 10

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WCM Investment Management's Q2 2024 Portfolio in Review

As of Q2 2024, WCM Investment Management held 281 positions worth $42.3B, up 0.56% from $42.1B the previous quarter. Its ten largest holdings account for 39% of the portfolio.

WCM Investment Management's Q2 2024 filing shows 34 new, 131 increased, 95 reduced and 14 closed positions. Its largest new stake was Sea Limited: 15,384,819 shares worth $1.15B. The largest sale was Accenture, an estimated $916M.

By sector, the portfolio is most concentrated in Technology at 24% of assets, down from 27% a quarter earlier, followed by Financials and Industrials.

  • WCM Investment Management's largest Q2 2024 buy was Sea Limited: 15,384,819 shares worth $1.15B.
  • WCM Investment Management added most to TSMC in Q2 2024, an estimated $1.29B increase.
  • WCM Investment Management's biggest Q2 2024 reduction was Accenture, cutting an estimated $916M.
  • WCM Investment Management fully exited Lam Research in Q2 2024, selling an estimated $471M.
  • WCM Investment Management's ten largest holdings make up 39% of its $42.3B portfolio in Q2 2024.
  • WCM Investment Management opened 34 new positions and closed 14 in Q2 2024.
  • WCM Investment Management's portfolio value rose 0.56% quarter-over-quarter to $42.3B.

Based on WCM Investment Management's 13F filing for Q2 2024, filed 31 Jul 2024.