We are live on ! Find out more
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
+9.59%
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
$42.5B
AUM Growth
-$1.6B
Cap. Flow
-$2.84B
Cap. Flow %
-6.67%
Top 10 Hldgs %
40.49%
Holding
332
New
43
Increased
108
Reduced
133
Closed
44

Top Buys

Rank Stock Value
1
GDDY icon
GoDaddy
GDDY
+$613M
2
VRTX icon
Vertex Pharmaceuticals
VRTX
+$506M
3
SE icon
Sea Limited
SE
+$500M
4
SAP icon
SAP
SAP
+$277M
5
ILMN icon
Illumina
ILMN
+$124M

Top Sells

Rank Stock Value
1
APP icon
Applovin
APP
+$985M
2
FND icon
Floor & Decor
FND
+$537M
3
AON icon
Aon
AON
+$529M
4
EPAM icon
EPAM Systems
EPAM
+$447M
5
TMO icon
Thermo Fisher Scientific
TMO
+$439M

Sector Composition

Rank Sector Weight
1 Technology 23.94%
2 Financials 16.94%
3 Consumer Discretionary 15.77%
4 Healthcare 14.31%
5 Industrials 12.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CSCO icon
176
Cisco
CSCO
$483B
$5.21M 0.01%
88,025
+53,183
+153% +$3.04M
CME icon
177
CME Group
CME
$94.8B
$5.18M 0.01%
22,374
+15,458
+224% +$3.55M
TXN icon
178
Texas Instruments
TXN
$256B
$5.1M 0.01%
27,147
+16,311
+151% +$3.26M
VZ icon
179
Verizon
VZ
$195B
$4.95M 0.01%
125,099
+74,974
+150% +$3.16M
EME icon
180
Emcor
EME
$35.7B
$4.94M 0.01%
10,809
-4,162
-28% -$1.97M
JLL icon
181
Jones Lang LaSalle
JLL
$16.4B
$4.92M 0.01%
19,491
-1,124
-5% -$300K
UPS icon
182
United Parcel Service
UPS
$89.1B
$4.72M 0.01%
37,632
+26,534
+239% +$3.49M
UL icon
183
Unilever
UL
$135B
$4.62M 0.01%
72,278
+45,149
+166% +$3.05M
RHI icon
184
Robert Half
RHI
$4.37B
$4.47M 0.01%
63,614
+44,879
+240% +$3.2M
HD icon
185
Home Depot
HD
$350B
$4.34M 0.01%
11,152
+6,670
+149% +$2.72M
TROW icon
186
T. Rowe Price
TROW
$24.3B
$4.33M 0.01%
37,995
+23,023
+154% +$2.67M
PG icon
187
Procter & Gamble
PG
$340B
$4.29M 0.01%
25,669
+15,351
+149% +$2.61M
GD icon
188
General Dynamics
GD
$107B
$4.26M 0.01%
16,188
+9,798
+153% +$2.82M
CMCSA icon
189
Comcast
CMCSA
$89.4B
$4.2M 0.01%
112,429
+66,989
+147% +$2.78M
BKH icon
190
Black Hills Corp
BKH
$5.62B
$4.13M 0.01%
70,783
+47,244
+201% +$2.87M
EWBC icon
191
East-West Bancorp
EWBC
$18.1B
$4.12M 0.01%
42,821
-7,422
-15% -$728K
JNJ icon
192
Johnson & Johnson
JNJ
$631B
$4.1M 0.01%
28,628
+16,462
+135% +$2.55M
XOM icon
193
ExxonMobil
XOM
$657B
$4.07M 0.01%
38,527
+9,087
+31% +$1.06M
KO icon
194
Coca-Cola
KO
$374B
$3.98M 0.01%
64,128
+38,017
+146% +$2.48M
O icon
195
Realty Income
O
$58.6B
$3.95M 0.01%
74,973
+54,612
+268% +$3.18M
CVX icon
196
Chevron
CVX
$382B
$3.88M 0.01%
27,133
+16,124
+146% +$2.47M
APG icon
197
APi Group
APG
$18.3B
$3.84M 0.01%
160,088
-1,354,870
-89% -$32.2M
MDT icon
198
Medtronic
MDT
$114B
$3.82M 0.01%
47,940
+28,473
+146% +$2.46M
BHVN icon
199
Biohaven
BHVN
$2.19B
$3.82M 0.01%
+106,665
New +$4.98M
IMVT icon
200
Immunovant
IMVT
$8.24B
$3.81M 0.01%
159,525
-14,459
-8% -$410K
6 7
8
9 10

Similar funds

State of Wisconsin Investment Board
State of Wisconsin Investment Board Madison, Wisconsin $43.7B AUM 27.76% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return
PEAK6
PEAK6 Chicago, Illinois $42.6B AUM 66.24% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return
LP
LMR Partners London, United Kingdom $45.4B AUM 60.47% 1-Year Est. Return
Zurich Cantonal Bank
Zurich Cantonal Bank Zurich, Switzerland $46B AUM 27.59% 1-Year Est. Return
Holocene Advisors
Holocene Advisors New York $41.5B AUM 42.97% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

WCM Investment Management's Q4 2024 Portfolio in Review

As of Q4 2024, WCM Investment Management held 332 positions worth $42.5B, down 3.6% from $44.1B the previous quarter. Its ten largest holdings account for 40% of the portfolio.

WCM Investment Management withdrew a net $2.84B in Q4 2024, closing 44 positions and reducing 133 holdings. Its most notable exit was Floor & Decor, an estimated $537M position sold in full.

By sector, the portfolio is most concentrated in Technology at 24% of assets, up from 21% a quarter earlier, followed by Financials and Consumer Discretionary.

Against the trend, WCM Investment Management opened a new position in Vertex Pharmaceuticals worth $436M.

  • WCM Investment Management's largest Q4 2024 buy was Vertex Pharmaceuticals: 1,091,522 shares worth $436M.
  • WCM Investment Management added most to GoDaddy in Q4 2024, an estimated $613M increase.
  • WCM Investment Management's biggest Q4 2024 reduction was Applovin, cutting an estimated $985M.
  • WCM Investment Management fully exited Floor & Decor in Q4 2024, selling an estimated $537M.
  • WCM Investment Management's ten largest holdings make up 40% of its $42.5B portfolio in Q4 2024.
  • WCM Investment Management opened 43 new positions and closed 44 in Q4 2024.
  • WCM Investment Management's portfolio value fell 3.6% quarter-over-quarter to $42.5B.

Based on WCM Investment Management's 13F filing for Q4 2024, filed 28 Jan 2025.