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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
(+1.7%)
Cap. Flow
+$1.47B
Cap. Flow
% of AUM
4.33%
Top 10 Holdings %
Top 10 Hldgs %
47.8%
Holding
226
New
8
Increased
130
Reduced
64
Closed
18
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Mercado Libre
MELI
|
+$833M |
| 2 |
Canadian Pacific Kansas City
CP
|
+$541M |
| 3 |
Icon
ICLR
|
+$445M |
| 4 |
Arch Capital
ACGL
|
+$172M |
| 5 |
WCN
Waste Connections
WCN
|
+$162M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
ResMed
RMD
|
+$769M |
| 2 |
BILL Holdings
BILL
|
+$168M |
| 3 |
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 | |
|---|---|---|---|---|---|---|
201
Brookfield
BN
$111B
| $651K | ﹤0.01% |
31,205
-8,682
| -22% | -$196K |
|
202
Nice
NICE
$5.94B
| $596K | ﹤0.01% |
3,499
-1,015
| -22% | -$202K |
|
203
Illumina
ILMN
$29B
| $454K | ﹤0.01% |
3,392
| – | – |
|
204
CDW
CDW
$16.9B
| $257K | ﹤0.01% |
1,273
+10
| +0.8% | +$1.99K |
|
205
Molina Healthcare
MOH
$10.2B
| $222K | ﹤0.01% |
+666
| New | +$210K |
|
206
HEICO Corp
HEI
$51B
| $90.2K | ﹤0.01% |
554
-182
| -25% | -$30.9K |
|
207
iShares MSCI Saudi Arabia ETF
KSA
$622M
| $55.6K | ﹤0.01% |
1,429
-216
| -13% | -$8.81K |
|
208
iShares MSCI ACWI ETF
ACWI
$33.3B
| – | – |
-98
| Closed | -$9.4K |
|
209
Amphenol
APH
$207B
| – | – |
-94,644
| Closed | -$4.02M |
|
|
APLS
210
DELISTED
Apellis Pharmaceuticals
APLS
| – | – |
-59,064
| Closed | -$5.38M |
|
211
Clarus
CLAR
$149M
| – | – |
-421,484
| Closed | -$3.85M |
|
212
Descartes Systems
DSGX
$6.82B
| – | – |
-2,759
| Closed | -$221K |
|
213
DexCom
DXCM
$33.4B
| – | – |
-109,973
| Closed | -$14.2M |
|
214
iShares MSCI India ETF
INDA
$6.6B
| – | – |
-48,242
| Closed | -$2.11M |
|
215
Inspire Medical Systems
INSP
$1.74B
| – | – |
-38,540
| Closed | -$12.3M |
|
216
Intuitive Surgical
ISRG
$141B
| – | – |
-27,715
| Closed | -$9.52M |
|
217
iShares Russell 2000 Value ETF
IWN
$14.6B
| – | – |
-573
| Closed | -$80.7K |
|
218
Lincoln Electric
LECO
$15.6B
| – | – |
-14,661
| Closed | -$2.92M |
|
219
Leslie's
LESL
$12.2M
| – | – |
-99,666
| Closed | -$18.7M |
|
220
Ingevity
NGVT
$2.68B
| – | – |
-196,203
| Closed | -$11.5M |
|
|
221
ResMed
RMD
$32.4B
| – | – |
-3,504,371
| Closed | -$769M |
|
222
Stevanato
STVN
$5.8B
| – | – |
-556,822
| Closed | -$18.2M |
|
|
GTM
223
ZoomInfo Technologies
GTM
$1.2B
| – | – |
-227,012
| Closed | -$5.79M |
|
|
NBIS
224
Nebius Group N.V.
NBIS
$48.4B
| $0 | ﹤0.01% |
1,359,718
| – | – |
|
|
ABCM
225
DELISTED
Abcam PLC
ABCM
| – | – |
-860,702
| Closed | -$20.3M |
|
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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.