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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
+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
(+6.2%)
Cap. Flow
-$1.67B
Cap. Flow
% of AUM
-4.63%
Top 10 Holdings %
Top 10 Hldgs %
47.22%
Holding
261
New
53
Increased
122
Reduced
70
Closed
11
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Mercado Libre
MELI
|
+$705M |
| 2 |
Intuitive Surgical
ISRG
|
+$507M |
| 3 |
GE Aerospace
GE
|
+$471M |
| 4 |
Canadian Natural Resources
CNQ
|
+$140M |
| 5 |
UBS Group
UBS
|
+$120M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Mettler-Toledo International
MTD
|
+$999M |
| 2 |
Stryker
SYK
|
+$532M |
| 3 |
NVO
Novo Nordisk
NVO
|
+$228M |
| 4 |
Canadian Pacific Kansas City
CP
|
+$219M |
| 5 |
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 | |
|---|---|---|---|---|---|---|
201
Bio-Techne
TECH
$11.2B
| $1.02M | ﹤0.01% |
+13,029
| New | +$858K |
|
202
Baidu
BIDU
$37.1B
| $977K | ﹤0.01% |
8,294
-190
| -2% | -$22K |
|
203
Chubb
CB
$134B
| $975K | ﹤0.01% |
4,343
-98
| -2% | -$21.4K |
|
204
Workday
WDAY
$45.5B
| $966K | ﹤0.01% |
3,500
| – | – |
|
205
Teledyne Technologies
TDY
$32B
| $934K | ﹤0.01% |
+2,102
| New | +$844K |
|
206
Haleon
HLN
$43.7B
| $925K | ﹤0.01% |
111,670
-2,468
| -2% | -$20.3K |
|
207
HubSpot
HUBS
$10.8B
| $881K | ﹤0.01% |
+1,495
| New | +$719K |
|
|
EXAS
208
DELISTED
Exact Sciences
EXAS
| $871K | ﹤0.01% |
+11,504
| New | +$754K |
|
209
Brookfield Asset Management
BAM
$84.4B
| $861K | ﹤0.01% |
21,348
-454
| -2% | -$15.3K |
|
210
iShares MSCI EAFE Growth ETF
EFG
$17.2B
| $853K | ﹤0.01% |
+8,812
| New | +$790K |
|
211
Brookfield
BN
$109B
| $818K | ﹤0.01% |
30,513
-692
| -2% | -$15.7K |
|
212
Tractor Supply
TSCO
$18B
| $782K | ﹤0.01% |
+18,100
| New | +$739K |
|
213
NetEase
NTES
$85.4B
| $747K | ﹤0.01% |
+8,368
| New | +$889K |
|
214
Grupo Aeroportuario del Pacifico
PAC
$12.9B
| $714K | ﹤0.01% |
4,097
-10
| -0.2% | -$1.43K |
|
215
Nice
NICE
$6.01B
| $689K | ﹤0.01% |
3,425
-74
| -2% | -$13.3K |
|
216
Sarepta Therapeutics
SRPT
$1.81B
| $600K | ﹤0.01% |
+6,137
| New | +$589K |
|
217
FMC
FMC
$1.31B
| $580K | ﹤0.01% |
+9,162
| New | +$531K |
|
218
iShares 0-3 Month Treasury Bond ETF
SGOV
$101B
| $543K | ﹤0.01% |
+5,420
| New | +$544K |
|
219
Paylocity
PCTY
$7.73B
| $499K | ﹤0.01% |
+2,984
| New | +$502K |
|
220
BioMarin Pharmaceuticals
BMRN
$13.3B
| $465K | ﹤0.01% |
+4,791
| New | +$424K |
|
221
Amgen
AMGN
$226B
| $336K | ﹤0.01% |
+1,166
| New | +$318K |
|
222
Pinduoduo
PDD
$132B
| $300K | ﹤0.01% |
+2,066
| New | +$251K |
|
223
CDW
CDW
$17.1B
| $293K | ﹤0.01% |
1,282
+9
| +0.7% | +$1.91K |
|
224
JPMorgan Chase
JPM
$956B
| $283K | ﹤0.01% |
+1,659
| New | +$251K |
|
225
General Dynamics
GD
$107B
| $272K | ﹤0.01% |
+1,054
| New | +$257K |
|
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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.