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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
CB icon
201
Chubb
CB
$134B
$1.08M ﹤0.01%
4,161
-182
-4% -$44.7K
TSCO icon
202
Tractor Supply
TSCO
$18.5B
$969K ﹤0.01%
18,510
+410
+2% +$19.6K
HLN icon
203
Haleon
HLN
$43.8B
$968K ﹤0.01%
113,987
+2,317
+2% +$19.4K
HUBS icon
204
HubSpot
HUBS
$11B
$959K ﹤0.01%
1,530
+35
+2% +$21K
WDAY icon
205
Workday
WDAY
$45B
$955K ﹤0.01%
3,500
– –
TECH icon
206
Bio-Techne
TECH
$11.2B
$931K ﹤0.01%
13,220
+191
+1% +$13.7K
TDY icon
207
Teledyne Technologies
TDY
$31.5B
$921K ﹤0.01%
2,145
+43
+2% +$18.4K
EXAS
208
DELISTED
Exact Sciences
EXAS
$877K ﹤0.01%
12,699
+1,195
+10% +$75.6K
NICE icon
209
Nice
NICE
$6.01B
$869K ﹤0.01%
3,333
-92
-3% -$20.9K
BAM icon
210
Brookfield Asset Management
BAM
$88B
$846K ﹤0.01%
20,128
-1,220
-6% -$49.3K
BIDU icon
211
Baidu
BIDU
$36.1B
$823K ﹤0.01%
7,814
-480
-6% -$51.1K
BN icon
212
Brookfield
BN
$111B
$818K ﹤0.01%
29,288
-1,225
-4% -$33K
NTES icon
213
NetEase
NTES
$82B
$817K ﹤0.01%
7,892
-476
-6% -$48.7K
SRPT icon
214
Sarepta Therapeutics
SRPT
$1.89B
$813K ﹤0.01%
6,279
+142
+2% +$17.4K
PAC icon
215
Grupo Aeroportuario del Pacifico
PAC
$12.7B
$668K ﹤0.01%
4,095
-2
-0% -$310
FMC icon
216
FMC
FMC
$1.31B
$596K ﹤0.01%
9,358
+196
+2% +$11.4K
PCTY icon
217
Paylocity
PCTY
$7.75B
$525K ﹤0.01%
3,053
+69
+2% +$11.4K
BMRN icon
218
BioMarin Pharmaceuticals
BMRN
$13.4B
$425K ﹤0.01%
4,867
+76
+2% +$6.8K
AMGN icon
219
Amgen
AMGN
$224B
$350K ﹤0.01%
1,230
+64
+5% +$18.7K
CDW icon
220
CDW
CDW
$16.8B
$331K ﹤0.01%
1,293
+11
+0.9% +$2.61K
EFA icon
221
iShares MSCI EAFE ETF
EFA
$80B
$328K ﹤0.01%
4,107
-1,138,568
-100% -$87.1M
GD icon
222
General Dynamics
GD
$106B
$320K ﹤0.01%
1,134
+80
+8% +$21.4K
VZ icon
223
Verizon
VZ
$196B
$298K ﹤0.01%
7,098
+448
+7% +$18.1K
CFR icon
224
Cullen/Frost Bankers
CFR
$10.4B
$291K ﹤0.01%
2,581
+167
+7% +$17.8K
MRK icon
225
Merck
MRK
$320B
$289K ﹤0.01%
2,189
+173
+9% +$21.3K
7 8
9
10 11

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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.