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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
SRPT icon
201
Sarepta Therapeutics
SRPT
$1.78B
$1.3M ﹤0.01%
8,237
+1,958
+31% +$252K
TSCO icon
202
Tractor Supply
TSCO
$18B
$1.3M ﹤0.01%
24,250
+5,740
+31% +$309K
BN icon
203
Brookfield
BN
$108B
$1.26M ﹤0.01%
45,435
+16,147
+55% +$450K
GIB icon
204
CGI
GIB
$15.5B
$1.26M ﹤0.01%
12,523
+180
+1% +$18.5K
TECH icon
205
Bio-Techne
TECH
$11.2B
$1.24M ﹤0.01%
17,232
+4,012
+30% +$295K
NDSN icon
206
Nordson
NDSN
$17.2B
$1.21M ﹤0.01%
5,258
+1,250
+31% +$315K
RELX icon
207
RELX
RELX
$62.1B
$1.19M ﹤0.01%
25,768
+373
+1% +$16.2K
HUBS icon
208
HubSpot
HUBS
$10.8B
$1.17M ﹤0.01%
2,005
+475
+31% +$291K
TFII icon
209
TFI International
TFII
$11.5B
$1.15M ﹤0.01%
8,154
+178
+2% +$25.1K
TT icon
210
Trane Technologies
TT
$105B
$1.1M ﹤0.01%
3,302
-1,739
-34% -$553K
CB icon
211
Chubb
CB
$134B
$1.1M ﹤0.01%
4,191
+30
+0.7% +$7.7K
TDY icon
212
Teledyne Technologies
TDY
$32.2B
$1.06M ﹤0.01%
2,754
+609
+28% +$241K
SLB icon
213
SLB Ltd
SLB
$77.9B
$994K ﹤0.01%
21,137
+70
+0.3% +$3.38K
HLN icon
214
Haleon
HLN
$43.7B
$980K ﹤0.01%
116,235
+2,248
+2% +$18.8K
SONY icon
215
Sony
SONY
$140B
$902K ﹤0.01%
53,495
-29,575
-36% -$489K
NICE icon
216
Nice
NICE
$5.95B
$845K ﹤0.01%
5,007
+1,674
+50% +$344K
SGOV icon
217
iShares 0-3 Month Treasury Bond ETF
SGOV
$101B
$795K ﹤0.01%
7,902
+7,897
+157,940% +$794K
WDAY icon
218
Workday
WDAY
$45.6B
$782K ﹤0.01%
3,500
– –
NTES icon
219
NetEase
NTES
$85B
$758K ﹤0.01%
7,888
-4
-0.1% -$381
FMC icon
220
FMC
FMC
$1.29B
$690K ﹤0.01%
12,080
+2,722
+29% +$163K
GRAL
221
GRAIL Inc
GRAL
$3.3B
$673K ﹤0.01%
+44,382
New +$720K
EXAS
222
DELISTED
Exact Sciences
EXAS
$667K ﹤0.01%
14,986
+2,287
+18% +$126K
BIDU icon
223
Baidu
BIDU
$37.1B
$659K ﹤0.01%
7,574
-240
-3% -$24.1K
PAC icon
224
Grupo Aeroportuario del Pacifico
PAC
$12.9B
$640K ﹤0.01%
4,117
+22
+0.5% +$3.81K
AMGN icon
225
Amgen
AMGN
$224B
$578K ﹤0.01%
1,841
+611
+50% +$179K
7 8
9
10 11

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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.