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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
+9.07%
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
$44.1B
AUM Growth
+$1.82B
Cap. Flow
-$959M
Cap. Flow %
-2.17%
Top 10 Hldgs %
38.57%
Holding
300
New
33
Increased
139
Reduced
107
Closed
11

Top Buys

Rank Stock Value
1
RGA icon
Reinsurance Group of America
RGA
+$481M
2
SE icon
Sea Limited
SE
+$416M
3
FRPT icon
Freshpet
FRPT
+$320M
4
GEV icon
GE Vernova
GEV
+$223M
5
TSM icon
TSMC
TSM
+$206M

Top Sells

Rank Stock Value
1
CP icon
Canadian Pacific Kansas City
CP
+$503M
2
TEAM icon
Atlassian
TEAM
+$494M
3
MELI icon
Mercado Libre
MELI
+$408M
4
ODFL icon
Old Dominion Freight Line
ODFL
+$351M
5
WCN
Waste Connections
WCN
+$298M

Sector Composition

Rank Sector Weight
1 Technology 21.34%
2 Financials 19.59%
3 Healthcare 15.66%
4 Consumer Discretionary 15.35%
5 Industrials 14.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CRL icon
201
Charles River Laboratories
CRL
$13.2B
$2.06M ﹤0.01%
10,367
+2,589
+33% +$538K
UL icon
202
Unilever
UL
$135B
$2M ﹤0.01%
27,129
+19,059
+236% +$1.32M
RCM
203
DELISTED
R1 RCM Inc. Common Stock
RCM
$1.98M ﹤0.01%
139,914
+76
+0.1% +$1.03K
TTWO icon
204
Take-Two Interactive
TTWO
$47.4B
$1.97M ﹤0.01%
12,895
+2,867
+29% +$435K
JNJ icon
205
Johnson & Johnson
JNJ
$631B
$1.96M ﹤0.01%
12,166
+9,409
+341% +$1.5M
GD icon
206
General Dynamics
GD
$107B
$1.92M ﹤0.01%
6,390
+4,436
+227% +$1.3M
CMCSA icon
207
Comcast
CMCSA
$89.4B
$1.89M ﹤0.01%
45,440
+35,204
+344% +$1.39M
KO icon
208
Coca-Cola
KO
$374B
$1.87M ﹤0.01%
26,111
+20,682
+381% +$1.42M
CSCO icon
209
Cisco
CSCO
$483B
$1.85M ﹤0.01%
34,842
+27,969
+407% +$1.36M
EFA icon
210
iShares MSCI EAFE ETF
EFA
$79.8B
$1.84M ﹤0.01%
21,945
+16,820
+328% +$1.35M
TSCO icon
211
Tractor Supply
TSCO
$18B
$1.83M ﹤0.01%
32,040
+7,790
+32% +$419K
SBS icon
212
Sabesp
SBS
$18.3B
$1.82M ﹤0.01%
+565,294
New +$1.8M
MSM icon
213
MSC Industrial Direct
MSM
$6.87B
$1.81M ﹤0.01%
20,760
+16,251
+360% +$1.33M
CASY icon
214
Casey's General Stores
CASY
$31.6B
$1.81M ﹤0.01%
4,836
-51,920
-91% -$19.4M
TECH icon
215
Bio-Techne
TECH
$11.2B
$1.8M ﹤0.01%
22,891
+5,659
+33% +$425K
PG icon
216
Procter & Gamble
PG
$340B
$1.79M ﹤0.01%
10,318
+8,104
+366% +$1.38M
HD icon
217
Home Depot
HD
$350B
$1.79M ﹤0.01%
4,482
+3,482
+348% +$1.27M
NDSN icon
218
Nordson
NDSN
$17.2B
$1.78M ﹤0.01%
6,818
+1,560
+30% +$381K
MDT icon
219
Medtronic
MDT
$114B
$1.74M ﹤0.01%
+19,467
New +$1.64M
HLN icon
220
Haleon
HLN
$43.7B
$1.69M ﹤0.01%
158,765
+42,530
+37% +$411K
ESGE icon
221
iShares ESG Aware MSCI EM ETF
ESGE
$6.69B
$1.67M ﹤0.01%
45,185
-19,427
-30% -$663K
TROW icon
222
T. Rowe Price
TROW
$24.3B
$1.64M ﹤0.01%
14,972
+11,577
+341% +$1.27M
BN icon
223
Brookfield
BN
$109B
$1.63M ﹤0.01%
45,671
+236
+0.5% +$7.45K
CVX icon
224
Chevron
CVX
$382B
$1.6M ﹤0.01%
11,009
+8,298
+306% +$1.24M
TDY icon
225
Teledyne Technologies
TDY
$32B
$1.57M ﹤0.01%
3,595
+841
+31% +$349K
7 8
9
10 11

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WCM Investment Management's Q3 2024 Portfolio in Review

As of Q3 2024, WCM Investment Management held 300 positions worth $44.1B, up 4.3% from $42.3B the previous quarter. Its ten largest holdings account for 39% of the portfolio.

WCM Investment Management's Q3 2024 filing shows 33 new, 139 increased, 107 reduced and 11 closed positions. Its largest new stake was SharkNinja: 225,225 shares worth $23.9M. The largest sale was Canadian Pacific Kansas City, an estimated $503M.

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

  • WCM Investment Management's largest Q3 2024 buy was SharkNinja: 225,225 shares worth $23.9M.
  • WCM Investment Management added most to Reinsurance Group of America in Q3 2024, an estimated $481M increase.
  • WCM Investment Management's biggest Q3 2024 reduction was Canadian Pacific Kansas City, cutting an estimated $503M.
  • WCM Investment Management fully exited Old Dominion Freight Line in Q3 2024, selling an estimated $351M.
  • WCM Investment Management's ten largest holdings make up 39% of its $44.1B portfolio in Q3 2024.
  • WCM Investment Management opened 33 new positions and closed 11 in Q3 2024.
  • WCM Investment Management's portfolio value rose 4.3% quarter-over-quarter to $44.1B.

Based on WCM Investment Management's 13F filing for Q3 2024, filed 4 Nov 2024.