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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
+9.59%
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
$42.5B
AUM Growth
-$1.6B
Cap. Flow
-$2.84B
Cap. Flow %
-6.67%
Top 10 Hldgs %
40.49%
Holding
332
New
43
Increased
108
Reduced
133
Closed
44

Top Buys

Rank Stock Value
1
GDDY icon
GoDaddy
GDDY
+$613M
2
VRTX icon
Vertex Pharmaceuticals
VRTX
+$506M
3
SE icon
Sea Limited
SE
+$500M
4
SAP icon
SAP
SAP
+$277M
5
ILMN icon
Illumina
ILMN
+$124M

Top Sells

Rank Stock Value
1
APP icon
Applovin
APP
+$985M
2
FND icon
Floor & Decor
FND
+$537M
3
AON icon
Aon
AON
+$529M
4
EPAM icon
EPAM Systems
EPAM
+$447M
5
TMO icon
Thermo Fisher Scientific
TMO
+$439M

Sector Composition

Rank Sector Weight
1 Technology 23.94%
2 Financials 16.94%
3 Consumer Discretionary 15.77%
4 Healthcare 14.31%
5 Industrials 12.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
MKSI icon
201
MKS Inc
MKSI
$19.8B
$3.65M 0.01%
35,069
+7,136
+26% +$770K
PM icon
202
Philip Morris
PM
$290B
$3.59M 0.01%
+29,883
New +$3.77M
ZBRA icon
203
Zebra Technologies
ZBRA
$17.9B
$3.48M 0.01%
9,056
-445
-5% -$172K
BN icon
204
Brookfield
BN
$109B
$3.38M 0.01%
88,482
+42,811
+94% +$1.61M
UNP icon
205
Union Pacific
UNP
$174B
$3.35M 0.01%
14,718
+8,848
+151% +$2.09M
MAS icon
206
Masco
MAS
$14.7B
$3.1M 0.01%
42,707
-2,233
-5% -$179K
CUBE icon
207
CubeSmart
CUBE
$9.23B
$3.1M 0.01%
73,100
+918
+1% +$44K
KMX icon
208
CarMax
KMX
$8.34B
$3.07M 0.01%
37,383
-1,852
-5% -$145K
PFE icon
209
Pfizer
PFE
$154B
$3.06M 0.01%
115,913
+65,238
+129% +$1.77M
TEVA icon
210
Teva Pharmaceuticals
TEVA
$42.1B
$3.03M 0.01%
135,754
+75,584
+126% +$1.38M
HLN icon
211
Haleon
HLN
$43.7B
$2.98M 0.01%
313,712
+154,947
+98% +$1.52M
GGG icon
212
Graco
GGG
$13.5B
$2.95M 0.01%
35,180
-1,968
-5% -$171K
WSO icon
213
Watsco Inc
WSO
$13.5B
$2.94M 0.01%
6,191
-406
-6% -$206K
KOF icon
214
Coca-Cola Femsa
KOF
$22.9B
$2.84M 0.01%
36,551
+22,577
+162% +$1.86M
SRPT icon
215
Sarepta Therapeutics
SRPT
$1.81B
$2.78M 0.01%
22,977
+12,060
+110% +$1.48M
PSX icon
216
Phillips 66
PSX
$86B
$2.71M 0.01%
24,233
+14,343
+145% +$1.82M
LYB icon
217
LyondellBasell Industries
LYB
$20.2B
$2.59M 0.01%
+35,431
New +$2.98M
GIB icon
218
CGI
GIB
$15.6B
$2.58M 0.01%
23,634
+11,082
+88% +$1.25M
RLI icon
219
RLI Corp
RLI
$5.83B
$2.54M 0.01%
+30,852
New +$2.56M
PTC icon
220
PTC
PTC
$16.4B
$2.53M 0.01%
13,776
-6,502
-32% -$1.23M
NKE icon
221
Nike
NKE
$62.5B
$2.52M 0.01%
33,810
+16,966
+101% +$1.33M
TTE icon
222
TotalEnergies
TTE
$195B
$2.49M 0.01%
45,736
+27,651
+153% +$1.68M
TTWO icon
223
Take-Two Interactive
TTWO
$47.4B
$2.4M 0.01%
12,981
+86
+0.7% +$14.9K
ESTC icon
224
Elastic
ESTC
$7.93B
$2.37M 0.01%
23,642
-232,173
-91% -$21.5M
LMT icon
225
Lockheed Martin
LMT
$139B
$2.36M 0.01%
4,883
+1,298
+36% +$708K
7 8
9
10 11

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WCM Investment Management's Q4 2024 Portfolio in Review

As of Q4 2024, WCM Investment Management held 332 positions worth $42.5B, down 3.6% from $44.1B the previous quarter. Its ten largest holdings account for 40% of the portfolio.

WCM Investment Management withdrew a net $2.84B in Q4 2024, closing 44 positions and reducing 133 holdings. Its most notable exit was Floor & Decor, an estimated $537M position sold in full.

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

Against the trend, WCM Investment Management opened a new position in Vertex Pharmaceuticals worth $436M.

  • WCM Investment Management's largest Q4 2024 buy was Vertex Pharmaceuticals: 1,091,522 shares worth $436M.
  • WCM Investment Management added most to GoDaddy in Q4 2024, an estimated $613M increase.
  • WCM Investment Management's biggest Q4 2024 reduction was Applovin, cutting an estimated $985M.
  • WCM Investment Management fully exited Floor & Decor in Q4 2024, selling an estimated $537M.
  • WCM Investment Management's ten largest holdings make up 40% of its $42.5B portfolio in Q4 2024.
  • WCM Investment Management opened 43 new positions and closed 44 in Q4 2024.
  • WCM Investment Management's portfolio value fell 3.6% quarter-over-quarter to $42.5B.

Based on WCM Investment Management's 13F filing for Q4 2024, filed 28 Jan 2025.