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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
+10.71%
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
$44.4B
AUM Growth
+$1.13B
Cap. Flow
-$2.46B
Cap. Flow %
-5.53%
Top 10 Hldgs %
56.1%
Holding
220
New
16
Increased
133
Reduced
53
Closed
15

Top Buys

Rank Stock Value
1
NVO
Novo Nordisk
NVO
+$269M
2
LRCX icon
Lam Research
LRCX
+$161M
3
EFA icon
iShares MSCI EAFE ETF
EFA
+$139M
4
NU icon
Nu Holdings
NU
+$120M
5
CINT icon
CI&T Inc
CINT
+$37.5M

Top Sells

Rank Stock Value
1
MELI icon
Mercado Libre
MELI
+$2.3B
2
HDB icon
HDFC Bank
HDB
+$1.16B
3
TEAM icon
Atlassian
TEAM
+$300M
4
BAP icon
Credicorp
BAP
+$29.4M
5
TWKS
Thoughtworks Holding, Inc. Common Stock
TWKS
+$26M

Sector Composition

Rank Sector Weight
1 Technology 40.57%
2 Healthcare 28.38%
3 Industrials 9.53%
4 Consumer Discretionary 9.23%
5 Financials 5.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
TSM icon
1
TSMC
TSM
$2.09T
$3.15B 7.1%
26,212,577
+150,902
+0.6% +$17.7M
ASML icon
2
ASML
ASML
$634B
$2.85B 6.42%
3,578,938
-9,801
-0.3% -$7.79M
SHOP icon
3
Shopify
SHOP
$159B
$2.83B 6.37%
20,545,580
+224,080
+1% +$32.7M
ACN icon
4
Accenture
ACN
$99.9B
$2.51B 5.64%
6,043,846
-10,675
-0.2% -$3.89M
MTD icon
5
Mettler-Toledo International
MTD
$27.9B
$2.5B 5.64%
1,475,820
+14,817
+1% +$22.4M
RMD icon
6
ResMed
RMD
$30.3B
$2.36B 5.31%
9,046,150
-41,361
-0.5% -$10.7M
CP icon
7
Canadian Pacific Kansas City
CP
$78.3B
$2.3B 5.18%
31,953,125
-93,579
-0.3% -$6.84M
ICLR icon
8
Icon
ICLR
$12.8B
$2.22B 5.01%
7,179,979
+19,690
+0.3% +$5.51M
LULU icon
9
lululemon athletica
LULU
$13.6B
$2.16B 4.87%
5,521,523
+46,252
+0.8% +$19.8M
EPAM icon
10
EPAM Systems
EPAM
$5.42B
$2.03B 4.56%
3,031,268
-29,000
-0.9% -$18.7M
STE icon
11
Steris
STE
$22.5B
$1.67B 3.76%
6,852,127
+39,418
+0.6% +$9.01M
TEAM icon
12
Atlassian
TEAM
$24.9B
$1.43B 3.22%
3,750,448
-747,729
-17% -$300M
AON icon
13
Aon
AON
$78.3B
$1.39B 3.12%
4,612,073
+24,793
+0.5% +$7.43M
SYK icon
14
Stryker
SYK
$133B
$822M 1.85%
3,075,670
+128,210
+4% +$33.6M
SHW icon
15
Sherwin-Williams
SHW
$83.7B
$802M 1.81%
2,277,878
+91,409
+4% +$29.5M
TMO icon
16
Thermo Fisher Scientific
TMO
$214B
$751M 1.69%
1,125,201
+47,332
+4% +$29.6M
WST icon
17
West Pharmaceutical
WST
$23.9B
$710M 1.6%
1,514,826
+72,006
+5% +$31M
ODFL icon
18
Old Dominion Freight Line
ODFL
$44.2B
$693M 1.56%
3,867,890
+176,426
+5% +$29.8M
RACE icon
19
Ferrari
RACE
$69.9B
$629M 1.42%
2,430,951
+44,907
+2% +$11.1M
APH icon
20
Amphenol
APH
$197B
$621M 1.4%
14,196,160
+659,560
+5% +$26.7M
FRC
21
DELISTED
First Republic Bank
FRC
$603M 1.36%
2,922,052
+130,514
+5% +$27.5M
ALC icon
22
Alcon
ALC
$33.9B
$575M 1.3%
6,604,219
+105,075
+2% +$8.65M
LRCX icon
23
Lam Research
LRCX
$372B
$559M 1.26%
7,772,400
+2,562,190
+49% +$161M
NOW icon
24
ServiceNow
NOW
$114B
$549M 1.24%
4,227,720
+186,045
+5% +$24.4M
NKE icon
25
Nike
NKE
$62.7B
$527M 1.19%
3,159,760
+134,170
+4% +$22.1M
1
2 3 4 5

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WCM Investment Management's Q4 2021 Portfolio in Review

As of Q4 2021, WCM Investment Management held 220 positions worth $44.4B, up 2.6% from $43.3B the previous quarter. Its ten largest holdings account for 56% of the portfolio.

WCM Investment Management withdrew a net $2.46B in Q4 2021, closing 15 positions and reducing 53 holdings. Its most notable exit was Credicorp, an estimated $29.4M position sold in full.

By sector, the portfolio is most concentrated in Technology at 41% of assets, up from 37% a quarter earlier, followed by Healthcare and Industrials.

Against the trend, WCM Investment Management opened a new position in Novo Nordisk worth $278M.

  • WCM Investment Management's largest Q4 2021 buy was Novo Nordisk: 4,971,130 shares worth $278M.
  • WCM Investment Management added most to Lam Research in Q4 2021, an estimated $161M increase.
  • WCM Investment Management's biggest Q4 2021 reduction was Mercado Libre, cutting an estimated $2.3B.
  • WCM Investment Management fully exited Credicorp in Q4 2021, selling an estimated $29.4M.
  • WCM Investment Management's ten largest holdings make up 56% of its $44.4B portfolio in Q4 2021.
  • WCM Investment Management opened 16 new positions and closed 15 in Q4 2021.
  • WCM Investment Management's portfolio value rose 2.6% quarter-over-quarter to $44.4B.

Based on WCM Investment Management's 13F filing for Q4 2021, filed 26 Jan 2022.