We are live on ! Find out more
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
-11.9%
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
$35.8B
AUM Growth
-$8.59B
Cap. Flow
-$1.79B
Cap. Flow %
-5%
Top 10 Hldgs %
53.24%
Holding
219
New
14
Increased
130
Reduced
46
Closed
18

Top Buys

Rank Stock Value
1
MSFT icon
Microsoft
MSFT
+$392M
2
AON icon
Aon
AON
+$369M
3
BILL icon
BILL Holdings
BILL
+$281M
4
FERG icon
Ferguson
FERG
+$267M
5
CP icon
Canadian Pacific Kansas City
CP
+$143M

Top Sells

Rank Stock Value
1
TSM icon
TSMC
TSM
+$1.69B
2
SYK icon
Stryker
SYK
+$328M
3
LULU icon
lululemon athletica
LULU
+$319M
4
SHOP icon
Shopify
SHOP
+$200M
5
NU icon
Nu Holdings
NU
+$114M

Sector Composition

Rank Sector Weight
1 Technology 33.89%
2 Healthcare 29.12%
3 Industrials 13.43%
4 Consumer Discretionary 8.69%
5 Financials 8.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CP icon
1
Canadian Pacific Kansas City
CP
$78.1B
$2.79B 7.8%
33,849,081
+1,895,956
+6% +$143M
ASML icon
2
ASML
ASML
$626B
$2.28B 6.37%
3,416,209
-162,729
-5% -$109M
RMD icon
3
ResMed
RMD
$30.6B
$2.09B 5.83%
8,613,592
-432,558
-5% -$105M
MTD icon
4
Mettler-Toledo International
MTD
$28.6B
$1.95B 5.45%
1,422,195
-53,625
-4% -$77.4M
ACN icon
5
Accenture
ACN
$102B
$1.94B 5.4%
5,739,824
-304,022
-5% -$103M
AON icon
6
Aon
AON
$76.5B
$1.91B 5.35%
5,879,340
+1,267,267
+27% +$369M
LULU icon
7
lululemon athletica
LULU
$13.5B
$1.66B 4.63%
4,541,556
-979,967
-18% -$319M
ICLR icon
8
Icon
ICLR
$12.6B
$1.66B 4.62%
6,806,426
-373,553
-5% -$93.6M
STE icon
9
Steris
STE
$22.3B
$1.56B 4.36%
6,463,492
-388,635
-6% -$90.1M
SHOP icon
10
Shopify
SHOP
$152B
$1.22B 3.42%
18,109,280
-2,436,300
-12% -$200M
TSM icon
11
TSMC
TSM
$2.1T
$1.22B 3.42%
11,738,365
-14,474,212
-55% -$1.69B
TEAM icon
12
Atlassian
TEAM
$25.6B
$1.05B 2.93%
3,570,888
-179,560
-5% -$53.6M
EPAM icon
13
EPAM Systems
EPAM
$5.51B
$845M 2.36%
2,849,080
-182,188
-6% -$71.5M
TMO icon
14
Thermo Fisher Scientific
TMO
$213B
$675M 1.88%
1,142,919
+17,718
+2% +$10.2M
WST icon
15
West Pharmaceutical
WST
$24B
$627M 1.75%
1,526,481
+11,655
+0.8% +$4.56M
ODFL icon
16
Old Dominion Freight Line
ODFL
$44.1B
$585M 1.63%
3,917,942
+50,052
+1% +$7.79M
SHW icon
17
Sherwin-Williams
SHW
$82.7B
$576M 1.61%
2,308,884
+31,006
+1% +$8.56M
APH icon
18
Amphenol
APH
$198B
$545M 1.52%
14,472,500
+276,340
+2% +$10.7M
V icon
19
Visa
V
$684B
$513M 1.43%
2,311,210
+35,431
+2% +$7.66M
SYK icon
20
Stryker
SYK
$125B
$483M 1.35%
1,806,854
-1,268,816
-41% -$328M
FRC
21
DELISTED
First Republic Bank
FRC
$482M 1.35%
2,972,569
+50,517
+2% +$8.81M
RACE icon
22
Ferrari
RACE
$69.3B
$478M 1.33%
2,192,152
-238,799
-10% -$53.3M
NOW icon
23
ServiceNow
NOW
$115B
$478M 1.33%
4,291,100
+63,380
+1% +$7.1M
ALC icon
24
Alcon
ALC
$33.6B
$472M 1.32%
5,952,803
-651,416
-10% -$50.4M
COST icon
25
Costco
COST
$422B
$441M 1.23%
765,434
+11,188
+1% +$5.87M
1
2 3 4 5

Similar funds

State of Wisconsin Investment Board
State of Wisconsin Investment Board Madison, Wisconsin $43.7B AUM 27.76% 1-Year Est. Return
AS
Akuna Securities Chicago, Illinois $44.1B AUM 15.47% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return
PEAK6
PEAK6 Chicago, Illinois $42.6B AUM 66.3% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return
LP
LMR Partners London, United Kingdom $45.4B AUM 60.68% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Zurich Cantonal Bank
Zurich Cantonal Bank Zurich, Switzerland $46B AUM 27.59% 1-Year Est. Return

WCM Investment Management's Q1 2022 Portfolio in Review

As of Q1 2022, WCM Investment Management held 219 positions worth $35.8B, down 19% from $44.4B the previous quarter. Its ten largest holdings account for 53% of the portfolio.

WCM Investment Management withdrew a net $1.79B in Q1 2022, closing 18 positions and reducing 46 holdings. Its most notable exit was Nu Holdings, an estimated $114M position sold in full.

By sector, the portfolio is most concentrated in Technology at 34% of assets, down from 41% a quarter earlier, followed by Healthcare and Industrials.

Against the trend, WCM Investment Management opened a new position in Microsoft worth $403M.

  • WCM Investment Management's largest Q1 2022 buy was Microsoft: 1,303,809 shares worth $403M.
  • WCM Investment Management added most to Aon in Q1 2022, an estimated $369M increase.
  • WCM Investment Management's biggest Q1 2022 reduction was TSMC, cutting an estimated $1.69B.
  • WCM Investment Management fully exited Nu Holdings in Q1 2022, selling an estimated $114M.
  • WCM Investment Management's ten largest holdings make up 53% of its $35.8B portfolio in Q1 2022.
  • WCM Investment Management opened 14 new positions and closed 18 in Q1 2022.
  • WCM Investment Management's portfolio value fell 19% quarter-over-quarter to $35.8B.

Based on WCM Investment Management's 13F filing for Q1 2022, filed 6 May 2022.