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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
-0.92%
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
$27.9B
AUM Growth
-$22.8M
Cap. Flow
+$962M
Cap. Flow %
3.45%
Top 10 Hldgs %
48.87%
Holding
212
New
10
Increased
126
Reduced
41
Closed
17

Top Buys

Rank Stock Value
1
WCN
Waste Connections
WCN
+$777M
2
TEAM icon
Atlassian
TEAM
+$589M
3
AJG icon
Arthur J. Gallagher & Co
AJG
+$452M
4
AMZN icon
Amazon
AMZN
+$401M
5
EPAM icon
EPAM Systems
EPAM
+$358M

Top Sells

Rank Stock Value
1
TSM icon
TSMC
TSM
+$919M
2
SHOP icon
Shopify
SHOP
+$497M
3
CHD icon
Church & Dwight Co
CHD
+$368M
4
NKE icon
Nike
NKE
+$319M
5
SHW icon
Sherwin-Williams
SHW
+$293M

Sector Composition

Rank Sector Weight
1 Healthcare 29.34%
2 Technology 29.28%
3 Industrials 18.39%
4 Financials 11.8%
5 Consumer Discretionary 9.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CP icon
1
Canadian Pacific Kansas City
CP
$78.3B
$2.15B 7.71%
31,285,643
-726,236
-2% -$54.8M
AON icon
2
Aon
AON
$78.3B
$1.43B 5.14%
5,280,665
-277,914
-5% -$78.6M
ACN icon
3
Accenture
ACN
$99.9B
$1.34B 4.81%
5,193,089
-225,403
-4% -$65.1M
ASML icon
4
ASML
ASML
$634B
$1.32B 4.74%
3,089,503
-136,366
-4% -$68.3M
EPAM icon
5
EPAM Systems
EPAM
$5.42B
$1.3B 4.67%
3,594,596
+935,119
+35% +$358M
RMD icon
6
ResMed
RMD
$30.3B
$1.27B 4.56%
5,816,958
-599,241
-9% -$136M
TEAM icon
7
Atlassian
TEAM
$24.9B
$1.25B 4.48%
5,879,895
+2,523,053
+75% +$589M
LULU icon
8
lululemon athletica
LULU
$13.6B
$1.23B 4.43%
4,108,972
-166,455
-4% -$51.6M
WCN
9
Waste Connections
WCN
$41.9B
$1.18B 4.25%
8,643,709
+5,699,706
+194% +$777M
ICLR icon
10
Icon
ICLR
$12.8B
$1.14B 4.08%
6,171,668
-251,998
-4% -$54.8M
MTD icon
11
Mettler-Toledo International
MTD
$27.9B
$1.06B 3.82%
970,284
-57,818
-6% -$71.9M
STE icon
12
Steris
STE
$22.5B
$968M 3.47%
5,792,135
-311,884
-5% -$63.5M
TMO icon
13
Thermo Fisher Scientific
TMO
$214B
$631M 2.27%
1,221,549
+119,814
+11% +$67.1M
UNH icon
14
UnitedHealth
UNH
$383B
$598M 2.15%
1,176,014
+371,472
+46% +$195M
APH icon
15
Amphenol
APH
$197B
$534M 1.92%
15,728,136
+1,729,962
+12% +$62.8M
LPLA icon
16
LPL Financial
LPLA
$27.1B
$518M 1.86%
2,394,492
+860,943
+56% +$183M
V icon
17
Visa
V
$673B
$445M 1.6%
2,473,214
+242,855
+11% +$49.4M
AJG icon
18
Arthur J. Gallagher & Co
AJG
$65.9B
$436M 1.56%
+2,547,103
New +$452M
SYK icon
19
Stryker
SYK
$133B
$397M 1.43%
1,934,283
+192,878
+11% +$40.6M
ODFL icon
20
Old Dominion Freight Line
ODFL
$44.2B
$394M 1.41%
3,100,376
+352,736
+13% +$48.8M
NVO
21
Novo Nordisk
NVO
$228B
$378M 1.36%
7,533,966
-166,140
-2% -$8.9M
RACE icon
22
Ferrari
RACE
$69.9B
$367M 1.32%
1,968,171
-92,449
-4% -$18.4M
AMZN icon
23
Amazon
AMZN
$2.53T
$366M 1.31%
3,191,228
+3,169,808
+14,798% +$401M
GGG icon
24
Graco
GGG
$13B
$360M 1.29%
5,966,080
+598,982
+11% +$38.4M
MSFT icon
25
Microsoft
MSFT
$3.35T
$333M 1.19%
1,400,631
+139,119
+11% +$36.7M
1
2 3 4 5

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WCM Investment Management's Q3 2022 Portfolio in Review

As of Q3 2022, WCM Investment Management held 212 positions worth $27.9B, down 0.08% from $27.9B the previous quarter. Its ten largest holdings account for 49% of the portfolio.

WCM Investment Management deployed $962M of net new capital in Q3 2022, opening 10 new positions and adding to 126 existing holdings. Its largest new stake was Arthur J. Gallagher & Co: 2,547,103 shares worth $436M.

By sector, the portfolio is most concentrated in Healthcare at 29% of assets, down from 29% a quarter earlier, followed by Technology and Industrials.

On the sell side, the largest reduction was TSMC, an estimated $919M trimmed.

  • WCM Investment Management's largest Q3 2022 buy was Arthur J. Gallagher & Co: 2,547,103 shares worth $436M.
  • WCM Investment Management added most to Waste Connections in Q3 2022, an estimated $777M increase.
  • WCM Investment Management's biggest Q3 2022 reduction was TSMC, cutting an estimated $919M.
  • WCM Investment Management fully exited Church & Dwight Co in Q3 2022, selling an estimated $368M.
  • WCM Investment Management's ten largest holdings make up 49% of its $27.9B portfolio in Q3 2022.
  • WCM Investment Management opened 10 new positions and closed 17 in Q3 2022.
  • WCM Investment Management's portfolio value fell 0.08% quarter-over-quarter to $27.9B.

Based on WCM Investment Management's 13F filing for Q3 2022, filed 18 Oct 2022.