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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
+7.09%
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
$30B
AUM Growth
+$2.11B
Cap. Flow
+$978M
Cap. Flow %
3.26%
Top 10 Hldgs %
45.43%
Holding
227
New
32
Increased
69
Reduced
105
Closed
14

Top Buys

Rank Stock Value
1
IBN icon
ICICI Bank
IBN
+$1.3B
2
TEAM icon
Atlassian
TEAM
+$577M
3
CTVA icon
Corteva
CTVA
+$284M
4
BAH icon
Booz Allen Hamilton
BAH
+$281M
5
DDOG icon
Datadog
DDOG
+$201M

Top Sells

Rank Stock Value
1
LULU icon
lululemon athletica
LULU
+$515M
2
ASML icon
ASML
ASML
+$512M
3
RMD icon
ResMed
RMD
+$436M
4
GGG icon
Graco
GGG
+$394M
5
WST icon
West Pharmaceutical
WST
+$311M

Sector Composition

Rank Sector Weight
1 Healthcare 27.62%
2 Technology 26.75%
3 Industrials 18.3%
4 Financials 16.46%
5 Consumer Discretionary 7.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CP icon
1
Canadian Pacific Kansas City
CP
$78.3B
$2.26B 7.53%
30,262,648
-1,022,995
-3% -$77M
AON icon
2
Aon
AON
$78.3B
$1.53B 5.11%
5,104,272
-176,393
-3% -$51.5M
MTD icon
3
Mettler-Toledo International
MTD
$27.9B
$1.39B 4.64%
962,137
-8,147
-0.8% -$10.9M
ACN icon
4
Accenture
ACN
$99.9B
$1.32B 4.41%
4,956,243
-236,846
-5% -$65.5M
IBN icon
5
ICICI Bank
IBN
$109B
$1.28B 4.26%
58,357,392
+58,218,020
+41,772% +$1.3B
TEAM icon
6
Atlassian
TEAM
$24.9B
$1.22B 4.08%
9,503,757
+3,623,862
+62% +$577M
WCN
7
Waste Connections
WCN
$41.9B
$1.2B 4%
9,034,829
+391,120
+5% +$53.2M
ASML icon
8
ASML
ASML
$634B
$1.15B 3.85%
2,111,434
-978,069
-32% -$512M
ICLR icon
9
Icon
ICLR
$12.8B
$1.14B 3.81%
5,885,414
-286,254
-5% -$56.8M
EPAM icon
10
EPAM Systems
EPAM
$5.42B
$1.12B 3.73%
3,414,098
-180,498
-5% -$61.4M
STE icon
11
Steris
STE
$22.5B
$1.03B 3.43%
5,563,771
-228,364
-4% -$40.2M
LULU icon
12
lululemon athletica
LULU
$13.6B
$814M 2.72%
2,542,211
-1,566,761
-38% -$515M
RMD icon
13
ResMed
RMD
$30.3B
$798M 2.66%
3,832,642
-1,984,316
-34% -$436M
TMO icon
14
Thermo Fisher Scientific
TMO
$214B
$709M 2.37%
1,287,528
+65,979
+5% +$35M
UNH icon
15
UnitedHealth
UNH
$383B
$660M 2.2%
1,243,997
+67,983
+6% +$36M
APH icon
16
Amphenol
APH
$197B
$634M 2.12%
16,662,004
+933,868
+6% +$35.3M
LPLA icon
17
LPL Financial
LPLA
$27.1B
$553M 1.84%
2,556,276
+161,784
+7% +$37.8M
V icon
18
Visa
V
$673B
$548M 1.83%
2,635,849
+162,635
+7% +$32.8M
AJG icon
19
Arthur J. Gallagher & Co
AJG
$65.9B
$507M 1.69%
2,688,886
+141,783
+6% +$26.5M
SYK icon
20
Stryker
SYK
$133B
$496M 1.65%
2,028,981
+94,698
+5% +$21.5M
NVO
21
Novo Nordisk
NVO
$228B
$485M 1.62%
7,161,452
-372,514
-5% -$21.8M
RACE icon
22
Ferrari
RACE
$69.9B
$394M 1.32%
1,841,282
-126,889
-6% -$26.2M
MSCI icon
23
MSCI
MSCI
$41.9B
$379M 1.27%
815,681
+36,799
+5% +$17.1M
LRCX icon
24
Lam Research
LRCX
$372B
$370M 1.24%
8,812,990
+346,960
+4% +$14.5M
MSFT icon
25
Microsoft
MSFT
$3.35T
$363M 1.21%
1,515,413
+114,782
+8% +$27.5M
1
2 3 4 5

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WCM Investment Management's Q4 2022 Portfolio in Review

As of Q4 2022, WCM Investment Management held 227 positions worth $30B, up 7.6% from $27.9B the previous quarter. Its ten largest holdings account for 45% of the portfolio.

WCM Investment Management deployed $978M of net new capital in Q4 2022, opening 32 new positions and adding to 69 existing holdings. Its largest new stake was Thomson Reuters: 1,686,848 shares worth $203M.

By sector, the portfolio is most concentrated in Healthcare at 28% of assets, down from 29% a quarter earlier, followed by Technology and Industrials.

On the sell side, the largest reduction was lululemon athletica, an estimated $515M trimmed.

  • WCM Investment Management's largest Q4 2022 buy was Thomson Reuters: 1,686,848 shares worth $203M.
  • WCM Investment Management added most to ICICI Bank in Q4 2022, an estimated $1.3B increase.
  • WCM Investment Management's biggest Q4 2022 reduction was lululemon athletica, cutting an estimated $515M.
  • WCM Investment Management fully exited West Pharmaceutical in Q4 2022, selling an estimated $311M.
  • WCM Investment Management's ten largest holdings make up 45% of its $30B portfolio in Q4 2022.
  • WCM Investment Management opened 32 new positions and closed 14 in Q4 2022.
  • WCM Investment Management's portfolio value rose 7.6% quarter-over-quarter to $30B.

Based on WCM Investment Management's 13F filing for Q4 2022, filed 7 Feb 2023.