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WCM Investment Management Portfolio holdings
AUM
$43.8B
1-Year Est. Return
42.28%
This Fund
S&P 500
This Quarter
Est. Return
+9.35%
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
$31.3B
AUM Growth
+$1.31B
(+4.4%)
Cap. Flow
-$1.07B
Cap. Flow
% of AUM
-3.42%
Top 10 Holdings %
Top 10 Hldgs %
46.8%
Holding
226
New
13
Increased
89
Reduced
106
Closed
13
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Linde
LIN
|
+$1.13B |
| 2 |
Arch Capital
ACGL
|
+$839M |
| 3 |
ICICI Bank
IBN
|
+$261M |
| 4 |
Booz Allen Hamilton
BAH
|
+$136M |
| 5 |
AstraZeneca
AZN
|
+$32.1M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
lululemon athletica
LULU
|
+$797M |
| 2 |
Accenture
ACN
|
+$478M |
| 3 |
Alcon
ALC
|
+$278M |
| 4 |
Repligen
RGEN
|
+$263M |
| 5 |
Union Pacific
UNP
|
+$260M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 26.1% |
| 2 | Healthcare | 24.77% |
| 3 | Financials | 19.43% |
| 4 | Industrials | 17.62% |
| 5 | Materials | 5.38% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1
Canadian Pacific Kansas City
CP
$78.1B
| $2.26B | 7.24% |
29,435,849
-826,799
| -3% | -$63.8M |
|
2
Atlassian
TEAM
$25.6B
| $1.63B | 5.21% |
9,532,236
+28,479
| +0.3% | +$4.54M |
|
3
Aon
AON
$76.5B
| $1.58B | 5.03% |
4,996,482
-107,790
| -2% | -$33.4M |
|
|
4
ICICI Bank
IBN
$108B
| $1.53B | 4.89% |
70,848,478
+12,491,086
| +21% | +$261M |
|
5
Mettler-Toledo International
MTD
$28.6B
| $1.41B | 4.52% |
924,583
-37,554
| -4% | -$56.4M |
|
6
ASML
ASML
$626B
| $1.41B | 4.5% |
2,068,866
-42,568
| -2% | -$27.3M |
|
|
7
Linde
LIN
$221B
| $1.33B | 4.25% |
3,741,529
+3,363,112
| +889% | +$1.13B |
|
8
Icon
ICLR
$12.6B
| $1.24B | 3.95% |
5,789,447
-95,967
| -2% | -$21.4M |
|
|
WCN
9
Waste Connections
WCN
$42.2B
| $1.21B | 3.86% |
8,688,432
-346,397
| -4% | -$46.1M |
|
10
Steris
STE
$22.3B
| $1.04B | 3.34% |
5,458,724
-105,047
| -2% | -$20.3M |
|
|
11
Accenture
ACN
$102B
| $915M | 2.92% |
3,201,397
-1,754,846
| -35% | -$478M |
|
|
12
Arch Capital
ACGL
$34.3B
| $867M | 2.77% |
+12,769,260
| New | +$839M |
|
13
EPAM Systems
EPAM
$5.51B
| $836M | 2.67% |
2,797,068
-617,030
| -18% | -$199M |
|
14
ResMed
RMD
$30.6B
| $762M | 2.44% |
3,481,580
-351,062
| -9% | -$76.2M |
|
15
Amphenol
APH
$198B
| $642M | 2.05% |
15,716,554
-945,450
| -6% | -$37.3M |
|
16
Thermo Fisher Scientific
TMO
$213B
| $565M | 1.81% |
981,080
-306,448
| -24% | -$173M |
|
17
UnitedHealth
UNH
$376B
| $563M | 1.8% |
1,190,260
-53,737
| -4% | -$25.9M |
|
18
Visa
V
$684B
| $558M | 1.78% |
2,476,951
-158,898
| -6% | -$35.4M |
|
|
NVO
19
Novo Nordisk
NVO
$208B
| $557M | 1.78% |
7,004,764
-156,688
| -2% | -$11.1M |
|
20
Stryker
SYK
$125B
| $553M | 1.77% |
1,936,252
-92,729
| -5% | -$24.6M |
|
21
LPL Financial
LPLA
$28.3B
| $499M | 1.59% |
2,464,045
-92,231
| -4% | -$21.1M |
|
22
Arthur J. Gallagher & Co
AJG
$64.1B
| $492M | 1.57% |
2,570,842
-118,044
| -4% | -$22.4M |
|
23
Ferrari
RACE
$69.3B
| $484M | 1.55% |
1,785,586
-55,696
| -3% | -$14.2M |
|
24
Lam Research
LRCX
$367B
| $450M | 1.44% |
8,481,450
-331,540
| -4% | -$16.3M |
|
25
Floor & Decor
FND
$6.22B
| $436M | 1.39% |
4,440,779
-157,835
| -3% | -$14.2M |
|
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WCM Investment Management's Q1 2023 Portfolio in Review
As of Q1 2023, WCM Investment Management held 226 positions worth $31.3B, up 4.4% from $30B the previous quarter. Its ten largest holdings account for 47% of the portfolio.
WCM Investment Management withdrew a net $1.07B in Q1 2023, closing 13 positions and reducing 106 holdings. Its most notable exit was Union Pacific, an estimated $260M position sold in full.
By sector, the portfolio is most concentrated in Technology at 26% of assets, down from 27% a quarter earlier, followed by Healthcare and Financials.
Against the trend, WCM Investment Management opened a new position in Arch Capital worth $867M.
- WCM Investment Management's largest Q1 2023 buy was Arch Capital: 12,769,260 shares worth $867M.
- WCM Investment Management added most to Linde in Q1 2023, an estimated $1.13B increase.
- WCM Investment Management's biggest Q1 2023 reduction was lululemon athletica, cutting an estimated $797M.
- WCM Investment Management fully exited Union Pacific in Q1 2023, selling an estimated $260M.
- WCM Investment Management's ten largest holdings make up 47% of its $31.3B portfolio in Q1 2023.
- WCM Investment Management opened 13 new positions and closed 13 in Q1 2023.
- WCM Investment Management's portfolio value rose 4.4% quarter-over-quarter to $31.3B.
Based on WCM Investment Management's 13F filing for Q1 2023, filed 15 May 2023.