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
+8.37%
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
$33.5B
AUM Growth
+$2.19B
Cap. Flow
+$86M
Cap. Flow %
0.26%
Top 10 Hldgs %
46.72%
Holding
230
New
17
Increased
105
Reduced
89
Closed
12

Top Buys

Rank Stock Value
1
ANET icon
Arista Networks
ANET
+$444M
2
NVDA icon
NVIDIA
NVDA
+$249M
3
ENTG icon
Entegris
ENTG
+$158M
4
CP icon
Canadian Pacific Kansas City
CP
+$146M
5
AMZN icon
Amazon
AMZN
+$144M

Top Sells

Rank Stock Value
1
APH icon
Amphenol
APH
+$607M
2
MSCI icon
MSCI
MSCI
+$435M
3
NOW icon
ServiceNow
NOW
+$214M
4
LRCX icon
Lam Research
LRCX
+$147M
5
TRI icon
Thomson Reuters
TRI
+$145M

Sector Composition

Rank Sector Weight
1 Technology 26.52%
2 Healthcare 24.37%
3 Financials 18.64%
4 Industrials 17.64%
5 Consumer Discretionary 5.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CP icon
1
Canadian Pacific Kansas City
CP
$81.1B
$2.53B 7.55%
31,281,327
+1,845,478
+6% +$146M
AON icon
2
Aon
AON
$80.5B
$1.74B 5.19%
5,033,579
+37,097
+0.7% +$12M
IBN icon
3
ICICI Bank
IBN
$107B
$1.65B 4.92%
71,336,793
+488,315
+0.7% +$11M
TEAM icon
4
Atlassian
TEAM
$26.5B
$1.59B 4.75%
9,503,488
-28,748
-0.3% -$4.6M
ASML icon
5
ASML
ASML
$596B
$1.48B 4.43%
2,045,003
-23,863
-1% -$16.2M
ICLR icon
6
Icon
ICLR
$13.7B
$1.47B 4.38%
5,827,350
+37,903
+0.7% +$8.05M
LIN icon
7
Linde
LIN
$236B
$1.43B 4.26%
3,738,304
-3,225
-0.1% -$1.18M
WCN
8
Waste Connections
WCN
$43.6B
$1.29B 3.86%
9,061,075
+372,643
+4% +$52M
STE icon
9
Steris
STE
$22.9B
$1.24B 3.7%
5,492,005
+33,281
+0.6% +$6.66M
MTD icon
10
Mettler-Toledo International
MTD
$28.1B
$1.23B 3.67%
928,095
+3,512
+0.4% +$4.94M
ACGL icon
11
Arch Capital
ACGL
$36.5B
$1.04B 3.1%
13,752,406
+983,146
+8% +$71.1M
ACN icon
12
Accenture
ACN
$106B
$1,000M 2.99%
3,229,563
+28,166
+0.9% +$8.18M
RMD icon
13
ResMed
RMD
$31.1B
$769M 2.3%
3,504,371
+22,791
+0.7% +$5.08M
MSFT icon
14
Microsoft
MSFT
$2.91T
$654M 1.95%
1,918,929
+457,669
+31% +$143M
EPAM icon
15
EPAM Systems
EPAM
$5.58B
$653M 1.95%
2,895,178
+98,110
+4% +$24.7M
AMZN icon
16
Amazon
AMZN
$2.44T
$629M 1.88%
4,827,903
+1,258,338
+35% +$144M
DDOG icon
17
Datadog
DDOG
$94B
$610M 1.82%
6,204,173
+1,446,993
+30% +$121M
SYK icon
18
Stryker
SYK
$135B
$587M 1.75%
1,921,943
-14,309
-0.7% -$4.13M
V icon
19
Visa
V
$702B
$586M 1.75%
2,461,197
-15,754
-0.6% -$3.61M
UNH icon
20
UnitedHealth
UNH
$382B
$568M 1.7%
1,182,264
-7,996
-0.7% -$3.91M
ENTG icon
21
Entegris
ENTG
$16.3B
$568M 1.7%
5,097,903
+1,728,569
+51% +$158M
AJG icon
22
Arthur J. Gallagher & Co
AJG
$69.1B
$561M 1.68%
2,553,909
-16,933
-0.7% -$3.52M
NVO
23
Novo Nordisk
NVO
$228B
$560M 1.67%
6,935,320
-69,444
-1% -$5.67M
RACE icon
24
Ferrari
RACE
$67.8B
$554M 1.65%
1,697,353
-88,233
-5% -$25.7M
LPLA icon
25
LPL Financial
LPLA
$27B
$532M 1.59%
2,446,845
-17,200
-0.7% -$3.44M
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 Q2 2023 Portfolio in Review

As of Q2 2023, WCM Investment Management held 230 positions worth $33.5B, up 7% from $31.3B the previous quarter. Its ten largest holdings account for 47% of the portfolio.

WCM Investment Management's Q2 2023 filing shows 17 new, 105 increased, 89 reduced and 12 closed positions. Its largest new stake was Arista Networks: 11,492,872 shares worth $466M. The largest sale was Amphenol, an estimated $607M.

By sector, the portfolio is most concentrated in Technology at 27% of assets, up from 26% a quarter earlier, followed by Healthcare and Financials.

  • WCM Investment Management's largest Q2 2023 buy was Arista Networks: 11,492,872 shares worth $466M.
  • WCM Investment Management added most to Entegris in Q2 2023, an estimated $158M increase.
  • WCM Investment Management's biggest Q2 2023 reduction was Amphenol, cutting an estimated $607M.
  • WCM Investment Management fully exited MSCI in Q2 2023, selling an estimated $435M.
  • WCM Investment Management's ten largest holdings make up 47% of its $33.5B portfolio in Q2 2023.
  • WCM Investment Management opened 17 new positions and closed 12 in Q2 2023.
  • WCM Investment Management's portfolio value rose 7% quarter-over-quarter to $33.5B.

Based on WCM Investment Management's 13F filing for Q2 2023, filed 14 Jul 2023.