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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
-1.44%
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
$34.1B
AUM Growth
+$586M
Cap. Flow
+$1.47B
Cap. Flow %
4.33%
Top 10 Hldgs %
47.8%
Holding
226
New
8
Increased
130
Reduced
64
Closed
18

Top Buys

Rank Stock Value
1
MELI icon
Mercado Libre
MELI
+$833M
2
CP icon
Canadian Pacific Kansas City
CP
+$541M
3
ICLR icon
Icon
ICLR
+$445M
4
ACGL icon
Arch Capital
ACGL
+$172M
5
WCN
Waste Connections
WCN
+$162M

Top Sells

Rank Stock Value
1
RMD icon
ResMed
RMD
+$769M
2
BILL icon
BILL Holdings
BILL
+$168M
3
AON icon
Aon
AON
+$39.5M
4
NVO
Novo Nordisk
NVO
+$35.8M
5
FOCS
Focus Financial Partners Inc. Class A
FOCS
+$27.5M

Sector Composition

Rank Sector Weight
1 Technology 25.57%
2 Healthcare 21.93%
3 Industrials 18.84%
4 Financials 18.67%
5 Consumer Discretionary 7.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CP icon
1
Canadian Pacific Kansas City
CP
$78.1B
$2.84B 8.32%
38,100,632
+6,819,305
+22% +$541M
TEAM icon
2
Atlassian
TEAM
$25.6B
$1.9B 5.58%
9,391,519
-111,969
-1% -$21.3M
ICLR icon
3
Icon
ICLR
$12.6B
$1.87B 5.49%
7,594,972
+1,767,622
+30% +$445M
IBN icon
4
ICICI Bank
IBN
$108B
$1.63B 4.78%
70,432,523
-904,270
-1% -$21.3M
AON icon
5
Aon
AON
$76.5B
$1.59B 4.68%
4,914,189
-119,390
-2% -$39.5M
LIN icon
6
Linde
LIN
$221B
$1.42B 4.17%
3,815,346
+77,042
+2% +$29.3M
WCN
7
Waste Connections
WCN
$42.2B
$1.38B 4.05%
10,218,545
+1,157,470
+13% +$162M
ACGL icon
8
Arch Capital
ACGL
$34.3B
$1.28B 3.75%
15,956,744
+2,204,338
+16% +$172M
ASML icon
9
ASML
ASML
$626B
$1.19B 3.49%
2,016,308
-28,695
-1% -$19.1M
STE icon
10
Steris
STE
$22.3B
$1.19B 3.49%
5,413,509
-78,496
-1% -$17.8M
ACN icon
11
Accenture
ACN
$102B
$1.06B 3.12%
3,461,058
+231,495
+7% +$72.9M
MTD icon
12
Mettler-Toledo International
MTD
$28.6B
$1.03B 3.01%
926,039
-2,056
-0.2% -$2.52M
MELI icon
13
Mercado Libre
MELI
$95.2B
$843M 2.47%
665,189
+655,208
+6,565% +$833M
EPAM icon
14
EPAM Systems
EPAM
$5.51B
$722M 2.12%
2,824,890
-70,288
-2% -$17.4M
AMZN icon
15
Amazon
AMZN
$2.92T
$622M 1.82%
4,893,897
+65,994
+1% +$8.84M
MSFT icon
16
Microsoft
MSFT
$3.45T
$616M 1.81%
1,949,538
+30,609
+2% +$10.1M
UNH icon
17
UnitedHealth
UNH
$376B
$605M 1.78%
1,198,454
+16,190
+1% +$7.97M
NVO
18
Novo Nordisk
NVO
$208B
$594M 1.74%
6,528,911
-406,409
-6% -$35.8M
AJG icon
19
Arthur J. Gallagher & Co
AJG
$64.1B
$592M 1.74%
2,596,873
+42,964
+2% +$9.62M
LPLA icon
20
LPL Financial
LPLA
$28.3B
$584M 1.71%
2,457,027
+10,182
+0.4% +$2.36M
V icon
21
Visa
V
$684B
$574M 1.68%
2,493,831
+32,634
+1% +$7.84M
DDOG icon
22
Datadog
DDOG
$95.4B
$573M 1.68%
6,292,305
+88,132
+1% +$8.72M
ANET icon
23
Arista Networks
ANET
$227B
$553M 1.62%
12,032,556
+539,684
+5% +$24M
SYK icon
24
Stryker
SYK
$125B
$532M 1.56%
1,943,601
+21,658
+1% +$6.21M
TMO icon
25
Thermo Fisher Scientific
TMO
$213B
$499M 1.47%
986,909
+11,494
+1% +$6.12M
1
2 3 4 5

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WCM Investment Management's Q3 2023 Portfolio in Review

As of Q3 2023, WCM Investment Management held 226 positions worth $34.1B, up 1.7% from $33.5B the previous quarter. Its ten largest holdings account for 48% of the portfolio.

WCM Investment Management deployed $1.47B of net new capital in Q3 2023, opening 8 new positions and adding to 130 existing holdings. Its largest new stake was The Ensign Group: 282,794 shares worth $26.3M.

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

On the sell side, the largest reduction was BILL Holdings, an estimated $168M trimmed.

  • WCM Investment Management's largest Q3 2023 buy was The Ensign Group: 282,794 shares worth $26.3M.
  • WCM Investment Management added most to Mercado Libre in Q3 2023, an estimated $833M increase.
  • WCM Investment Management's biggest Q3 2023 reduction was BILL Holdings, cutting an estimated $168M.
  • WCM Investment Management fully exited ResMed in Q3 2023, selling an estimated $769M.
  • WCM Investment Management's ten largest holdings make up 48% of its $34.1B portfolio in Q3 2023.
  • WCM Investment Management opened 8 new positions and closed 18 in Q3 2023.
  • WCM Investment Management's portfolio value rose 1.7% quarter-over-quarter to $34.1B.

Based on WCM Investment Management's 13F filing for Q3 2023, filed 10 Oct 2023.