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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
+12.64%
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
$36.2B
AUM Growth
+$2.1B
Cap. Flow
-$1.67B
Cap. Flow %
-4.63%
Top 10 Hldgs %
47.22%
Holding
261
New
53
Increased
122
Reduced
70
Closed
11

Top Buys

Rank Stock Value
1
MELI icon
Mercado Libre
MELI
+$705M
2
ISRG icon
Intuitive Surgical
ISRG
+$507M
3
GE icon
GE Aerospace
GE
+$471M
4
CNQ icon
Canadian Natural Resources
CNQ
+$140M
5
UBS icon
UBS Group
UBS
+$120M

Top Sells

Rank Stock Value
1
MTD icon
Mettler-Toledo International
MTD
+$999M
2
SYK icon
Stryker
SYK
+$532M
3
NVO
Novo Nordisk
NVO
+$228M
4
CP icon
Canadian Pacific Kansas City
CP
+$219M
5
ICLR icon
Icon
ICLR
+$188M

Sector Composition

Rank Sector Weight
1 Technology 28.69%
2 Industrials 19.03%
3 Healthcare 17.56%
4 Financials 16.47%
5 Consumer Discretionary 10.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CP icon
1
Canadian Pacific Kansas City
CP
$78.2B
$2.78B 7.7%
35,113,717
-2,986,915
-8% -$219M
TEAM icon
2
Atlassian
TEAM
$25.6B
$2.33B 6.43%
9,640,536
+249,017
+3% +$48.9M
ICLR icon
3
Icon
ICLR
$12.8B
$1.96B 5.43%
6,869,881
-725,091
-10% -$188M
MELI icon
4
Mercado Libre
MELI
$95.6B
$1.84B 5.09%
1,162,724
+497,535
+75% +$705M
IBN icon
5
ICICI Bank
IBN
$108B
$1.58B 4.36%
65,066,057
-5,366,466
-8% -$124M
LIN icon
6
Linde
LIN
$221B
$1.46B 4.03%
3,553,793
-261,553
-7% -$103M
WCN
7
Waste Connections
WCN
$42.5B
$1.42B 3.92%
9,529,490
-689,055
-7% -$94.6M
ASML icon
8
ASML
ASML
$635B
$1.35B 3.73%
1,778,050
-238,258
-12% -$157M
AON icon
9
Aon
AON
$77.2B
$1.28B 3.55%
4,438,294
-475,895
-10% -$152M
ACN icon
10
Accenture
ACN
$102B
$1.08B 2.99%
3,074,545
-386,513
-11% -$125M
STE icon
11
Steris
STE
$22.3B
$1.08B 2.97%
4,850,134
-563,375
-10% -$119M
ACGL icon
12
Arch Capital
ACGL
$34.3B
$1.07B 2.97%
14,479,019
-1,477,725
-9% -$121M
DDOG icon
13
Datadog
DDOG
$96.3B
$776M 2.14%
6,290,833
-1,472
-0% -$152K
AMZN icon
14
Amazon
AMZN
$2.92T
$755M 2.09%
4,925,445
+31,548
+0.6% +$4.42M
EPAM icon
15
EPAM Systems
EPAM
$5.48B
$748M 2.07%
2,502,390
-322,500
-11% -$81.9M
MSFT icon
16
Microsoft
MSFT
$3.43T
$736M 2.04%
1,961,939
+12,401
+0.6% +$4.41M
ANET icon
17
Arista Networks
ANET
$227B
$717M 1.98%
12,096,880
+64,324
+0.5% +$3.38M
V icon
18
Visa
V
$684B
$656M 1.81%
2,519,197
+25,366
+1% +$6.25M
UNH icon
19
UnitedHealth
UNH
$380B
$632M 1.75%
1,204,167
+5,713
+0.5% +$3.05M
ENTG icon
20
Entegris
ENTG
$18.5B
$628M 1.74%
5,173,163
+22,249
+0.4% +$2.26M
AJG icon
21
Arthur J. Gallagher & Co
AJG
$64.7B
$583M 1.61%
2,610,081
+13,208
+0.5% +$3.13M
ISRG icon
22
Intuitive Surgical
ISRG
$127B
$576M 1.59%
+1,700,806
New +$507M
BAH icon
23
Booz Allen Hamilton
BAH
$8.4B
$538M 1.49%
4,229,460
+39,528
+0.9% +$4.93M
TMO icon
24
Thermo Fisher Scientific
TMO
$213B
$528M 1.46%
989,837
+2,928
+0.3% +$1.42M
GE icon
25
GE Aerospace
GE
$375B
$520M 1.44%
+5,082,386
New +$471M
1
2 3 4 5

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WCM Investment Management's Q4 2023 Portfolio in Review

As of Q4 2023, WCM Investment Management held 261 positions worth $36.2B, up 6.2% from $34.1B the previous quarter. Its ten largest holdings account for 47% of the portfolio.

WCM Investment Management withdrew a net $1.67B in Q4 2023, closing 11 positions and reducing 70 holdings. Its most notable exit was Stryker, an estimated $532M position sold in full.

By sector, the portfolio is most concentrated in Technology at 29% of assets, up from 26% a quarter earlier, followed by Industrials and Healthcare.

Against the trend, WCM Investment Management opened a new position in Intuitive Surgical worth $576M.

  • WCM Investment Management's largest Q4 2023 buy was Intuitive Surgical: 1,700,806 shares worth $576M.
  • WCM Investment Management added most to Mercado Libre in Q4 2023, an estimated $705M increase.
  • WCM Investment Management's biggest Q4 2023 reduction was Mettler-Toledo International, cutting an estimated $999M.
  • WCM Investment Management fully exited Stryker in Q4 2023, selling an estimated $532M.
  • WCM Investment Management's ten largest holdings make up 47% of its $36.2B portfolio in Q4 2023.
  • WCM Investment Management opened 53 new positions and closed 11 in Q4 2023.
  • WCM Investment Management's portfolio value rose 6.2% quarter-over-quarter to $36.2B.

Based on WCM Investment Management's 13F filing for Q4 2023, filed 29 Jan 2024.