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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
+4.38%
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
$42.3B
AUM Growth
+$235M
Cap. Flow
-$201M
Cap. Flow %
-0.48%
Top 10 Hldgs %
39.27%
Holding
281
New
34
Increased
131
Reduced
95
Closed
14

Top Buys

Rank Stock Value
1
TSM icon
TSMC
TSM
+$1.29B
2
SE icon
Sea Limited
SE
+$1.02B
3
SPOT icon
Spotify
SPOT
+$984M
4
GEV icon
GE Vernova
GEV
+$222M
5
MNDY icon
monday.com
MNDY
+$203M

Top Sells

Rank Stock Value
1
ACN icon
Accenture
ACN
+$916M
2
LRCX icon
Lam Research
LRCX
+$471M
3
ANET icon
Arista Networks
ANET
+$435M
4
COST icon
Costco
COST
+$388M
5
TEAM icon
Atlassian
TEAM
+$352M

Sector Composition

Rank Sector Weight
1 Technology 24.15%
2 Financials 18.17%
3 Industrials 17.07%
4 Healthcare 16.71%
5 Consumer Discretionary 13.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CP icon
1
Canadian Pacific Kansas City
CP
$80.2B
$2.39B 5.65%
30,289,840
-4,265,401
-12% -$347M
ICLR icon
2
Icon
ICLR
$13.6B
$2.09B 4.94%
6,673,480
-44,333
-0.7% -$13.9M
IBN icon
3
ICICI Bank
IBN
$107B
$1.84B 4.36%
63,568,733
-512,041
-0.8% -$13.7M
ASML icon
4
ASML
ASML
$589B
$1.66B 3.92%
1,612,015
-122,284
-7% -$118M
WCN
5
Waste Connections
WCN
$43.9B
$1.64B 3.88%
9,339,733
-59,868
-0.6% -$10M
LIN icon
6
Linde
LIN
$234B
$1.52B 3.6%
3,455,316
-34,620
-1% -$15.2M
TSM icon
7
TSMC
TSM
$1.94T
$1.46B 3.46%
8,531,822
+8,514,539
+49,265% +$1.29B
ACGL icon
8
Arch Capital
ACGL
$36.7B
$1.41B 3.34%
13,983,544
-134,445
-1% -$13.1M
NU icon
9
Nu Holdings
NU
$68.4B
$1.3B 3.07%
100,502,324
+536,697
+0.5% +$6.25M
TEAM icon
10
Atlassian
TEAM
$26.6B
$1.29B 3.06%
7,472,043
-1,971,071
-21% -$352M
MELI icon
11
Mercado Libre
MELI
$94.5B
$1.25B 2.95%
750,362
-142,228
-16% -$225M
AMZN icon
12
Amazon
AMZN
$2.45T
$1.18B 2.79%
5,975,454
+1,060,081
+22% +$195M
SE icon
13
Sea Limited
SE
$66B
$1.15B 2.71%
+15,384,819
New +$1.02B
CPNG icon
14
Coupang
CPNG
$27.4B
$1.09B 2.59%
51,855,457
+6,928,972
+15% +$150M
SPOT icon
15
Spotify
SPOT
$106B
$1.03B 2.44%
+3,267,870
New +$984M
AON icon
16
Aon
AON
$80.6B
$1.02B 2.41%
3,484,817
-850,841
-20% -$252M
STE icon
17
Steris
STE
$22.8B
$1.02B 2.41%
4,705,958
-31,242
-0.7% -$6.79M
MNDY icon
18
monday.com
MNDY
$3.82B
$989M 2.34%
4,186,698
+961,297
+30% +$203M
GE icon
19
GE Aerospace
GE
$363B
$910M 2.15%
5,669,452
-1,571,348
-22% -$251M
MSFT icon
20
Microsoft
MSFT
$2.92T
$878M 2.08%
1,938,899
-35,728
-2% -$15.1M
APP icon
21
Applovin
APP
$134B
$814M 1.92%
9,791,400
+2,604,338
+36% +$202M
NVDA icon
22
NVIDIA
NVDA
$4.63T
$766M 1.81%
6,180,440
-1,774,180
-22% -$179M
DDOG icon
23
Datadog
DDOG
$92.6B
$689M 1.63%
5,362,576
-81,627
-1% -$9.87M
ENTG icon
24
Entegris
ENTG
$16.5B
$684M 1.62%
5,089,297
-32,755
-0.6% -$4.33M
AJG icon
25
Arthur J. Gallagher & Co
AJG
$69.2B
$677M 1.6%
2,604,048
-20,399
-0.8% -$5.06M
1
2 3 4 5

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WCM Investment Management's Q2 2024 Portfolio in Review

As of Q2 2024, WCM Investment Management held 281 positions worth $42.3B, up 0.56% from $42.1B the previous quarter. Its ten largest holdings account for 39% of the portfolio.

WCM Investment Management's Q2 2024 filing shows 34 new, 131 increased, 95 reduced and 14 closed positions. Its largest new stake was Sea Limited: 15,384,819 shares worth $1.15B. The largest sale was Accenture, an estimated $916M.

By sector, the portfolio is most concentrated in Technology at 24% of assets, down from 27% a quarter earlier, followed by Financials and Industrials.

  • WCM Investment Management's largest Q2 2024 buy was Sea Limited: 15,384,819 shares worth $1.15B.
  • WCM Investment Management added most to TSMC in Q2 2024, an estimated $1.29B increase.
  • WCM Investment Management's biggest Q2 2024 reduction was Accenture, cutting an estimated $916M.
  • WCM Investment Management fully exited Lam Research in Q2 2024, selling an estimated $471M.
  • WCM Investment Management's ten largest holdings make up 39% of its $42.3B portfolio in Q2 2024.
  • WCM Investment Management opened 34 new positions and closed 14 in Q2 2024.
  • WCM Investment Management's portfolio value rose 0.56% quarter-over-quarter to $42.3B.

Based on WCM Investment Management's 13F filing for Q2 2024, filed 31 Jul 2024.