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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
+9.07%
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
$44.1B
AUM Growth
+$1.82B
Cap. Flow
-$959M
Cap. Flow %
-2.17%
Top 10 Hldgs %
38.57%
Holding
300
New
33
Increased
139
Reduced
107
Closed
11

Top Buys

Rank Stock Value
1
RGA icon
Reinsurance Group of America
RGA
+$481M
2
SE icon
Sea Limited
SE
+$416M
3
FRPT icon
Freshpet
FRPT
+$320M
4
GEV icon
GE Vernova
GEV
+$223M
5
TSM icon
TSMC
TSM
+$206M

Top Sells

Rank Stock Value
1
CP icon
Canadian Pacific Kansas City
CP
+$503M
2
TEAM icon
Atlassian
TEAM
+$494M
3
MELI icon
Mercado Libre
MELI
+$408M
4
ODFL icon
Old Dominion Freight Line
ODFL
+$351M
5
WCN
Waste Connections
WCN
+$298M

Sector Composition

Rank Sector Weight
1 Technology 21.34%
2 Financials 19.59%
3 Healthcare 15.66%
4 Consumer Discretionary 15.35%
5 Industrials 14.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CP icon
1
Canadian Pacific Kansas City
CP
$78.3B
$2.07B 4.68%
24,169,987
-6,119,853
-20% -$503M
SE icon
2
Sea Limited
SE
$65.1B
$1.97B 4.47%
20,902,378
+5,517,559
+36% +$416M
IBN icon
3
ICICI Bank
IBN
$109B
$1.93B 4.37%
63,001,054
-567,679
-0.9% -$16.5M
ICLR icon
4
Icon
ICLR
$12.8B
$1.9B 4.31%
6,654,257
-19,223
-0.3% -$6.06M
TSM icon
5
TSMC
TSM
$2.09T
$1.73B 3.93%
9,738,181
+1,206,359
+14% +$206M
LIN icon
6
Linde
LIN
$235B
$1.64B 3.72%
3,424,245
-31,071
-0.9% -$14.2M
ACGL icon
7
Arch Capital
ACGL
$34.5B
$1.58B 3.58%
13,933,498
-50,046
-0.4% -$5.2M
SPOT icon
8
Spotify
SPOT
$107B
$1.43B 3.24%
3,873,625
+605,755
+19% +$201M
NU icon
9
Nu Holdings
NU
$70B
$1.39B 3.14%
100,031,797
-470,527
-0.5% -$6.33M
APP icon
10
Applovin
APP
$136B
$1.38B 3.13%
10,820,409
+1,029,009
+11% +$93.9M
WCN
11
Waste Connections
WCN
$41.9B
$1.36B 3.09%
7,692,381
-1,647,352
-18% -$298M
ASML icon
12
ASML
ASML
$634B
$1.35B 3.06%
1,606,139
-5,876
-0.4% -$5.25M
CPNG icon
13
Coupang
CPNG
$28.9B
$1.28B 2.9%
51,657,576
-197,881
-0.4% -$4.4M
AON icon
14
Aon
AON
$78.3B
$1.21B 2.75%
3,485,584
+767
+0% +$251K
MNDY icon
15
monday.com
MNDY
$3.73B
$1.14B 2.58%
4,193,557
+6,859
+0.2% +$1.7M
STE icon
16
Steris
STE
$22.5B
$1.12B 2.54%
4,680,537
-25,421
-0.5% -$5.94M
AMZN icon
17
Amazon
AMZN
$2.53T
$1.1B 2.5%
5,872,689
-102,765
-2% -$18.8M
MELI icon
18
Mercado Libre
MELI
$95.6B
$1.1B 2.5%
533,871
-216,491
-29% -$408M
GE icon
19
GE Aerospace
GE
$368B
$1.03B 2.33%
5,542,899
-126,553
-2% -$21.4M
MSFT icon
20
Microsoft
MSFT
$3.35T
$822M 1.86%
1,919,728
-19,171
-1% -$8.19M
NVDA icon
21
NVIDIA
NVDA
$4.72T
$742M 1.68%
6,113,891
-66,549
-1% -$7.86M
TEAM icon
22
Atlassian
TEAM
$24.9B
$720M 1.63%
4,466,240
-3,005,803
-40% -$494M
UNH icon
23
UnitedHealth
UNH
$383B
$701M 1.59%
1,204,585
-12,658
-1% -$7.16M
BAH icon
24
Booz Allen Hamilton
BAH
$8.22B
$666M 1.51%
4,110,162
-115,540
-3% -$17.7M
AJG icon
25
Arthur J. Gallagher & Co
AJG
$65.9B
$655M 1.48%
2,342,872
-261,176
-10% -$73.7M
1
2 3 4 5

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WCM Investment Management's Q3 2024 Portfolio in Review

As of Q3 2024, WCM Investment Management held 300 positions worth $44.1B, up 4.3% from $42.3B the previous quarter. Its ten largest holdings account for 39% of the portfolio.

WCM Investment Management's Q3 2024 filing shows 33 new, 139 increased, 107 reduced and 11 closed positions. Its largest new stake was SharkNinja: 225,225 shares worth $23.9M. The largest sale was Canadian Pacific Kansas City, an estimated $503M.

By sector, the portfolio is most concentrated in Technology at 21% of assets, down from 24% a quarter earlier, followed by Financials and Healthcare.

  • WCM Investment Management's largest Q3 2024 buy was SharkNinja: 225,225 shares worth $23.9M.
  • WCM Investment Management added most to Reinsurance Group of America in Q3 2024, an estimated $481M increase.
  • WCM Investment Management's biggest Q3 2024 reduction was Canadian Pacific Kansas City, cutting an estimated $503M.
  • WCM Investment Management fully exited Old Dominion Freight Line in Q3 2024, selling an estimated $351M.
  • WCM Investment Management's ten largest holdings make up 39% of its $44.1B portfolio in Q3 2024.
  • WCM Investment Management opened 33 new positions and closed 11 in Q3 2024.
  • WCM Investment Management's portfolio value rose 4.3% quarter-over-quarter to $44.1B.

Based on WCM Investment Management's 13F filing for Q3 2024, filed 4 Nov 2024.