WCM INVESTMENT MANAGEMENT, LLC
Institutional investor · Portfolio as of Q4 2022
Top Holdings213 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
| 30.3M | $2.3B | 7.5% | — | — | 17 qtrssince 2018-Q4 | Decreased 0 | |
AON PLC | 5.1M | $1.5B | 5.1% | $224.53 | +30.43% | 10 qtrssince 2020-Q3 | Decreased 0 |
METTLER-TOLEDO INTERNATIONAL | 962,137 | $1.4B | 4.6% | $652.94 | +121.37% | 17 qtrssince 2018-Q4 | Decreased 0 |
ACCENTURE PLC-CL A | 5M | $1.3B | 4.4% | $141.07 | +80.67% | 17 qtrssince 2018-Q4 | Decreased 0 |
ICICI BANK LTD-SPON ADR | 58.4M | $1.3B | 4.3% | $21.35 | +0.04% | 7 qtrssince 2021-Q2 | Increased 94 |
ATLASSIAN CORP-CL A | 9.5M | $1.2B | 4.1% | $128.68 | 0.00% | 1 qtr | New 88 |
WASTE CONNECTIONS INC | 9M | $1.2B | 4.0% | $127.74 | +1.13% | 3 qtrssince 2022-Q2 | Increased 61 |
ASML HOLDING NV-NY REG SHS | 2.1M | $1.2B | 3.8% | $196.01 | +169.93% | 17 qtrssince 2018-Q4 | Decreased 0 |
ICON PLC | 5.9M | $1.1B | 3.8% | $191.47 | +1.45% | 17 qtrssince 2018-Q4 | Decreased 0 |
EPAM SYSTEMS INC | 3.4M | $1.1B | 3.7% | $464.98 | -29.52% | 17 qtrssince 2018-Q4 | Decreased 0 |
STERIS PLC | 5.6M | $1B | 3.4% | $135.13 | +32.73% | 16 qtrssince 2019-Q1 | Decreased 0 |
LULULEMON ATHLETICA INC | 2.5M | $814.5M | 2.7% | $235.61 | +35.98% | 13 qtrssince 2019-Q4 | Decreased 0 |
RESMED INC | 3.8M | $797.7M | 2.7% | $114.61 | +76.20% | 17 qtrssince 2018-Q4 | Decreased 0 |
THERMO FISHER SCIENTIFIC INC | 1.3M | $709M | 2.4% | $422.71 | +29.12% | 12 qtrssince 2020-Q1 | Increased 57 |
UNITEDHEALTH GROUP INC | 1.2M | $659.5M | 2.2% | $484.61 | +3.57% | 3 qtrssince 2022-Q2 | Increased 57 |
AMPHENOL CORP-CL A | 8.3M | $634.3M | 2.1% | $29.68 | +24.52% | 17 qtrssince 2018-Q4 | Increased 57 |
LPL FINANCIAL HOLDINGS INC | 2.6M | $552.6M | 1.8% | $194.41 | +9.37% | 3 qtrssince 2022-Q2 | Increased 53 |
VISA INC-CLASS A SHARES | 2.6M | $547.6M | 1.8% | $165.29 | +22.15% | 17 qtrssince 2018-Q4 | Increased 53 |
ARTHUR J GALLAGHER & CO | 2.7M | $507M | 1.7% | $166.92 | +9.85% | 2 qtrssince 2022-Q3 | Increased 52 |
STRYKER CORP | 2M | $496.1M | 1.7% | $197.84 | +20.04% | 17 qtrssince 2018-Q4 | Increased 52 |
WCM INVESTMENT MANAGEMENT, LLC manages $30B across 213 positions as of Q4 2022. Top holdings: CANADIAN PACIFIC RAILWAY LTD (7.5%), AON (5.1%), MTD (4.6%). Fund DNA: Concentrated Value. HoldingsIntel Rating: 3.5/5.0.
Active quarter - 34 new positions, 16 exits, 68 increased. Top move: IBN (INCREASED, conviction 94). Portfolio: $30.0B across 213 positions.
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Portfolio allocation by GICS sector
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Position Outcomes
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Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer