Wcm Investment Management, LLC Portfolio Holdings

Wcm Investment Management, LLC

  • $35.4 Billion
  • Q1 2024

Wcm Investment Management, LLC has filed its 13F form on April 25, 2024 for Q1 2024 where it was disclosed a total value porftolio of $35.4 Billion distributed in 247 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Icon PLC with a value of $2.26B, Icici Bank LTD with a value of $1.69B, Asml Holding Nv with a value of $1.68B, Waste Connections, Inc. with a value of $1.62B, and Aon PLC with a value of $1.45B.

Examining the 13F form we can see an increase of $6.26B in the current position value, from $29.1B to 35.4B.

Wcm Investment Management, LLC is based out at Laguna Beach, CA

Below you can find more details about Wcm Investment Management, LLC portfolio as well as his latest detailed transactions.

Portfolio value $35.4 Billion
Technology: $9.91 Billion
Financial Services: $7.71 Billion
Healthcare: $7.43 Billion
Industrials: $4.61 Billion
Consumer Cyclical: $4.37 Billion
Basic Materials: $516 Million
Consumer Defensive: $498 Million
Energy: $223 Million
Other: $78 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$25.6B
$2.26 Billion 6.38% of portfolio
6,717,813
Q1 2024 Reduced 2.21%
$100B
$1.69 Billion 4.79% of portfolio
64,080,774
Q1 2024 Reduced 1.51%
$406B
$1.68 Billion 4.76% of portfolio
1,734,299
Q1 2024 Reduced 2.46%
$45.1B
$1.62 Billion 4.57% of portfolio
9,399,601
Q1 2024 Reduced 1.36%
$60.7B
$1.45 Billion 4.09% of portfolio
4,335,658
Q1 2024 Reduced 2.31%
$82.7B
$1.35 Billion 3.82% of portfolio
892,590
Q1 2024 Reduced 23.23%
$37.3B
$1.31 Billion 3.69% of portfolio
14,117,989
Q1 2024 Reduced 2.49%
$45.9B
$1.19 Billion 3.37% of portfolio
99,965,627
Q1 2024 Added 1,157.44%
$22B
$1.07 Billion 3.01% of portfolio
4,737,200
Q1 2024 Reduced 2.33%
$191B
$1.04 Billion 2.94% of portfolio
2,996,085
Q1 2024 Reduced 2.55%
$174B
$1.01 Billion 2.87% of portfolio
5,778,771
Q1 2024 Added 42.47%
$1.97T
$887 Million 2.51% of portfolio
4,915,373
Q1 2024 Reduced 0.2%
$108B
$884 Million 2.5% of portfolio
3,049,416
Q1 2024 Added 0.83%
$3.33T
$831 Million 2.35% of portfolio
1,974,627
Q1 2024 Added 0.65%
$33.3B
$799 Million 2.26% of portfolio
44,926,485
Q1 2024 Added 2,250.88%
$10.5B
$729 Million 2.06% of portfolio
3,225,401
Q1 2024 New
$308B
$719 Million 2.03% of portfolio
795,462
Q1 2024 Added 1.14%
$157B
$686 Million 1.94% of portfolio
1,717,956
Q1 2024 Added 1.01%
$10.8B
$677 Million 1.92% of portfolio
2,451,959
Q1 2024 Reduced 2.02%
$37.7B
$673 Million 1.9% of portfolio
5,444,203
Q1 2024 Reduced 13.46%
$54.5B
$656 Million 1.86% of portfolio
2,624,447
Q1 2024 Added 0.55%
$20.4B
$631 Million 1.79% of portfolio
4,252,168
Q1 2024 Added 0.54%
$429B
$610 Million 1.72% of portfolio
2,184,894
Q1 2024 Reduced 13.27%
$83.9B
$600 Million 1.7% of portfolio
1,118,029
Q1 2024 Added 2.27%
$476B
$599 Million 1.69% of portfolio
1,210,548
Q1 2024 Added 0.53%
$10.5B
$586 Million 1.66% of portfolio
4,522,019
Q1 2024 Added 0.01%
$217B
$573 Million 1.62% of portfolio
986,616
Q1 2024 Reduced 0.33%
$322B
$524 Million 1.48% of portfolio
4,077,797
Q1 2024 Reduced 3.37%
$24.3B
$497 Million 1.41% of portfolio
7,187,062
Q1 2024 New
$145B
$471 Million 1.33% of portfolio
484,865
Q1 2024 Reduced 19.27%
$74.6B
$466 Million 1.32% of portfolio
1,069,520
Q1 2024 Reduced 3.61%
$16.4B
$464 Million 1.31% of portfolio
3,377,221
Q1 2024 Added 2,232.29%
$22.3B
$448 Million 1.27% of portfolio
1,697,064
Q1 2024 Added 0.06%
$19.7B
$436 Million 1.23% of portfolio
1,986,197
Q1 2024 Added 95.94%
$38.8B
$416 Million 1.18% of portfolio
7,219,424
Q1 2024 Added 1.64%
$376B
$388 Million 1.1% of portfolio
529,857
Q1 2024 Reduced 1.3%
$43.2B
$299 Million 0.84% of portfolio
1,848,043
Q1 2024 Added 0.64%
$40.3B
$264 Million 0.75% of portfolio
1,206,574
Q1 2024 Reduced 3.91%
$242B
$209 Million 0.59% of portfolio
3,084,031
Q1 2024 Added 1.64%
$41.1B
$171 Million 0.48% of portfolio
2,241,367
Q1 2024 Added 2.21%
$94B
$163 Million 0.46% of portfolio
5,310,064
Q1 2024 Added 14.55%
$5.96B
$108 Million 0.3% of portfolio
2,398,352
Q1 2024 Added 4.62%
$7.45B
$65.4 Million 0.19% of portfolio
324,108
Q1 2024 Reduced 6.46%
$10.9B
$62.4 Million 0.18% of portfolio
337,891
Q1 2024 Reduced 0.6%
$0
$51.4 Million 0.15% of portfolio
157,800
Q1 2024 Added 1.37%
$2.22B
$47.8 Million 0.14% of portfolio
764,997
Q1 2024 Added 107.77%
$1.87B
$50.3 Million 0.14% of portfolio
487,082
Q1 2024 Reduced 2.65%
$3.95B
$48 Million 0.14% of portfolio
796,562
Q1 2024 Reduced 2.96%
$4.17B
$50 Million 0.14% of portfolio
2,001,133
Q1 2024 Reduced 4.95%

Summary

  • Portfolio
  • No. of Stocks 247
  • Current Value $35.4 Billion
  • Prior Value $29.1 Billion
  • Filing
  • Period Q1 2024
  • Filing Date April 25, 2024
  • Form Type 13F-HR
  • Activity in Q1 2024
  • New Purchases 16 stocks
  • Additional Purchases 120 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 105 stocks
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