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WCM Investment Management Portfolio holdings
AUM
$43.8B
1-Year Est. Return
42.28%
This Fund
S&P 500
This Quarter
Est. Return
+1.24%
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
$1.85B
AUM Growth
–
Cap. Flow
+$1.87B
Cap. Flow
% of AUM
100.77%
Top 10 Holdings %
Top 10 Hldgs %
35.03%
Holding
141
New
141
Increased
–
Reduced
–
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
TSMC
TSM
|
+$95.6M |
| 2 |
Chubb
CB
|
+$73.7M |
| 3 |
Canadian National Railway
CNI
|
+$66.4M |
| 4 |
POT
Potash Corp Of Saskatchewan
POT
|
+$66.1M |
| 5 |
Core Laboratories
CLB
|
+$62.1M |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Financials | 13.96% |
| 2 | Technology | 13.23% |
| 3 | Industrials | 10.27% |
| 4 | Consumer Discretionary | 7.69% |
| 5 | Consumer Staples | 7.64% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
Brinker International
EAT
$9.75B
| $14.2M | 0.77% |
+359,687
| New | +$14.2M |
|
|
CBL
27
DELISTED
CBL& Associates Properties, Inc.
CBL
| $13.9M | 0.75% |
+650,902
| New | +$15.4M |
|
|
CEB
28
DELISTED
CEB Inc.
CEB
| $12.8M | 0.69% |
+202,751
| New | +$11.9M |
|
29
CVB Financial
CVBF
$4B
| $12.6M | 0.68% |
+1,073,399
| New | +$12M |
|
|
B
30
DELISTED
Barnes Group Inc.
B
| $12.3M | 0.66% |
+408,147
| New | +$11.8M |
|
31
Group 1 Automotive
GPI
$3.23B
| $12M | 0.65% |
+186,756
| New | +$11.6M |
|
32
Snap-on
SNA
$21.5B
| $11.2M | 0.6% |
+125,350
| New | +$11M |
|
33
Spire
SR
$4.78B
| $11.2M | 0.6% |
+244,971
| New | +$11.2M |
|
|
CAB
34
DELISTED
Cabela's Inc
CAB
| $11.1M | 0.6% |
+171,169
| New | +$11.1M |
|
35
Regal Rexnord
RRX
$11.9B
| $11.1M | 0.6% |
+171,074
| New | +$12M |
|
|
PRA
36
DELISTED
ProAssurance
PRA
| $11M | 0.59% |
+210,485
| New | +$10.5M |
|
37
Gran Tierra Energy
GTE
$335M
| $10.7M | 0.58% |
+178,622
| New | +$10.6M |
|
|
MRH
38
DELISTED
MONTPELIER RE HOLDINGS LTD
MRH
| $10.7M | 0.58% |
+428,854
| New | +$10.9M |
|
39
OFG Bancorp
OFG
$2.24B
| $10.5M | 0.57% |
+579,488
| New | +$9.59M |
|
40
GATX Corp
GATX
$6.31B
| $10.2M | 0.55% |
+215,426
| New | +$10.9M |
|
41
Werner Enterprises
WERN
$2.21B
| $10M | 0.54% |
+414,153
| New | +$9.92M |
|
|
TUES
42
DELISTED
Tuesday Morning Corp
TUES
| $9.47M | 0.51% |
+911,125
| New | +$7.84M |
|
43
Andersons Inc
ANDE
$2.31B
| $9.39M | 0.51% |
+264,564
| New | +$9.37M |
|
44
Saia
SAIA
$9.65B
| $9.2M | 0.5% |
+305,642
| New | +$8.69M |
|
45
AMERISAFE
AMSF
$551M
| $9.05M | 0.49% |
+277,945
| New | +$9.3M |
|
46
Douglas Emmett
DEI
$1.93B
| $8.89M | 0.48% |
+356,375
| New | +$9.19M |
|
47
Meritage Homes
MTH
$4.71B
| $8.81M | 0.48% |
+406,682
| New | +$9.49M |
|
48
Helen of Troy
HELE
$671M
| $8.64M | 0.47% |
+224,224
| New | +$8.52M |
|
|
SUSQ
49
DELISTED
SUSQUEHANNA BANCSHARES INC
SUSQ
| $8.46M | 0.46% |
+656,764
| New | +$7.85M |
|
|
SHFL
50
DELISTED
SHFL ENTMT INC
SHFL
| $8.12M | 0.44% |
+458,281
| New | +$7.54M |
|
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WCM Investment Management's Q2 2013 Portfolio in Review
Q2 2013 is the first quarter with a 13F filing on record for WCM Investment Management, which disclosed 141 positions worth $1.85B. Its ten largest holdings account for 35% of the portfolio.
Its largest position is TSMC: 5,188,744 shares worth $95M.
By sector, the portfolio is most concentrated in Financials at 14% of assets, followed by Technology and Industrials.
- WCM Investment Management's largest Q2 2013 buy was TSMC: 5,188,744 shares worth $95M.
- WCM Investment Management's ten largest holdings make up 35% of its $1.85B portfolio in Q2 2013.
- WCM Investment Management disclosed 141 positions in Q2 2013, its first 13F filing on record.
Based on WCM Investment Management's 13F filing for Q2 2013, filed 6 Aug 2013.