We are live on ! Find out more
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
+5.14%
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
$8.83B
AUM Growth
+$919M
Cap. Flow
+$620M
Cap. Flow %
7.01%
Top 10 Hldgs %
78.61%
Holding
98
New
11
Increased
72
Reduced
10
Closed
2

Top Buys

Rank Stock Value
1
RYAAY icon
Ryanair
RYAAY
+$393M
2
CB icon
Chubb
CB
+$104M
3
SCHW
Charles Schwab
SCHW
+$57.6M
4
TSM icon
TSMC
TSM
+$53.8M
5
HDB icon
HDFC Bank
HDB
+$48.7M

Top Sells

Rank Stock Value
1
TCOM icon
Trip.com Group
TCOM
+$530M
2
AMZN icon
Amazon
AMZN
+$18.7M
3
CBPO
China Biologic Products Holdings, Inc.
CBPO
+$4.27M
4
CCF
Chase Corporation
CCF
+$3.36M
5
EMBJ
Embraer S.A. ADS
EMBJ
+$1.78M

Sector Composition

Rank Sector Weight
1 Financials 31.4%
2 Technology 20.42%
3 Industrials 15.76%
4 Healthcare 9.65%
5 Communication Services 7.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
FRC
26
DELISTED
First Republic Bank
FRC
$62.2M 0.7%
718,422
+317,536
+79% +$30.1M
AMZN icon
27
Amazon
AMZN
$2.94T
$54.9M 0.62%
938,420
-340,040
-27% -$18.7M
SLB icon
28
SLB Ltd
SLB
$76.5B
$54.4M 0.62%
806,525
+79,669
+11% +$5.16M
A icon
29
Agilent Technologies
A
$39.9B
$53.6M 0.61%
800,218
+79,182
+11% +$5.34M
TYL icon
30
Tyler Technologies
TYL
$12.5B
$51.9M 0.59%
292,928
+28,668
+11% +$5.09M
EW icon
31
Edwards Lifesciences
EW
$51.5B
$41.9M 0.47%
1,115,421
+115,104
+12% +$4.22M
CRMT icon
32
America's Car Mart
CRMT
$27.6M
$17.3M 0.2%
388,282
+178,935
+85% +$7.85M
THR
33
DELISTED
Thermon Group Holdings
THR
$14.7M 0.17%
621,027
+376,978
+154% +$8.23M
ADUS icon
34
Addus HomeCare
ADUS
$2.22B
$13.8M 0.16%
396,440
+102,388
+35% +$3.48M
UNF icon
35
Unifirst Corp
UNF
$5.23B
$13.8M 0.16%
83,449
+68,707
+466% +$10.9M
CASS icon
36
Cass Information Systems
CASS
$743M
$13.7M 0.16%
282,487
+168,539
+148% +$8.43M
SP
37
DELISTED
SP Plus Corporation
SP
$13.6M 0.15%
365,543
+227,174
+164% +$8.82M
MANH icon
38
Manhattan Associates
MANH
$11.1B
$13.2M 0.15%
265,520
+252,650
+1,963% +$11.3M
MMS icon
39
Maximus
MMS
$3.06B
$10.9M 0.12%
152,155
+125,139
+463% +$8.43M
EGOV
40
DELISTED
NIC Inc
EGOV
$10.8M 0.12%
651,045
+536,295
+467% +$9.05M
ENS icon
41
EnerSys
ENS
$6.84B
$10.7M 0.12%
153,562
+127,980
+500% +$8.77M
JLL icon
42
Jones Lang LaSalle
JLL
$16.7B
$10.6M 0.12%
71,479
+63,354
+780% +$8.95M
NTUS
43
DELISTED
Natus Medical Inc
NTUS
$10.2M 0.12%
267,850
+223,490
+504% +$8.92M
EFA icon
44
iShares MSCI EAFE ETF
EFA
$79.4B
$10.2M 0.12%
+145,076
New +$10.1M
AFH
45
DELISTED
Atlas Financial Holdings, Inc. Ordinary Shares
AFH
$9.27M 0.11%
451,232
+859
+0.2% +$16.7K
DY icon
46
Dycom Industries
DY
$12B
$9.21M 0.1%
82,625
+78,010
+1,690% +$7.53M
BABA icon
47
Alibaba
BABA
$304B
$8.81M 0.1%
51,122
-2,342
-4% -$420K
BRO icon
48
Brown & Brown
BRO
$23.8B
$8.67M 0.1%
337,062
+280,870
+500% +$7.05M
TYPE
49
DELISTED
Monotype Imaging Holdings Inc.
TYPE
$8.54M 0.1%
354,414
+294,825
+495% +$6.91M
HLIO icon
50
Helios Technologies
HLIO
$2.72B
$8.27M 0.09%
127,860
+94,885
+288% +$5.54M
1
2
3 4

Similar funds

State of Wisconsin Investment Board
State of Wisconsin Investment Board Madison, Wisconsin $43.7B AUM 27.76% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return
PEAK6
PEAK6 Chicago, Illinois $42.6B AUM 66.24% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return
LP
LMR Partners London, United Kingdom $45.4B AUM 60.47% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Zurich Cantonal Bank
Zurich Cantonal Bank Zurich, Switzerland $46B AUM 27.59% 1-Year Est. Return
DB
Danske Bank Copenhagen K, Denmark $41.5B AUM 29.19% 1-Year Est. Return

WCM Investment Management's Q4 2017 Portfolio in Review

As of Q4 2017, WCM Investment Management held 98 positions worth $8.83B, up 12% from $7.92B the previous quarter. Its ten largest holdings account for 79% of the portfolio.

WCM Investment Management deployed $620M of net new capital in Q4 2017, opening 11 new positions and adding to 72 existing holdings. Its largest new stake was Ryanair: 8,834,995 shares worth $368M.

By sector, the portfolio is most concentrated in Financials at 31% of assets, up from 31% a quarter earlier, followed by Technology and Industrials.

On the sell side, the largest reduction was Trip.com Group, an estimated $530M trimmed.

  • WCM Investment Management's largest Q4 2017 buy was Ryanair: 8,834,995 shares worth $368M.
  • WCM Investment Management added most to Chubb in Q4 2017, an estimated $104M increase.
  • WCM Investment Management's biggest Q4 2017 reduction was Trip.com Group, cutting an estimated $530M.
  • WCM Investment Management fully exited China Biologic Products Holdings, Inc. in Q4 2017, selling an estimated $4.27M.
  • WCM Investment Management's ten largest holdings make up 79% of its $8.83B portfolio in Q4 2017.
  • WCM Investment Management opened 11 new positions and closed 2 in Q4 2017.
  • WCM Investment Management's portfolio value rose 12% quarter-over-quarter to $8.83B.

Based on WCM Investment Management's 13F filing for Q4 2017, filed 6 Feb 2018.