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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
+1.44%
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
$10.7B
AUM Growth
+$1.86B
Cap. Flow
+$1.79B
Cap. Flow %
16.71%
Top 10 Hldgs %
82.87%
Holding
100
New
4
Increased
38
Reduced
50
Closed
6

Top Buys

Rank Stock Value
1
CB icon
Chubb
CB
+$1.62B
2
SYK icon
Stryker
SYK
+$70.5M
3
WST icon
West Pharmaceutical
WST
+$53.1M
4
TSM icon
TSMC
TSM
+$40.6M
5
HDB icon
HDFC Bank
HDB
+$39M

Top Sells

Rank Stock Value
1
IQV icon
IQVIA
IQV
+$80.2M
2
SCHW
Charles Schwab
SCHW
+$58.2M
3
EW icon
Edwards Lifesciences
EW
+$48.1M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$10.2M
5
UFPT icon
UFP Technologies
UFPT
+$4.39M

Sector Composition

Rank Sector Weight
1 Financials 38.8%
2 Technology 18.56%
3 Industrials 13.63%
4 Healthcare 8.5%
5 Communication Services 7.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
TYL icon
26
Tyler Technologies
TYL
$12.8B
$63.3M 0.59%
300,248
+7,320
+2% +$1.46M
CERN
27
DELISTED
Cerner Corp
CERN
$60.8M 0.57%
1,048,743
+25,980
+3% +$1.69M
SCHW
28
Charles Schwab
SCHW
$187B
$58.6M 0.55%
1,121,692
-1,085,368
-49% -$58.2M
A icon
29
Agilent Technologies
A
$41.2B
$54.4M 0.51%
813,056
+12,838
+2% +$900K
SLB icon
30
SLB Ltd
SLB
$75B
$53.6M 0.5%
827,476
+20,951
+3% +$1.46M
WST icon
31
West Pharmaceutical
WST
$24.9B
$50.1M 0.47%
+567,987
New +$53.1M
CRMT icon
32
America's Car Mart
CRMT
$26.9M
$16.8M 0.16%
332,009
-56,273
-14% -$2.68M
ADUS icon
33
Addus HomeCare
ADUS
$2.23B
$15.6M 0.15%
320,484
-75,956
-19% -$2.92M
PAGS icon
34
PagSeguro Digital
PAGS
$2.55B
$13.4M 0.13%
+349,095
New +$11.2M
SP
35
DELISTED
SP Plus Corporation
SP
$11.9M 0.11%
334,902
-30,641
-8% -$1.15M
CASS icon
36
Cass Information Systems
CASS
$743M
$11.9M 0.11%
239,579
-42,908
-15% -$2.1M
THR
37
DELISTED
Thermon Group Holdings
THR
$11.4M 0.11%
507,509
-113,518
-18% -$2.62M
UNF icon
38
Unifirst Corp
UNF
$5.25B
$10.5M 0.1%
65,128
-18,321
-22% -$2.94M
BABA icon
39
Alibaba
BABA
$308B
$9.34M 0.09%
50,873
-249
-0.5% -$46.9K
JLL icon
40
Jones Lang LaSalle
JLL
$16.7B
$9.3M 0.09%
53,276
-18,203
-25% -$2.92M
MANH icon
41
Manhattan Associates
MANH
$11.4B
$8.64M 0.08%
206,345
-59,175
-22% -$2.76M
UTMD icon
42
Utah Medical Products
UTMD
$225M
$8.07M 0.08%
81,683
-630
-0.8% -$56.2K
MMS icon
43
Maximus
MMS
$3.1B
$7.96M 0.07%
119,202
-32,953
-22% -$2.24M
ENS icon
44
EnerSys
ENS
$6.99B
$7.92M 0.07%
114,221
-39,341
-26% -$2.8M
EGOV
45
DELISTED
NIC Inc
EGOV
$6.82M 0.06%
512,435
-138,610
-21% -$2.06M
NTUS
46
DELISTED
Natus Medical Inc
NTUS
$6.71M 0.06%
199,286
-68,564
-26% -$2.17M
DY icon
47
Dycom Industries
DY
$12.3B
$6.62M 0.06%
61,511
-21,114
-26% -$2.4M
BRO icon
48
Brown & Brown
BRO
$23.9B
$6.38M 0.06%
250,978
-86,084
-26% -$2.25M
WCC
49
WESCO International
WCC
$17.7B
$6.28M 0.06%
101,223
+6,913
+7% +$445K
TYPE
50
DELISTED
Monotype Imaging Holdings Inc.
TYPE
$5.98M 0.06%
266,419
-87,995
-25% -$2.12M
1
2
3 4

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WCM Investment Management's Q1 2018 Portfolio in Review

As of Q1 2018, WCM Investment Management held 100 positions worth $10.7B, up 21% from $8.83B the previous quarter. Its ten largest holdings account for 83% of the portfolio.

WCM Investment Management deployed $1.79B of net new capital in Q1 2018, opening 4 new positions and adding to 38 existing holdings. Its largest new stake was Stryker: 437,168 shares worth $70.3M.

By sector, the portfolio is most concentrated in Financials at 39% of assets, up from 31% a quarter earlier, followed by Technology and Industrials.

On the sell side, the largest reduction was Charles Schwab, an estimated $58.2M trimmed.

  • WCM Investment Management's largest Q1 2018 buy was Stryker: 437,168 shares worth $70.3M.
  • WCM Investment Management added most to Chubb in Q1 2018, an estimated $1.62B increase.
  • WCM Investment Management's biggest Q1 2018 reduction was Charles Schwab, cutting an estimated $58.2M.
  • WCM Investment Management fully exited IQVIA in Q1 2018, selling an estimated $80.2M.
  • WCM Investment Management's ten largest holdings make up 83% of its $10.7B portfolio in Q1 2018.
  • WCM Investment Management opened 4 new positions and closed 6 in Q1 2018.
  • WCM Investment Management's portfolio value rose 21% quarter-over-quarter to $10.7B.

Based on WCM Investment Management's 13F filing for Q1 2018, filed 10 May 2018.