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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
+12.82%
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
$16B
AUM Growth
+$1.58B
Cap. Flow
+$10.4M
Cap. Flow %
0.07%
Top 10 Hldgs %
74.25%
Holding
161
New
19
Increased
54
Reduced
75
Closed
10

Top Buys

Rank Stock Value
1
ALC icon
Alcon
ALC
+$236M
2
BABA icon
Alibaba
BABA
+$119M
3
CB icon
Chubb
CB
+$71.2M
4
ILMN icon
Illumina
ILMN
+$58.7M
5
HDB icon
HDFC Bank
HDB
+$45.9M

Top Sells

Rank Stock Value
1
RYAAY icon
Ryanair
RYAAY
+$325M
2
SHOP icon
Shopify
SHOP
+$278M
3
CLB icon
Core Laboratories
CLB
+$215M
4
ATVI
Activision Blizzard
ATVI
+$85.4M
5
SCHW
Charles Schwab
SCHW
+$56.6M

Sector Composition

Rank Sector Weight
1 Technology 30.38%
2 Healthcare 26.61%
3 Financials 23.75%
4 Industrials 11.08%
5 Materials 1.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
NFLX icon
26
Netflix
NFLX
$309B
$132M 0.83%
3,594,570
+483,120
+16% +$17.4M
COO icon
27
Cooper Companies
COO
$14.5B
$118M 0.74%
1,405,748
-735,072
-34% -$55.3M
ANSS
28
DELISTED
Ansys
ANSS
$117M 0.73%
568,831
+74,929
+15% +$14.3M
SHW icon
29
Sherwin-Williams
SHW
$89.8B
$97.7M 0.61%
639,324
+86,673
+16% +$13M
GGG icon
30
Graco
GGG
$13.5B
$97M 0.61%
1,932,293
+177,159
+10% +$8.93M
A icon
31
Agilent Technologies
A
$41.2B
$96M 0.6%
1,285,745
+171,922
+15% +$12.7M
SCHW
32
Charles Schwab
SCHW
$187B
$71.5M 0.45%
1,778,346
-1,299,398
-42% -$56.6M
SLB icon
33
SLB Ltd
SLB
$75B
$51.4M 0.32%
1,294,134
+169,689
+15% +$6.84M
UNF icon
34
Unifirst Corp
UNF
$5.25B
$23.2M 0.15%
123,076
-3,825
-3% -$619K
MANH icon
35
Manhattan Associates
MANH
$11.4B
$18.7M 0.12%
270,341
-103,611
-28% -$6.67M
BABA icon
36
Alibaba
BABA
$308B
$16.4M 0.1%
773,120
+689,634
+826% +$119M
CRMT icon
37
America's Car Mart
CRMT
$26.9M
$16.2M 0.1%
187,754
-116,461
-38% -$10.7M
SP
38
DELISTED
SP Plus Corporation
SP
$15.8M 0.1%
495,776
-14,969
-3% -$493K
CASS icon
39
Cass Information Systems
CASS
$743M
$15.6M 0.1%
320,769
-8,101
-2% -$379K
JLL icon
40
Jones Lang LaSalle
JLL
$16.7B
$15.4M 0.1%
109,407
-3,310
-3% -$470K
CXT icon
41
Crane NXT
CXT
$3.07B
$15.1M 0.09%
522,527
+101,229
+24% +$2.95M
DY icon
42
Dycom Industries
DY
$12.3B
$14.6M 0.09%
248,477
+22,667
+10% +$1.16M
ENS icon
43
EnerSys
ENS
$6.99B
$13.8M 0.09%
201,873
+20,023
+11% +$1.31M
VRTS icon
44
Virtus Investment Partners
VRTS
$1.1B
$13.1M 0.08%
121,630
-3,568
-3% -$398K
ESGR
45
DELISTED
Enstar Group
ESGR
$13M 0.08%
74,669
+6,793
+10% +$1.18M
BECN
46
DELISTED
Beacon Roofing Supply, Inc.
BECN
$12.2M 0.08%
331,978
+32,273
+11% +$1.17M
NBIS
47
Nebius Group N.V.
NBIS
$47.7B
$11.1M 0.07%
291,052
+31,899
+12% +$1.18M
EME icon
48
Emcor
EME
$36B
$11M 0.07%
124,424
-3,732
-3% -$303K
CCMP
49
DELISTED
CMC Materials, Inc. Common Stock
CCMP
$10.7M 0.07%
97,607
-2,899
-3% -$328K
EEX
50
DELISTED
Emerald Holding
EEX
$10.3M 0.06%
924,514
+95,244
+11% +$1.19M
1
2
3 4 5

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WCM Investment Management's Q2 2019 Portfolio in Review

As of Q2 2019, WCM Investment Management held 161 positions worth $16B, up 11% from $14.4B the previous quarter. Its ten largest holdings account for 74% of the portfolio.

WCM Investment Management's Q2 2019 filing shows 19 new, 54 increased, 75 reduced and 10 closed positions. Its largest new stake was Alcon: 4,024,462 shares worth $250M. The largest sale was Ryanair, an estimated $325M.

By sector, the portfolio is most concentrated in Technology at 30% of assets, down from 31% a quarter earlier, followed by Healthcare and Financials.

  • WCM Investment Management's largest Q2 2019 buy was Alcon: 4,024,462 shares worth $250M.
  • WCM Investment Management added most to Alibaba in Q2 2019, an estimated $119M increase.
  • WCM Investment Management's biggest Q2 2019 reduction was Shopify, cutting an estimated $278M.
  • WCM Investment Management fully exited Ryanair in Q2 2019, selling an estimated $325M.
  • WCM Investment Management's ten largest holdings make up 74% of its $16B portfolio in Q2 2019.
  • WCM Investment Management opened 19 new positions and closed 10 in Q2 2019.
  • WCM Investment Management's portfolio value rose 11% quarter-over-quarter to $16B.

Based on WCM Investment Management's 13F filing for Q2 2019, filed 6 Aug 2019.