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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
+3%
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
$16.7B
AUM Growth
+$716M
Cap. Flow
+$316M
Cap. Flow %
1.9%
Top 10 Hldgs %
73.6%
Holding
171
New
20
Increased
62
Reduced
55
Closed
19

Top Buys

Rank Stock Value
1
CB icon
Chubb
CB
+$241M
2
MCD icon
McDonald's
MCD
+$164M
3
SNN icon
Smith & Nephew
SNN
+$118M
4
ACN icon
Accenture
ACN
+$76.6M
5
CP icon
Canadian Pacific Kansas City
CP
+$74.1M

Top Sells

Rank Stock Value
1
SHOP icon
Shopify
SHOP
+$285M
2
MTD icon
Mettler-Toledo International
MTD
+$275M
3
BABA icon
Alibaba
BABA
+$115M
4
COST icon
Costco
COST
+$50.8M
5
VRSK icon
Verisk Analytics
VRSK
+$50.1M

Sector Composition

Rank Sector Weight
1 Technology 31.37%
2 Financials 24.96%
3 Healthcare 24.6%
4 Industrials 10.35%
5 Consumer Discretionary 2.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ANSS
26
DELISTED
Ansys
ANSS
$133M 0.8%
600,528
+31,697
+6% +$6.68M
ILMN icon
27
Illumina
ILMN
$28.4B
$131M 0.78%
441,238
+20,499
+5% +$6.04M
SHW icon
28
Sherwin-Williams
SHW
$89.8B
$124M 0.74%
675,579
+36,255
+6% +$6.17M
SNN icon
29
Smith & Nephew
SNN
$12.6B
$123M 0.74%
+2,563,672
New +$118M
COO icon
30
Cooper Companies
COO
$14.5B
$110M 0.66%
1,481,404
+75,656
+5% +$6.1M
A icon
31
Agilent Technologies
A
$41.2B
$104M 0.62%
1,357,963
+72,218
+6% +$5.21M
NFLX icon
32
Netflix
NFLX
$309B
$102M 0.61%
3,808,900
+214,330
+6% +$6.71M
GGG icon
33
Graco
GGG
$13.5B
$93.9M 0.56%
2,039,793
+107,500
+6% +$5.08M
SCHW
34
Charles Schwab
SCHW
$187B
$78.4M 0.47%
1,875,212
+96,866
+5% +$3.91M
SLB icon
35
SLB Ltd
SLB
$75B
$46.6M 0.28%
1,364,160
+70,026
+5% +$2.56M
CCMP
36
DELISTED
CMC Materials, Inc. Common Stock
CCMP
$20.6M 0.12%
145,738
+48,131
+49% +$5.94M
JLL icon
37
Jones Lang LaSalle
JLL
$16.7B
$18.5M 0.11%
132,996
+23,589
+22% +$3.27M
BABA icon
38
Alibaba
BABA
$308B
$17.5M 0.11%
104,765
-668,355
-86% -$115M
SP
39
DELISTED
SP Plus Corporation
SP
$17.2M 0.1%
464,314
-31,462
-6% -$1.1M
UNF icon
40
Unifirst Corp
UNF
$5.25B
$17M 0.1%
87,198
-35,878
-29% -$6.95M
CASS icon
41
Cass Information Systems
CASS
$743M
$16.6M 0.1%
306,767
-14,002
-4% -$715K
CRMT icon
42
America's Car Mart
CRMT
$26.9M
$16.2M 0.1%
177,043
-10,711
-6% -$949K
PLUS icon
43
ePlus
PLUS
$2.34B
$15.2M 0.09%
398,878
+118,356
+42% +$4.56M
CXT icon
44
Crane NXT
CXT
$3.07B
$13.8M 0.08%
494,163
-28,364
-5% -$792K
ESGR
45
DELISTED
Enstar Group
ESGR
$13.5M 0.08%
70,913
-3,756
-5% -$674K
ENS icon
46
EnerSys
ENS
$6.99B
$12.6M 0.08%
190,468
-11,405
-6% -$716K
VRTS icon
47
Virtus Investment Partners
VRTS
$1.1B
$12.4M 0.07%
112,125
-9,505
-8% -$1.02M
DY icon
48
Dycom Industries
DY
$12.3B
$12M 0.07%
235,587
-12,890
-5% -$651K
NTUS
49
DELISTED
Natus Medical Inc
NTUS
$11.5M 0.07%
360,927
-30,719
-8% -$895K
NBIS
50
Nebius Group N.V.
NBIS
$47.7B
$10.9M 0.07%
309,993
+18,941
+7% +$715K
1
2
3 4 5

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WCM Investment Management's Q3 2019 Portfolio in Review

As of Q3 2019, WCM Investment Management held 171 positions worth $16.7B, up 4.5% from $16B the previous quarter. Its ten largest holdings account for 74% of the portfolio.

WCM Investment Management's Q3 2019 filing shows 20 new, 62 increased, 55 reduced and 19 closed positions. Its largest new stake was McDonald's: 766,414 shares worth $165M. The largest sale was Shopify, an estimated $285M.

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

  • WCM Investment Management's largest Q3 2019 buy was McDonald's: 766,414 shares worth $165M.
  • WCM Investment Management added most to Chubb in Q3 2019, an estimated $241M increase.
  • WCM Investment Management's biggest Q3 2019 reduction was Shopify, cutting an estimated $285M.
  • WCM Investment Management fully exited HFF Inc. in Q3 2019, selling an estimated $10.3M.
  • WCM Investment Management's ten largest holdings make up 74% of its $16.7B portfolio in Q3 2019.
  • WCM Investment Management opened 20 new positions and closed 19 in Q3 2019.
  • WCM Investment Management's portfolio value rose 4.5% quarter-over-quarter to $16.7B.

Based on WCM Investment Management's 13F filing for Q3 2019, filed 25 Oct 2019.