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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
+13.17%
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
$18.6B
AUM Growth
+$1.94B
Cap. Flow
+$56M
Cap. Flow %
0.3%
Top 10 Hldgs %
70.09%
Holding
166
New
14
Increased
113
Reduced
26
Closed
9

Top Buys

Rank Stock Value
1
LULU icon
lululemon athletica
LULU
+$702M
2
ASML icon
ASML
ASML
+$137M
3
ICE icon
Intercontinental Exchange
ICE
+$110M
4
CHD icon
Church & Dwight Co
CHD
+$106M
5
SNN icon
Smith & Nephew
SNN
+$73.6M

Top Sells

Rank Stock Value
1
CB icon
Chubb
CB
+$1.21B
2
A icon
Agilent Technologies
A
+$104M
3
SCHW
Charles Schwab
SCHW
+$78.4M
4
BSX icon
Boston Scientific
BSX
+$58M
5
STE icon
Steris
STE
+$52.8M

Sector Composition

Rank Sector Weight
1 Technology 35.28%
2 Healthcare 23.99%
3 Financials 16.5%
4 Industrials 11.01%
5 Consumer Discretionary 6.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
APH icon
26
Amphenol
APH
$209B
$148M 0.8%
5,480,628
-71,160
-1% -$1.82M
BSX icon
27
Boston Scientific
BSX
$71.5B
$148M 0.8%
3,270,939
-1,384,991
-30% -$58M
ILMN icon
28
Illumina
ILMN
$28.4B
$141M 0.76%
436,042
-5,196
-1% -$1.57M
CNI icon
29
Canadian National Railway
CNI
$76.6B
$139M 0.75%
1,540,270
-33,368
-2% -$3M
SHW icon
30
Sherwin-Williams
SHW
$89.8B
$129M 0.69%
662,511
-13,068
-2% -$2.49M
VRSK icon
31
Verisk Analytics
VRSK
$25B
$128M 0.69%
854,256
-11,672
-1% -$1.73M
NFLX icon
32
Netflix
NFLX
$309B
$121M 0.65%
3,729,310
-79,590
-2% -$2.36M
COO icon
33
Cooper Companies
COO
$14.5B
$118M 0.63%
1,463,752
-17,652
-1% -$1.33M
ICE icon
34
Intercontinental Exchange
ICE
$84.4B
$109M 0.59%
+1,183,131
New +$110M
CHD icon
35
Church & Dwight Co
CHD
$24.5B
$105M 0.56%
+1,488,753
New +$106M
EFA icon
36
iShares MSCI EAFE ETF
EFA
$80.2B
$31.5M 0.17%
454,266
+436,635
+2,477% +$29.5M
JLL icon
37
Jones Lang LaSalle
JLL
$16.7B
$27.9M 0.15%
160,203
+27,207
+20% +$4.28M
BABA icon
38
Alibaba
BABA
$308B
$25.6M 0.14%
120,660
+15,895
+15% +$2.98M
CRMT icon
39
America's Car Mart
CRMT
$26.9M
$23.5M 0.13%
214,137
+37,094
+21% +$3.59M
ENS icon
40
EnerSys
ENS
$6.99B
$23.4M 0.13%
312,915
+122,447
+64% +$8.48M
WNS
41
DELISTED
WNS Holdings
WNS
$22.9M 0.12%
346,229
+251,804
+267% +$15.7M
UNF icon
42
Unifirst Corp
UNF
$5.25B
$21.5M 0.12%
106,238
+19,040
+22% +$3.86M
PLUS icon
43
ePlus
PLUS
$2.34B
$20.3M 0.11%
481,344
+82,466
+21% +$3.36M
CXT icon
44
Crane NXT
CXT
$3.07B
$17.9M 0.1%
596,869
+102,706
+21% +$2.92M
ESGR
45
DELISTED
Enstar Group
ESGR
$17.7M 0.1%
85,576
+14,663
+21% +$2.93M
HCSG icon
46
Healthcare Services Group
HCSG
$1.53B
$17.5M 0.09%
718,598
+343,708
+92% +$8.52M
VRRM icon
47
Verra Mobility
VRRM
$744M
$17.3M 0.09%
1,233,656
+574,806
+87% +$8.25M
CCMP
48
DELISTED
CMC Materials, Inc. Common Stock
CCMP
$16.6M 0.09%
114,866
-30,872
-21% -$4.38M
VRTS icon
49
Virtus Investment Partners
VRTS
$1.1B
$16.3M 0.09%
134,031
+21,906
+20% +$2.44M
OPLN
50
Openlane
OPLN
$4.54B
$15.8M 0.08%
724,831
+336,837
+87% +$7.68M
1
2
3 4 5

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WCM Investment Management's Q4 2019 Portfolio in Review

As of Q4 2019, WCM Investment Management held 166 positions worth $18.6B, up 12% from $16.7B the previous quarter. Its ten largest holdings account for 70% of the portfolio.

WCM Investment Management's Q4 2019 filing shows 14 new, 113 increased, 26 reduced and 9 closed positions. Its largest new stake was lululemon athletica: 3,295,460 shares worth $763M. The largest sale was Chubb, an estimated $1.21B.

By sector, the portfolio is most concentrated in Technology at 35% of assets, up from 31% a quarter earlier, followed by Healthcare and Financials.

  • WCM Investment Management's largest Q4 2019 buy was lululemon athletica: 3,295,460 shares worth $763M.
  • WCM Investment Management added most to ASML in Q4 2019, an estimated $137M increase.
  • WCM Investment Management's biggest Q4 2019 reduction was Chubb, cutting an estimated $1.21B.
  • WCM Investment Management fully exited Agilent Technologies in Q4 2019, selling an estimated $104M.
  • WCM Investment Management's ten largest holdings make up 70% of its $18.6B portfolio in Q4 2019.
  • WCM Investment Management opened 14 new positions and closed 9 in Q4 2019.
  • WCM Investment Management's portfolio value rose 12% quarter-over-quarter to $18.6B.

Based on WCM Investment Management's 13F filing for Q4 2019, filed 7 Feb 2020.