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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
+46.85%
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
$26.1B
AUM Growth
+$7.95B
Cap. Flow
+$1.06B
Cap. Flow %
4.05%
Top 10 Hldgs %
69.35%
Holding
195
New
15
Increased
130
Reduced
16
Closed
15

Top Buys

Rank Stock Value
1
LULU icon
lululemon athletica
LULU
+$311M
2
STE icon
Steris
STE
+$186M
3
MELI icon
Mercado Libre
MELI
+$154M
4
NOW icon
ServiceNow
NOW
+$133M
5
TSM icon
TSMC
TSM
+$117M

Top Sells

Rank Stock Value
1
CB icon
Chubb
CB
+$955M
2
EFA icon
iShares MSCI EAFE ETF
EFA
+$10.9M
3
SHOP icon
Shopify
SHOP
+$6.7M
4
BCO icon
Brink's
BCO
+$6.32M
5
EXAS
Exact Sciences
EXAS
+$5.84M

Sector Composition

Rank Sector Weight
1 Technology 34.45%
2 Healthcare 25.02%
3 Consumer Discretionary 19.68%
4 Industrials 9.19%
5 Financials 6.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
VRSK icon
26
Verisk Analytics
VRSK
$25B
$170M 0.65%
1,000,326
+97,766
+11% +$15.4M
FICO icon
27
Fair Isaac
FICO
$22.5B
$170M 0.65%
405,921
+192,142
+90% +$70.1M
IDXX icon
28
Idexx Laboratories
IDXX
$46.2B
$165M 0.63%
500,694
+209,804
+72% +$60.7M
MSCI icon
29
MSCI
MSCI
$40.9B
$163M 0.63%
488,796
+47,951
+11% +$15.5M
CNI icon
30
Canadian National Railway
CNI
$76.6B
$162M 0.62%
1,829,260
+182,447
+11% +$15.2M
COST icon
31
Costco
COST
$420B
$154M 0.59%
508,589
+49,885
+11% +$15.2M
APH icon
32
Amphenol
APH
$209B
$154M 0.59%
6,413,764
+635,172
+11% +$14.2M
NOW icon
33
ServiceNow
NOW
$129B
$153M 0.59%
+1,886,120
New +$133M
SHW icon
34
Sherwin-Williams
SHW
$89.8B
$149M 0.57%
774,501
+76,959
+11% +$13.9M
CHD icon
35
Church & Dwight Co
CHD
$24.5B
$135M 0.52%
1,745,948
+163,317
+10% +$11.9M
HEI.A icon
36
HEICO Corp Class A
HEI.A
$37.2B
$133M 0.51%
1,637,916
+163,683
+11% +$12.7M
BSX icon
37
Boston Scientific
BSX
$71.5B
$133M 0.51%
3,776,062
+391,541
+12% +$14.1M
ICE icon
38
Intercontinental Exchange
ICE
$84.4B
$127M 0.49%
1,388,607
+139,799
+11% +$12.8M
COO icon
39
Cooper Companies
COO
$14.5B
$122M 0.47%
1,719,568
+165,576
+11% +$12.3M
BABA icon
40
Alibaba
BABA
$308B
$89.1M 0.34%
413,216
+235,116
+132% +$49M
NBIS
41
Nebius Group N.V.
NBIS
$47.7B
$61.1M 0.23%
1,221,479
+638,894
+110% +$25.6M
WNS
42
DELISTED
WNS Holdings
WNS
$44.9M 0.17%
815,842
+339,959
+71% +$16.2M
EPAM icon
43
EPAM Systems
EPAM
$5.03B
$31.4M 0.12%
124,544
+76,087
+157% +$16.7M
GLOB icon
44
Globant
GLOB
$1.61B
$28M 0.11%
187,112
+81,273
+77% +$10M
FOCS
45
DELISTED
Focus Financial Partners Inc. Class A
FOCS
$24.6M 0.09%
745,013
+47,188
+7% +$1.18M
UNF icon
46
Unifirst Corp
UNF
$5.25B
$20.8M 0.08%
116,105
+1,531
+1% +$256K
ENS icon
47
EnerSys
ENS
$6.99B
$20.2M 0.08%
313,406
+4,365
+1% +$257K
MANH icon
48
Manhattan Associates
MANH
$11.4B
$19.6M 0.08%
208,514
+14,540
+7% +$1.08M
HCSG icon
49
Healthcare Services Group
HCSG
$1.53B
$19.4M 0.07%
792,617
+10,151
+1% +$240K
CCMP
50
DELISTED
CMC Materials, Inc. Common Stock
CCMP
$18.6M 0.07%
133,242
+8,454
+7% +$1.09M
1
2
3 4 5

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WCM Investment Management's Q2 2020 Portfolio in Review

As of Q2 2020, WCM Investment Management held 195 positions worth $26.1B, up 44% from $18.1B the previous quarter. Its ten largest holdings account for 69% of the portfolio.

WCM Investment Management deployed $1.06B of net new capital in Q2 2020, opening 15 new positions and adding to 130 existing holdings. Its largest new stake was ServiceNow: 1,886,120 shares worth $153M.

By sector, the portfolio is most concentrated in Technology at 34% of assets, up from 30% a quarter earlier, followed by Healthcare and Consumer Discretionary.

On the sell side, the largest reduction was iShares MSCI EAFE ETF, an estimated $10.9M trimmed.

  • WCM Investment Management's largest Q2 2020 buy was ServiceNow: 1,886,120 shares worth $153M.
  • WCM Investment Management added most to lululemon athletica in Q2 2020, an estimated $311M increase.
  • WCM Investment Management's biggest Q2 2020 reduction was iShares MSCI EAFE ETF, cutting an estimated $10.9M.
  • WCM Investment Management fully exited Chubb in Q2 2020, selling an estimated $955M.
  • WCM Investment Management's ten largest holdings make up 69% of its $26.1B portfolio in Q2 2020.
  • WCM Investment Management opened 15 new positions and closed 15 in Q2 2020.
  • WCM Investment Management's portfolio value rose 44% quarter-over-quarter to $26.1B.

Based on WCM Investment Management's 13F filing for Q2 2020, filed 18 Aug 2020.