We are live on ! Find out more
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
+12.31%
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
$28.5B
AUM Growth
+$2.43B
Cap. Flow
-$368M
Cap. Flow %
-1.29%
Top 10 Hldgs %
63.12%
Holding
188
New
8
Increased
132
Reduced
20
Closed
9

Top Buys

Rank Stock Value
1
AON icon
Aon
AON
+$869M
2
APH icon
Amphenol
APH
+$102M
3
MELI icon
Mercado Libre
MELI
+$95.1M
4
SHW icon
Sherwin-Williams
SHW
+$94.6M
5
TSM icon
TSMC
TSM
+$88.9M

Top Sells

Rank Stock Value
1
SHOP icon
Shopify
SHOP
+$1.42B
2
LULU icon
lululemon athletica
LULU
+$950M
3
WST icon
West Pharmaceutical
WST
+$49.4M
4
NTUS
Natus Medical Inc
NTUS
+$10.5M
5
CALY
Callaway Golf Company
CALY
+$7.64M

Sector Composition

Rank Sector Weight
1 Technology 31.8%
2 Healthcare 25.3%
3 Consumer Discretionary 16.67%
4 Industrials 10.42%
5 Financials 10.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
FRC
26
DELISTED
First Republic Bank
FRC
$231M 0.81%
2,119,444
+179,252
+9% +$19.9M
ECL icon
27
Ecolab
ECL
$79.7B
$229M 0.81%
1,147,636
+93,981
+9% +$18.8M
IDXX icon
28
Idexx Laboratories
IDXX
$46.9B
$215M 0.75%
546,274
+45,580
+9% +$16.9M
CNI icon
29
Canadian National Railway
CNI
$75.7B
$213M 0.75%
2,002,003
+172,743
+9% +$17.3M
VRSK icon
30
Verisk Analytics
VRSK
$23.6B
$202M 0.71%
1,092,397
+92,071
+9% +$16.9M
NOW icon
31
ServiceNow
NOW
$132B
$200M 0.7%
2,059,540
+173,420
+9% +$15.5M
COST icon
32
Costco
COST
$423B
$197M 0.69%
555,768
+47,179
+9% +$15.9M
MSCI icon
33
MSCI
MSCI
$40.9B
$190M 0.67%
533,735
+44,939
+9% +$16.3M
FICO icon
34
Fair Isaac
FICO
$22.7B
$189M 0.66%
443,673
+37,752
+9% +$16M
CHD icon
35
Church & Dwight Co
CHD
$24.5B
$178M 0.63%
1,902,589
+156,641
+9% +$14.2M
ILMN icon
36
Illumina
ILMN
$29B
$167M 0.59%
556,289
+45,348
+9% +$15.6M
HEI.A icon
37
HEICO Corp Class A
HEI.A
$37B
$158M 0.56%
1,787,198
+149,282
+9% +$12.6M
COO icon
38
Cooper Companies
COO
$14.9B
$158M 0.56%
1,879,544
+159,976
+9% +$12.3M
BSX icon
39
Boston Scientific
BSX
$73.1B
$158M 0.55%
4,129,534
+353,472
+9% +$13.6M
ICE icon
40
Intercontinental Exchange
ICE
$84.5B
$152M 0.53%
1,521,548
+132,941
+10% +$13.1M
BABA icon
41
Alibaba
BABA
$317B
$138M 0.48%
467,832
+54,616
+13% +$14.4M
NBIS
42
Nebius Group N.V.
NBIS
$46.7B
$75.8M 0.27%
1,161,179
-60,300
-5% -$3.59M
WNS
43
DELISTED
WNS Holdings
WNS
$57.2M 0.2%
894,898
+79,056
+10% +$4.98M
EPAM icon
44
EPAM Systems
EPAM
$5.02B
$45.8M 0.16%
141,788
+17,244
+14% +$5.15M
GLOB icon
45
Globant
GLOB
$1.66B
$30.7M 0.11%
171,132
-15,980
-9% -$2.75M
FOCS
46
DELISTED
Focus Financial Partners Inc. Class A
FOCS
$28.4M 0.1%
867,342
+122,329
+16% +$4.33M
UNF icon
47
Unifirst Corp
UNF
$5.24B
$26.2M 0.09%
138,230
+22,125
+19% +$4.14M
VRTS icon
48
Virtus Investment Partners
VRTS
$1.11B
$25.6M 0.09%
184,838
+34,082
+23% +$4.61M
MANH icon
49
Manhattan Associates
MANH
$11.4B
$24.1M 0.08%
252,717
+44,203
+21% +$4.18M
PLUS icon
50
ePlus
PLUS
$2.35B
$23.2M 0.08%
634,984
+113,912
+22% +$4.23M
1
2
3 4 5

Similar funds

State of Wisconsin Investment Board
State of Wisconsin Investment Board Madison, Wisconsin $43.7B AUM 27.76% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return
PEAK6
PEAK6 Chicago, Illinois $42.6B AUM 66.24% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return
LP
LMR Partners London, United Kingdom $45.4B AUM 60.47% 1-Year Est. Return
Zurich Cantonal Bank
Zurich Cantonal Bank Zurich, Switzerland $46B AUM 27.59% 1-Year Est. Return
Holocene Advisors
Holocene Advisors New York $41.5B AUM 42.97% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

WCM Investment Management's Q3 2020 Portfolio in Review

As of Q3 2020, WCM Investment Management held 188 positions worth $28.5B, up 9.3% from $26.1B the previous quarter. Its ten largest holdings account for 63% of the portfolio.

WCM Investment Management's Q3 2020 filing shows 8 new, 132 increased, 20 reduced and 9 closed positions. Its largest new stake was Aon: 4,351,480 shares worth $898M. The largest sale was Shopify, an estimated $1.42B.

By sector, the portfolio is most concentrated in Technology at 32% of assets, down from 34% a quarter earlier, followed by Healthcare and Consumer Discretionary.

  • WCM Investment Management's largest Q3 2020 buy was Aon: 4,351,480 shares worth $898M.
  • WCM Investment Management added most to Amphenol in Q3 2020, an estimated $102M increase.
  • WCM Investment Management's biggest Q3 2020 reduction was Shopify, cutting an estimated $1.42B.
  • WCM Investment Management fully exited Natus Medical Inc in Q3 2020, selling an estimated $10.5M.
  • WCM Investment Management's ten largest holdings make up 63% of its $28.5B portfolio in Q3 2020.
  • WCM Investment Management opened 8 new positions and closed 9 in Q3 2020.
  • WCM Investment Management's portfolio value rose 9.3% quarter-over-quarter to $28.5B.

Based on WCM Investment Management's 13F filing for Q3 2020, filed 6 Nov 2020.