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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
+23.81%
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
$36.8B
AUM Growth
+$8.29B
Cap. Flow
+$2.07B
Cap. Flow %
5.62%
Top 10 Hldgs %
65.5%
Holding
199
New
20
Increased
141
Reduced
29
Closed
6

Top Buys

Rank Stock Value
1
HDB icon
HDFC Bank
HDB
+$619M
2
NKE icon
Nike
NKE
+$241M
3
SNPS icon
Synopsys
SNPS
+$235M
4
MELI icon
Mercado Libre
MELI
+$148M
5
CHD icon
Church & Dwight Co
CHD
+$136M

Top Sells

Rank Stock Value
1
CCI icon
Crown Castle
CCI
+$233M
2
ILMN icon
Illumina
ILMN
+$176M
3
COO icon
Cooper Companies
COO
+$156M
4
BSX icon
Boston Scientific
BSX
+$140M
5
ANSS
Ansys
ANSS
+$66.2M

Sector Composition

Rank Sector Weight
1 Technology 32.16%
2 Healthcare 21.97%
3 Consumer Discretionary 18.62%
4 Financials 12.33%
5 Industrials 9.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CHD icon
26
Church & Dwight Co
CHD
$24.5B
$300M 0.82%
3,442,848
+1,540,259
+81% +$136M
ECL icon
27
Ecolab
ECL
$79.7B
$287M 0.78%
1,326,364
+178,728
+16% +$37.3M
MSCI icon
28
MSCI
MSCI
$40.9B
$277M 0.75%
621,252
+87,517
+16% +$34.3M
SNPS icon
29
Synopsys
SNPS
$78.8B
$270M 0.73%
1,041,913
+1,020,573
+4,782% +$235M
NOW icon
30
ServiceNow
NOW
$132B
$269M 0.73%
2,444,525
+384,985
+19% +$40M
FICO icon
31
Fair Isaac
FICO
$22.7B
$268M 0.73%
524,923
+81,250
+18% +$37.8M
VRSK icon
32
Verisk Analytics
VRSK
$23.6B
$264M 0.72%
1,272,126
+179,729
+16% +$34.9M
CNI icon
33
Canadian National Railway
CNI
$75.7B
$259M 0.7%
2,357,863
+355,860
+18% +$38.4M
NKE icon
34
Nike
NKE
$62.5B
$257M 0.7%
+1,818,345
New +$241M
COST icon
35
Costco
COST
$423B
$247M 0.67%
654,685
+98,917
+18% +$37M
HEI.A icon
36
HEICO Corp Class A
HEI.A
$37B
$246M 0.67%
2,101,571
+314,373
+18% +$34.2M
ICE icon
37
Intercontinental Exchange
ICE
$84.5B
$208M 0.56%
1,800,672
+279,124
+18% +$29M
ANSS
38
DELISTED
Ansys
ANSS
$201M 0.55%
552,715
-197,874
-26% -$66.2M
BABA icon
39
Alibaba
BABA
$317B
$139M 0.38%
596,994
+129,162
+28% +$35.9M
NBIS
40
Nebius Group N.V.
NBIS
$46.7B
$103M 0.28%
1,477,009
+315,830
+27% +$20.2M
WNS
41
DELISTED
WNS Holdings
WNS
$83.7M 0.23%
1,161,563
+266,665
+30% +$17.9M
EPAM icon
42
EPAM Systems
EPAM
$5.02B
$65.9M 0.18%
183,804
+42,016
+30% +$14M
GLOB icon
43
Globant
GLOB
$1.66B
$42M 0.11%
193,037
+21,905
+13% +$4.23M
VRTS icon
44
Virtus Investment Partners
VRTS
$1.11B
$38.7M 0.11%
178,564
-6,274
-3% -$1.14M
FOCS
45
DELISTED
Focus Financial Partners Inc. Class A
FOCS
$36.6M 0.1%
842,207
-25,135
-3% -$1.01M
ASR icon
46
Grupo Aeroportuario del Sureste
ASR
$8.24B
$31.9M 0.09%
193,574
+69,670
+56% +$9.76M
JLL icon
47
Jones Lang LaSalle
JLL
$16.4B
$31.8M 0.09%
214,048
+3,638
+2% +$467K
UNF icon
48
Unifirst Corp
UNF
$5.24B
$29.7M 0.08%
140,412
+2,182
+2% +$415K
PLUS icon
49
ePlus
PLUS
$2.35B
$28.4M 0.08%
645,588
+10,604
+2% +$424K
BAP icon
50
Credicorp
BAP
$30.4B
$28.1M 0.08%
171,352
+92,352
+117% +$12.8M
1
2
3 4 5

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WCM Investment Management's Q4 2020 Portfolio in Review

As of Q4 2020, WCM Investment Management held 199 positions worth $36.8B, up 29% from $28.5B the previous quarter. Its ten largest holdings account for 66% of the portfolio.

WCM Investment Management deployed $2.07B of net new capital in Q4 2020, opening 20 new positions and adding to 141 existing holdings. Its largest new stake was Nike: 1,818,345 shares worth $257M.

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

On the sell side, the largest reduction was Crown Castle, an estimated $233M trimmed.

  • WCM Investment Management's largest Q4 2020 buy was Nike: 1,818,345 shares worth $257M.
  • WCM Investment Management added most to HDFC Bank in Q4 2020, an estimated $619M increase.
  • WCM Investment Management's biggest Q4 2020 reduction was Crown Castle, cutting an estimated $233M.
  • WCM Investment Management fully exited Momenta Pharmaceuticals, Inc. in Q4 2020, selling an estimated $7.45M.
  • WCM Investment Management's ten largest holdings make up 66% of its $36.8B portfolio in Q4 2020.
  • WCM Investment Management opened 20 new positions and closed 6 in Q4 2020.
  • WCM Investment Management's portfolio value rose 29% quarter-over-quarter to $36.8B.

Based on WCM Investment Management's 13F filing for Q4 2020, filed 16 Feb 2021.