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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
+3.13%
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
$36.5B
AUM Growth
-$273M
Cap. Flow
-$1.01B
Cap. Flow %
-2.77%
Top 10 Hldgs %
65.11%
Holding
210
New
17
Increased
114
Reduced
56
Closed
20

Top Buys

Rank Stock Value
1
ODFL icon
Old Dominion Freight Line
ODFL
+$246M
2
NKE icon
Nike
NKE
+$135M
3
HDB icon
HDFC Bank
HDB
+$83.4M
4
RACE icon
Ferrari
RACE
+$59.5M
5
SHOP icon
Shopify
SHOP
+$58.8M

Top Sells

Rank Stock Value
1
MELI icon
Mercado Libre
MELI
+$1.17B
2
IDXX icon
Idexx Laboratories
IDXX
+$320M
3
VRSK icon
Verisk Analytics
VRSK
+$264M
4
ICE icon
Intercontinental Exchange
ICE
+$208M
5
ANSS
Ansys
ANSS
+$192M

Sector Composition

Rank Sector Weight
1 Technology 34.7%
2 Healthcare 21.24%
3 Consumer Discretionary 14.67%
4 Financials 12.98%
5 Industrials 11.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ECL icon
26
Ecolab
ECL
$79.7B
$294M 0.81%
1,373,979
+47,615
+4% +$10.1M
CNI icon
27
Canadian National Railway
CNI
$75.6B
$283M 0.78%
2,440,013
+82,150
+3% +$9.12M
SNN icon
28
Smith & Nephew
SNN
$12.5B
$278M 0.76%
7,340,909
-225,622
-3% -$9.32M
ODFL icon
29
Old Dominion Freight Line
ODFL
$44.2B
$276M 0.76%
+2,296,392
New +$246M
MSCI icon
30
MSCI
MSCI
$41B
$269M 0.74%
640,494
+19,242
+3% +$8.08M
SNPS icon
31
Synopsys
SNPS
$79.8B
$267M 0.73%
1,076,594
+34,681
+3% +$8.81M
FICO icon
32
Fair Isaac
FICO
$22.9B
$265M 0.72%
544,369
+19,446
+4% +$9.24M
NOW icon
33
ServiceNow
NOW
$132B
$253M 0.69%
2,527,660
+83,135
+3% +$8.78M
HEI.A icon
34
HEICO Corp Class A
HEI.A
$37B
$247M 0.68%
2,174,062
+72,491
+3% +$8.43M
COST icon
35
Costco
COST
$420B
$239M 0.65%
677,487
+22,802
+3% +$7.94M
BABA icon
36
Alibaba
BABA
$317B
$178M 0.49%
786,233
+189,239
+32% +$46.5M
NBIS
37
Nebius Group N.V.
NBIS
$47.5B
$124M 0.34%
1,933,207
+456,198
+31% +$30.5M
WNS
38
DELISTED
WNS Holdings
WNS
$110M 0.3%
1,512,319
+350,756
+30% +$25.6M
EPAM icon
39
EPAM Systems
EPAM
$5.08B
$94.3M 0.26%
237,659
+53,855
+29% +$19.7M
GLOB icon
40
Globant
GLOB
$1.67B
$47.6M 0.13%
229,086
+36,049
+19% +$7.65M
ASR icon
41
Grupo Aeroportuario del Sureste
ASR
$8.17B
$45.6M 0.12%
256,425
+62,851
+32% +$10.8M
JLL icon
42
Jones Lang LaSalle
JLL
$16.4B
$43.8M 0.12%
244,711
+30,663
+14% +$5M
FOCS
43
DELISTED
Focus Financial Partners Inc. Class A
FOCS
$39.1M 0.11%
940,428
+98,221
+12% +$4.76M
XP icon
44
XP
XP
$8.35B
$38.1M 0.1%
1,012,091
+634,471
+168% +$27.1M
PLUS icon
45
ePlus
PLUS
$2.37B
$36.8M 0.1%
739,528
+93,940
+15% +$4.45M
UNF icon
46
Unifirst Corp
UNF
$5.23B
$35.8M 0.1%
160,090
+19,678
+14% +$4.53M
CRMT icon
47
America's Car Mart
CRMT
$26.6M
$34.7M 0.1%
228,008
+28,182
+14% +$3.83M
ESGR
48
DELISTED
Enstar Group
ESGR
$34.2M 0.09%
138,462
+17,084
+14% +$3.88M
CCMP
49
DELISTED
CMC Materials, Inc. Common Stock
CCMP
$33.3M 0.09%
188,199
+23,401
+14% +$3.88M
CXT icon
50
Crane NXT
CXT
$2.96B
$31.7M 0.09%
971,150
+124,802
+15% +$3.7M
1
2
3 4 5

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WCM Investment Management's Q1 2021 Portfolio in Review

As of Q1 2021, WCM Investment Management held 210 positions worth $36.5B, down 0.74% from $36.8B the previous quarter. Its ten largest holdings account for 65% of the portfolio.

WCM Investment Management's Q1 2021 filing shows 17 new, 114 increased, 56 reduced and 20 closed positions. Its largest new stake was Old Dominion Freight Line: 2,296,392 shares worth $276M. The largest sale was Mercado Libre, an estimated $1.17B.

By sector, the portfolio is most concentrated in Technology at 35% of assets, up from 32% a quarter earlier, followed by Healthcare and Consumer Discretionary.

  • WCM Investment Management's largest Q1 2021 buy was Old Dominion Freight Line: 2,296,392 shares worth $276M.
  • WCM Investment Management added most to Nike in Q1 2021, an estimated $135M increase.
  • WCM Investment Management's biggest Q1 2021 reduction was Mercado Libre, cutting an estimated $1.17B.
  • WCM Investment Management fully exited Idexx Laboratories in Q1 2021, selling an estimated $320M.
  • WCM Investment Management's ten largest holdings make up 65% of its $36.5B portfolio in Q1 2021.
  • WCM Investment Management opened 17 new positions and closed 20 in Q1 2021.
  • WCM Investment Management's portfolio value fell 0.74% quarter-over-quarter to $36.5B.

Based on WCM Investment Management's 13F filing for Q1 2021, filed 13 May 2021.