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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
+5.94%
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
$43.3B
AUM Growth
+$3.9B
Cap. Flow
+$2.86B
Cap. Flow %
6.62%
Top 10 Hldgs %
54.6%
Holding
214
New
18
Increased
155
Reduced
27
Closed
10

Top Buys

Rank Stock Value
1
TEAM icon
Atlassian
TEAM
+$1.5B
2
ICLR icon
Icon
ICLR
+$744M
3
FND icon
Floor & Decor
FND
+$350M
4
RGEN icon
Repligen
RGEN
+$320M
5
LRCX icon
Lam Research
LRCX
+$317M

Top Sells

Rank Stock Value
1
HDB icon
HDFC Bank
HDB
+$910M
2
SNPS icon
Synopsys
SNPS
+$294M
3
MELI icon
Mercado Libre
MELI
+$136M
4
WST icon
West Pharmaceutical
WST
+$100M
5
NBIS
Nebius Group N.V.
NBIS
+$59.9M

Sector Composition

Rank Sector Weight
1 Technology 37.18%
2 Healthcare 25.21%
3 Consumer Discretionary 15.3%
4 Industrials 8.74%
5 Financials 8.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
V icon
26
Visa
V
$672B
$486M 1.12%
2,180,771
+160,191
+8% +$37.6M
NKE icon
27
Nike
NKE
$62.1B
$439M 1.02%
3,025,590
+227,842
+8% +$37.1M
MSCI icon
28
MSCI
MSCI
$41B
$419M 0.97%
689,552
+50,415
+8% +$30.8M
RGEN icon
29
Repligen
RGEN
$9.22B
$379M 0.88%
1,310,612
+1,247,690
+1,983% +$320M
GGG icon
30
Graco
GGG
$13.5B
$368M 0.85%
5,265,169
+395,630
+8% +$30.4M
FND icon
31
Floor & Decor
FND
$6.32B
$355M 0.82%
+2,936,786
New +$350M
ENTG icon
32
Entegris
ENTG
$22.3B
$344M 0.8%
2,735,380
+219,236
+9% +$26.4M
COST icon
33
Costco
COST
$420B
$324M 0.75%
720,088
+45,720
+7% +$20.1M
CHD icon
34
Church & Dwight Co
CHD
$24.5B
$321M 0.74%
3,889,386
+306,596
+9% +$26M
LRCX icon
35
Lam Research
LRCX
$385B
$297M 0.69%
+5,210,210
New +$317M
HEI.A icon
36
HEICO Corp Class A
HEI.A
$37B
$273M 0.63%
2,308,228
+159,191
+7% +$19M
FICO icon
37
Fair Isaac
FICO
$22.9B
$233M 0.54%
585,946
+43,694
+8% +$20.8M
WNS
38
DELISTED
WNS Holdings
WNS
$141M 0.33%
1,728,996
+62,319
+4% +$5.1M
NBIS
39
Nebius Group N.V.
NBIS
$47.6B
$106M 0.25%
1,332,534
-821,465
-38% -$59.9M
BABA icon
40
Alibaba
BABA
$317B
$101M 0.23%
681,702
-75,050
-10% -$13.7M
GLOB icon
41
Globant
GLOB
$1.67B
$93.9M 0.22%
333,997
+132,876
+66% +$36.5M
ASR icon
42
Grupo Aeroportuario del Sureste
ASR
$8.15B
$56M 0.13%
299,438
+14,883
+5% +$2.69M
STVN icon
43
Stevanato
STVN
$5.63B
$55.2M 0.13%
+2,181,470
New +$51.4M
FOCS
44
DELISTED
Focus Financial Partners Inc. Class A
FOCS
$54.8M 0.13%
1,046,166
+52,992
+5% +$2.71M
PLUS icon
45
ePlus
PLUS
$2.37B
$52.1M 0.12%
1,015,950
+40,414
+4% +$2M
XP icon
46
XP
XP
$8.34B
$47.5M 0.11%
1,182,377
+58,763
+5% +$2.62M
TWKS
47
DELISTED
Thoughtworks Holding, Inc. Common Stock
TWKS
$43.4M 0.1%
+1,511,548
New +$44.7M
VRTS icon
48
Virtus Investment Partners
VRTS
$1.12B
$38.8M 0.09%
125,142
+3,874
+3% +$1.15M
FRSH icon
49
Freshworks
FRSH
$3.31B
$38.3M 0.09%
+897,153
New +$40.2M
CPNG icon
50
Coupang
CPNG
$29.2B
$38.1M 0.09%
+1,368,304
New +$47.3M
1
2
3 4 5

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WCM Investment Management's Q3 2021 Portfolio in Review

As of Q3 2021, WCM Investment Management held 214 positions worth $43.3B, up 9.9% from $39.4B the previous quarter. Its ten largest holdings account for 55% of the portfolio.

WCM Investment Management deployed $2.86B of net new capital in Q3 2021, opening 18 new positions and adding to 155 existing holdings. Its largest new stake was Atlassian: 4,498,177 shares worth $1.5B.

By sector, the portfolio is most concentrated in Technology at 37% of assets, up from 36% a quarter earlier, followed by Healthcare and Consumer Discretionary.

On the sell side, the largest reduction was HDFC Bank, an estimated $910M trimmed.

  • WCM Investment Management's largest Q3 2021 buy was Atlassian: 4,498,177 shares worth $1.5B.
  • WCM Investment Management added most to Icon in Q3 2021, an estimated $744M increase.
  • WCM Investment Management's biggest Q3 2021 reduction was HDFC Bank, cutting an estimated $910M.
  • WCM Investment Management fully exited Synopsys in Q3 2021, selling an estimated $294M.
  • WCM Investment Management's ten largest holdings make up 55% of its $43.3B portfolio in Q3 2021.
  • WCM Investment Management opened 18 new positions and closed 10 in Q3 2021.
  • WCM Investment Management's portfolio value rose 9.9% quarter-over-quarter to $43.3B.

Based on WCM Investment Management's 13F filing for Q3 2021, filed 2 Nov 2021.