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WCM Investment Management Portfolio holdings
AUM
$43.8B
1-Year Est. Return
42.28%
This Fund
S&P 500
This Quarter
Est. Return
+1.24%
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
$1.85B
AUM Growth
–
Cap. Flow
+$1.87B
Cap. Flow
% of AUM
100.77%
Top 10 Holdings %
Top 10 Hldgs %
35.03%
Holding
141
New
141
Increased
–
Reduced
–
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
TSMC
TSM
|
+$95.6M |
| 2 |
Chubb
CB
|
+$73.7M |
| 3 |
Canadian National Railway
CNI
|
+$66.4M |
| 4 |
POT
Potash Corp Of Saskatchewan
POT
|
+$66.1M |
| 5 |
Core Laboratories
CLB
|
+$62.1M |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Financials | 13.96% |
| 2 | Technology | 13.23% |
| 3 | Industrials | 10.27% |
| 4 | Consumer Discretionary | 7.69% |
| 5 | Consumer Staples | 7.64% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Glacier Bancorp
GBCI
$6.37B
| $7.87M | 0.42% |
+354,550
| New | +$6.83M |
|
|
FL
52
DELISTED
Foot Locker
FL
| $7.45M | 0.4% |
+211,722
| New | +$7.3M |
|
53
Cal-Maine
CALM
$3.99B
| $7.43M | 0.4% |
+318,794
| New | +$6.99M |
|
54
Lindsay Corp
LNN
$1.19B
| $7.31M | 0.39% |
+97,420
| New | +$7.7M |
|
|
CUB
55
DELISTED
Cubic Corporation
CUB
| $7.28M | 0.39% |
+151,007
| New | +$6.9M |
|
56
Avista
AVA
$3.26B
| $7.05M | 0.38% |
+260,884
| New | +$7.17M |
|
57
Safety Insurance
SAFT
$1.52B
| $6.47M | 0.35% |
+133,147
| New | +$6.7M |
|
58
Popular Inc
BPOP
$11.2B
| $5.76M | 0.31% |
+189,663
| New | +$5.49M |
|
59
Insight Enterprises
NSIT
$4.54B
| $5.71M | 0.31% |
+321,047
| New | +$5.99M |
|
60
Moog Inc Class A
MOG.A
$12.8B
| $5.69M | 0.31% |
+110,443
| New | +$5.32M |
|
|
ACAS
61
DELISTED
American Capital Ltd
ACAS
| $5.69M | 0.31% |
+448,946
| New | +$6.19M |
|
62
Celestica
CLS
$36.1B
| $5.14M | 0.28% |
+544,270
| New | +$4.78M |
|
63
Azenta
AZTA
$1.45B
| $5.11M | 0.28% |
+523,823
| New | +$5.17M |
|
64
Portland General Electric
POR
$5.78B
| $5.04M | 0.27% |
+164,817
| New | +$5.13M |
|
65
Kadant
KAI
$3.98B
| $5M | 0.27% |
+165,887
| New | +$4.72M |
|
66
Titan Machinery
TITN
$454M
| $4.93M | 0.27% |
+251,173
| New | +$5.53M |
|
|
HITK
67
DELISTED
HI-TECH PHARMACAL INC
HITK
| $4.81M | 0.26% |
+144,879
| New | +$4.82M |
|
68
Sensient Technologies
SXT
$5.53B
| $4.75M | 0.26% |
+117,381
| New | +$4.65M |
|
69
Olin
OLN
$2.16B
| $4.08M | 0.22% |
+170,602
| New | +$4.18M |
|
70
Global Indemnity Group
GBLI
$409M
| $4.07M | 0.22% |
+172,750
| New | +$3.9M |
|
|
NEWP
71
DELISTED
NEWPORT CORP
NEWP
| $3.89M | 0.21% |
+279,238
| New | +$3.95M |
|
72
Amazon
AMZN
$2.99T
| $3.38M | 0.18% |
+243,440
| New | +$3.24M |
|
73
Vaalco Energy
EGY
$614M
| $3.13M | 0.17% |
+544,591
| New | +$3.51M |
|
|
IMMU
74
DELISTED
Immunomedics Inc
IMMU
| $2.68M | 0.14% |
+494,216
| New | +$1.62M |
|
75
Yum! Brands
YUM
$41.3B
| $1.85M | 0.1% |
+37,034
| New | +$1.83M |
|
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WCM Investment Management's Q2 2013 Portfolio in Review
Q2 2013 is the first quarter with a 13F filing on record for WCM Investment Management, which disclosed 141 positions worth $1.85B. Its ten largest holdings account for 35% of the portfolio.
Its largest position is TSMC: 5,188,744 shares worth $95M.
By sector, the portfolio is most concentrated in Financials at 14% of assets, followed by Technology and Industrials.
- WCM Investment Management's largest Q2 2013 buy was TSMC: 5,188,744 shares worth $95M.
- WCM Investment Management's ten largest holdings make up 35% of its $1.85B portfolio in Q2 2013.
- WCM Investment Management disclosed 141 positions in Q2 2013, its first 13F filing on record.
Based on WCM Investment Management's 13F filing for Q2 2013, filed 6 Aug 2013.