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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
+9.22%
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
$4.88B
AUM Growth
+$866M
Cap. Flow
+$682M
Cap. Flow %
13.98%
Top 10 Hldgs %
70.94%
Holding
116
New
9
Increased
36
Reduced
46
Closed
24

Top Buys

Rank Stock Value
1
TCOM icon
Trip.com Group
TCOM
+$353M
2
PRGO icon
Perrigo
PRGO
+$278M
3
CLB icon
Core Laboratories
CLB
+$112M
4
NVO
Novo Nordisk
NVO
+$77.3M
5
NBIS
Nebius Group N.V.
NBIS
+$64.8M

Top Sells

Rank Stock Value
1
CB icon
Chubb
CB
+$385M
2
LAZ icon
Lazard
LAZ
+$56M
3
NKE icon
Nike
NKE
+$10.3M
4
RDY icon
Dr. Reddy's Laboratories
RDY
+$8.62M
5
AMZN icon
Amazon
AMZN
+$8.31M

Sector Composition

Rank Sector Weight
1 Healthcare 24.34%
2 Technology 20.81%
3 Financials 12.29%
4 Consumer Discretionary 10.44%
5 Energy 8.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SR icon
51
Spire
SR
$4.85B
$11.5M 0.24%
194,220
-17,100
-8% -$986K
WTFC icon
52
Wintrust Financial
WTFC
$10.7B
$11.3M 0.23%
232,930
-21,395
-8% -$1.09M
GBLI icon
53
Global Indemnity Group
GBLI
$11.3M 0.23%
388,531
-3,444
-0.9% -$96.7K
CUB
54
DELISTED
Cubic Corporation
CUB
$11.3M 0.23%
238,450
-2,458
-1% -$111K
GBX icon
55
The Greenbrier Companies
GBX
$1.46B
$11M 0.23%
337,998
-8,500
-2% -$291K
ICUI icon
56
ICU Medical
ICUI
$4.61B
$10.8M 0.22%
96,115
-8,720
-8% -$964K
OLN icon
57
Olin
OLN
$2.12B
$10.7M 0.22%
621,700
+217,589
+54% +$4.19M
ARGO
58
DELISTED
Argo Group International Holdings, Ltd.
ARGO
$10.7M 0.22%
225,418
-2,015
-0.9% -$98.8K
SNA icon
59
Snap-on
SNA
$21.5B
$10.4M 0.21%
60,776
-5,093
-8% -$848K
PRGS icon
60
Progress Software
PRGS
$1.76B
$10.4M 0.21%
433,630
-40,909
-9% -$977K
LPNT
61
DELISTED
LifePoint Health, Inc.
LPNT
$9.94M 0.2%
135,410
-11,334
-8% -$806K
EAT icon
62
Brinker International
EAT
$9.66B
$9.43M 0.19%
196,676
-3,235
-2% -$152K
NAT icon
63
Nordic American Tanker
NAT
$1.37B
$9.11M 0.19%
+590,968
New +$8.96M
CBPO
64
DELISTED
China Biologic Products Holdings, Inc.
CBPO
$8.65M 0.18%
60,753
+11,282
+23% +$1.3M
ACH
65
Accendra Health
ACH
$214M
$8.59M 0.18%
238,629
-20,941
-8% -$758K
AVA icon
66
Avista
AVA
$3.24B
$8.25M 0.17%
233,293
-1,194
-0.5% -$40.9K
CMC icon
67
Commercial Metals
CMC
$8.31B
$8.17M 0.17%
597,007
-11,978
-2% -$178K
GBCI icon
68
Glacier Bancorp
GBCI
$6.35B
$8.15M 0.17%
310,847
-1,531
-0.5% -$42.3K
HOPE icon
69
Hope Bancorp
HOPE
$1.79B
$7.92M 0.16%
460,181
-2,220
-0.5% -$38.1K
GATX icon
70
GATX Corp
GATX
$6.27B
$7.81M 0.16%
183,543
-335
-0.2% -$15.1K
FINL
71
DELISTED
Finish Line
FINL
$7.73M 0.16%
427,772
-7,453
-2% -$133K
WERN icon
72
Werner Enterprises
WERN
$2.25B
$7.61M 0.16%
325,229
-29,966
-8% -$777K
EWBC icon
73
East-West Bancorp
EWBC
$18B
$7.45M 0.15%
179,175
-143,137
-44% -$5.89M
ALJ
74
DELISTED
Alon USA Energy Inc
ALJ
$7.1M 0.15%
478,276
-401
-0.1% -$6.71K
CLMS
75
DELISTED
Calamos Asset Management, Inc.
CLMS
$6.95M 0.14%
717,977
-10,293
-1% -$96.9K
1 2
3
4 5

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WCM Investment Management's Q4 2015 Portfolio in Review

As of Q4 2015, WCM Investment Management held 116 positions worth $4.88B, up 22% from $4.01B the previous quarter. Its ten largest holdings account for 71% of the portfolio.

WCM Investment Management deployed $682M of net new capital in Q4 2015, opening 9 new positions and adding to 36 existing holdings. Its largest new stake was Perrigo: 1,808,686 shares worth $262M.

By sector, the portfolio is most concentrated in Healthcare at 24% of assets, up from 19% a quarter earlier, followed by Technology and Financials.

On the sell side, the largest reduction was Lazard, an estimated $56M trimmed.

  • WCM Investment Management's largest Q4 2015 buy was Perrigo: 1,808,686 shares worth $262M.
  • WCM Investment Management added most to Trip.com Group in Q4 2015, an estimated $353M increase.
  • WCM Investment Management's biggest Q4 2015 reduction was Lazard, cutting an estimated $56M.
  • WCM Investment Management fully exited Chubb in Q4 2015, selling an estimated $385M.
  • WCM Investment Management's ten largest holdings make up 71% of its $4.88B portfolio in Q4 2015.
  • WCM Investment Management opened 9 new positions and closed 24 in Q4 2015.
  • WCM Investment Management's portfolio value rose 22% quarter-over-quarter to $4.88B.

Based on WCM Investment Management's 13F filing for Q4 2015, filed 10 Feb 2016.