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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
+5.14%
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
$8.83B
AUM Growth
+$919M
Cap. Flow
+$620M
Cap. Flow %
7.01%
Top 10 Hldgs %
78.61%
Holding
98
New
11
Increased
72
Reduced
10
Closed
2

Top Buys

Rank Stock Value
1
RYAAY icon
Ryanair
RYAAY
+$393M
2
CB icon
Chubb
CB
+$104M
3
SCHW
Charles Schwab
SCHW
+$57.6M
4
TSM icon
TSMC
TSM
+$53.8M
5
HDB icon
HDFC Bank
HDB
+$48.7M

Top Sells

Rank Stock Value
1
TCOM icon
Trip.com Group
TCOM
+$530M
2
AMZN icon
Amazon
AMZN
+$18.7M
3
CBPO
China Biologic Products Holdings, Inc.
CBPO
+$4.27M
4
CCF
Chase Corporation
CCF
+$3.36M
5
EMBJ
Embraer S.A. ADS
EMBJ
+$1.78M

Sector Composition

Rank Sector Weight
1 Financials 31.4%
2 Technology 20.42%
3 Industrials 15.76%
4 Healthcare 9.65%
5 Communication Services 7.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
UFPT icon
51
UFP Technologies
UFPT
$2.43B
$7.81M 0.09%
280,926
+335
+0.1% +$9.42K
TRNS icon
52
Transcat
TRNS
$873M
$6.89M 0.08%
483,305
+1,448
+0.3% +$19.4K
UTMD icon
53
Utah Medical Products
UTMD
$224M
$6.7M 0.08%
82,313
+311
+0.4% +$24.3K
HF
54
DELISTED
HFF Inc.
HF
$6.68M 0.08%
137,323
+99,775
+266% +$4.4M
WCC
55
WESCO International
WCC
$17.7B
$6.43M 0.07%
94,310
+87,145
+1,216% +$5.45M
VRTS icon
56
Virtus Investment Partners
VRTS
$1.1B
$6.34M 0.07%
55,076
+45,817
+495% +$5.38M
CCMP
57
DELISTED
CMC Materials, Inc. Common Stock
CCMP
$6.14M 0.07%
65,305
+45,260
+226% +$4.17M
GHM icon
58
Graham Corp
GHM
$1.31B
$5.89M 0.07%
281,220
+1,504
+0.5% +$30.4K
WINA icon
59
Winmark
WINA
$1.32B
$5.74M 0.06%
44,336
+81
+0.2% +$10.7K
GRC icon
60
Gorman-Rupp
GRC
$2.21B
$5.55M 0.06%
177,822
+148,295
+502% +$4.7M
FLIR
61
DELISTED
FLIR Systems, Inc. (DE) Common Stock
FLIR
$5.31M 0.06%
113,935
+94,890
+498% +$4.33M
JD icon
62
JD.com
JD
$44.5B
$4.79M 0.05%
115,700
+34,780
+43% +$1.37M
NGS icon
63
Natural Gas Services Group
NGS
$477M
$4.25M 0.05%
162,173
+556
+0.3% +$14.8K
DORM icon
64
Dorman Products
DORM
$4.18B
$4.25M 0.05%
69,457
+57,940
+503% +$3.93M
LGTY
65
DELISTED
Logility Supply Chain Solutions, Inc. Common Stock
LGTY
$4.13M 0.05%
354,743
+624
+0.2% +$7.53K
ABEV icon
66
Ambev
ABEV
$46.4B
$4.03M 0.05%
624,172
-94,210
-13% -$603K
CLFD icon
67
Clearfield
CLFD
$373M
$3.82M 0.04%
311,514
+111,499
+56% +$1.5M
JBSS icon
68
John B. Sanfilippo & Son
JBSS
$971M
$3.66M 0.04%
57,912
+48,285
+502% +$3.03M
HMTV
69
DELISTED
Hemisphere Media Group, Inc.
HMTV
$3.51M 0.04%
+303,665
New +$3.58M
LXFT
70
DELISTED
Luxoft Holding, Inc.
LXFT
$3.41M 0.04%
61,198
-13,286
-18% -$665K
ASR icon
71
Grupo Aeroportuario del Sureste
ASR
$8.29B
$3.18M 0.04%
17,442
+3,052
+21% +$549K
GGG icon
72
Graco
GGG
$13.5B
$3.14M 0.04%
69,480
+57,795
+495% +$2.5M
TCOM icon
73
Trip.com Group
TCOM
$29.1B
$3.13M 0.04%
70,932
-11,090,128
-99% -$530M
TLK icon
74
Telkom Indonesia
TLK
$14.9B
$2.95M 0.03%
91,526
-20,039
-18% -$627K
JOYY
75
JOYY Inc
JOYY
$3.76B
$2.9M 0.03%
+25,623
New +$2.57M
1 2
3
4

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WCM Investment Management's Q4 2017 Portfolio in Review

As of Q4 2017, WCM Investment Management held 98 positions worth $8.83B, up 12% from $7.92B the previous quarter. Its ten largest holdings account for 79% of the portfolio.

WCM Investment Management deployed $620M of net new capital in Q4 2017, opening 11 new positions and adding to 72 existing holdings. Its largest new stake was Ryanair: 8,834,995 shares worth $368M.

By sector, the portfolio is most concentrated in Financials at 31% of assets, up from 31% a quarter earlier, followed by Technology and Industrials.

On the sell side, the largest reduction was Trip.com Group, an estimated $530M trimmed.

  • WCM Investment Management's largest Q4 2017 buy was Ryanair: 8,834,995 shares worth $368M.
  • WCM Investment Management added most to Chubb in Q4 2017, an estimated $104M increase.
  • WCM Investment Management's biggest Q4 2017 reduction was Trip.com Group, cutting an estimated $530M.
  • WCM Investment Management fully exited China Biologic Products Holdings, Inc. in Q4 2017, selling an estimated $4.27M.
  • WCM Investment Management's ten largest holdings make up 79% of its $8.83B portfolio in Q4 2017.
  • WCM Investment Management opened 11 new positions and closed 2 in Q4 2017.
  • WCM Investment Management's portfolio value rose 12% quarter-over-quarter to $8.83B.

Based on WCM Investment Management's 13F filing for Q4 2017, filed 6 Feb 2018.