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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
+18.23%
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
$14.4B
AUM Growth
+$3.19B
(+28%)
Cap. Flow
+$1.19B
Cap. Flow
% of AUM
8.25%
Top 10 Holdings %
Top 10 Hldgs %
72.61%
Holding
149
New
70
Increased
62
Reduced
9
Closed
7
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Chubb
CB
|
+$937M |
| 2 |
ResMed
RMD
|
+$282M |
| 3 |
Netflix
NFLX
|
+$108M |
| 4 |
ANSS
Ansys
ANSS
|
+$83.5M |
| 5 |
SCHW
Charles Schwab
SCHW
|
+$70.1M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Icon
ICLR
|
+$266M |
| 2 |
Core Laboratories
CLB
|
+$121M |
| 3 |
Amazon
AMZN
|
+$106M |
| 4 |
iShares MSCI EAFE ETF
EFA
|
+$85.2M |
| 5 |
Accenture
ACN
|
+$7.8M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 30.82% |
| 2 | Financials | 23.91% |
| 3 | Healthcare | 23.08% |
| 4 | Industrials | 12.77% |
| 5 | Energy | 1.84% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
EEX
51
DELISTED
Emerald Holding
EEX
| $10.5M | 0.07% |
829,270
+338,451
| +69% | +$4.42M |
|
52
Dycom Industries
DY
$12.3B
| $10.4M | 0.07% |
225,810
+93,058
| +70% | +$5.1M |
|
|
NTUS
53
DELISTED
Natus Medical Inc
NTUS
| $10.2M | 0.07% |
403,183
+164,313
| +69% | +$4.9M |
|
|
BECN
54
DELISTED
Beacon Roofing Supply, Inc.
BECN
| $9.64M | 0.07% |
299,705
+122,211
| +69% | +$4.27M |
|
55
Dorman Products
DORM
$4.18B
| $9.62M | 0.07% |
109,200
+44,724
| +69% | +$3.89M |
|
56
Emcor
EME
$36B
| $9.37M | 0.07% |
128,156
+51,776
| +68% | +$3.51M |
|
|
HMTV
57
DELISTED
Hemisphere Media Group, Inc.
HMTV
| $9.06M | 0.06% |
642,895
+260,368
| +68% | +$3.48M |
|
|
NBIS
58
Nebius Group N.V.
NBIS
$47.7B
| $8.9M | 0.06% |
259,153
+3,520
| +1% | +$117K |
|
59
Brown & Brown
BRO
$23.9B
| $8.83M | 0.06% |
299,169
-8,230
| -3% | -$235K |
|
60
Addus HomeCare
ADUS
$2.23B
| $8.8M | 0.06% |
138,459
+56,830
| +70% | +$3.65M |
|
|
AMWD
61
DELISTED
American Woodmark
AMWD
| $7.51M | 0.05% |
90,884
+38,214
| +73% | +$2.86M |
|
62
John B. Sanfilippo & Son
JBSS
$972M
| $6.8M | 0.05% |
94,630
+39,592
| +72% | +$2.64M |
|
|
FLIR
63
DELISTED
FLIR Systems, Inc. (DE) Common Stock
FLIR
| $5.35M | 0.04% |
112,522
+48,616
| +76% | +$2.35M |
|
64
ePlus
PLUS
$2.34B
| $4.48M | 0.03% |
101,236
+43,728
| +76% | +$1.82M |
|
|
CTRL
65
DELISTED
Control4 Corporation
CTRL
| $3.49M | 0.02% |
205,900
+91,437
| +80% | +$1.65M |
|
66
Credicorp
BAP
$30.7B
| $3.35M | 0.02% |
13,953
+190
| +1% | +$45.3K |
|
67
EPAM Systems
EPAM
$5.03B
| $3.33M | 0.02% |
19,670
+265
| +1% | +$39.7K |
|
68
Grupo Aeroportuario del Sureste
ASR
$8.3B
| $2.92M | 0.02% |
18,069
+250
| +1% | +$41.8K |
|
69
Globant
GLOB
$1.61B
| $2.9M | 0.02% |
40,599
+555
| +1% | +$37.3K |
|
70
WIX.com
WIX
$2.52B
| $2.79M | 0.02% |
+23,070
| New | +$2.51M |
|
71
Telkom Indonesia
TLK
$14.9B
| $2.73M | 0.02% |
99,479
+1,360
| +1% | +$37K |
|
|
AZUL
72
DELISTED
Azul
AZUL
| $2.13M | 0.01% |
73,077
-6,203
| -8% | -$185K |
|
|
BEAT
73
DELISTED
BioTelemetry, Inc.
BEAT
| $2.06M | 0.01% |
+32,846
| New | +$2.26M |
|
|
74
Amazon
AMZN
$2.96T
| $1.89M | 0.01% |
21,240
-1,270,480
| -98% | -$106M |
|
|
JBTM
75
JBT Marel
JBTM
$6.39B
| $1.85M | 0.01% |
+20,121
| New | +$1.7M |
|
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WCM Investment Management's Q1 2019 Portfolio in Review
As of Q1 2019, WCM Investment Management held 149 positions worth $14.4B, up 28% from $11.2B the previous quarter. Its ten largest holdings account for 73% of the portfolio.
WCM Investment Management deployed $1.19B of net new capital in Q1 2019, opening 70 new positions and adding to 62 existing holdings. Its largest new stake was Netflix: 3,111,450 shares worth $111M.
By sector, the portfolio is most concentrated in Technology at 31% of assets, up from 30% a quarter earlier, followed by Financials and Healthcare.
On the sell side, the largest reduction was Icon, an estimated $266M trimmed.
- WCM Investment Management's largest Q1 2019 buy was Netflix: 3,111,450 shares worth $111M.
- WCM Investment Management added most to Chubb in Q1 2019, an estimated $937M increase.
- WCM Investment Management's biggest Q1 2019 reduction was Icon, cutting an estimated $266M.
- WCM Investment Management fully exited iShares MSCI EAFE ETF in Q1 2019, selling an estimated $85.2M.
- WCM Investment Management's ten largest holdings make up 73% of its $14.4B portfolio in Q1 2019.
- WCM Investment Management opened 70 new positions and closed 7 in Q1 2019.
- WCM Investment Management's portfolio value rose 28% quarter-over-quarter to $14.4B.
Based on WCM Investment Management's 13F filing for Q1 2019, filed 13 May 2019.