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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
+12.82%
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
$16B
AUM Growth
+$1.58B
Cap. Flow
+$10.4M
Cap. Flow %
0.07%
Top 10 Hldgs %
74.25%
Holding
161
New
19
Increased
54
Reduced
75
Closed
10

Top Buys

Rank Stock Value
1
ALC icon
Alcon
ALC
+$236M
2
BABA icon
Alibaba
BABA
+$119M
3
CB icon
Chubb
CB
+$71.2M
4
ILMN icon
Illumina
ILMN
+$58.7M
5
HDB icon
HDFC Bank
HDB
+$45.9M

Top Sells

Rank Stock Value
1
RYAAY icon
Ryanair
RYAAY
+$325M
2
SHOP icon
Shopify
SHOP
+$278M
3
CLB icon
Core Laboratories
CLB
+$215M
4
ATVI
Activision Blizzard
ATVI
+$85.4M
5
SCHW
Charles Schwab
SCHW
+$56.6M

Sector Composition

Rank Sector Weight
1 Technology 30.38%
2 Healthcare 26.61%
3 Financials 23.75%
4 Industrials 11.08%
5 Materials 1.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
HF
51
DELISTED
HFF Inc.
HF
$10.3M 0.06%
225,793
-6,881
-3% -$315K
ADUS icon
52
Addus HomeCare
ADUS
$2.23B
$10.1M 0.06%
134,532
-3,927
-3% -$271K
NTUS
53
DELISTED
Natus Medical Inc
NTUS
$10.1M 0.06%
391,646
-11,537
-3% -$294K
WCC
54
WESCO International
WCC
$17.7B
$9.99M 0.06%
197,312
-5,805
-3% -$304K
PLUS icon
55
ePlus
PLUS
$2.34B
$9.67M 0.06%
280,522
+179,286
+177% +$7.45M
BRO icon
56
Brown & Brown
BRO
$23.9B
$9.53M 0.06%
284,342
-14,827
-5% -$470K
DORM icon
57
Dorman Products
DORM
$4.18B
$9.25M 0.06%
106,112
-3,088
-3% -$268K
THR
58
DELISTED
Thermon Group Holdings
THR
$9.11M 0.06%
354,975
-188,753
-35% -$4.71M
HMTV
59
DELISTED
Hemisphere Media Group, Inc.
HMTV
$8.07M 0.05%
624,461
-18,434
-3% -$258K
AMWD
60
DELISTED
American Woodmark
AMWD
$7.47M 0.05%
88,312
-2,572
-3% -$217K
JBSS icon
61
John B. Sanfilippo & Son
JBSS
$972M
$7.33M 0.05%
92,021
-2,609
-3% -$198K
FLIR
62
DELISTED
FLIR Systems, Inc. (DE) Common Stock
FLIR
$5.92M 0.04%
109,413
-3,109
-3% -$158K
CTRL
63
DELISTED
Control4 Corporation
CTRL
$4.75M 0.03%
200,133
-5,767
-3% -$121K
CCF
64
DELISTED
Chase Corporation
CCF
$4.29M 0.03%
+39,810
New +$3.94M
NP
65
DELISTED
Neenah, Inc. Common Stock
NP
$4.04M 0.03%
+59,760
New +$3.77M
EBS icon
66
Emergent Biosolutions
EBS
$248M
$3.85M 0.02%
+79,720
New +$3.82M
EPAM icon
67
EPAM Systems
EPAM
$5.03B
$3.83M 0.02%
22,150
+2,480
+13% +$427K
BAP icon
68
Credicorp
BAP
$30.7B
$3.59M 0.02%
15,669
+1,716
+12% +$393K
VRRM icon
69
Verra Mobility
VRRM
$744M
$3.53M 0.02%
+269,935
New +$3.6M
WIX icon
70
WIX.com
WIX
$2.52B
$3.53M 0.02%
24,815
+1,745
+8% +$235K
ASR icon
71
Grupo Aeroportuario del Sureste
ASR
$8.3B
$3.29M 0.02%
20,324
+2,255
+12% +$369K
TLK icon
72
Telkom Indonesia
TLK
$14.9B
$3.27M 0.02%
111,884
+12,405
+12% +$336K
GLOB icon
73
Globant
GLOB
$1.61B
$2.86M 0.02%
28,264
-12,335
-30% -$1.08M
AZUL
74
DELISTED
Azul
AZUL
$2.52M 0.02%
75,407
+2,330
+3% +$67.6K
BFAM icon
75
Bright Horizons
BFAM
$3.86B
$2.11M 0.01%
13,963
-311
-2% -$41.7K
1 2
3
4 5

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WCM Investment Management's Q2 2019 Portfolio in Review

As of Q2 2019, WCM Investment Management held 161 positions worth $16B, up 11% from $14.4B the previous quarter. Its ten largest holdings account for 74% of the portfolio.

WCM Investment Management's Q2 2019 filing shows 19 new, 54 increased, 75 reduced and 10 closed positions. Its largest new stake was Alcon: 4,024,462 shares worth $250M. The largest sale was Ryanair, an estimated $325M.

By sector, the portfolio is most concentrated in Technology at 30% of assets, down from 31% a quarter earlier, followed by Healthcare and Financials.

  • WCM Investment Management's largest Q2 2019 buy was Alcon: 4,024,462 shares worth $250M.
  • WCM Investment Management added most to Alibaba in Q2 2019, an estimated $119M increase.
  • WCM Investment Management's biggest Q2 2019 reduction was Shopify, cutting an estimated $278M.
  • WCM Investment Management fully exited Ryanair in Q2 2019, selling an estimated $325M.
  • WCM Investment Management's ten largest holdings make up 74% of its $16B portfolio in Q2 2019.
  • WCM Investment Management opened 19 new positions and closed 10 in Q2 2019.
  • WCM Investment Management's portfolio value rose 11% quarter-over-quarter to $16B.

Based on WCM Investment Management's 13F filing for Q2 2019, filed 6 Aug 2019.