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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
+3%
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
$16.7B
AUM Growth
+$716M
Cap. Flow
+$316M
Cap. Flow %
1.9%
Top 10 Hldgs %
73.6%
Holding
171
New
20
Increased
62
Reduced
55
Closed
19

Top Buys

Rank Stock Value
1
CB icon
Chubb
CB
+$241M
2
MCD icon
McDonald's
MCD
+$164M
3
SNN icon
Smith & Nephew
SNN
+$118M
4
ACN icon
Accenture
ACN
+$76.6M
5
CP icon
Canadian Pacific Kansas City
CP
+$74.1M

Top Sells

Rank Stock Value
1
SHOP icon
Shopify
SHOP
+$285M
2
MTD icon
Mettler-Toledo International
MTD
+$275M
3
BABA icon
Alibaba
BABA
+$115M
4
COST icon
Costco
COST
+$50.8M
5
VRSK icon
Verisk Analytics
VRSK
+$50.1M

Sector Composition

Rank Sector Weight
1 Technology 31.37%
2 Financials 24.96%
3 Healthcare 24.6%
4 Industrials 10.35%
5 Consumer Discretionary 2.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
BECN
51
DELISTED
Beacon Roofing Supply, Inc.
BECN
$10.6M 0.06%
314,852
-17,126
-5% -$579K
MANH icon
52
Manhattan Associates
MANH
$11.4B
$10.2M 0.06%
126,105
-144,236
-53% -$11.6M
EME icon
53
Emcor
EME
$36B
$9.86M 0.06%
114,513
-9,911
-8% -$843K
ADUS icon
54
Addus HomeCare
ADUS
$2.23B
$9.84M 0.06%
124,089
-10,443
-8% -$846K
OPLN
55
Openlane
OPLN
$4.54B
$9.53M 0.06%
+387,994
New +$9.94M
VRRM icon
56
Verra Mobility
VRRM
$744M
$9.45M 0.06%
658,850
+388,915
+144% +$5.42M
HCSG icon
57
Healthcare Services Group
HCSG
$1.53B
$9.11M 0.05%
+374,890
New +$9.46M
WCC
58
WESCO International
WCC
$17.7B
$8.68M 0.05%
181,788
-15,524
-8% -$731K
EEX
59
DELISTED
Emerald Holding
EEX
$8.52M 0.05%
875,168
-49,346
-5% -$504K
DORM icon
60
Dorman Products
DORM
$4.18B
$7.79M 0.05%
97,909
-8,203
-8% -$637K
AMWD
61
DELISTED
American Woodmark
AMWD
$7.23M 0.04%
81,285
-7,027
-8% -$581K
HMTV
62
DELISTED
Hemisphere Media Group, Inc.
HMTV
$7.04M 0.04%
575,766
-48,695
-8% -$604K
ESTC icon
63
Elastic
ESTC
$7.81B
$6.59M 0.04%
80,036
+59,150
+283% +$5.26M
CYBR
64
DELISTED
CyberArk
CYBR
$6.19M 0.04%
+61,985
New +$7.47M
THR
65
DELISTED
Thermon Group Holdings
THR
$6.1M 0.04%
265,592
-89,383
-25% -$2.11M
WNS
66
DELISTED
WNS Holdings
WNS
$5.55M 0.03%
94,425
+69,305
+276% +$4.23M
WIX icon
67
WIX.com
WIX
$2.52B
$5.52M 0.03%
47,303
+22,488
+91% +$3.13M
FLIR
68
DELISTED
FLIR Systems, Inc. (DE) Common Stock
FLIR
$5.3M 0.03%
100,744
-8,669
-8% -$442K
HHR
69
DELISTED
HeadHunter Group PLC American Depositary Shares
HHR
$5.2M 0.03%
269,734
+146,934
+120% +$2.72M
AZUL
70
DELISTED
Azul
AZUL
$4.62M 0.03%
128,948
+53,541
+71% +$2M
EPAM icon
71
EPAM Systems
EPAM
$5.03B
$4.3M 0.03%
23,585
+1,435
+6% +$270K
CCF
72
DELISTED
Chase Corporation
CCF
$4.03M 0.02%
36,844
-2,966
-7% -$303K
EBS icon
73
Emergent Biosolutions
EBS
$248M
$3.91M 0.02%
74,774
-4,946
-6% -$230K
NP
74
DELISTED
Neenah, Inc. Common Stock
NP
$3.69M 0.02%
56,690
-3,070
-5% -$200K
TLK icon
75
Telkom Indonesia
TLK
$14.9B
$3.59M 0.02%
119,104
+7,220
+6% +$218K
1 2
3
4 5

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WCM Investment Management's Q3 2019 Portfolio in Review

As of Q3 2019, WCM Investment Management held 171 positions worth $16.7B, up 4.5% from $16B the previous quarter. Its ten largest holdings account for 74% of the portfolio.

WCM Investment Management's Q3 2019 filing shows 20 new, 62 increased, 55 reduced and 19 closed positions. Its largest new stake was McDonald's: 766,414 shares worth $165M. The largest sale was Shopify, an estimated $285M.

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

  • WCM Investment Management's largest Q3 2019 buy was McDonald's: 766,414 shares worth $165M.
  • WCM Investment Management added most to Chubb in Q3 2019, an estimated $241M increase.
  • WCM Investment Management's biggest Q3 2019 reduction was Shopify, cutting an estimated $285M.
  • WCM Investment Management fully exited HFF Inc. in Q3 2019, selling an estimated $10.3M.
  • WCM Investment Management's ten largest holdings make up 74% of its $16.7B portfolio in Q3 2019.
  • WCM Investment Management opened 20 new positions and closed 19 in Q3 2019.
  • WCM Investment Management's portfolio value rose 4.5% quarter-over-quarter to $16.7B.

Based on WCM Investment Management's 13F filing for Q3 2019, filed 25 Oct 2019.