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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
+13.17%
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
$18.6B
AUM Growth
+$1.94B
Cap. Flow
+$56M
Cap. Flow %
0.3%
Top 10 Hldgs %
70.09%
Holding
166
New
14
Increased
113
Reduced
26
Closed
9

Top Buys

Rank Stock Value
1
LULU icon
lululemon athletica
LULU
+$702M
2
ASML icon
ASML
ASML
+$137M
3
ICE icon
Intercontinental Exchange
ICE
+$110M
4
CHD icon
Church & Dwight Co
CHD
+$106M
5
SNN icon
Smith & Nephew
SNN
+$73.6M

Top Sells

Rank Stock Value
1
CB icon
Chubb
CB
+$1.21B
2
A icon
Agilent Technologies
A
+$104M
3
SCHW
Charles Schwab
SCHW
+$78.4M
4
BSX icon
Boston Scientific
BSX
+$58M
5
STE icon
Steris
STE
+$52.8M

Sector Composition

Rank Sector Weight
1 Technology 35.28%
2 Healthcare 23.99%
3 Financials 16.5%
4 Industrials 11.01%
5 Consumer Discretionary 6.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
NBIS
51
Nebius Group N.V.
NBIS
$47.7B
$15.7M 0.08%
361,993
+52,000
+17% +$1.94M
FOCS
52
DELISTED
Focus Financial Partners Inc. Class A
FOCS
$14.7M 0.08%
+499,941
New +$12.8M
ADUS icon
53
Addus HomeCare
ADUS
$2.23B
$14.4M 0.08%
147,990
+23,901
+19% +$2.1M
NTUS
54
DELISTED
Natus Medical Inc
NTUS
$14.3M 0.08%
432,942
+72,015
+20% +$2.31M
DY icon
55
Dycom Industries
DY
$12.3B
$13.4M 0.07%
284,344
+48,757
+21% +$2.37M
SP
56
DELISTED
SP Plus Corporation
SP
$13.1M 0.07%
309,296
-155,018
-33% -$6.52M
WCC
57
WESCO International
WCC
$17.7B
$12.9M 0.07%
217,150
+35,362
+19% +$1.84M
BECN
58
DELISTED
Beacon Roofing Supply, Inc.
BECN
$12.1M 0.07%
379,837
+64,985
+21% +$2.06M
EME icon
59
Emcor
EME
$36B
$12M 0.06%
138,643
+24,130
+21% +$2.12M
EEX
60
DELISTED
Emerald Holding
EEX
$11.2M 0.06%
1,057,044
+181,876
+21% +$1.81M
HMTV
61
DELISTED
Hemisphere Media Group, Inc.
HMTV
$10.3M 0.06%
694,963
+119,197
+21% +$1.55M
AMWD
62
DELISTED
American Woodmark
AMWD
$10M 0.05%
95,684
+14,399
+18% +$1.45M
CASS icon
63
Cass Information Systems
CASS
$743M
$9.25M 0.05%
160,206
-146,561
-48% -$8.21M
DORM icon
64
Dorman Products
DORM
$4.18B
$8.87M 0.05%
117,200
+19,291
+20% +$1.46M
CYBR
65
DELISTED
CyberArk
CYBR
$8.23M 0.04%
70,560
+8,575
+14% +$962K
MANH icon
66
Manhattan Associates
MANH
$11.4B
$8.2M 0.04%
102,854
-23,251
-18% -$1.85M
INXN
67
DELISTED
Interxion Holding N.V.
INXN
$7.49M 0.04%
+89,321
New +$7.46M
ESTC icon
68
Elastic
ESTC
$7.81B
$6.92M 0.04%
107,585
+27,549
+34% +$2.02M
MSA icon
69
Mine Safety
MSA
$7.49B
$6.89M 0.04%
54,545
+42,079
+338% +$5.06M
PLNT icon
70
Planet Fitness
PLNT
$3.78B
$6.75M 0.04%
90,449
+65,662
+265% +$4.42M
PFGC icon
71
Performance Food Group
PFGC
$18B
$6.71M 0.04%
130,329
+94,677
+266% +$4.33M
OSW icon
72
OneSpaWorld
OSW
$2.66B
$6.6M 0.04%
392,016
+284,180
+264% +$4.47M
CALY
73
Callaway Golf Company
CALY
$3.14B
$6.46M 0.03%
304,925
+221,380
+265% +$4.53M
TRHC
74
DELISTED
Tabula Rasa HealthCare, Inc. Common Stock
TRHC
$6.33M 0.03%
129,953
+103,748
+396% +$4.86M
OMCL icon
75
Omnicell
OMCL
$1.68B
$6.29M 0.03%
77,019
+55,973
+266% +$4.29M
1 2
3
4 5

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WCM Investment Management's Q4 2019 Portfolio in Review

As of Q4 2019, WCM Investment Management held 166 positions worth $18.6B, up 12% from $16.7B the previous quarter. Its ten largest holdings account for 70% of the portfolio.

WCM Investment Management's Q4 2019 filing shows 14 new, 113 increased, 26 reduced and 9 closed positions. Its largest new stake was lululemon athletica: 3,295,460 shares worth $763M. The largest sale was Chubb, an estimated $1.21B.

By sector, the portfolio is most concentrated in Technology at 35% of assets, up from 31% a quarter earlier, followed by Healthcare and Financials.

  • WCM Investment Management's largest Q4 2019 buy was lululemon athletica: 3,295,460 shares worth $763M.
  • WCM Investment Management added most to ASML in Q4 2019, an estimated $137M increase.
  • WCM Investment Management's biggest Q4 2019 reduction was Chubb, cutting an estimated $1.21B.
  • WCM Investment Management fully exited Agilent Technologies in Q4 2019, selling an estimated $104M.
  • WCM Investment Management's ten largest holdings make up 70% of its $18.6B portfolio in Q4 2019.
  • WCM Investment Management opened 14 new positions and closed 9 in Q4 2019.
  • WCM Investment Management's portfolio value rose 12% quarter-over-quarter to $18.6B.

Based on WCM Investment Management's 13F filing for Q4 2019, filed 7 Feb 2020.