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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
-15.19%
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
$18.1B
AUM Growth
-$492M
Cap. Flow
+$3.04B
Cap. Flow %
16.78%
Top 10 Hldgs %
63.91%
Holding
201
New
44
Increased
117
Reduced
16
Closed
21

Top Buys

Rank Stock Value
1
MELI icon
Mercado Libre
MELI
+$1.07B
2
LULU icon
lululemon athletica
LULU
+$758M
3
STE icon
Steris
STE
+$409M
4
TMO icon
Thermo Fisher Scientific
TMO
+$152M
5
SYK icon
Stryker
SYK
+$138M

Top Sells

Rank Stock Value
1
SHOP icon
Shopify
SHOP
+$662M
2
MCD icon
McDonald's
MCD
+$149M
3
NFLX icon
Netflix
NFLX
+$126M
4
COST icon
Costco
COST
+$47.1M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$16.5M

Sector Composition

Rank Sector Weight
1 Technology 30.13%
2 Healthcare 27.2%
3 Consumer Discretionary 13.91%
4 Financials 12.92%
5 Industrials 10.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CRMT icon
51
America's Car Mart
CRMT
$27M
$12.8M 0.07%
226,415
+12,278
+6% +$1.2M
CXT icon
52
Crane NXT
CXT
$2.96B
$10.9M 0.06%
638,507
+41,638
+7% +$1.07M
VRTS icon
53
Virtus Investment Partners
VRTS
$1.13B
$10.8M 0.06%
141,406
+7,375
+6% +$832K
ADUS icon
54
Addus HomeCare
ADUS
$2.23B
$10.5M 0.06%
154,878
+6,888
+5% +$596K
NTUS
55
DELISTED
Natus Medical Inc
NTUS
$10.4M 0.06%
450,316
+17,374
+4% +$505K
EFA icon
56
iShares MSCI EAFE ETF
EFA
$80B
$10.4M 0.06%
193,766
-260,500
-57% -$16.5M
MANH icon
57
Manhattan Associates
MANH
$11.5B
$9.66M 0.05%
193,974
+91,120
+89% +$6.57M
VRRM icon
58
Verra Mobility
VRRM
$725M
$9.58M 0.05%
1,342,165
+108,509
+9% +$1.44M
OPLN
59
Openlane
OPLN
$4.58B
$9.49M 0.05%
791,032
+66,201
+9% +$1.29M
BECN
60
DELISTED
Beacon Roofing Supply, Inc.
BECN
$9.46M 0.05%
571,845
+192,008
+51% +$5.59M
GLOB icon
61
Globant
GLOB
$1.7B
$9.3M 0.05%
105,839
+70,800
+202% +$7.9M
EME icon
62
Emcor
EME
$36B
$9.17M 0.05%
149,613
+10,970
+8% +$846K
SP
63
DELISTED
SP Plus Corporation
SP
$9.05M 0.05%
436,184
+126,888
+41% +$4.64M
EPAM icon
64
EPAM Systems
EPAM
$5.14B
$9M 0.05%
48,457
+20,819
+75% +$4.5M
SMTC icon
65
Semtech
SMTC
$12.3B
$7.96M 0.04%
212,401
+119,016
+127% +$5.38M
AXON
66
Axon Enterprise
AXON
$51B
$7.74M 0.04%
109,429
+30,586
+39% +$2.29M
WING icon
67
Wingstop
WING
$3.16B
$7.64M 0.04%
+95,921
New +$8.21M
TNDM icon
68
Tandem Diabetes Care
TNDM
$1.62B
$7.47M 0.04%
116,016
+25,732
+29% +$1.8M
LHCG
69
DELISTED
LHC Group LLC
LHCG
$7.22M 0.04%
+51,473
New +$7.17M
DORM icon
70
Dorman Products
DORM
$3.98B
$7.07M 0.04%
127,995
+10,795
+9% +$735K
PEN icon
71
Penumbra
PEN
$12.9B
$6.86M 0.04%
42,513
+11,878
+39% +$2M
TTEK icon
72
Tetra Tech
TTEK
$9.03B
$6.6M 0.04%
467,600
+130,360
+39% +$2.22M
REXR icon
73
Rexford Industrial Realty
REXR
$8.11B
$6.55M 0.04%
159,792
+44,724
+39% +$2.06M
LSTR icon
74
Landstar System
LSTR
$5.96B
$6.55M 0.04%
+68,291
New +$7.27M
TRHC
75
DELISTED
Tabula Rasa HealthCare, Inc. Common Stock
TRHC
$6.5M 0.04%
124,299
-5,654
-4% -$306K
1 2
3
4 5

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WCM Investment Management's Q1 2020 Portfolio in Review

As of Q1 2020, WCM Investment Management held 201 positions worth $18.1B, down 2.6% from $18.6B the previous quarter. Its ten largest holdings account for 64% of the portfolio.

WCM Investment Management deployed $3.04B of net new capital in Q1 2020, opening 44 new positions and adding to 117 existing holdings. Its largest new stake was Thermo Fisher Scientific: 481,842 shares worth $137M.

By sector, the portfolio is most concentrated in Technology at 30% of assets, down from 35% a quarter earlier, followed by Healthcare and Consumer Discretionary.

On the sell side, the largest reduction was Shopify, an estimated $662M trimmed.

  • WCM Investment Management's largest Q1 2020 buy was Thermo Fisher Scientific: 481,842 shares worth $137M.
  • WCM Investment Management added most to Mercado Libre in Q1 2020, an estimated $1.07B increase.
  • WCM Investment Management's biggest Q1 2020 reduction was Shopify, cutting an estimated $662M.
  • WCM Investment Management fully exited McDonald's in Q1 2020, selling an estimated $149M.
  • WCM Investment Management's ten largest holdings make up 64% of its $18.1B portfolio in Q1 2020.
  • WCM Investment Management opened 44 new positions and closed 21 in Q1 2020.
  • WCM Investment Management's portfolio value fell 2.6% quarter-over-quarter to $18.1B.

Based on WCM Investment Management's 13F filing for Q1 2020, filed 8 May 2020.