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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
+46.85%
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
$26.1B
AUM Growth
+$7.95B
(+44%)
Cap. Flow
+$1.06B
Cap. Flow
% of AUM
4.05%
Top 10 Holdings %
Top 10 Hldgs %
69.35%
Holding
195
New
15
Increased
130
Reduced
16
Closed
15
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
lululemon athletica
LULU
|
+$311M |
| 2 |
Steris
STE
|
+$186M |
| 3 |
Mercado Libre
MELI
|
+$154M |
| 4 |
ServiceNow
NOW
|
+$133M |
| 5 |
TSMC
TSM
|
+$117M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Chubb
CB
|
+$955M |
| 2 |
iShares MSCI EAFE ETF
EFA
|
+$10.9M |
| 3 |
Shopify
SHOP
|
+$6.7M |
| 4 |
Brink's
BCO
|
+$6.32M |
| 5 |
EXAS
Exact Sciences
EXAS
|
+$5.84M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 34.45% |
| 2 | Healthcare | 25.02% |
| 3 | Consumer Discretionary | 19.68% |
| 4 | Industrials | 9.19% |
| 5 | Financials | 6.87% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Jones Lang LaSalle
JLL
$16.4B
| $18.5M | 0.07% |
178,773
+2,300
| +1% | +$237K |
|
52
ePlus
PLUS
$2.38B
| $18.4M | 0.07% |
521,072
+20,984
| +4% | +$716K |
|
53
America's Car Mart
CRMT
$26.6M
| $17.8M | 0.07% |
202,535
-23,880
| -11% | -$1.74M |
|
54
Virtus Investment Partners
VRTS
$1.12B
| $17.5M | 0.07% |
150,756
+9,350
| +7% | +$875K |
|
|
BECN
55
DELISTED
Beacon Roofing Supply, Inc.
BECN
| $16.1M | 0.06% |
609,175
+37,330
| +7% | +$834K |
|
56
Addus HomeCare
ADUS
$2.24B
| $15.3M | 0.06% |
164,792
+9,914
| +6% | +$857K |
|
|
ESGR
57
DELISTED
Enstar Group
ESGR
| $14.9M | 0.06% |
97,662
+5,751
| +6% | +$848K |
|
58
Verra Mobility
VRRM
$732M
| $14.4M | 0.06% |
1,397,238
+55,073
| +4% | +$522K |
|
59
Crane NXT
CXT
$2.95B
| $14.1M | 0.05% |
682,499
+43,992
| +7% | +$823K |
|
60
Grupo Aeroportuario del Sureste
ASR
$8.18B
| $12.3M | 0.05% |
109,919
+63,070
| +135% | +$6.69M |
|
61
Elastic
ESTC
$7.91B
| $12.1M | 0.05% |
131,705
+19,635
| +18% | +$1.43M |
|
62
LivePerson
LPSN
$31.9M
| $12.1M | 0.05% |
19,479
+654
| +3% | +$305K |
|
|
OPLN
63
Openlane
OPLN
$4.58B
| $11.7M | 0.04% |
846,742
+55,710
| +7% | +$765K |
|
64
Semtech
SMTC
$12.5B
| $11.5M | 0.04% |
219,662
+7,261
| +3% | +$340K |
|
65
XP
XP
$8.35B
| $11.3M | 0.04% |
267,920
+153,890
| +135% | +$4.72M |
|
|
AXON
66
Axon Enterprise
AXON
$48.5B
| $11.1M | 0.04% |
113,480
+4,051
| +4% | +$328K |
|
|
NTUS
67
DELISTED
Natus Medical Inc
NTUS
| $10.5M | 0.04% |
483,425
+33,109
| +7% | +$758K |
|
68
Emcor
EME
$36.1B
| $10.5M | 0.04% |
159,072
+9,459
| +6% | +$593K |
|
69
Credicorp
BAP
$30.6B
| $9.36M | 0.04% |
69,995
+39,976
| +133% | +$5.69M |
|
|
LHCG
70
DELISTED
LHC Group LLC
LHCG
| $9.28M | 0.04% |
53,233
+1,760
| +3% | +$258K |
|
71
Dorman Products
DORM
$3.97B
| $9.26M | 0.04% |
137,990
+9,995
| +8% | +$643K |
|
72
Charles River Laboratories
CRL
$12.9B
| $9.13M | 0.04% |
52,399
+2,044
| +4% | +$326K |
|
73
Merit Medical Systems
MMSI
$5.39B
| $9.11M | 0.04% |
199,583
+6,848
| +4% | +$276K |
|
|
PS
74
DELISTED
Pluralsight, Inc. Class A Common Stock
PS
| $9.11M | 0.04% |
504,650
+148,409
| +42% | +$2.51M |
|
75
UFP Industries
UFPI
$5.01B
| $8.85M | 0.03% |
178,737
+8,607
| +5% | +$366K |
|
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WCM Investment Management's Q2 2020 Portfolio in Review
As of Q2 2020, WCM Investment Management held 195 positions worth $26.1B, up 44% from $18.1B the previous quarter. Its ten largest holdings account for 69% of the portfolio.
WCM Investment Management deployed $1.06B of net new capital in Q2 2020, opening 15 new positions and adding to 130 existing holdings. Its largest new stake was ServiceNow: 1,886,120 shares worth $153M.
By sector, the portfolio is most concentrated in Technology at 34% of assets, up from 30% a quarter earlier, followed by Healthcare and Consumer Discretionary.
On the sell side, the largest reduction was iShares MSCI EAFE ETF, an estimated $10.9M trimmed.
- WCM Investment Management's largest Q2 2020 buy was ServiceNow: 1,886,120 shares worth $153M.
- WCM Investment Management added most to lululemon athletica in Q2 2020, an estimated $311M increase.
- WCM Investment Management's biggest Q2 2020 reduction was iShares MSCI EAFE ETF, cutting an estimated $10.9M.
- WCM Investment Management fully exited Chubb in Q2 2020, selling an estimated $955M.
- WCM Investment Management's ten largest holdings make up 69% of its $26.1B portfolio in Q2 2020.
- WCM Investment Management opened 15 new positions and closed 15 in Q2 2020.
- WCM Investment Management's portfolio value rose 44% quarter-over-quarter to $26.1B.
Based on WCM Investment Management's 13F filing for Q2 2020, filed 18 Aug 2020.