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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
+12.31%
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
$28.5B
AUM Growth
+$2.43B
Cap. Flow
-$368M
Cap. Flow %
-1.29%
Top 10 Hldgs %
63.12%
Holding
188
New
8
Increased
132
Reduced
20
Closed
9

Top Buys

Rank Stock Value
1
AON icon
Aon
AON
+$869M
2
APH icon
Amphenol
APH
+$102M
3
MELI icon
Mercado Libre
MELI
+$95.1M
4
SHW icon
Sherwin-Williams
SHW
+$94.6M
5
TSM icon
TSMC
TSM
+$88.9M

Top Sells

Rank Stock Value
1
SHOP icon
Shopify
SHOP
+$1.42B
2
LULU icon
lululemon athletica
LULU
+$950M
3
WST icon
West Pharmaceutical
WST
+$49.4M
4
NTUS
Natus Medical Inc
NTUS
+$10.5M
5
CALY
Callaway Golf Company
CALY
+$7.64M

Sector Composition

Rank Sector Weight
1 Technology 31.8%
2 Healthcare 25.3%
3 Consumer Discretionary 16.67%
4 Industrials 10.42%
5 Financials 10.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CCMP
51
DELISTED
CMC Materials, Inc. Common Stock
CCMP
$23.1M 0.08%
161,972
+28,730
+22% +$4.29M
JLL icon
52
Jones Lang LaSalle
JLL
$16.4B
$20.1M 0.07%
210,410
+31,637
+18% +$3.19M
ESGR
53
DELISTED
Enstar Group
ESGR
$19.3M 0.07%
119,331
+21,669
+22% +$3.69M
ADUS icon
54
Addus HomeCare
ADUS
$2.23B
$19M 0.07%
201,447
+36,655
+22% +$3.43M
CRMT icon
55
America's Car Mart
CRMT
$26.1M
$17.9M 0.06%
210,575
+8,040
+4% +$761K
LSTR icon
56
Landstar System
LSTR
$6.05B
$16.4M 0.06%
130,306
+57,315
+79% +$7.22M
VRRM icon
57
Verra Mobility
VRRM
$720M
$16.1M 0.06%
1,665,899
+268,661
+19% +$2.81M
FLIR
58
DELISTED
FLIR Systems, Inc. (DE) Common Stock
FLIR
$15.9M 0.06%
443,037
+311,505
+237% +$11.9M
ENS icon
59
EnerSys
ENS
$6.79B
$15.6M 0.05%
231,954
-81,452
-26% -$5.6M
BECN
60
DELISTED
Beacon Roofing Supply, Inc.
BECN
$15.5M 0.05%
497,544
-111,631
-18% -$3.37M
DORM icon
61
Dorman Products
DORM
$3.95B
$15.2M 0.05%
168,624
+30,634
+22% +$2.45M
OPLN
62
Openlane
OPLN
$4.58B
$14.8M 0.05%
1,026,048
+179,306
+21% +$2.8M
CXT icon
63
Crane NXT
CXT
$2.96B
$14.5M 0.05%
831,927
+149,428
+22% +$2.95M
ASR icon
64
Grupo Aeroportuario del Sureste
ASR
$8.24B
$14.4M 0.05%
123,904
+13,985
+13% +$1.52M
EME icon
65
Emcor
EME
$35.7B
$13.1M 0.05%
193,801
+34,729
+22% +$2.41M
HCSG icon
66
Healthcare Services Group
HCSG
$1.5B
$13.1M 0.05%
606,857
-185,760
-23% -$4.33M
XP icon
67
XP
XP
$8.37B
$12.6M 0.04%
302,225
+34,305
+13% +$1.57M
MRCY icon
68
Mercury Systems
MRCY
$6.52B
$12.6M 0.04%
162,108
+70,160
+76% +$5.32M
BV icon
69
BrightView Holdings
BV
$1.05B
$12.3M 0.04%
1,081,199
+577,647
+115% +$6.93M
VAC icon
70
Marriott Vacations Worldwide
VAC
$3.89B
$12M 0.04%
132,644
+29,691
+29% +$2.7M
SMTC icon
71
Semtech
SMTC
$12.2B
$11.9M 0.04%
225,365
+5,703
+3% +$321K
ECOL
72
DELISTED
US Ecology, Inc.
ECOL
$11.8M 0.04%
361,855
+198,312
+121% +$6.94M
LPSN icon
73
LivePerson
LPSN
$31.2M
$11.8M 0.04%
15,100
-4,379
-22% -$3.29M
ESTC icon
74
Elastic
ESTC
$7.93B
$11.8M 0.04%
109,100
-22,605
-17% -$2.22M
BLD
75
DELISTED
TopBuild
BLD
$11.8M 0.04%
68,887
+1,813
+3% +$260K
1 2
3
4 5

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WCM Investment Management's Q3 2020 Portfolio in Review

As of Q3 2020, WCM Investment Management held 188 positions worth $28.5B, up 9.3% from $26.1B the previous quarter. Its ten largest holdings account for 63% of the portfolio.

WCM Investment Management's Q3 2020 filing shows 8 new, 132 increased, 20 reduced and 9 closed positions. Its largest new stake was Aon: 4,351,480 shares worth $898M. The largest sale was Shopify, an estimated $1.42B.

By sector, the portfolio is most concentrated in Technology at 32% of assets, down from 34% a quarter earlier, followed by Healthcare and Consumer Discretionary.

  • WCM Investment Management's largest Q3 2020 buy was Aon: 4,351,480 shares worth $898M.
  • WCM Investment Management added most to Amphenol in Q3 2020, an estimated $102M increase.
  • WCM Investment Management's biggest Q3 2020 reduction was Shopify, cutting an estimated $1.42B.
  • WCM Investment Management fully exited Natus Medical Inc in Q3 2020, selling an estimated $10.5M.
  • WCM Investment Management's ten largest holdings make up 63% of its $28.5B portfolio in Q3 2020.
  • WCM Investment Management opened 8 new positions and closed 9 in Q3 2020.
  • WCM Investment Management's portfolio value rose 9.3% quarter-over-quarter to $28.5B.

Based on WCM Investment Management's 13F filing for Q3 2020, filed 6 Nov 2020.