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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
+23.81%
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
$36.8B
AUM Growth
+$8.29B
Cap. Flow
+$2.07B
Cap. Flow %
5.62%
Top 10 Hldgs %
65.5%
Holding
199
New
20
Increased
141
Reduced
29
Closed
6

Top Buys

Rank Stock Value
1
HDB icon
HDFC Bank
HDB
+$619M
2
NKE icon
Nike
NKE
+$241M
3
SNPS icon
Synopsys
SNPS
+$235M
4
MELI icon
Mercado Libre
MELI
+$148M
5
CHD icon
Church & Dwight Co
CHD
+$136M

Top Sells

Rank Stock Value
1
CCI icon
Crown Castle
CCI
+$233M
2
ILMN icon
Illumina
ILMN
+$176M
3
COO icon
Cooper Companies
COO
+$156M
4
BSX icon
Boston Scientific
BSX
+$140M
5
ANSS
Ansys
ANSS
+$66.2M

Sector Composition

Rank Sector Weight
1 Technology 32.16%
2 Healthcare 21.97%
3 Consumer Discretionary 18.62%
4 Financials 12.33%
5 Industrials 9.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
MANH icon
51
Manhattan Associates
MANH
$11.4B
$27M 0.07%
257,150
+4,433
+2% +$436K
CCMP
52
DELISTED
CMC Materials, Inc. Common Stock
CCMP
$24.9M 0.07%
164,798
+2,826
+2% +$423K
ESGR
53
DELISTED
Enstar Group
ESGR
$24.9M 0.07%
121,378
+2,047
+2% +$386K
ADUS icon
54
Addus HomeCare
ADUS
$2.23B
$24M 0.07%
205,094
+3,647
+2% +$376K
CXT icon
55
Crane NXT
CXT
$2.96B
$22.8M 0.06%
846,348
+14,421
+2% +$318K
VRRM icon
56
Verra Mobility
VRRM
$720M
$22.7M 0.06%
1,694,274
+28,375
+2% +$334K
CRMT icon
57
America's Car Mart
CRMT
$26.1M
$21.9M 0.06%
199,826
-10,749
-5% -$1.08M
BECN
58
DELISTED
Beacon Roofing Supply, Inc.
BECN
$20.3M 0.06%
505,936
+8,392
+2% +$307K
FLIR
59
DELISTED
FLIR Systems, Inc. (DE) Common Stock
FLIR
$19.8M 0.05%
450,741
+7,704
+2% +$297K
ENS icon
60
EnerSys
ENS
$6.79B
$19.6M 0.05%
236,011
+4,057
+2% +$318K
OPLN
61
Openlane
OPLN
$4.58B
$19.4M 0.05%
1,043,384
+17,336
+2% +$299K
EME icon
62
Emcor
EME
$35.7B
$18M 0.05%
197,126
+3,325
+2% +$267K
GB
63
DELISTED
Global Blue Group Holding
GB
$17.9M 0.05%
+1,374,842
New +$14.3M
LSTR icon
64
Landstar System
LSTR
$6.05B
$17.8M 0.05%
132,475
+2,169
+2% +$284K
HCSG icon
65
Healthcare Services Group
HCSG
$1.5B
$17.3M 0.05%
617,225
+10,368
+2% +$251K
AZUL
66
DELISTED
Azul
AZUL
$17M 0.05%
746,802
-22,441
-3% -$402K
BV icon
67
BrightView Holdings
BV
$1.05B
$16.6M 0.05%
1,099,591
+18,392
+2% +$252K
IPAR icon
68
Interparfums
IPAR
$3.83B
$15M 0.04%
+248,147
New +$12.5M
XP icon
69
XP
XP
$8.37B
$15M 0.04%
377,620
+75,395
+25% +$3.08M
NTRA icon
70
Natera
NTRA
$45.9B
$14.9M 0.04%
149,715
+444
+0.3% +$37.1K
DORM icon
71
Dorman Products
DORM
$3.95B
$14.9M 0.04%
171,462
+2,838
+2% +$263K
SP
72
DELISTED
SP Plus Corporation
SP
$14.6M 0.04%
506,503
+8,502
+2% +$209K
AXON
73
Axon Enterprise
AXON
$48.4B
$14.3M 0.04%
116,870
+371
+0.3% +$42.6K
PNFP icon
74
Pinnacle Financial Partners Inc
PNFP
$15.8B
$14.3M 0.04%
221,687
-80
-0% -$4.12K
MRCY icon
75
Mercury Systems
MRCY
$6.52B
$14.3M 0.04%
161,890
-218
-0.1% -$16.6K
1 2
3
4 5

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WCM Investment Management's Q4 2020 Portfolio in Review

As of Q4 2020, WCM Investment Management held 199 positions worth $36.8B, up 29% from $28.5B the previous quarter. Its ten largest holdings account for 66% of the portfolio.

WCM Investment Management deployed $2.07B of net new capital in Q4 2020, opening 20 new positions and adding to 141 existing holdings. Its largest new stake was Nike: 1,818,345 shares worth $257M.

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

On the sell side, the largest reduction was Crown Castle, an estimated $233M trimmed.

  • WCM Investment Management's largest Q4 2020 buy was Nike: 1,818,345 shares worth $257M.
  • WCM Investment Management added most to HDFC Bank in Q4 2020, an estimated $619M increase.
  • WCM Investment Management's biggest Q4 2020 reduction was Crown Castle, cutting an estimated $233M.
  • WCM Investment Management fully exited Momenta Pharmaceuticals, Inc. in Q4 2020, selling an estimated $7.45M.
  • WCM Investment Management's ten largest holdings make up 66% of its $36.8B portfolio in Q4 2020.
  • WCM Investment Management opened 20 new positions and closed 6 in Q4 2020.
  • WCM Investment Management's portfolio value rose 29% quarter-over-quarter to $36.8B.

Based on WCM Investment Management's 13F filing for Q4 2020, filed 16 Feb 2021.