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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
+3.13%
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
$36.5B
AUM Growth
-$273M
(-0.74%)
Cap. Flow
-$1.01B
Cap. Flow
% of AUM
-2.77%
Top 10 Holdings %
Top 10 Hldgs %
65.11%
Holding
210
New
17
Increased
114
Reduced
56
Closed
20
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Old Dominion Freight Line
ODFL
|
+$246M |
| 2 |
Nike
NKE
|
+$135M |
| 3 |
HDFC Bank
HDB
|
+$83.4M |
| 4 |
Ferrari
RACE
|
+$59.5M |
| 5 |
Shopify
SHOP
|
+$58.8M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Mercado Libre
MELI
|
+$1.17B |
| 2 |
Idexx Laboratories
IDXX
|
+$320M |
| 3 |
Verisk Analytics
VRSK
|
+$264M |
| 4 |
Intercontinental Exchange
ICE
|
+$208M |
| 5 |
ANSS
Ansys
ANSS
|
+$192M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 34.7% |
| 2 | Healthcare | 21.24% |
| 3 | Consumer Discretionary | 14.67% |
| 4 | Financials | 12.98% |
| 5 | Industrials | 11.01% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Credicorp
BAP
$30.4B
| $31M | 0.08% |
226,903
+55,551
| +32% | +$8.63M |
|
|
BECN
52
DELISTED
Beacon Roofing Supply, Inc.
BECN
| $30.2M | 0.08% |
578,079
+72,143
| +14% | +$3.37M |
|
53
Interparfums
IPAR
$3.83B
| $28.3M | 0.08% |
398,431
+150,284
| +61% | +$10.2M |
|
54
Wyndham Hotels & Resorts
WH
$5.29B
| $27M | 0.07% |
386,415
+206,010
| +114% | +$13.2M |
|
55
Virtus Investment Partners
VRTS
$1.11B
| $26.8M | 0.07% |
113,639
-64,925
| -36% | -$15.6M |
|
56
Verra Mobility
VRRM
$720M
| $26.2M | 0.07% |
1,938,738
+244,464
| +14% | +$3.39M |
|
57
Emcor
EME
$35.7B
| $25.3M | 0.07% |
225,271
+28,145
| +14% | +$2.82M |
|
58
Landstar System
LSTR
$6.05B
| $25.1M | 0.07% |
151,838
+19,363
| +15% | +$3.01M |
|
59
Addus HomeCare
ADUS
$2.23B
| $24.6M | 0.07% |
235,202
+30,108
| +15% | +$3.43M |
|
60
EnerSys
ENS
$6.79B
| $24.5M | 0.07% |
269,298
+33,287
| +14% | +$3.05M |
|
61
Element Solutions
ESI
$9.08B
| $22.8M | 0.06% |
+1,245,382
| New | +$22.9M |
|
|
GB
62
DELISTED
Global Blue Group Holding
GB
| $22.4M | 0.06% |
1,840,615
+465,773
| +34% | +$5.87M |
|
63
BrightView Holdings
BV
$1.05B
| $21.3M | 0.06% |
1,262,174
+162,583
| +15% | +$2.6M |
|
64
Manhattan Associates
MANH
$11.4B
| $20.1M | 0.06% |
171,512
-85,638
| -33% | -$10.4M |
|
65
Dorman Products
DORM
$3.95B
| $20.1M | 0.06% |
195,986
+24,524
| +14% | +$2.45M |
|
66
Healthcare Services Group
HCSG
$1.5B
| $19.7M | 0.05% |
704,474
+87,249
| +14% | +$2.63M |
|
|
SP
67
DELISTED
SP Plus Corporation
SP
| $19M | 0.05% |
580,890
+74,387
| +15% | +$2.4M |
|
|
HHR
68
DELISTED
HeadHunter Group PLC American Depositary Shares
HHR
| $18.7M | 0.05% |
552,096
+85,422
| +18% | +$2.75M |
|
|
AZUL
69
DELISTED
Azul
AZUL
| $18M | 0.05% |
890,278
+143,476
| +19% | +$3.13M |
|
|
ECOL
70
DELISTED
US Ecology, Inc.
ECOL
| $17.6M | 0.05% |
421,762
+53,743
| +15% | +$2.09M |
|
71
UFP Industries
UFPI
$5.01B
| $16.6M | 0.05% |
219,294
+35,396
| +19% | +$2.22M |
|
72
Caesars Entertainment
CZR
$6.13B
| $16.4M | 0.04% |
187,185
-4,082
| -2% | -$343K |
|
73
Helen of Troy
HELE
$680M
| $15.8M | 0.04% |
74,798
+14,054
| +23% | +$3.17M |
|
|
AMWD
74
DELISTED
American Woodmark
AMWD
| $15.4M | 0.04% |
155,792
+20,072
| +15% | +$1.93M |
|
75
Pinnacle Financial Partners Inc
PNFP
$15.8B
| $14.2M | 0.04% |
160,564
-61,123
| -28% | -$4.84M |
|
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WCM Investment Management's Q1 2021 Portfolio in Review
As of Q1 2021, WCM Investment Management held 210 positions worth $36.5B, down 0.74% from $36.8B the previous quarter. Its ten largest holdings account for 65% of the portfolio.
WCM Investment Management's Q1 2021 filing shows 17 new, 114 increased, 56 reduced and 20 closed positions. Its largest new stake was Old Dominion Freight Line: 2,296,392 shares worth $276M. The largest sale was Mercado Libre, an estimated $1.17B.
By sector, the portfolio is most concentrated in Technology at 35% of assets, up from 32% a quarter earlier, followed by Healthcare and Consumer Discretionary.
- WCM Investment Management's largest Q1 2021 buy was Old Dominion Freight Line: 2,296,392 shares worth $276M.
- WCM Investment Management added most to Nike in Q1 2021, an estimated $135M increase.
- WCM Investment Management's biggest Q1 2021 reduction was Mercado Libre, cutting an estimated $1.17B.
- WCM Investment Management fully exited Idexx Laboratories in Q1 2021, selling an estimated $320M.
- WCM Investment Management's ten largest holdings make up 65% of its $36.5B portfolio in Q1 2021.
- WCM Investment Management opened 17 new positions and closed 20 in Q1 2021.
- WCM Investment Management's portfolio value fell 0.74% quarter-over-quarter to $36.5B.
Based on WCM Investment Management's 13F filing for Q1 2021, filed 13 May 2021.