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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
+5.94%
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
$43.3B
AUM Growth
+$3.9B
Cap. Flow
+$2.86B
Cap. Flow %
6.62%
Top 10 Hldgs %
54.6%
Holding
214
New
18
Increased
155
Reduced
27
Closed
10

Top Buys

Rank Stock Value
1
TEAM icon
Atlassian
TEAM
+$1.5B
2
ICLR icon
Icon
ICLR
+$744M
3
FND icon
Floor & Decor
FND
+$350M
4
RGEN icon
Repligen
RGEN
+$320M
5
LRCX icon
Lam Research
LRCX
+$317M

Top Sells

Rank Stock Value
1
HDB icon
HDFC Bank
HDB
+$910M
2
SNPS icon
Synopsys
SNPS
+$294M
3
MELI icon
Mercado Libre
MELI
+$136M
4
WST icon
West Pharmaceutical
WST
+$100M
5
NBIS
Nebius Group N.V.
NBIS
+$59.9M

Sector Composition

Rank Sector Weight
1 Technology 37.18%
2 Healthcare 25.21%
3 Consumer Discretionary 15.3%
4 Industrials 8.74%
5 Financials 8.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CCMP
51
DELISTED
CMC Materials, Inc. Common Stock
CCMP
$37.7M 0.09%
305,690
+105,610
+53% +$14.1M
UNF icon
52
Unifirst Corp
UNF
$5.24B
$37.4M 0.09%
175,917
+4,870
+3% +$1.07M
PCOR icon
53
Procore
PCOR
$8.84B
$37.2M 0.09%
415,950
+12,514
+3% +$1.18M
ESGR
54
DELISTED
Enstar Group
ESGR
$35.6M 0.08%
151,826
+4,202
+3% +$1.02M
CXT icon
55
Crane NXT
CXT
$2.96B
$35.1M 0.08%
1,066,903
+32,113
+3% +$1.07M
CWK icon
56
Cushman & Wakefield Ltd
CWK
$3.12B
$33M 0.08%
1,775,932
+584,007
+49% +$10.5M
WH icon
57
Wyndham Hotels & Resorts
WH
$5.29B
$32.6M 0.08%
422,669
+11,107
+3% +$797K
IPAR icon
58
Interparfums
IPAR
$3.83B
$32.6M 0.08%
435,874
+11,297
+3% +$826K
VRRM icon
59
Verra Mobility
VRRM
$720M
$32M 0.07%
2,120,667
+56,754
+3% +$867K
GO icon
60
Grocery Outlet
GO
$972M
$31.2M 0.07%
1,447,904
+784,544
+118% +$22.6M
BECN
61
DELISTED
Beacon Roofing Supply, Inc.
BECN
$30.3M 0.07%
634,943
+19,669
+3% +$1.02M
ESI icon
62
Element Solutions
ESI
$9.08B
$29.6M 0.07%
1,366,425
+40,216
+3% +$918K
BAP icon
63
Credicorp
BAP
$30.4B
$29.4M 0.07%
264,931
+13,217
+5% +$1.44M
CRMT icon
64
America's Car Mart
CRMT
$26.1M
$29.2M 0.07%
249,850
+6,547
+3% +$903K
VLRS
65
Controladora Vuela Compania de Aviacion
VLRS
$927M
$29M 0.07%
+1,331,887
New +$27.9M
ADUS icon
66
Addus HomeCare
ADUS
$2.23B
$28.8M 0.07%
360,826
+9,164
+3% +$796K
EME icon
67
Emcor
EME
$35.7B
$28.4M 0.07%
245,989
+6,051
+3% +$725K
ICUI icon
68
ICU Medical
ICUI
$4.56B
$27.1M 0.06%
115,913
+51,654
+80% +$10.8M
HHR
69
DELISTED
HeadHunter Group PLC American Depositary Shares
HHR
$26.9M 0.06%
550,515
-270,324
-33% -$13.1M
LSTR icon
70
Landstar System
LSTR
$6.05B
$26.1M 0.06%
165,500
+4,071
+3% +$650K
NGMS
71
DELISTED
NeoGames S.A. Ordinary Shares
NGMS
$24.7M 0.06%
672,970
+277,610
+70% +$12.8M
ENS icon
72
EnerSys
ENS
$6.79B
$21.9M 0.05%
294,074
+7,242
+3% +$642K
OLLI icon
73
Ollie's Bargain Outlet
OLLI
$4.8B
$20.6M 0.05%
+341,379
New +$27.6M
DORM icon
74
Dorman Products
DORM
$3.95B
$20.3M 0.05%
214,184
+5,353
+3% +$528K
AMWD
75
DELISTED
American Woodmark
AMWD
$20.1M 0.05%
306,736
+140,495
+85% +$10.3M
1 2
3
4 5

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WCM Investment Management's Q3 2021 Portfolio in Review

As of Q3 2021, WCM Investment Management held 214 positions worth $43.3B, up 9.9% from $39.4B the previous quarter. Its ten largest holdings account for 55% of the portfolio.

WCM Investment Management deployed $2.86B of net new capital in Q3 2021, opening 18 new positions and adding to 155 existing holdings. Its largest new stake was Atlassian: 4,498,177 shares worth $1.5B.

By sector, the portfolio is most concentrated in Technology at 37% of assets, up from 36% a quarter earlier, followed by Healthcare and Consumer Discretionary.

On the sell side, the largest reduction was HDFC Bank, an estimated $910M trimmed.

  • WCM Investment Management's largest Q3 2021 buy was Atlassian: 4,498,177 shares worth $1.5B.
  • WCM Investment Management added most to Icon in Q3 2021, an estimated $744M increase.
  • WCM Investment Management's biggest Q3 2021 reduction was HDFC Bank, cutting an estimated $910M.
  • WCM Investment Management fully exited Synopsys in Q3 2021, selling an estimated $294M.
  • WCM Investment Management's ten largest holdings make up 55% of its $43.3B portfolio in Q3 2021.
  • WCM Investment Management opened 18 new positions and closed 10 in Q3 2021.
  • WCM Investment Management's portfolio value rose 9.9% quarter-over-quarter to $43.3B.

Based on WCM Investment Management's 13F filing for Q3 2021, filed 2 Nov 2021.