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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
+1.24%
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
$1.85B
AUM Growth
–
Cap. Flow
+$1.87B
Cap. Flow
% of AUM
100.77%
Top 10 Holdings %
Top 10 Hldgs %
35.03%
Holding
141
New
141
Increased
–
Reduced
–
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
TSMC
TSM
|
+$95.6M |
| 2 |
Chubb
CB
|
+$73.7M |
| 3 |
Canadian National Railway
CNI
|
+$66.4M |
| 4 |
POT
Potash Corp Of Saskatchewan
POT
|
+$66.1M |
| 5 |
Core Laboratories
CLB
|
+$62.1M |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Financials | 13.96% |
| 2 | Technology | 13.23% |
| 3 | Industrials | 10.27% |
| 4 | Consumer Discretionary | 7.69% |
| 5 | Consumer Staples | 7.64% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
MON
76
DELISTED
Monsanto Co
MON
| $1.84M | 0.1% |
+18,676
| New | +$1.96M |
|
77
NOV
NOV
$7B
| $1.69M | 0.09% |
+27,199
| New | +$1.68M |
|
78
Alphabet (Google) Class C
GOOG
$4.32T
| $1.65M | 0.09% |
+75,161
| New | +$1.59M |
|
79
3M
MMM
$94.3B
| $1.61M | 0.09% |
+17,590
| New | +$1.6M |
|
80
American Tower
AMT
$80.4B
| $1.56M | 0.08% |
+21,342
| New | +$1.7M |
|
81
eBay
EBAY
$49.7B
| $1.46M | 0.08% |
+66,842
| New | +$1.52M |
|
82
Nike
NKE
$61.9B
| $1.43M | 0.08% |
+44,748
| New | +$1.39M |
|
|
CELG
83
DELISTED
Celgene Corp
CELG
| $1.38M | 0.07% |
+23,578
| New | +$1.42M |
|
|
AMTD
84
DELISTED
TD Ameritrade Holding Corp
AMTD
| $1.3M | 0.07% |
+53,488
| New | +$1.16M |
|
85
Pricesmart
PSMT
$5.46B
| $1.07M | 0.06% |
+12,244
| New | +$1.06M |
|
86
Pfizer
PFE
$153B
| $1.07M | 0.06% |
+40,311
| New | +$1.11M |
|
87
Chevron
CVX
$366B
| $1.01M | 0.05% |
+8,503
| New | +$1.03M |
|
88
Philip Morris
PM
$295B
| $921K | 0.05% |
+10,630
| New | +$988K |
|
89
Perrigo
PRGO
$1.78B
| $877K | 0.05% |
+7,249
| New | +$859K |
|
90
GE Aerospace
GE
$384B
| $742K | 0.04% |
+6,679
| New | +$739K |
|
91
ExxonMobil
XOM
$634B
| $735K | 0.04% |
+8,140
| New | +$732K |
|
92
Home Depot
HD
$355B
| $670K | 0.04% |
+8,650
| New | +$650K |
|
93
Johnson & Johnson
JNJ
$625B
| $558K | 0.03% |
+6,494
| New | +$551K |
|
94
Berkshire Hathaway Class B
BRK.B
$1.13T
| $523K | 0.03% |
+4,675
| New | +$514K |
|
95
Procter & Gamble
PG
$339B
| $517K | 0.03% |
+6,720
| New | +$527K |
|
96
Aon
AON
$76B
| $481K | 0.03% |
+7,471
| New | +$473K |
|
97
Apple
AAPL
$4.57T
| $454K | 0.02% |
+32,088
| New | +$494K |
|
98
Coca-Cola
KO
$375B
| $439K | 0.02% |
+10,946
| New | +$453K |
|
99
Costco
COST
$420B
| $436K | 0.02% |
+3,940
| New | +$431K |
|
100
Walt Disney
DIS
$181B
| $413K | 0.02% |
+6,533
| New | +$413K |
|
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WCM Investment Management's Q2 2013 Portfolio in Review
Q2 2013 is the first quarter with a 13F filing on record for WCM Investment Management, which disclosed 141 positions worth $1.85B. Its ten largest holdings account for 35% of the portfolio.
Its largest position is TSMC: 5,188,744 shares worth $95M.
By sector, the portfolio is most concentrated in Financials at 14% of assets, followed by Technology and Industrials.
- WCM Investment Management's largest Q2 2013 buy was TSMC: 5,188,744 shares worth $95M.
- WCM Investment Management's ten largest holdings make up 35% of its $1.85B portfolio in Q2 2013.
- WCM Investment Management disclosed 141 positions in Q2 2013, its first 13F filing on record.
Based on WCM Investment Management's 13F filing for Q2 2013, filed 6 Aug 2013.