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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
+9.07%
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
$1.91B
AUM Growth
+$60.3M
Cap. Flow
-$105M
Cap. Flow %
-5.47%
Top 10 Hldgs %
37.34%
Holding
147
New
6
Increased
88
Reduced
28
Closed
21

Top Buys

Rank Stock Value
1
CP icon
Canadian Pacific Kansas City
CP
+$69.5M
2
PRGO icon
Perrigo
PRGO
+$59.3M
3
ST icon
Sensata Technologies
ST
+$2.49M
4
COWN
Cowen Inc. Class A Common Stock
COWN
+$2.47M
5
MELI icon
Mercado Libre
MELI
+$2.41M

Top Sells

Rank Stock Value
1
POT
Potash Corp Of Saskatchewan
POT
+$61.9M
2
ARCO icon
Arcos Dorados Holdings
ARCO
+$53.9M
3
SHFL
SHFL ENTMT INC
SHFL
+$8.12M
4
HITK
HI-TECH PHARMACAL INC
HITK
+$4.81M
5
EGY icon
Vaalco Energy
EGY
+$3.13M

Sector Composition

Rank Sector Weight
1 Financials 15.01%
2 Industrials 14.39%
3 Technology 14.3%
4 Healthcare 10.26%
5 Consumer Staples 8.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
MON
76
DELISTED
Monsanto Co
MON
$1.86M 0.1%
17,833
-843
-5% -$84.7K
MMM icon
77
3M
MMM
$94.3B
$1.8M 0.09%
17,984
+394
+2% +$38.3K
GOOG icon
78
Alphabet (Google) Class C
GOOG
$4.32T
$1.65M 0.09%
75,683
+522
+0.7% +$11.5K
NKE icon
79
Nike
NKE
$61.9B
$1.65M 0.09%
45,306
+558
+1% +$18.2K
EBAY icon
80
eBay
EBAY
$49.8B
$1.58M 0.08%
67,429
+587
+0.9% +$13.2K
AMTD
81
DELISTED
TD Ameritrade Holding Corp
AMTD
$1.41M 0.07%
53,675
+187
+0.3% +$4.97K
PSMT icon
82
Pricesmart
PSMT
$5.46B
$1.17M 0.06%
12,284
+40
+0.3% +$3.59K
CME icon
83
CME Group
CME
$94.8B
$1.16M 0.06%
+15,720
New +$1.16M
PM icon
84
Philip Morris
PM
$295B
$936K 0.05%
10,810
+180
+2% +$15.7K
CVX icon
85
Chevron
CVX
$366B
$590K 0.03%
4,853
-3,650
-43% -$449K
AON icon
86
Aon
AON
$76B
$556K 0.03%
7,471
– –
MDTH
87
DELISTED
MEDCATH CORPORATION
MDTH
$533K 0.03%
296,629
+11,580
+4% +$20.8K
BRK.B icon
88
Berkshire Hathaway Class B
BRK.B
$1.13T
$531K 0.03%
4,675
– –
GE icon
89
GE Aerospace
GE
$384B
$482K 0.03%
4,210
-2,469
-37% -$283K
EMR icon
90
Emerson Electric
EMR
$88.3B
$418K 0.02%
6,461
+40
+0.6% +$2.45K
WFC icon
91
Wells Fargo
WFC
$264B
$388K 0.02%
9,391
+40
+0.4% +$1.71K
NBIS
92
Nebius Group N.V.
NBIS
$47.7B
$380K 0.02%
10,423
-408
-4% -$13.4K
INTC icon
93
Intel
INTC
$513B
$377K 0.02%
16,468
+765
+5% +$17.6K
PG icon
94
Procter & Gamble
PG
$339B
$374K 0.02%
4,945
-1,775
-26% -$141K
JNJ icon
95
Johnson & Johnson
JNJ
$625B
$373K 0.02%
4,307
-2,187
-34% -$196K
DIS icon
96
Walt Disney
DIS
$181B
$364K 0.02%
5,643
-890
-14% -$57.1K
PAYX icon
97
Paychex
PAYX
$42.7B
$363K 0.02%
8,934
+710
+9% +$28.1K
SE
98
DELISTED
Spectra Energy Corp Wi
SE
$363K 0.02%
10,595
+3,275
+45% +$113K
MCD icon
99
McDonald's
MCD
$195B
$362K 0.02%
3,761
+205
+6% +$20K
GIS icon
100
General Mills
GIS
$19.7B
$361K 0.02%
7,535
+350
+5% +$17.6K
2 3
4
5 6

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WCM Investment Management's Q3 2013 Portfolio in Review

As of Q3 2013, WCM Investment Management held 147 positions worth $1.91B, up 3.3% from $1.85B the previous quarter. Its ten largest holdings account for 37% of the portfolio.

WCM Investment Management withdrew a net $105M in Q3 2013, closing 21 positions and reducing 28 holdings. Its most notable exit was Potash Corp Of Saskatchewan, an estimated $61.9M position sold in full.

By sector, the portfolio is most concentrated in Financials at 15% of assets, up from 14% a quarter earlier, followed by Industrials and Technology.

Against the trend, WCM Investment Management opened a new position in Canadian Pacific Kansas City worth $70.1M.

  • WCM Investment Management's largest Q3 2013 buy was Canadian Pacific Kansas City: 2,812,100 shares worth $70.1M.
  • WCM Investment Management added most to Perrigo in Q3 2013, an estimated $59.3M increase.
  • WCM Investment Management's biggest Q3 2013 reduction was Titan Machinery, cutting an estimated $1.73M.
  • WCM Investment Management fully exited Potash Corp Of Saskatchewan in Q3 2013, selling an estimated $61.9M.
  • WCM Investment Management's ten largest holdings make up 37% of its $1.91B portfolio in Q3 2013.
  • WCM Investment Management opened 6 new positions and closed 21 in Q3 2013.
  • WCM Investment Management's portfolio value rose 3.3% quarter-over-quarter to $1.91B.

Based on WCM Investment Management's 13F filing for Q3 2013, filed 8 Nov 2013.