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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
+8.44%
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
$2.77B
AUM Growth
+$860M
Cap. Flow
+$831M
Cap. Flow %
29.95%
Top 10 Hldgs %
40.21%
Holding
138
New
12
Increased
48
Reduced
60
Closed
5

Top Buys

Rank Stock Value
1
NVO
Novo Nordisk
NVO
+$143M
2
TSM icon
TSMC
TSM
+$45.6M
3
CB icon
Chubb
CB
+$41.1M
4
CNI icon
Canadian National Railway
CNI
+$38.1M
5
PRGO icon
Perrigo
PRGO
+$37.4M

Top Sells

Rank Stock Value
1
VPHM
VIROPHARMA INC
VPHM
+$26M
2
TITN icon
Titan Machinery
TITN
+$2.54M
3
WNR
Western Refining Inc
WNR
+$2.28M
4
CGNX icon
Cognex
CGNX
+$2.24M
5
AVTA
Avantax, Inc. Common Stock
AVTA
+$2.11M

Sector Composition

Rank Sector Weight
1 Financials 15.04%
2 Industrials 13.84%
3 Technology 13.62%
4 Healthcare 10.55%
5 Consumer Staples 8.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SXT icon
76
Sensient Technologies
SXT
$5.53B
$5.5M 0.2%
113,397
-12,032
-10% -$599K
BPOP icon
77
Popular Inc
BPOP
$11.1B
$5.33M 0.19%
185,368
-17,714
-9% -$479K
AZTA icon
78
Azenta
AZTA
$1.48B
$5.2M 0.19%
495,841
-51,350
-9% -$508K
NEWP
79
DELISTED
NEWPORT CORP
NEWP
$4.96M 0.18%
274,624
-26,263
-9% -$430K
POR icon
80
Portland General Electric
POR
$5.77B
$4.89M 0.18%
162,009
-15,618
-9% -$459K
OLN icon
81
Olin
OLN
$2.12B
$4.77M 0.17%
165,399
-15,925
-9% -$396K
GBLI icon
82
Global Indemnity Group
GBLI
$409M
$4.28M 0.15%
169,152
-16,094
-9% -$407K
IMMU
83
DELISTED
Immunomedics Inc
IMMU
$2.23M 0.08%
484,757
-32,271
-6% -$144K
EFA icon
84
iShares MSCI EAFE ETF
EFA
$80.2B
$1.03M 0.04%
+15,315
New +$1M
BRK.B icon
85
Berkshire Hathaway Class B
BRK.B
$1.13T
$849K 0.03%
4,675
– –
AON icon
86
Aon
AON
$76B
$627K 0.02%
7,471
– –
NBIS
87
Nebius Group N.V.
NBIS
$47.7B
$621K 0.02%
14,383
+3,960
+38% +$154K
CVX icon
88
Chevron
CVX
$366B
$604K 0.02%
4,838
-15
-0.3% -$1.81K
GE icon
89
GE Aerospace
GE
$384B
$566K 0.02%
4,210
– –
TV icon
90
Televisa
TV
$1.49B
$520K 0.02%
17,175
+8,862
+107% +$262K
EMR icon
91
Emerson Electric
EMR
$88.3B
$453K 0.02%
6,461
– –
JAZZ icon
92
Jazz Pharmaceuticals
JAZZ
$16.7B
$443K 0.02%
3,500
– –
MDTH
93
DELISTED
MEDCATH CORPORATION
MDTH
$434K 0.02%
245,184
-51,445
-17% -$91.1K
DIS icon
94
Walt Disney
DIS
$181B
$431K 0.02%
5,643
– –
INTC icon
95
Intel
INTC
$513B
$428K 0.02%
16,493
+25
+0.2% +$605
WFC icon
96
Wells Fargo
WFC
$264B
$427K 0.02%
9,411
+20
+0.2% +$864
PAYX icon
97
Paychex
PAYX
$42.7B
$406K 0.01%
8,910
-24
-0.3% -$1.02K
PG icon
98
Procter & Gamble
PG
$339B
$403K 0.01%
4,946
+1
+0% +$81
JNJ icon
99
Johnson & Johnson
JNJ
$625B
$394K 0.01%
4,307
– –
SE
100
DELISTED
Spectra Energy Corp Wi
SE
$377K 0.01%
10,595
– –
1 2 3
4
5

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WCM Investment Management's Q4 2013 Portfolio in Review

As of Q4 2013, WCM Investment Management held 138 positions worth $2.77B, up 45% from $1.91B the previous quarter. Its ten largest holdings account for 40% of the portfolio.

WCM Investment Management deployed $831M of net new capital in Q4 2013, opening 12 new positions and adding to 48 existing holdings. Its largest new stake was Covista Inc: 363,206 shares worth $12.9M.

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

On the sell side, the largest reduction was Western Refining Inc, an estimated $2.28M trimmed.

  • WCM Investment Management's largest Q4 2013 buy was Covista Inc: 363,206 shares worth $12.9M.
  • WCM Investment Management added most to Novo Nordisk in Q4 2013, an estimated $143M increase.
  • WCM Investment Management's biggest Q4 2013 reduction was Western Refining Inc, cutting an estimated $2.28M.
  • WCM Investment Management fully exited VIROPHARMA INC in Q4 2013, selling an estimated $26M.
  • WCM Investment Management's ten largest holdings make up 40% of its $2.77B portfolio in Q4 2013.
  • WCM Investment Management opened 12 new positions and closed 5 in Q4 2013.
  • WCM Investment Management's portfolio value rose 45% quarter-over-quarter to $2.77B.

Based on WCM Investment Management's 13F filing for Q4 2013, filed 11 Feb 2014.