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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
+5.14%
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
$8.83B
AUM Growth
+$919M
Cap. Flow
+$620M
Cap. Flow %
7.01%
Top 10 Hldgs %
78.61%
Holding
98
New
11
Increased
72
Reduced
10
Closed
2

Top Buys

Rank Stock Value
1
RYAAY icon
Ryanair
RYAAY
+$393M
2
CB icon
Chubb
CB
+$104M
3
SCHW
Charles Schwab
SCHW
+$57.6M
4
TSM icon
TSMC
TSM
+$53.8M
5
HDB icon
HDFC Bank
HDB
+$48.7M

Top Sells

Rank Stock Value
1
TCOM icon
Trip.com Group
TCOM
+$530M
2
AMZN icon
Amazon
AMZN
+$18.7M
3
CBPO
China Biologic Products Holdings, Inc.
CBPO
+$4.27M
4
CCF
Chase Corporation
CCF
+$3.36M
5
EMBJ
Embraer S.A. ADS
EMBJ
+$1.78M

Sector Composition

Rank Sector Weight
1 Financials 31.4%
2 Technology 20.42%
3 Industrials 15.76%
4 Healthcare 9.65%
5 Communication Services 7.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
NRCIB
76
DELISTED
National Research Corp Class B
NRCIB
$2.89M 0.03%
51,553
+75
+0.1% +$4.02K
KMG
77
DELISTED
KMG Chemicals Inc
KMG
$2.79M 0.03%
42,224
-15,246
-27% -$862K
BAP icon
78
Credicorp
BAP
$30.7B
$2.75M 0.03%
13,281
+2,781
+26% +$577K
NRC icon
79
NRC Health Common Stock
NRC
$450M
$2.75M 0.03%
73,843
+676
+0.9% +$24K
CULP icon
80
Culp Inc
CULP
$44.8M
$2.55M 0.03%
76,175
+379
+0.5% +$11.9K
ECOL
81
DELISTED
US Ecology, Inc.
ECOL
$2.4M 0.03%
47,127
+39,275
+500% +$1.98M
JJSF icon
82
J&J Snack Foods
JJSF
$1.71B
$2.37M 0.03%
15,580
+12,965
+496% +$1.82M
EMBJ
83
Embraer S.A. ADS
EMBJ
$13B
$2.02M 0.02%
84,543
-86,990
-51% -$1.78M
CRWS icon
84
Crown Crafts
CRWS
$32.1M
$1.92M 0.02%
297,908
-365
-0.1% -$2.3K
GLOB icon
85
Globant
GLOB
$1.62B
$1.82M 0.02%
39,233
-8,234
-17% -$331K
SGA icon
86
Saga Communications
SGA
$64.2M
$1.8M 0.02%
44,522
+347
+0.8% +$15.2K
CCRN
87
DELISTED
Cross Country Healthcare
CCRN
$1.01M 0.01%
+79,270
New +$1.05M
MRLN
88
DELISTED
Marlin Business Services Corp
MRLN
$967K 0.01%
+43,165
New +$1.07M
ODC icon
89
Oil-Dri
ODC
$1.35B
$962K 0.01%
+46,374
New +$1.02M
MPAA icon
90
Motorcar Parts of America
MPAA
$263M
$938K 0.01%
+37,530
New +$1,000K
CSSE
91
DELISTED
Chicken Soup for the Soul Entertainment, Inc. Class A Common Stock
CSSE
$876K 0.01%
+97,360
New +$812K
WYNN icon
92
Wynn Resorts
WYNN
$10.7B
$506K 0.01%
3,000
– –
WDAY icon
93
Workday
WDAY
$44.3B
$356K ﹤0.01%
3,500
– –
NE
94
DELISTED
Noble Corporation
NE
$294K ﹤0.01%
+65,000
New +$269K
CSX icon
95
CSX Corp
CSX
$93.2B
$275K ﹤0.01%
15,000
– –
CVX icon
96
Chevron
CVX
$366B
$202K ﹤0.01%
+1,610
New +$191K
CCF
97
DELISTED
Chase Corporation
CCF
– –
-30,161
Closed -$3.36M
CBPO
98
DELISTED
China Biologic Products Holdings, Inc.
CBPO
– –
-46,252
Closed -$4.27M
1 2 3
4

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WCM Investment Management's Q4 2017 Portfolio in Review

As of Q4 2017, WCM Investment Management held 98 positions worth $8.83B, up 12% from $7.92B the previous quarter. Its ten largest holdings account for 79% of the portfolio.

WCM Investment Management deployed $620M of net new capital in Q4 2017, opening 11 new positions and adding to 72 existing holdings. Its largest new stake was Ryanair: 8,834,995 shares worth $368M.

By sector, the portfolio is most concentrated in Financials at 31% of assets, up from 31% a quarter earlier, followed by Technology and Industrials.

On the sell side, the largest reduction was Trip.com Group, an estimated $530M trimmed.

  • WCM Investment Management's largest Q4 2017 buy was Ryanair: 8,834,995 shares worth $368M.
  • WCM Investment Management added most to Chubb in Q4 2017, an estimated $104M increase.
  • WCM Investment Management's biggest Q4 2017 reduction was Trip.com Group, cutting an estimated $530M.
  • WCM Investment Management fully exited China Biologic Products Holdings, Inc. in Q4 2017, selling an estimated $4.27M.
  • WCM Investment Management's ten largest holdings make up 79% of its $8.83B portfolio in Q4 2017.
  • WCM Investment Management opened 11 new positions and closed 2 in Q4 2017.
  • WCM Investment Management's portfolio value rose 12% quarter-over-quarter to $8.83B.

Based on WCM Investment Management's 13F filing for Q4 2017, filed 6 Feb 2018.