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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
+18.23%
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
$14.4B
AUM Growth
+$3.19B
(+28%)
Cap. Flow
+$1.19B
Cap. Flow
% of AUM
8.25%
Top 10 Holdings %
Top 10 Hldgs %
72.61%
Holding
149
New
70
Increased
62
Reduced
9
Closed
7
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Chubb
CB
|
+$937M |
| 2 |
ResMed
RMD
|
+$282M |
| 3 |
Netflix
NFLX
|
+$108M |
| 4 |
ANSS
Ansys
ANSS
|
+$83.5M |
| 5 |
SCHW
Charles Schwab
SCHW
|
+$70.1M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Icon
ICLR
|
+$266M |
| 2 |
Core Laboratories
CLB
|
+$121M |
| 3 |
Amazon
AMZN
|
+$106M |
| 4 |
iShares MSCI EAFE ETF
EFA
|
+$85.2M |
| 5 |
Accenture
ACN
|
+$7.8M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 30.82% |
| 2 | Financials | 23.91% |
| 3 | Healthcare | 23.08% |
| 4 | Industrials | 12.77% |
| 5 | Energy | 1.84% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
Bright Horizons
BFAM
$3.86B
| $1.81M | 0.01% |
+14,274
| New | +$1.7M |
|
77
Planet Fitness
PLNT
$3.78B
| $1.78M | 0.01% |
+25,971
| New | +$1.57M |
|
78
Omnicell
OMCL
$1.68B
| $1.74M | 0.01% |
+21,533
| New | +$1.61M |
|
79
Caesars Entertainment
CZR
$6.14B
| $1.69M | 0.01% |
+36,247
| New | +$1.65M |
|
80
Mercury Systems
MRCY
$6.52B
| $1.67M | 0.01% |
+26,097
| New | +$1.5M |
|
81
Woodward
WWD
$21.4B
| $1.64M | 0.01% |
+17,306
| New | +$1.53M |
|
82
Marriott Vacations Worldwide
VAC
$4.25B
| $1.64M | 0.01% |
+17,512
| New | +$1.57M |
|
83
Bruker
BRKR
$8.14B
| $1.62M | 0.01% |
+42,254
| New | +$1.52M |
|
84
Wingstop
WING
$3.18B
| $1.62M | 0.01% |
+21,323
| New | +$1.45M |
|
85
Merit Medical Systems
MMSI
$5.32B
| $1.61M | 0.01% |
+26,071
| New | +$1.48M |
|
|
EVOP
86
DELISTED
EVO Payments, Inc. Class A Common Stock
EVOP
| $1.56M | 0.01% |
+53,756
| New | +$1.39M |
|
|
PRO
87
DELISTED
PROS Holdings
PRO
| $1.56M | 0.01% |
+36,833
| New | +$1.4M |
|
|
AXON
88
Axon Enterprise
AXON
$46.4B
| $1.55M | 0.01% |
+28,436
| New | +$1.46M |
|
89
Ingevity
NGVT
$2.68B
| $1.55M | 0.01% |
+14,657
| New | +$1.47M |
|
90
ICU Medical
ICUI
$4.61B
| $1.51M | 0.01% |
+6,316
| New | +$1.51M |
|
91
Primerica
PRI
$9.89B
| $1.51M | 0.01% |
+12,380
| New | +$1.43M |
|
92
Euronet Worldwide
EEFT
$2.7B
| $1.5M | 0.01% |
+10,523
| New | +$1.31M |
|
93
Elastic
ESTC
$7.81B
| $1.48M | 0.01% |
18,472
-1,586
| -8% | -$132K |
|
94
FIVE9
FIVN
$2.54B
| $1.47M | 0.01% |
+27,807
| New | +$1.41M |
|
95
Rexford Industrial Realty
REXR
$8.19B
| $1.47M | 0.01% |
+40,907
| New | +$1.38M |
|
96
UFP Industries
UFPI
$5.19B
| $1.46M | 0.01% |
+48,822
| New | +$1.47M |
|
97
Charles River Laboratories
CRL
$12.8B
| $1.46M | 0.01% |
+10,042
| New | +$1.32M |
|
98
Green Dot
GDOT
$745M
| $1.43M | 0.01% |
+23,618
| New | +$1.65M |
|
99
Regal Rexnord
RRX
$11.9B
| $1.43M | 0.01% |
+17,415
| New | +$1.37M |
|
100
Brink's
BCO
$4.62B
| $1.39M | 0.01% |
+18,422
| New | +$1.37M |
|
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WCM Investment Management's Q1 2019 Portfolio in Review
As of Q1 2019, WCM Investment Management held 149 positions worth $14.4B, up 28% from $11.2B the previous quarter. Its ten largest holdings account for 73% of the portfolio.
WCM Investment Management deployed $1.19B of net new capital in Q1 2019, opening 70 new positions and adding to 62 existing holdings. Its largest new stake was Netflix: 3,111,450 shares worth $111M.
By sector, the portfolio is most concentrated in Technology at 31% of assets, up from 30% a quarter earlier, followed by Financials and Healthcare.
On the sell side, the largest reduction was Icon, an estimated $266M trimmed.
- WCM Investment Management's largest Q1 2019 buy was Netflix: 3,111,450 shares worth $111M.
- WCM Investment Management added most to Chubb in Q1 2019, an estimated $937M increase.
- WCM Investment Management's biggest Q1 2019 reduction was Icon, cutting an estimated $266M.
- WCM Investment Management fully exited iShares MSCI EAFE ETF in Q1 2019, selling an estimated $85.2M.
- WCM Investment Management's ten largest holdings make up 73% of its $14.4B portfolio in Q1 2019.
- WCM Investment Management opened 70 new positions and closed 7 in Q1 2019.
- WCM Investment Management's portfolio value rose 28% quarter-over-quarter to $14.4B.
Based on WCM Investment Management's 13F filing for Q1 2019, filed 13 May 2019.