We are live on ! Find out more
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
+12.82%
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
$16B
AUM Growth
+$1.58B
Cap. Flow
+$10.4M
Cap. Flow %
0.07%
Top 10 Hldgs %
74.25%
Holding
161
New
19
Increased
54
Reduced
75
Closed
10

Top Buys

Rank Stock Value
1
ALC icon
Alcon
ALC
+$236M
2
BABA icon
Alibaba
BABA
+$119M
3
CB icon
Chubb
CB
+$71.2M
4
ILMN icon
Illumina
ILMN
+$58.7M
5
HDB icon
HDFC Bank
HDB
+$45.9M

Top Sells

Rank Stock Value
1
RYAAY icon
Ryanair
RYAAY
+$325M
2
SHOP icon
Shopify
SHOP
+$278M
3
CLB icon
Core Laboratories
CLB
+$215M
4
ATVI
Activision Blizzard
ATVI
+$85.4M
5
SCHW
Charles Schwab
SCHW
+$56.6M

Sector Composition

Rank Sector Weight
1 Technology 30.38%
2 Healthcare 26.61%
3 Financials 23.75%
4 Industrials 11.08%
5 Materials 1.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
AMZN icon
76
Amazon
AMZN
$2.96T
$2.01M 0.01%
21,240
– –
HHR
77
DELISTED
HeadHunter Group PLC American Depositary Shares
HHR
$2M 0.01%
+122,800
New +$2.01M
OMCL icon
78
Omnicell
OMCL
$1.68B
$1.81M 0.01%
21,074
-459
-2% -$37.3K
JBTM
79
JBT Marel
JBTM
$6.39B
$1.79M 0.01%
14,762
-5,359
-27% -$576K
TDOC icon
80
Teladoc Health
TDOC
$1.3B
$1.76M 0.01%
26,558
+11,395
+75% +$664K
CZR icon
81
Caesars Entertainment
CZR
$6.14B
$1.76M 0.01%
38,246
+1,999
+6% +$98K
EEFT icon
82
Euronet Worldwide
EEFT
$2.7B
$1.73M 0.01%
10,287
-236
-2% -$36.1K
VAC icon
83
Marriott Vacations Worldwide
VAC
$4.25B
$1.65M 0.01%
17,161
-351
-2% -$34.6K
REXR icon
84
Rexford Industrial Realty
REXR
$8.19B
$1.62M 0.01%
40,040
-867
-2% -$33K
GDOT icon
85
Green Dot
GDOT
$745M
$1.6M 0.01%
32,646
+9,028
+38% +$492K
PCTY icon
86
Paylocity
PCTY
$7.98B
$1.58M 0.01%
+16,679
New +$1.58M
ICUI icon
87
ICU Medical
ICUI
$4.61B
$1.56M 0.01%
6,191
-125
-2% -$29K
ESTC icon
88
Elastic
ESTC
$7.81B
$1.56M 0.01%
20,886
+2,414
+13% +$197K
BEAT
89
DELISTED
BioTelemetry, Inc.
BEAT
$1.56M 0.01%
32,346
-500
-2% -$26.3K
IPHI
90
DELISTED
INPHI CORPORATION
IPHI
$1.55M 0.01%
30,923
-714
-2% -$33.2K
MMSI icon
91
Merit Medical Systems
MMSI
$5.32B
$1.52M 0.01%
25,520
-551
-2% -$31.6K
NGVT icon
92
Ingevity
NGVT
$2.68B
$1.51M 0.01%
14,404
-253
-2% -$25.4K
BRKR icon
93
Bruker
BRKR
$8.14B
$1.49M 0.01%
29,900
-12,354
-29% -$521K
WNS
94
DELISTED
WNS Holdings
WNS
$1.49M 0.01%
25,120
-548
-2% -$30.8K
WING icon
95
Wingstop
WING
$3.18B
$1.47M 0.01%
15,490
-5,833
-27% -$475K
BCO icon
96
Brink's
BCO
$4.62B
$1.47M 0.01%
18,045
-377
-2% -$30K
CUB
97
DELISTED
Cubic Corporation
CUB
$1.46M 0.01%
22,629
-462
-2% -$27.1K
PRI icon
98
Primerica
PRI
$9.89B
$1.45M 0.01%
12,124
-256
-2% -$31.7K
TTEK icon
99
Tetra Tech
TTEK
$9.07B
$1.45M 0.01%
92,220
-1,975
-2% -$26.6K
CALY
100
Callaway Golf Company
CALY
$3.14B
$1.44M 0.01%
83,636
+25,128
+43% +$415K
2 3
4
5 6

Similar funds

State of Wisconsin Investment Board
State of Wisconsin Investment Board Madison, Wisconsin $43.7B AUM 27.76% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return
PEAK6
PEAK6 Chicago, Illinois $42.6B AUM 66.24% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return
LP
LMR Partners London, United Kingdom $45.4B AUM 60.47% 1-Year Est. Return
Zurich Cantonal Bank
Zurich Cantonal Bank Zurich, Switzerland $46B AUM 27.59% 1-Year Est. Return
DB
Danske Bank Copenhagen K, Denmark $41.5B AUM 29.19% 1-Year Est. Return
Holocene Advisors
Holocene Advisors New York $41.5B AUM 42.97% 1-Year Est. Return

WCM Investment Management's Q2 2019 Portfolio in Review

As of Q2 2019, WCM Investment Management held 161 positions worth $16B, up 11% from $14.4B the previous quarter. Its ten largest holdings account for 74% of the portfolio.

WCM Investment Management's Q2 2019 filing shows 19 new, 54 increased, 75 reduced and 10 closed positions. Its largest new stake was Alcon: 4,024,462 shares worth $250M. The largest sale was Ryanair, an estimated $325M.

By sector, the portfolio is most concentrated in Technology at 30% of assets, down from 31% a quarter earlier, followed by Healthcare and Financials.

  • WCM Investment Management's largest Q2 2019 buy was Alcon: 4,024,462 shares worth $250M.
  • WCM Investment Management added most to Alibaba in Q2 2019, an estimated $119M increase.
  • WCM Investment Management's biggest Q2 2019 reduction was Shopify, cutting an estimated $278M.
  • WCM Investment Management fully exited Ryanair in Q2 2019, selling an estimated $325M.
  • WCM Investment Management's ten largest holdings make up 74% of its $16B portfolio in Q2 2019.
  • WCM Investment Management opened 19 new positions and closed 10 in Q2 2019.
  • WCM Investment Management's portfolio value rose 11% quarter-over-quarter to $16B.

Based on WCM Investment Management's 13F filing for Q2 2019, filed 6 Aug 2019.