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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
+3%
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
$16.7B
AUM Growth
+$716M
Cap. Flow
+$316M
Cap. Flow %
1.9%
Top 10 Hldgs %
73.6%
Holding
171
New
20
Increased
62
Reduced
55
Closed
19

Top Buys

Rank Stock Value
1
CB icon
Chubb
CB
+$241M
2
MCD icon
McDonald's
MCD
+$164M
3
SNN icon
Smith & Nephew
SNN
+$118M
4
ACN icon
Accenture
ACN
+$76.6M
5
CP icon
Canadian Pacific Kansas City
CP
+$74.1M

Top Sells

Rank Stock Value
1
SHOP icon
Shopify
SHOP
+$285M
2
MTD icon
Mettler-Toledo International
MTD
+$275M
3
BABA icon
Alibaba
BABA
+$115M
4
COST icon
Costco
COST
+$50.8M
5
VRSK icon
Verisk Analytics
VRSK
+$50.1M

Sector Composition

Rank Sector Weight
1 Technology 31.37%
2 Financials 24.96%
3 Healthcare 24.6%
4 Industrials 10.35%
5 Consumer Discretionary 2.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
BAP icon
76
Credicorp
BAP
$30.7B
$3.47M 0.02%
16,669
+1,000
+6% +$217K
ASR icon
77
Grupo Aeroportuario del Sureste
ASR
$8.3B
$3.3M 0.02%
21,634
+1,310
+6% +$199K
GLOB icon
78
Globant
GLOB
$1.61B
$2.75M 0.02%
29,969
+1,705
+6% +$169K
AMZN icon
79
Amazon
AMZN
$2.96T
$1.84M 0.01%
21,240
– –
REXR icon
80
Rexford Industrial Realty
REXR
$8.19B
$1.76M 0.01%
39,992
-48
-0.1% -$2.05K
ACIW icon
81
ACI Worldwide
ACIW
$5.42B
$1.71M 0.01%
+54,585
New +$1.73M
OSW icon
82
OneSpaWorld
OSW
$2.66B
$1.68M 0.01%
+107,836
New +$1.69M
SNPS icon
83
Synopsys
SNPS
$79.7B
$1.67M 0.01%
12,140
+5,405
+80% +$731K
CUB
84
DELISTED
Cubic Corporation
CUB
$1.66M 0.01%
23,543
+914
+4% +$62.6K
PFGC icon
85
Performance Food Group
PFGC
$18B
$1.64M 0.01%
+35,652
New +$1.58M
CALY
86
Callaway Golf Company
CALY
$3.14B
$1.62M 0.01%
83,545
-91
-0.1% -$1.65K
TTEK icon
87
Tetra Tech
TTEK
$9.07B
$1.6M 0.01%
92,110
-110
-0.1% -$1.8K
LPSN icon
88
LivePerson
LPSN
$32.3M
$1.57M 0.01%
2,933
+11
+0.4% +$5.84K
PRI icon
89
Primerica
PRI
$9.89B
$1.54M 0.01%
12,109
-15
-0.1% -$1.81K
CZR icon
90
Caesars Entertainment
CZR
$6.14B
$1.52M 0.01%
38,196
-50
-0.1% -$2.12K
OMCL icon
91
Omnicell
OMCL
$1.68B
$1.52M 0.01%
21,046
-28
-0.1% -$2.06K
SLP icon
92
Simulations Plus
SLP
$371M
$1.51M 0.01%
43,455
+224
+0.5% +$7.89K
EEFT icon
93
Euronet Worldwide
EEFT
$2.7B
$1.51M 0.01%
10,306
+19
+0.2% +$2.94K
BCO icon
94
Brink's
BCO
$4.62B
$1.5M 0.01%
18,027
-18
-0.1% -$1.5K
TREX icon
95
Trex
TREX
$5.01B
$1.49M 0.01%
32,660
-2,992
-8% -$121K
EVOP
96
DELISTED
EVO Payments, Inc. Class A Common Stock
EVOP
$1.48M 0.01%
52,494
+9,767
+23% +$287K
JBTM
97
JBT Marel
JBTM
$6.39B
$1.47M 0.01%
14,794
+32
+0.2% +$3.52K
PEN icon
98
Penumbra
PEN
$12.8B
$1.46M 0.01%
10,891
+2,712
+33% +$420K
RGS icon
99
Regis Corp
RGS
$70.2M
$1.45M 0.01%
+3,581
New +$1.29M
TRHC
100
DELISTED
Tabula Rasa HealthCare, Inc. Common Stock
TRHC
$1.44M 0.01%
+26,205
New +$1.5M
2 3
4
5 6

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WCM Investment Management's Q3 2019 Portfolio in Review

As of Q3 2019, WCM Investment Management held 171 positions worth $16.7B, up 4.5% from $16B the previous quarter. Its ten largest holdings account for 74% of the portfolio.

WCM Investment Management's Q3 2019 filing shows 20 new, 62 increased, 55 reduced and 19 closed positions. Its largest new stake was McDonald's: 766,414 shares worth $165M. The largest sale was Shopify, an estimated $285M.

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

  • WCM Investment Management's largest Q3 2019 buy was McDonald's: 766,414 shares worth $165M.
  • WCM Investment Management added most to Chubb in Q3 2019, an estimated $241M increase.
  • WCM Investment Management's biggest Q3 2019 reduction was Shopify, cutting an estimated $285M.
  • WCM Investment Management fully exited HFF Inc. in Q3 2019, selling an estimated $10.3M.
  • WCM Investment Management's ten largest holdings make up 74% of its $16.7B portfolio in Q3 2019.
  • WCM Investment Management opened 20 new positions and closed 19 in Q3 2019.
  • WCM Investment Management's portfolio value rose 4.5% quarter-over-quarter to $16.7B.

Based on WCM Investment Management's 13F filing for Q3 2019, filed 25 Oct 2019.