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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
+13.17%
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
$18.6B
AUM Growth
+$1.94B
Cap. Flow
+$56M
Cap. Flow %
0.3%
Top 10 Hldgs %
70.09%
Holding
166
New
14
Increased
113
Reduced
26
Closed
9

Top Buys

Rank Stock Value
1
LULU icon
lululemon athletica
LULU
+$702M
2
ASML icon
ASML
ASML
+$137M
3
ICE icon
Intercontinental Exchange
ICE
+$110M
4
CHD icon
Church & Dwight Co
CHD
+$106M
5
SNN icon
Smith & Nephew
SNN
+$73.6M

Top Sells

Rank Stock Value
1
CB icon
Chubb
CB
+$1.21B
2
A icon
Agilent Technologies
A
+$104M
3
SCHW
Charles Schwab
SCHW
+$78.4M
4
BSX icon
Boston Scientific
BSX
+$58M
5
STE icon
Steris
STE
+$52.8M

Sector Composition

Rank Sector Weight
1 Technology 35.28%
2 Healthcare 23.99%
3 Financials 16.5%
4 Industrials 11.01%
5 Consumer Discretionary 6.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
WIX icon
76
WIX.com
WIX
$2.52B
$6.28M 0.03%
51,293
+3,990
+8% +$488K
JBTM
77
JBT Marel
JBTM
$6.39B
$6.13M 0.03%
54,383
+39,589
+268% +$4.24M
BCO icon
78
Brink's
BCO
$4.62B
$6.11M 0.03%
67,361
+49,334
+274% +$4.36M
HHR
79
DELISTED
HeadHunter Group PLC American Depositary Shares
HHR
$6.02M 0.03%
280,534
+10,800
+4% +$207K
AZUL
80
DELISTED
Azul
AZUL
$6.02M 0.03%
140,568
+11,620
+9% +$447K
FLIR
81
DELISTED
FLIR Systems, Inc. (DE) Common Stock
FLIR
$5.98M 0.03%
114,766
+14,022
+14% +$742K
LPSN icon
82
LivePerson
LPSN
$32.3M
$5.97M 0.03%
10,764
+7,831
+267% +$4.5M
CZR icon
83
Caesars Entertainment
CZR
$6.14B
$5.92M 0.03%
99,316
+61,120
+160% +$3.03M
EPAM icon
84
EPAM Systems
EPAM
$5.03B
$5.86M 0.03%
27,638
+4,053
+17% +$797K
UFPI icon
85
UFP Industries
UFPI
$5.19B
$5.86M 0.03%
122,757
+88,974
+263% +$4.19M
PRI icon
86
Primerica
PRI
$9.89B
$5.84M 0.03%
44,727
+32,618
+269% +$4.21M
ACIW icon
87
ACI Worldwide
ACIW
$5.42B
$5.84M 0.03%
154,049
+99,464
+182% +$3.39M
TTEK icon
88
Tetra Tech
TTEK
$9.07B
$5.81M 0.03%
337,240
+245,130
+266% +$4.25M
EEFT icon
89
Euronet Worldwide
EEFT
$2.7B
$5.78M 0.03%
36,681
+26,375
+256% +$3.98M
AXON
90
Axon Enterprise
AXON
$46.4B
$5.78M 0.03%
+78,843
New +$4.99M
TXRH icon
91
Texas Roadhouse
TXRH
$13.7B
$5.55M 0.03%
98,516
+72,189
+274% +$3.96M
CRL icon
92
Charles River Laboratories
CRL
$12.8B
$5.54M 0.03%
36,252
+26,379
+267% +$3.65M
VAC icon
93
Marriott Vacations Worldwide
VAC
$4.25B
$5.49M 0.03%
42,613
+30,907
+264% +$3.62M
CUB
94
DELISTED
Cubic Corporation
CUB
$5.46M 0.03%
85,851
+62,308
+265% +$4.22M
EFOR
95
Everforth Inc
EFOR
$1.32B
$5.42M 0.03%
76,436
+55,775
+270% +$3.64M
CCF
96
DELISTED
Chase Corporation
CCF
$5.41M 0.03%
45,679
+8,835
+24% +$1.03M
TNDM icon
97
Tandem Diabetes Care
TNDM
$1.56B
$5.38M 0.03%
90,284
+66,055
+273% +$4.07M
TREX icon
98
Trex
TREX
$5.01B
$5.37M 0.03%
119,480
+86,820
+266% +$3.82M
REXR icon
99
Rexford Industrial Realty
REXR
$8.19B
$5.26M 0.03%
115,068
+75,076
+188% +$3.47M
AMN icon
100
AMN Healthcare
AMN
$1.4B
$5.13M 0.03%
82,262
+59,798
+266% +$3.54M
2 3
4
5 6

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WCM Investment Management's Q4 2019 Portfolio in Review

As of Q4 2019, WCM Investment Management held 166 positions worth $18.6B, up 12% from $16.7B the previous quarter. Its ten largest holdings account for 70% of the portfolio.

WCM Investment Management's Q4 2019 filing shows 14 new, 113 increased, 26 reduced and 9 closed positions. Its largest new stake was lululemon athletica: 3,295,460 shares worth $763M. The largest sale was Chubb, an estimated $1.21B.

By sector, the portfolio is most concentrated in Technology at 35% of assets, up from 31% a quarter earlier, followed by Healthcare and Financials.

  • WCM Investment Management's largest Q4 2019 buy was lululemon athletica: 3,295,460 shares worth $763M.
  • WCM Investment Management added most to ASML in Q4 2019, an estimated $137M increase.
  • WCM Investment Management's biggest Q4 2019 reduction was Chubb, cutting an estimated $1.21B.
  • WCM Investment Management fully exited Agilent Technologies in Q4 2019, selling an estimated $104M.
  • WCM Investment Management's ten largest holdings make up 70% of its $18.6B portfolio in Q4 2019.
  • WCM Investment Management opened 14 new positions and closed 9 in Q4 2019.
  • WCM Investment Management's portfolio value rose 12% quarter-over-quarter to $18.6B.

Based on WCM Investment Management's 13F filing for Q4 2019, filed 7 Feb 2020.