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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
-15.19%
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
$18.1B
AUM Growth
-$492M
Cap. Flow
+$3.04B
Cap. Flow %
16.78%
Top 10 Hldgs %
63.91%
Holding
201
New
44
Increased
117
Reduced
16
Closed
21

Top Buys

Rank Stock Value
1
MELI icon
Mercado Libre
MELI
+$1.07B
2
LULU icon
lululemon athletica
LULU
+$758M
3
STE icon
Steris
STE
+$409M
4
TMO icon
Thermo Fisher Scientific
TMO
+$152M
5
SYK icon
Stryker
SYK
+$138M

Top Sells

Rank Stock Value
1
SHOP icon
Shopify
SHOP
+$662M
2
MCD icon
McDonald's
MCD
+$149M
3
NFLX icon
Netflix
NFLX
+$126M
4
COST icon
Costco
COST
+$47.1M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$16.5M

Sector Composition

Rank Sector Weight
1 Technology 30.13%
2 Healthcare 27.2%
3 Consumer Discretionary 13.91%
4 Financials 12.92%
5 Industrials 10.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
NFLX icon
76
Netflix
NFLX
$311B
$6.49M 0.04%
172,910
-3,556,400
-95% -$126M
COLD icon
77
Americold
COLD
$4.19B
$6.46M 0.04%
189,850
+52,669
+38% +$1.76M
LPSN icon
78
LivePerson
LPSN
$32.1M
$6.42M 0.04%
18,825
+8,061
+75% +$3.91M
BL icon
79
BlackLine
BL
$1.67B
$6.38M 0.04%
121,184
+33,836
+39% +$1.98M
CRL icon
80
Charles River Laboratories
CRL
$13.3B
$6.36M 0.04%
50,355
+14,103
+39% +$2.12M
UFPI icon
81
UFP Industries
UFPI
$5.09B
$6.33M 0.03%
170,130
+47,373
+39% +$2.18M
BCO icon
82
Brink's
BCO
$4.69B
$6.32M 0.03%
121,386
+54,025
+80% +$4.22M
MRCY icon
83
Mercury Systems
MRCY
$6.45B
$6.3M 0.03%
88,314
+24,731
+39% +$1.87M
ESTC icon
84
Elastic
ESTC
$7.94B
$6.25M 0.03%
112,070
+4,485
+4% +$290K
HMTV
85
DELISTED
Hemisphere Media Group, Inc.
HMTV
$6.21M 0.03%
727,500
+32,537
+5% +$404K
PLNT icon
86
Planet Fitness
PLNT
$3.63B
$6.11M 0.03%
125,448
+34,999
+39% +$2.44M
PFGC icon
87
Performance Food Group
PFGC
$17.9B
$6.11M 0.03%
246,967
+116,638
+89% +$5.02M
MMSI icon
88
Merit Medical Systems
MMSI
$5.45B
$6.02M 0.03%
+192,735
New +$6.87M
OMCL icon
89
Omnicell
OMCL
$1.68B
$5.98M 0.03%
91,189
+14,170
+18% +$1.13M
CASS icon
90
Cass Information Systems
CASS
$740M
$5.94M 0.03%
169,016
+8,810
+5% +$425K
CASY icon
91
Casey's General Stores
CASY
$31.2B
$5.88M 0.03%
44,353
+13,276
+43% +$2.15M
EXAS
92
DELISTED
Exact Sciences
EXAS
$5.84M 0.03%
+100,723
New +$8.18M
IOVA icon
93
Iovance Biotherapeutics
IOVA
$2.91B
$5.81M 0.03%
194,138
+61,244
+46% +$1.62M
ETSY icon
94
Etsy
ETSY
$7.3B
$5.77M 0.03%
150,098
+41,790
+39% +$2.04M
EBS icon
95
Emergent Biosolutions
EBS
$228M
$5.73M 0.03%
99,096
+8,058
+9% +$464K
TXRH icon
96
Texas Roadhouse
TXRH
$14B
$5.64M 0.03%
136,610
+38,094
+39% +$2.11M
JBTM
97
JBT Marel
JBTM
$6.36B
$5.6M 0.03%
75,459
+21,076
+39% +$2.11M
VAC icon
98
Marriott Vacations Worldwide
VAC
$4.02B
$5.55M 0.03%
99,921
+57,308
+134% +$5.95M
PRI icon
99
Primerica
PRI
$9.67B
$5.5M 0.03%
62,109
+17,382
+39% +$1.99M
INSP icon
100
Inspire Medical Systems
INSP
$1.72B
$5.42M 0.03%
89,935
+25,050
+39% +$1.85M
2 3
4
5 6

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WCM Investment Management's Q1 2020 Portfolio in Review

As of Q1 2020, WCM Investment Management held 201 positions worth $18.1B, down 2.6% from $18.6B the previous quarter. Its ten largest holdings account for 64% of the portfolio.

WCM Investment Management deployed $3.04B of net new capital in Q1 2020, opening 44 new positions and adding to 117 existing holdings. Its largest new stake was Thermo Fisher Scientific: 481,842 shares worth $137M.

By sector, the portfolio is most concentrated in Technology at 30% of assets, down from 35% a quarter earlier, followed by Healthcare and Consumer Discretionary.

On the sell side, the largest reduction was Shopify, an estimated $662M trimmed.

  • WCM Investment Management's largest Q1 2020 buy was Thermo Fisher Scientific: 481,842 shares worth $137M.
  • WCM Investment Management added most to Mercado Libre in Q1 2020, an estimated $1.07B increase.
  • WCM Investment Management's biggest Q1 2020 reduction was Shopify, cutting an estimated $662M.
  • WCM Investment Management fully exited McDonald's in Q1 2020, selling an estimated $149M.
  • WCM Investment Management's ten largest holdings make up 64% of its $18.1B portfolio in Q1 2020.
  • WCM Investment Management opened 44 new positions and closed 21 in Q1 2020.
  • WCM Investment Management's portfolio value fell 2.6% quarter-over-quarter to $18.1B.

Based on WCM Investment Management's 13F filing for Q1 2020, filed 8 May 2020.