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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
+46.85%
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
$26.1B
AUM Growth
+$7.95B
Cap. Flow
+$1.06B
Cap. Flow %
4.05%
Top 10 Hldgs %
69.35%
Holding
195
New
15
Increased
130
Reduced
16
Closed
15

Top Buys

Rank Stock Value
1
LULU icon
lululemon athletica
LULU
+$311M
2
STE icon
Steris
STE
+$186M
3
MELI icon
Mercado Libre
MELI
+$154M
4
NOW icon
ServiceNow
NOW
+$133M
5
TSM icon
TSMC
TSM
+$117M

Top Sells

Rank Stock Value
1
CB icon
Chubb
CB
+$955M
2
EFA icon
iShares MSCI EAFE ETF
EFA
+$10.9M
3
SHOP icon
Shopify
SHOP
+$6.7M
4
BCO icon
Brink's
BCO
+$6.32M
5
EXAS
Exact Sciences
EXAS
+$5.84M

Sector Composition

Rank Sector Weight
1 Technology 34.45%
2 Healthcare 25.02%
3 Consumer Discretionary 19.68%
4 Industrials 9.19%
5 Financials 6.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
HHR
76
DELISTED
HeadHunter Group PLC American Depositary Shares
HHR
$8.83M 0.03%
377,649
+144,925
+62% +$2.7M
WWD icon
77
Woodward
WWD
$21B
$8.74M 0.03%
112,761
+58,298
+107% +$3.81M
VAC icon
78
Marriott Vacations Worldwide
VAC
$3.89B
$8.46M 0.03%
102,953
+3,032
+3% +$247K
SP
79
DELISTED
SP Plus Corporation
SP
$8.45M 0.03%
407,847
-28,337
-6% -$584K
TNDM icon
80
Tandem Diabetes Care
TNDM
$1.59B
$8.37M 0.03%
84,575
-31,441
-27% -$2.51M
EBS icon
81
Emergent Biosolutions
EBS
$229M
$8.32M 0.03%
105,261
+6,165
+6% +$459K
BOOT icon
82
Boot Barn
BOOT
$5.11B
$8.22M 0.03%
381,110
+12,534
+3% +$245K
JBTM
83
JBT Marel
JBTM
$6.35B
$8.22M 0.03%
95,513
+20,054
+27% +$1.56M
LSTR icon
84
Landstar System
LSTR
$6.05B
$8.2M 0.03%
72,991
+4,700
+7% +$502K
AMWD
85
DELISTED
American Woodmark
AMWD
$8.18M 0.03%
108,128
+7,963
+8% +$456K
ACIW icon
86
ACI Worldwide
ACIW
$5.34B
$8.04M 0.03%
297,898
+92,108
+45% +$2.41M
AZUL
87
DELISTED
Azul
AZUL
$7.97M 0.03%
713,338
+418,210
+142% +$4.02M
BL icon
88
BlackLine
BL
$1.7B
$7.93M 0.03%
95,637
-25,547
-21% -$1.71M
PLNT icon
89
Planet Fitness
PLNT
$3.7B
$7.89M 0.03%
130,206
+4,758
+4% +$286K
TTEK icon
90
Tetra Tech
TTEK
$8.97B
$7.69M 0.03%
486,200
+18,600
+4% +$282K
CALY
91
Callaway Golf Company
CALY
$3.04B
$7.64M 0.03%
436,613
+13,776
+3% +$191K
BLD
92
DELISTED
TopBuild
BLD
$7.63M 0.03%
+67,074
New +$6.7M
HMTV
93
DELISTED
Hemisphere Media Group, Inc.
HMTV
$7.62M 0.03%
774,910
+47,410
+7% +$433K
PRI icon
94
Primerica
PRI
$9.65B
$7.46M 0.03%
63,973
+1,864
+3% +$198K
PFGC icon
95
Performance Food Group
PFGC
$17.9B
$7.44M 0.03%
255,159
+8,192
+3% +$213K
SWAV
96
DELISTED
Shockwave Medical, Inc. Common Stock
SWAV
$7.3M 0.03%
154,140
+38,844
+34% +$1.6M
COLD icon
97
Americold
COLD
$4.17B
$7.29M 0.03%
200,758
+10,908
+6% +$373K
NTRA icon
98
Natera
NTRA
$45.9B
$7.25M 0.03%
145,460
+30,357
+26% +$1.22M
WEX icon
99
WEX
WEX
$6.35B
$7.24M 0.03%
+43,866
New +$6.02M
NGVT icon
100
Ingevity
NGVT
$2.65B
$7.24M 0.03%
137,667
+9,535
+7% +$453K
2 3
4
5 6

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WCM Investment Management's Q2 2020 Portfolio in Review

As of Q2 2020, WCM Investment Management held 195 positions worth $26.1B, up 44% from $18.1B the previous quarter. Its ten largest holdings account for 69% of the portfolio.

WCM Investment Management deployed $1.06B of net new capital in Q2 2020, opening 15 new positions and adding to 130 existing holdings. Its largest new stake was ServiceNow: 1,886,120 shares worth $153M.

By sector, the portfolio is most concentrated in Technology at 34% of assets, up from 30% a quarter earlier, followed by Healthcare and Consumer Discretionary.

On the sell side, the largest reduction was iShares MSCI EAFE ETF, an estimated $10.9M trimmed.

  • WCM Investment Management's largest Q2 2020 buy was ServiceNow: 1,886,120 shares worth $153M.
  • WCM Investment Management added most to lululemon athletica in Q2 2020, an estimated $311M increase.
  • WCM Investment Management's biggest Q2 2020 reduction was iShares MSCI EAFE ETF, cutting an estimated $10.9M.
  • WCM Investment Management fully exited Chubb in Q2 2020, selling an estimated $955M.
  • WCM Investment Management's ten largest holdings make up 69% of its $26.1B portfolio in Q2 2020.
  • WCM Investment Management opened 15 new positions and closed 15 in Q2 2020.
  • WCM Investment Management's portfolio value rose 44% quarter-over-quarter to $26.1B.

Based on WCM Investment Management's 13F filing for Q2 2020, filed 18 Aug 2020.