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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
+12.31%
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
$28.5B
AUM Growth
+$2.43B
Cap. Flow
-$368M
Cap. Flow %
-1.29%
Top 10 Hldgs %
63.12%
Holding
188
New
8
Increased
132
Reduced
20
Closed
9

Top Buys

Rank Stock Value
1
AON icon
Aon
AON
+$869M
2
APH icon
Amphenol
APH
+$102M
3
MELI icon
Mercado Libre
MELI
+$95.1M
4
SHW icon
Sherwin-Williams
SHW
+$94.6M
5
TSM icon
TSMC
TSM
+$88.9M

Top Sells

Rank Stock Value
1
SHOP icon
Shopify
SHOP
+$1.42B
2
LULU icon
lululemon athletica
LULU
+$950M
3
WST icon
West Pharmaceutical
WST
+$49.4M
4
NTUS
Natus Medical Inc
NTUS
+$10.5M
5
CALY
Callaway Golf Company
CALY
+$7.64M

Sector Composition

Rank Sector Weight
1 Technology 31.8%
2 Healthcare 25.3%
3 Consumer Discretionary 16.67%
4 Industrials 10.42%
5 Financials 10.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
LHCG
76
DELISTED
LHC Group LLC
LHCG
$11.6M 0.04%
54,633
+1,400
+3% +$276K
CRL icon
77
Charles River Laboratories
CRL
$13.3B
$11M 0.04%
48,747
-3,652
-7% -$758K
BOOT icon
78
Boot Barn
BOOT
$5.07B
$11M 0.04%
391,321
+10,211
+3% +$248K
NTRA icon
79
Natera
NTRA
$45.9B
$10.8M 0.04%
149,271
+3,811
+3% +$217K
CZR icon
80
Caesars Entertainment
CZR
$6.09B
$10.7M 0.04%
+191,544
New +$8.42M
AXON
81
Axon Enterprise
AXON
$51.6B
$10.6M 0.04%
116,499
+3,019
+3% +$263K
AMWD
82
DELISTED
American Woodmark
AMWD
$10.5M 0.04%
133,369
+25,241
+23% +$2.06M
UFPI icon
83
UFP Industries
UFPI
$5.09B
$10.4M 0.04%
183,371
+4,634
+3% +$261K
AZUL
84
DELISTED
Azul
AZUL
$10.1M 0.04%
769,243
+55,905
+8% +$718K
HHR
85
DELISTED
HeadHunter Group PLC American Depositary Shares
HHR
$9.98M 0.04%
407,644
+29,995
+8% +$637K
BAP icon
86
Credicorp
BAP
$30B
$9.79M 0.03%
79,000
+9,005
+13% +$1.16M
ACIW icon
87
ACI Worldwide
ACIW
$5.29B
$9.54M 0.03%
364,964
+67,066
+23% +$1.86M
TTEK icon
88
Tetra Tech
TTEK
$9.09B
$9.54M 0.03%
499,250
+13,050
+3% +$232K
SAIC icon
89
Saic
SAIC
$5.28B
$9.36M 0.03%
119,406
+29,555
+33% +$2.33M
WWD icon
90
Woodward
WWD
$21.2B
$9.26M 0.03%
115,535
+2,774
+2% +$223K
PFGC icon
91
Performance Food Group
PFGC
$17.9B
$9.07M 0.03%
262,009
+6,850
+3% +$220K
JBTM
92
JBT Marel
JBTM
$6.36B
$9.01M 0.03%
98,072
+2,559
+3% +$245K
WH icon
93
Wyndham Hotels & Resorts
WH
$5.42B
$8.96M 0.03%
+177,403
New +$8.66M
CASS icon
94
Cass Information Systems
CASS
$739M
$8.95M 0.03%
222,343
+40,294
+22% +$1.54M
SP
95
DELISTED
SP Plus Corporation
SP
$8.94M 0.03%
498,001
+90,154
+22% +$1.66M
MMSI icon
96
Merit Medical Systems
MMSI
$5.46B
$8.9M 0.03%
204,718
+5,135
+3% +$232K
PS
97
DELISTED
Pluralsight, Inc. Class A Common Stock
PS
$8.87M 0.03%
517,970
+13,320
+3% +$255K
BL icon
98
BlackLine
BL
$1.66B
$8.83M 0.03%
98,486
+2,849
+3% +$239K
SWAV
99
DELISTED
Shockwave Medical, Inc. Common Stock
SWAV
$8.83M 0.03%
116,449
-37,691
-24% -$2.14M
BC icon
100
Brunswick
BC
$5.27B
$8.74M 0.03%
148,300
+39,526
+36% +$2.52M
2 3
4
5 6

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WCM Investment Management's Q3 2020 Portfolio in Review

As of Q3 2020, WCM Investment Management held 188 positions worth $28.5B, up 9.3% from $26.1B the previous quarter. Its ten largest holdings account for 63% of the portfolio.

WCM Investment Management's Q3 2020 filing shows 8 new, 132 increased, 20 reduced and 9 closed positions. Its largest new stake was Aon: 4,351,480 shares worth $898M. The largest sale was Shopify, an estimated $1.42B.

By sector, the portfolio is most concentrated in Technology at 32% of assets, down from 34% a quarter earlier, followed by Healthcare and Consumer Discretionary.

  • WCM Investment Management's largest Q3 2020 buy was Aon: 4,351,480 shares worth $898M.
  • WCM Investment Management added most to Amphenol in Q3 2020, an estimated $102M increase.
  • WCM Investment Management's biggest Q3 2020 reduction was Shopify, cutting an estimated $1.42B.
  • WCM Investment Management fully exited Natus Medical Inc in Q3 2020, selling an estimated $10.5M.
  • WCM Investment Management's ten largest holdings make up 63% of its $28.5B portfolio in Q3 2020.
  • WCM Investment Management opened 8 new positions and closed 9 in Q3 2020.
  • WCM Investment Management's portfolio value rose 9.3% quarter-over-quarter to $28.5B.

Based on WCM Investment Management's 13F filing for Q3 2020, filed 6 Nov 2020.