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WCM Investment Management Portfolio holdings
AUM
$43.8B
1-Year Est. Return
42.28%
This Fund
S&P 500
This Quarter
Est. Return
+23.81%
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
$36.8B
AUM Growth
+$8.29B
(+29%)
Cap. Flow
+$2.07B
Cap. Flow
% of AUM
5.62%
Top 10 Holdings %
Top 10 Hldgs %
65.5%
Holding
199
New
20
Increased
141
Reduced
29
Closed
6
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
HDFC Bank
HDB
|
+$619M |
| 2 |
Nike
NKE
|
+$241M |
| 3 |
Synopsys
SNPS
|
+$235M |
| 4 |
Mercado Libre
MELI
|
+$148M |
| 5 |
Church & Dwight Co
CHD
|
+$136M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Crown Castle
CCI
|
+$233M |
| 2 |
Illumina
ILMN
|
+$176M |
| 3 |
Cooper Companies
COO
|
+$156M |
| 4 |
Boston Scientific
BSX
|
+$140M |
| 5 |
ANSS
Ansys
ANSS
|
+$66.2M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 32.16% |
| 2 | Healthcare | 21.97% |
| 3 | Consumer Discretionary | 18.62% |
| 4 | Financials | 12.33% |
| 5 | Industrials | 9.88% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
Caesars Entertainment
CZR
$6.13B
| $14.2M | 0.04% |
191,267
-277
| -0.1% | -$17.4K |
|
77
LivePerson
LPSN
$31.2M
| $14.1M | 0.04% |
15,145
+45
| +0.3% | +$38.7K |
|
|
HHR
78
DELISTED
HeadHunter Group PLC American Depositary Shares
HHR
| $14.1M | 0.04% |
466,674
+59,030
| +14% | +$1.51M |
|
79
Woodward
WWD
$21B
| $14.1M | 0.04% |
115,900
+365
| +0.3% | +$37K |
|
80
ACI Worldwide
ACIW
$5.34B
| $14.1M | 0.04% |
366,265
+1,301
| +0.4% | +$43.6K |
|
81
Helen of Troy
HELE
$680M
| $13.5M | 0.04% |
60,744
+18,031
| +42% | +$3.72M |
|
|
ECOL
82
DELISTED
US Ecology, Inc.
ECOL
| $13.4M | 0.04% |
368,019
+6,164
| +2% | +$214K |
|
83
BlackLine
BL
$1.7B
| $13.2M | 0.04% |
98,803
+317
| +0.3% | +$35.4K |
|
84
Marriott Vacations Worldwide
VAC
$3.89B
| $13M | 0.04% |
94,562
-38,082
| -29% | -$4.49M |
|
|
AMWD
85
DELISTED
American Woodmark
AMWD
| $12.7M | 0.03% |
135,720
+2,351
| +2% | +$214K |
|
86
MACOM Technology Solutions
MTSI
$22.7B
| $12.7M | 0.03% |
+230,502
| New | +$9.84M |
|
87
Boot Barn
BOOT
$5.11B
| $12.6M | 0.03% |
290,607
-100,714
| -26% | -$3.79M |
|
88
Performance Food Group
PFGC
$17.9B
| $12.5M | 0.03% |
262,781
+772
| +0.3% | +$32.5K |
|
89
Charles River Laboratories
CRL
$13.2B
| $12.2M | 0.03% |
48,954
+207
| +0.4% | +$49.3K |
|
|
LHCG
90
DELISTED
LHC Group LLC
LHCG
| $11.7M | 0.03% |
54,784
+151
| +0.3% | +$32.2K |
|
91
Semtech
SMTC
$12.2B
| $11.7M | 0.03% |
161,921
-63,444
| -28% | -$4.05M |
|
92
Arrowhead Research
ARWR
$12.5B
| $11.7M | 0.03% |
151,895
+461
| +0.3% | +$29.5K |
|
93
Tetra Tech
TTEK
$8.97B
| $11.6M | 0.03% |
500,390
+1,140
| +0.2% | +$25.7K |
|
|
NUVA
94
DELISTED
NuVasive, Inc.
NUVA
| $11.4M | 0.03% |
203,125
+33,587
| +20% | +$1.65M |
|
95
Merit Medical Systems
MMSI
$5.36B
| $11.4M | 0.03% |
205,424
+706
| +0.3% | +$36.4K |
|
96
Brunswick
BC
$5.21B
| $11.3M | 0.03% |
148,837
+537
| +0.4% | +$37.9K |
|
97
Saic
SAIC
$5.3B
| $11.3M | 0.03% |
119,715
+309
| +0.3% | +$27.2K |
|
|
JBTM
98
JBT Marel
JBTM
$6.35B
| $11.2M | 0.03% |
98,386
+314
| +0.3% | +$32.4K |
|
99
Americold
COLD
$4.17B
| $11.2M | 0.03% |
299,708
+93,552
| +45% | +$3.36M |
|
|
PS
100
DELISTED
Pluralsight, Inc. Class A Common Stock
PS
| $10.9M | 0.03% |
518,562
+592
| +0.1% | +$10.6K |
|
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LP
WCM Investment Management's Q4 2020 Portfolio in Review
As of Q4 2020, WCM Investment Management held 199 positions worth $36.8B, up 29% from $28.5B the previous quarter. Its ten largest holdings account for 66% of the portfolio.
WCM Investment Management deployed $2.07B of net new capital in Q4 2020, opening 20 new positions and adding to 141 existing holdings. Its largest new stake was Nike: 1,818,345 shares worth $257M.
By sector, the portfolio is most concentrated in Technology at 32% of assets, up from 32% a quarter earlier, followed by Healthcare and Consumer Discretionary.
On the sell side, the largest reduction was Crown Castle, an estimated $233M trimmed.
- WCM Investment Management's largest Q4 2020 buy was Nike: 1,818,345 shares worth $257M.
- WCM Investment Management added most to HDFC Bank in Q4 2020, an estimated $619M increase.
- WCM Investment Management's biggest Q4 2020 reduction was Crown Castle, cutting an estimated $233M.
- WCM Investment Management fully exited Momenta Pharmaceuticals, Inc. in Q4 2020, selling an estimated $7.45M.
- WCM Investment Management's ten largest holdings make up 66% of its $36.8B portfolio in Q4 2020.
- WCM Investment Management opened 20 new positions and closed 6 in Q4 2020.
- WCM Investment Management's portfolio value rose 29% quarter-over-quarter to $36.8B.
Based on WCM Investment Management's 13F filing for Q4 2020, filed 16 Feb 2021.