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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
+3.13%
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
$36.5B
AUM Growth
-$273M
Cap. Flow
-$1.01B
Cap. Flow %
-2.77%
Top 10 Hldgs %
65.11%
Holding
210
New
17
Increased
114
Reduced
56
Closed
20

Top Buys

Rank Stock Value
1
ODFL icon
Old Dominion Freight Line
ODFL
+$246M
2
NKE icon
Nike
NKE
+$135M
3
HDB icon
HDFC Bank
HDB
+$83.4M
4
RACE icon
Ferrari
RACE
+$59.5M
5
SHOP icon
Shopify
SHOP
+$58.8M

Top Sells

Rank Stock Value
1
MELI icon
Mercado Libre
MELI
+$1.17B
2
IDXX icon
Idexx Laboratories
IDXX
+$320M
3
VRSK icon
Verisk Analytics
VRSK
+$264M
4
ICE icon
Intercontinental Exchange
ICE
+$208M
5
ANSS
Ansys
ANSS
+$192M

Sector Composition

Rank Sector Weight
1 Technology 34.7%
2 Healthcare 21.24%
3 Consumer Discretionary 14.67%
4 Financials 12.98%
5 Industrials 11.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CASY icon
76
Casey's General Stores
CASY
$31.2B
$14M 0.04%
64,985
+8,377
+15% +$1.68M
AHCO icon
77
AdaptHealth
AHCO
$776M
$13.9M 0.04%
+379,340
New +$13.4M
ALK icon
78
Alaska Air
ALK
$5.46B
$13.8M 0.04%
+199,379
New +$12M
WWD icon
79
Woodward
WWD
$21.2B
$13.7M 0.04%
113,642
-2,258
-2% -$269K
BC icon
80
Brunswick
BC
$5.26B
$13.7M 0.04%
143,271
-5,566
-4% -$510K
ACIW icon
81
ACI Worldwide
ACIW
$5.33B
$13.6M 0.04%
358,559
-7,706
-2% -$304K
TTEK icon
82
Tetra Tech
TTEK
$9.13B
$13.3M 0.04%
491,105
-9,285
-2% -$246K
BOOT icon
83
Boot Barn
BOOT
$5.1B
$13.1M 0.04%
210,883
-79,724
-27% -$4.68M
PLNT icon
84
Planet Fitness
PLNT
$3.68B
$13.1M 0.04%
169,298
+35,242
+26% +$2.8M
NUVA
85
DELISTED
NuVasive, Inc.
NUVA
$13M 0.04%
198,551
-4,574
-2% -$274K
HMTV
86
DELISTED
Hemisphere Media Group, Inc.
HMTV
$12.9M 0.04%
1,105,012
+142,541
+15% +$1.63M
JBTM
87
JBT Marel
JBTM
$6.42B
$12.8M 0.04%
96,312
-2,074
-2% -$273K
MTSI icon
88
MACOM Technology Solutions
MTSI
$23.4B
$12.8M 0.04%
220,387
-10,115
-4% -$627K
VAC icon
89
Marriott Vacations Worldwide
VAC
$3.99B
$12.7M 0.03%
72,786
-21,776
-23% -$3.39M
UPLD icon
90
Upland Software
UPLD
$14.4M
$12.2M 0.03%
25,887
+5,386
+26% +$2.6M
MMSI icon
91
Merit Medical Systems
MMSI
$5.41B
$12.1M 0.03%
201,542
-3,882
-2% -$222K
CASS icon
92
Cass Information Systems
CASS
$741M
$12M 0.03%
259,403
+33,116
+15% +$1.44M
TKR icon
93
Timken Company
TKR
$8.92B
$11.9M 0.03%
146,617
+14,994
+11% +$1.2M
AVNT icon
94
Avient
AVNT
$4.21B
$11.7M 0.03%
246,900
-11,471
-4% -$511K
PFGC icon
95
Performance Food Group
PFGC
$17.9B
$11.6M 0.03%
201,540
-61,241
-23% -$3.23M
PFPT
96
DELISTED
Proofpoint, Inc.
PFPT
$11.5M 0.03%
91,600
+14,822
+19% +$1.93M
LPSN icon
97
LivePerson
LPSN
$31.8M
$11.5M 0.03%
14,488
-657
-4% -$609K
VVX icon
98
V2X
VVX
$2.57B
$11.3M 0.03%
211,711
+26,973
+15% +$1.48M
MRCY icon
99
Mercury Systems
MRCY
$6.52B
$11.2M 0.03%
158,616
-3,274
-2% -$237K
REXR icon
100
Rexford Industrial Realty
REXR
$8.11B
$11.1M 0.03%
219,441
+48,732
+29% +$2.39M
2 3
4
5 6

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WCM Investment Management's Q1 2021 Portfolio in Review

As of Q1 2021, WCM Investment Management held 210 positions worth $36.5B, down 0.74% from $36.8B the previous quarter. Its ten largest holdings account for 65% of the portfolio.

WCM Investment Management's Q1 2021 filing shows 17 new, 114 increased, 56 reduced and 20 closed positions. Its largest new stake was Old Dominion Freight Line: 2,296,392 shares worth $276M. The largest sale was Mercado Libre, an estimated $1.17B.

By sector, the portfolio is most concentrated in Technology at 35% of assets, up from 32% a quarter earlier, followed by Healthcare and Consumer Discretionary.

  • WCM Investment Management's largest Q1 2021 buy was Old Dominion Freight Line: 2,296,392 shares worth $276M.
  • WCM Investment Management added most to Nike in Q1 2021, an estimated $135M increase.
  • WCM Investment Management's biggest Q1 2021 reduction was Mercado Libre, cutting an estimated $1.17B.
  • WCM Investment Management fully exited Idexx Laboratories in Q1 2021, selling an estimated $320M.
  • WCM Investment Management's ten largest holdings make up 65% of its $36.5B portfolio in Q1 2021.
  • WCM Investment Management opened 17 new positions and closed 20 in Q1 2021.
  • WCM Investment Management's portfolio value fell 0.74% quarter-over-quarter to $36.5B.

Based on WCM Investment Management's 13F filing for Q1 2021, filed 13 May 2021.