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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
+5.94%
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
$43.3B
AUM Growth
+$3.9B
Cap. Flow
+$2.86B
Cap. Flow %
6.62%
Top 10 Hldgs %
54.6%
Holding
214
New
18
Increased
155
Reduced
27
Closed
10

Top Buys

Rank Stock Value
1
TEAM icon
Atlassian
TEAM
+$1.5B
2
ICLR icon
Icon
ICLR
+$744M
3
FND icon
Floor & Decor
FND
+$350M
4
RGEN icon
Repligen
RGEN
+$320M
5
LRCX icon
Lam Research
LRCX
+$317M

Top Sells

Rank Stock Value
1
HDB icon
HDFC Bank
HDB
+$910M
2
SNPS icon
Synopsys
SNPS
+$294M
3
MELI icon
Mercado Libre
MELI
+$136M
4
WST icon
West Pharmaceutical
WST
+$100M
5
NBIS
Nebius Group N.V.
NBIS
+$59.9M

Sector Composition

Rank Sector Weight
1 Technology 37.18%
2 Healthcare 25.21%
3 Consumer Discretionary 15.3%
4 Industrials 8.74%
5 Financials 8.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SP
76
DELISTED
SP Plus Corporation
SP
$19.5M 0.05%
636,323
+16,472
+3% +$511K
HCSG icon
77
Healthcare Services Group
HCSG
$1.5B
$19.2M 0.04%
769,951
+19,624
+3% +$531K
AZTA icon
78
Azenta
AZTA
$1.54B
$19M 0.04%
185,366
+146,604
+378% +$13.1M
GB
79
DELISTED
Global Blue Group Holding
GB
$17.1M 0.04%
2,648,302
+557,374
+27% +$4.29M
PFGC icon
80
Performance Food Group
PFGC
$17.9B
$15.4M 0.04%
331,792
+121,261
+58% +$5.58M
TTEK icon
81
Tetra Tech
TTEK
$8.97B
$15.4M 0.04%
514,595
+3,300
+0.6% +$90.6K
AZUL
82
DELISTED
Azul
AZUL
$15.1M 0.04%
754,923
+6,557
+0.9% +$144K
MTSI icon
83
MACOM Technology Solutions
MTSI
$22.7B
$15M 0.03%
230,864
+1,551
+0.7% +$95.3K
ECOL
84
DELISTED
US Ecology, Inc.
ECOL
$14.9M 0.03%
461,868
+11,955
+3% +$430K
BOOT icon
85
Boot Barn
BOOT
$5.11B
$14.9M 0.03%
167,157
+748
+0.4% +$64.5K
HMTV
86
DELISTED
Hemisphere Media Group, Inc.
HMTV
$14.7M 0.03%
1,210,418
+31,999
+3% +$390K
HELE icon
87
Helen of Troy
HELE
$680M
$14.5M 0.03%
64,457
-15,040
-19% -$3.44M
WING icon
88
Wingstop
WING
$3.2B
$14.3M 0.03%
87,518
+823
+0.9% +$140K
JBTM
89
JBT Marel
JBTM
$6.35B
$14.2M 0.03%
100,710
+579
+0.6% +$83K
PLNT icon
90
Planet Fitness
PLNT
$3.7B
$14M 0.03%
178,052
+1,205
+0.7% +$91.6K
AXON
91
Axon Enterprise
AXON
$48.4B
$13.9M 0.03%
79,424
+549
+0.7% +$99.7K
WEX icon
92
WEX
WEX
$6.35B
$13.9M 0.03%
78,836
+24,781
+46% +$4.52M
ALK icon
93
Alaska Air
ALK
$5.27B
$13.5M 0.03%
230,195
+63,984
+38% +$3.69M
SFBS
94
ServisFirst Bancshares
SFBS
$4.84B
$13.4M 0.03%
172,778
+1,107
+0.6% +$79.2K
CALY
95
Callaway Golf Company
CALY
$3.04B
$13.4M 0.03%
483,373
+80,211
+20% +$2.44M
LPSN icon
96
LivePerson
LPSN
$31.2M
$13.2M 0.03%
14,877
-5,009
-25% -$4.73M
REXR icon
97
Rexford Industrial Realty
REXR
$8.13B
$13.1M 0.03%
230,791
+1,661
+0.7% +$100K
SAIA icon
98
Saia
SAIA
$9.49B
$13.1M 0.03%
+54,919
New +$12.7M
PLAN
99
DELISTED
Anaplan, Inc.
PLAN
$12.9M 0.03%
212,623
-47,154
-18% -$2.81M
SMTC icon
100
Semtech
SMTC
$12.2B
$12.9M 0.03%
165,821
+1,104
+0.7% +$75.6K
2 3
4
5 6

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WCM Investment Management's Q3 2021 Portfolio in Review

As of Q3 2021, WCM Investment Management held 214 positions worth $43.3B, up 9.9% from $39.4B the previous quarter. Its ten largest holdings account for 55% of the portfolio.

WCM Investment Management deployed $2.86B of net new capital in Q3 2021, opening 18 new positions and adding to 155 existing holdings. Its largest new stake was Atlassian: 4,498,177 shares worth $1.5B.

By sector, the portfolio is most concentrated in Technology at 37% of assets, up from 36% a quarter earlier, followed by Healthcare and Consumer Discretionary.

On the sell side, the largest reduction was HDFC Bank, an estimated $910M trimmed.

  • WCM Investment Management's largest Q3 2021 buy was Atlassian: 4,498,177 shares worth $1.5B.
  • WCM Investment Management added most to Icon in Q3 2021, an estimated $744M increase.
  • WCM Investment Management's biggest Q3 2021 reduction was HDFC Bank, cutting an estimated $910M.
  • WCM Investment Management fully exited Synopsys in Q3 2021, selling an estimated $294M.
  • WCM Investment Management's ten largest holdings make up 55% of its $43.3B portfolio in Q3 2021.
  • WCM Investment Management opened 18 new positions and closed 10 in Q3 2021.
  • WCM Investment Management's portfolio value rose 9.9% quarter-over-quarter to $43.3B.

Based on WCM Investment Management's 13F filing for Q3 2021, filed 2 Nov 2021.