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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
+1.24%
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
$1.85B
AUM Growth
–
Cap. Flow
+$1.87B
Cap. Flow
% of AUM
100.77%
Top 10 Holdings %
Top 10 Hldgs %
35.03%
Holding
141
New
141
Increased
–
Reduced
–
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
TSMC
TSM
|
+$95.6M |
| 2 |
Chubb
CB
|
+$73.7M |
| 3 |
Canadian National Railway
CNI
|
+$66.4M |
| 4 |
POT
Potash Corp Of Saskatchewan
POT
|
+$66.1M |
| 5 |
Core Laboratories
CLB
|
+$62.1M |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Financials | 13.96% |
| 2 | Technology | 13.23% |
| 3 | Industrials | 10.27% |
| 4 | Consumer Discretionary | 7.69% |
| 5 | Consumer Staples | 7.64% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
MDTH
101
DELISTED
MEDCATH CORPORATION
MDTH
| $408K | 0.02% |
+285,049
| New | +$408K |
|
102
Wells Fargo
WFC
$264B
| $386K | 0.02% |
+9,351
| New | +$364K |
|
103
Intel
INTC
$513B
| $380K | 0.02% |
+15,703
| New | +$371K |
|
104
McDonald's
MCD
$195B
| $352K | 0.02% |
+3,556
| New | +$356K |
|
105
Emerson Electric
EMR
$88.3B
| $350K | 0.02% |
+6,421
| New | +$361K |
|
106
General Mills
GIS
$19.7B
| $349K | 0.02% |
+7,185
| New | +$353K |
|
107
PepsiCo
PEP
$190B
| $343K | 0.02% |
+4,196
| New | +$343K |
|
|
SCHW
108
Charles Schwab
SCHW
$187B
| $338K | 0.02% |
+15,915
| New | +$294K |
|
109
Sysco
SYY
$40.3B
| $319K | 0.02% |
+9,324
| New | +$321K |
|
110
GSK
GSK
$106B
| $316K | 0.02% |
+5,056
| New | +$321K |
|
111
Paychex
PAYX
$42.7B
| $300K | 0.02% |
+8,224
| New | +$303K |
|
|
NBIS
112
Nebius Group N.V.
NBIS
$47.7B
| $299K | 0.02% |
+10,831
| New | +$275K |
|
113
Automatic Data Processing
ADP
$108B
| $287K | 0.02% |
+4,742
| New | +$283K |
|
114
Rogers Communications
RCI
$18.6B
| $284K | 0.02% |
+7,255
| New | +$344K |
|
|
SE
115
DELISTED
Spectra Energy Corp Wi
SE
| $252K | 0.01% |
+7,320
| New | +$230K |
|
116
Jazz Pharmaceuticals
JAZZ
$16.7B
| $241K | 0.01% |
+3,500
| New | +$214K |
|
117
Colgate-Palmolive
CL
$74.4B
| $227K | 0.01% |
+3,961
| New | +$235K |
|
|
EMBJ
118
Embraer S.A. ADS
EMBJ
$13B
| $213K | 0.01% |
+5,779
| New | +$205K |
|
|
WFM
119
DELISTED
Whole Foods Market Inc
WFM
| $206K | 0.01% |
+4,000
| New | +$193K |
|
120
Genworth Financial
GNW
$3.71B
| $204K | 0.01% |
+17,900
| New | +$186K |
|
121
Starbucks
SBUX
$120B
| $203K | 0.01% |
+6,200
| New | +$193K |
|
122
Televisa
TV
$1.49B
| $200K | 0.01% |
+8,063
| New | +$206K |
|
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WCM Investment Management's Q2 2013 Portfolio in Review
Q2 2013 is the first quarter with a 13F filing on record for WCM Investment Management, which disclosed 141 positions worth $1.85B. Its ten largest holdings account for 35% of the portfolio.
Its largest position is TSMC: 5,188,744 shares worth $95M.
By sector, the portfolio is most concentrated in Financials at 14% of assets, followed by Technology and Industrials.
- WCM Investment Management's largest Q2 2013 buy was TSMC: 5,188,744 shares worth $95M.
- WCM Investment Management's ten largest holdings make up 35% of its $1.85B portfolio in Q2 2013.
- WCM Investment Management disclosed 141 positions in Q2 2013, its first 13F filing on record.
Based on WCM Investment Management's 13F filing for Q2 2013, filed 6 Aug 2013.