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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
+18.23%
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
$14.4B
AUM Growth
+$3.19B
(+28%)
Cap. Flow
+$1.19B
Cap. Flow
% of AUM
8.25%
Top 10 Holdings %
Top 10 Hldgs %
72.61%
Holding
149
New
70
Increased
62
Reduced
9
Closed
7
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Chubb
CB
|
+$937M |
| 2 |
ResMed
RMD
|
+$282M |
| 3 |
Netflix
NFLX
|
+$108M |
| 4 |
ANSS
Ansys
ANSS
|
+$83.5M |
| 5 |
SCHW
Charles Schwab
SCHW
|
+$70.1M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Icon
ICLR
|
+$266M |
| 2 |
Core Laboratories
CLB
|
+$121M |
| 3 |
Amazon
AMZN
|
+$106M |
| 4 |
iShares MSCI EAFE ETF
EFA
|
+$85.2M |
| 5 |
Accenture
ACN
|
+$7.8M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 30.82% |
| 2 | Financials | 23.91% |
| 3 | Healthcare | 23.08% |
| 4 | Industrials | 12.77% |
| 5 | Energy | 1.84% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
IPHI
101
DELISTED
INPHI CORPORATION
IPHI
| $1.38M | 0.01% |
+31,637
| New | +$1.26M |
|
|
WNS
102
DELISTED
WNS Holdings
WNS
| $1.37M | 0.01% |
+25,668
| New | +$1.29M |
|
|
EFOR
103
Everforth Inc
EFOR
$1.32B
| $1.34M | 0.01% |
+21,119
| New | +$1.32M |
|
|
PLAN
104
DELISTED
Anaplan, Inc.
PLAN
| $1.34M | 0.01% |
+34,016
| New | +$1.15M |
|
105
Texas Roadhouse
TXRH
$13.7B
| $1.33M | 0.01% |
+21,362
| New | +$1.34M |
|
106
LivaNova
LIVN
$4.2B
| $1.32M | 0.01% |
+13,545
| New | +$1.26M |
|
|
CUB
107
DELISTED
Cubic Corporation
CUB
| $1.3M | 0.01% |
+23,091
| New | +$1.36M |
|
108
Shutterstock
SSTK
$219M
| $1.25M | 0.01% |
+26,859
| New | +$1.13M |
|
109
Oshkosh
OSK
$9.59B
| $1.24M | 0.01% |
+16,488
| New | +$1.22M |
|
110
Penumbra
PEN
$12.8B
| $1.23M | 0.01% |
+8,340
| New | +$1.19M |
|
111
Etsy
ETSY
$7.85B
| $1.21M | 0.01% |
+17,975
| New | +$1.07M |
|
112
Moelis & Co
MC
$4.94B
| $1.18M | 0.01% |
+28,252
| New | +$1.21M |
|
113
Dave & Buster's
PLAY
$357M
| $1.17M | 0.01% |
+23,394
| New | +$1.15M |
|
114
BlackLine
BL
$1.72B
| $1.13M | 0.01% |
+24,466
| New | +$1.15M |
|
115
Tetra Tech
TTEK
$9.07B
| $1.12M | 0.01% |
+94,195
| New | +$1.06M |
|
|
LOGM
116
DELISTED
LogMein, Inc.
LOGM
| $1.11M | 0.01% |
+13,846
| New | +$1.18M |
|
|
ZUO
117
DELISTED
Zuora, Inc.
ZUO
| $1.1M | 0.01% |
+55,147
| New | +$1.19M |
|
118
Casey's General Stores
CASY
$30.9B
| $1.08M | 0.01% |
+8,394
| New | +$1.1M |
|
119
nLIGHT
LASR
$3.17B
| $1.06M | 0.01% |
+47,709
| New | +$966K |
|
|
MNDT
120
DELISTED
Mandiant, Inc. Common Stock
MNDT
| $1.06M | 0.01% |
+63,136
| New | +$1.06M |
|
|
CALY
121
Callaway Golf Company
CALY
$3.14B
| $932K | 0.01% |
+58,508
| New | +$963K |
|
122
Ameris Bancorp
ABCB
$5.89B
| $895K | 0.01% |
+26,068
| New | +$969K |
|
123
Teladoc Health
TDOC
$1.3B
| $843K | 0.01% |
+15,163
| New | +$926K |
|
124
AtriCure
ATRC
$2.11B
| $795K | 0.01% |
+29,678
| New | +$901K |
|
|
PR
125
Permian Resources
PR
$16.9B
| $791K | 0.01% |
+90,012
| New | +$1.02M |
|
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WCM Investment Management's Q1 2019 Portfolio in Review
As of Q1 2019, WCM Investment Management held 149 positions worth $14.4B, up 28% from $11.2B the previous quarter. Its ten largest holdings account for 73% of the portfolio.
WCM Investment Management deployed $1.19B of net new capital in Q1 2019, opening 70 new positions and adding to 62 existing holdings. Its largest new stake was Netflix: 3,111,450 shares worth $111M.
By sector, the portfolio is most concentrated in Technology at 31% of assets, up from 30% a quarter earlier, followed by Financials and Healthcare.
On the sell side, the largest reduction was Icon, an estimated $266M trimmed.
- WCM Investment Management's largest Q1 2019 buy was Netflix: 3,111,450 shares worth $111M.
- WCM Investment Management added most to Chubb in Q1 2019, an estimated $937M increase.
- WCM Investment Management's biggest Q1 2019 reduction was Icon, cutting an estimated $266M.
- WCM Investment Management fully exited iShares MSCI EAFE ETF in Q1 2019, selling an estimated $85.2M.
- WCM Investment Management's ten largest holdings make up 73% of its $14.4B portfolio in Q1 2019.
- WCM Investment Management opened 70 new positions and closed 7 in Q1 2019.
- WCM Investment Management's portfolio value rose 28% quarter-over-quarter to $14.4B.
Based on WCM Investment Management's 13F filing for Q1 2019, filed 13 May 2019.