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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
+12.82%
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
$16B
AUM Growth
+$1.58B
Cap. Flow
+$10.4M
Cap. Flow %
0.07%
Top 10 Hldgs %
74.25%
Holding
161
New
19
Increased
54
Reduced
75
Closed
10

Top Buys

Rank Stock Value
1
ALC icon
Alcon
ALC
+$236M
2
BABA icon
Alibaba
BABA
+$119M
3
CB icon
Chubb
CB
+$71.2M
4
ILMN icon
Illumina
ILMN
+$58.7M
5
HDB icon
HDFC Bank
HDB
+$45.9M

Top Sells

Rank Stock Value
1
RYAAY icon
Ryanair
RYAAY
+$325M
2
SHOP icon
Shopify
SHOP
+$278M
3
CLB icon
Core Laboratories
CLB
+$215M
4
ATVI
Activision Blizzard
ATVI
+$85.4M
5
SCHW
Charles Schwab
SCHW
+$56.6M

Sector Composition

Rank Sector Weight
1 Technology 30.38%
2 Healthcare 26.61%
3 Financials 23.75%
4 Industrials 11.08%
5 Materials 1.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
TXRH icon
101
Texas Roadhouse
TXRH
$13.7B
$1.41M 0.01%
26,354
+4,992
+23% +$281K
ARRY
102
DELISTED
Array Biopharma Inc
ARRY
$1.41M 0.01%
30,406
-734
-2% -$20.6K
ATRC icon
103
AtriCure
ATRC
$2.11B
$1.4M 0.01%
46,926
+17,248
+58% +$504K
FIVN icon
104
FIVE9
FIVN
$2.54B
$1.4M 0.01%
27,222
-585
-2% -$29.7K
PLNT icon
105
Planet Fitness
PLNT
$3.78B
$1.4M 0.01%
19,267
-6,704
-26% -$505K
CRL icon
106
Charles River Laboratories
CRL
$12.8B
$1.4M 0.01%
9,827
-215
-2% -$29.2K
RRX icon
107
Regal Rexnord
RRX
$11.9B
$1.39M 0.01%
17,052
-363
-2% -$29.2K
EVOP
108
DELISTED
EVO Payments, Inc. Class A Common Stock
EVOP
$1.35M 0.01%
42,727
-11,029
-21% -$322K
AXON
109
Axon Enterprise
AXON
$46.4B
$1.34M 0.01%
20,830
-7,606
-27% -$496K
PEN icon
110
Penumbra
PEN
$12.8B
$1.31M 0.01%
8,179
-161
-2% -$23.3K
UFPI icon
111
UFP Industries
UFPI
$5.19B
$1.29M 0.01%
33,822
-15,000
-31% -$520K
BL icon
112
BlackLine
BL
$1.72B
$1.28M 0.01%
23,952
-514
-2% -$25.6K
PLAN
113
DELISTED
Anaplan, Inc.
PLAN
$1.28M 0.01%
25,412
-8,604
-25% -$356K
TREX icon
114
Trex
TREX
$5.01B
$1.28M 0.01%
+35,652
New +$1.21M
CASY icon
115
Casey's General Stores
CASY
$30.9B
$1.27M 0.01%
8,143
-251
-3% -$34.3K
EFOR
116
Everforth Inc
EFOR
$1.32B
$1.25M 0.01%
20,681
-438
-2% -$26.3K
WWD icon
117
Woodward
WWD
$21.4B
$1.25M 0.01%
11,068
-6,238
-36% -$668K
MC icon
118
Moelis & Co
MC
$4.94B
$1.25M 0.01%
35,758
+7,506
+27% +$271K
PRO
119
DELISTED
PROS Holdings
PRO
$1.24M 0.01%
19,576
-17,257
-47% -$908K
SLP icon
120
Simulations Plus
SLP
$371M
$1.24M 0.01%
+43,231
New +$1.05M
COLD icon
121
Americold
COLD
$4.27B
$1.23M 0.01%
+38,054
New +$1.21M
LPSN icon
122
LivePerson
LPSN
$32.3M
$1.23M 0.01%
+2,922
New +$1.25M
ABCB icon
123
Ameris Bancorp
ABCB
$5.89B
$1.22M 0.01%
31,200
+5,132
+20% +$187K
MRCY icon
124
Mercury Systems
MRCY
$6.52B
$1.22M 0.01%
17,287
-8,810
-34% -$611K
TNDM icon
125
Tandem Diabetes Care
TNDM
$1.56B
$1.19M 0.01%
+18,410
New +$1.19M
3 4
5
6 7

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WCM Investment Management's Q2 2019 Portfolio in Review

As of Q2 2019, WCM Investment Management held 161 positions worth $16B, up 11% from $14.4B the previous quarter. Its ten largest holdings account for 74% of the portfolio.

WCM Investment Management's Q2 2019 filing shows 19 new, 54 increased, 75 reduced and 10 closed positions. Its largest new stake was Alcon: 4,024,462 shares worth $250M. The largest sale was Ryanair, an estimated $325M.

By sector, the portfolio is most concentrated in Technology at 30% of assets, down from 31% a quarter earlier, followed by Healthcare and Financials.

  • WCM Investment Management's largest Q2 2019 buy was Alcon: 4,024,462 shares worth $250M.
  • WCM Investment Management added most to Alibaba in Q2 2019, an estimated $119M increase.
  • WCM Investment Management's biggest Q2 2019 reduction was Shopify, cutting an estimated $278M.
  • WCM Investment Management fully exited Ryanair in Q2 2019, selling an estimated $325M.
  • WCM Investment Management's ten largest holdings make up 74% of its $16B portfolio in Q2 2019.
  • WCM Investment Management opened 19 new positions and closed 10 in Q2 2019.
  • WCM Investment Management's portfolio value rose 11% quarter-over-quarter to $16B.

Based on WCM Investment Management's 13F filing for Q2 2019, filed 6 Aug 2019.