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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%
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
$16.7B
AUM Growth
+$716M
Cap. Flow
+$316M
Cap. Flow %
1.9%
Top 10 Hldgs %
73.6%
Holding
171
New
20
Increased
62
Reduced
55
Closed
19

Top Buys

Rank Stock Value
1
CB icon
Chubb
CB
+$241M
2
MCD icon
McDonald's
MCD
+$164M
3
SNN icon
Smith & Nephew
SNN
+$118M
4
ACN icon
Accenture
ACN
+$76.6M
5
CP icon
Canadian Pacific Kansas City
CP
+$74.1M

Top Sells

Rank Stock Value
1
SHOP icon
Shopify
SHOP
+$285M
2
MTD icon
Mettler-Toledo International
MTD
+$275M
3
BABA icon
Alibaba
BABA
+$115M
4
COST icon
Costco
COST
+$50.8M
5
VRSK icon
Verisk Analytics
VRSK
+$50.1M

Sector Composition

Rank Sector Weight
1 Technology 31.37%
2 Financials 24.96%
3 Healthcare 24.6%
4 Industrials 10.35%
5 Consumer Discretionary 2.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
PLNT icon
101
Planet Fitness
PLNT
$3.78B
$1.44M 0.01%
24,787
+5,520
+29% +$389K
TNDM icon
102
Tandem Diabetes Care
TNDM
$1.56B
$1.43M 0.01%
24,229
+5,819
+32% +$371K
COLD icon
103
Americold
COLD
$4.27B
$1.42M 0.01%
38,237
+183
+0.5% +$6.44K
MRCY icon
104
Mercury Systems
MRCY
$6.52B
$1.4M 0.01%
17,274
-13
-0.1% -$1.03K
TXRH icon
105
Texas Roadhouse
TXRH
$13.7B
$1.38M 0.01%
26,327
-27
-0.1% -$1.43K
MSA icon
106
Mine Safety
MSA
$7.49B
$1.36M 0.01%
+12,466
New +$1.31M
UFPI icon
107
UFP Industries
UFPI
$5.19B
$1.35M 0.01%
33,783
-39
-0.1% -$1.52K
ETSY icon
108
Etsy
ETSY
$7.85B
$1.34M 0.01%
23,802
+6,179
+35% +$363K
BRKR icon
109
Bruker
BRKR
$8.14B
$1.31M 0.01%
29,866
-34
-0.1% -$1.52K
CRL icon
110
Charles River Laboratories
CRL
$12.8B
$1.31M 0.01%
9,873
+46
+0.5% +$6.17K
IPHI
111
DELISTED
INPHI CORPORATION
IPHI
$1.31M 0.01%
21,409
-9,514
-31% -$580K
EFOR
112
Everforth Inc
EFOR
$1.32B
$1.3M 0.01%
20,661
-20
-0.1% -$1.24K
CASY icon
113
Casey's General Stores
CASY
$30.9B
$1.3M 0.01%
8,064
-79
-1% -$13K
BWXT icon
114
BWX Technologies
BWXT
$15.6B
$1.3M 0.01%
+22,680
New +$1.27M
AMN icon
115
AMN Healthcare
AMN
$1.4B
$1.29M 0.01%
+22,464
New +$1.24M
ABCB icon
116
Ameris Bancorp
ABCB
$5.89B
$1.26M 0.01%
31,200
– –
TDOC icon
117
Teladoc Health
TDOC
$1.3B
$1.25M 0.01%
18,465
-8,093
-30% -$533K
NGVT icon
118
Ingevity
NGVT
$2.68B
$1.22M 0.01%
14,404
– –
ROG icon
119
Rogers Corp
ROG
$2.4B
$1.22M 0.01%
+8,931
New +$1.32M
VAC icon
120
Marriott Vacations Worldwide
VAC
$4.25B
$1.21M 0.01%
11,706
-5,455
-32% -$537K
WWD icon
121
Woodward
WWD
$21.4B
$1.19M 0.01%
11,056
-12
-0.1% -$1.32K
MC icon
122
Moelis & Co
MC
$4.94B
$1.17M 0.01%
35,722
-36
-0.1% -$1.22K
PRO
123
DELISTED
PROS Holdings
PRO
$1.17M 0.01%
19,681
+105
+0.5% +$7.08K
EFA icon
124
iShares MSCI EAFE ETF
EFA
$80.2B
$1.15M 0.01%
17,631
+11,056
+168% +$712K
BL icon
125
BlackLine
BL
$1.72B
$1.14M 0.01%
23,927
-25
-0.1% -$1.24K
3 4
5
6 7

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WCM Investment Management's Q3 2019 Portfolio in Review

As of Q3 2019, WCM Investment Management held 171 positions worth $16.7B, up 4.5% from $16B the previous quarter. Its ten largest holdings account for 74% of the portfolio.

WCM Investment Management's Q3 2019 filing shows 20 new, 62 increased, 55 reduced and 19 closed positions. Its largest new stake was McDonald's: 766,414 shares worth $165M. The largest sale was Shopify, an estimated $285M.

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

  • WCM Investment Management's largest Q3 2019 buy was McDonald's: 766,414 shares worth $165M.
  • WCM Investment Management added most to Chubb in Q3 2019, an estimated $241M increase.
  • WCM Investment Management's biggest Q3 2019 reduction was Shopify, cutting an estimated $285M.
  • WCM Investment Management fully exited HFF Inc. in Q3 2019, selling an estimated $10.3M.
  • WCM Investment Management's ten largest holdings make up 74% of its $16.7B portfolio in Q3 2019.
  • WCM Investment Management opened 20 new positions and closed 19 in Q3 2019.
  • WCM Investment Management's portfolio value rose 4.5% quarter-over-quarter to $16.7B.

Based on WCM Investment Management's 13F filing for Q3 2019, filed 25 Oct 2019.