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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
+13.17%
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
$18.6B
AUM Growth
+$1.94B
Cap. Flow
+$56M
Cap. Flow %
0.3%
Top 10 Hldgs %
70.09%
Holding
166
New
14
Increased
113
Reduced
26
Closed
9

Top Buys

Rank Stock Value
1
LULU icon
lululemon athletica
LULU
+$702M
2
ASML icon
ASML
ASML
+$137M
3
ICE icon
Intercontinental Exchange
ICE
+$110M
4
CHD icon
Church & Dwight Co
CHD
+$106M
5
SNN icon
Smith & Nephew
SNN
+$73.6M

Top Sells

Rank Stock Value
1
CB icon
Chubb
CB
+$1.21B
2
A icon
Agilent Technologies
A
+$104M
3
SCHW
Charles Schwab
SCHW
+$78.4M
4
BSX icon
Boston Scientific
BSX
+$58M
5
STE icon
Steris
STE
+$52.8M

Sector Composition

Rank Sector Weight
1 Technology 35.28%
2 Healthcare 23.99%
3 Financials 16.5%
4 Industrials 11.01%
5 Consumer Discretionary 6.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
NUVA
101
DELISTED
NuVasive, Inc.
NUVA
$5.1M 0.03%
+65,987
New +$4.66M
BWXT icon
102
BWX Technologies
BWXT
$15.6B
$5.08M 0.03%
81,899
+59,219
+261% +$3.52M
MNDT
103
DELISTED
Mandiant, Inc. Common Stock
MNDT
$5.08M 0.03%
307,488
+223,640
+267% +$3.59M
PEN icon
104
Penumbra
PEN
$12.8B
$5.03M 0.03%
30,635
+19,744
+181% +$3.14M
PRO
105
DELISTED
PROS Holdings
PRO
$5.03M 0.03%
83,891
+64,210
+326% +$3.7M
ABCB icon
106
Ameris Bancorp
ABCB
$5.89B
$4.99M 0.03%
117,371
+86,171
+276% +$3.68M
PCTY icon
107
Paylocity
PCTY
$7.98B
$4.98M 0.03%
41,224
+29,935
+265% +$3.28M
CASY icon
108
Casey's General Stores
CASY
$30.9B
$4.94M 0.03%
31,077
+23,013
+285% +$3.81M
SMTC icon
109
Semtech
SMTC
$13B
$4.94M 0.03%
+93,385
New +$4.68M
EBS icon
110
Emergent Biosolutions
EBS
$248M
$4.91M 0.03%
91,038
+16,264
+22% +$882K
EVOP
111
DELISTED
EVO Payments, Inc. Class A Common Stock
EVOP
$4.88M 0.03%
184,579
+132,085
+252% +$3.64M
NP
112
DELISTED
Neenah, Inc. Common Stock
NP
$4.82M 0.03%
68,437
+11,747
+21% +$798K
WWD icon
113
Woodward
WWD
$21.4B
$4.82M 0.03%
40,672
+29,616
+268% +$3.34M
INSP icon
114
Inspire Medical Systems
INSP
$1.74B
$4.82M 0.03%
64,885
+54,665
+535% +$3.51M
COLD icon
115
Americold
COLD
$4.27B
$4.81M 0.03%
137,181
+98,944
+259% +$3.64M
ETSY icon
116
Etsy
ETSY
$7.85B
$4.8M 0.03%
108,308
+84,506
+355% +$4.03M
NGVT icon
117
Ingevity
NGVT
$2.68B
$4.75M 0.03%
54,314
+39,910
+277% +$3.49M
ASR icon
118
Grupo Aeroportuario del Sureste
ASR
$8.3B
$4.74M 0.03%
25,289
+3,655
+17% +$621K
RGS icon
119
Regis Corp
RGS
$70.2M
$4.68M 0.03%
13,109
+9,528
+266% +$3.53M
MMS icon
120
Maximus
MMS
$3.1B
$4.57M 0.02%
+61,483
New +$4.62M
BL icon
121
BlackLine
BL
$1.72B
$4.5M 0.02%
87,348
+63,421
+265% +$3.17M
MRCY icon
122
Mercury Systems
MRCY
$6.52B
$4.39M 0.02%
63,583
+46,309
+268% +$3.34M
LOGM
123
DELISTED
LogMein, Inc.
LOGM
$4.32M 0.02%
50,385
+39,371
+357% +$2.92M
ICUI icon
124
ICU Medical
ICUI
$4.61B
$4.21M 0.02%
22,490
+17,446
+346% +$3M
MC icon
125
Moelis & Co
MC
$4.94B
$4.2M 0.02%
131,661
+95,939
+269% +$3.14M
3 4
5
6 7

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WCM Investment Management's Q4 2019 Portfolio in Review

As of Q4 2019, WCM Investment Management held 166 positions worth $18.6B, up 12% from $16.7B the previous quarter. Its ten largest holdings account for 70% of the portfolio.

WCM Investment Management's Q4 2019 filing shows 14 new, 113 increased, 26 reduced and 9 closed positions. Its largest new stake was lululemon athletica: 3,295,460 shares worth $763M. The largest sale was Chubb, an estimated $1.21B.

By sector, the portfolio is most concentrated in Technology at 35% of assets, up from 31% a quarter earlier, followed by Healthcare and Financials.

  • WCM Investment Management's largest Q4 2019 buy was lululemon athletica: 3,295,460 shares worth $763M.
  • WCM Investment Management added most to ASML in Q4 2019, an estimated $137M increase.
  • WCM Investment Management's biggest Q4 2019 reduction was Chubb, cutting an estimated $1.21B.
  • WCM Investment Management fully exited Agilent Technologies in Q4 2019, selling an estimated $104M.
  • WCM Investment Management's ten largest holdings make up 70% of its $18.6B portfolio in Q4 2019.
  • WCM Investment Management opened 14 new positions and closed 9 in Q4 2019.
  • WCM Investment Management's portfolio value rose 12% quarter-over-quarter to $18.6B.

Based on WCM Investment Management's 13F filing for Q4 2019, filed 7 Feb 2020.