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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
-15.19%
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
$18.1B
AUM Growth
-$492M
(-2.6%)
Cap. Flow
+$3.04B
Cap. Flow
% of AUM
16.78%
Top 10 Holdings %
Top 10 Hldgs %
63.91%
Holding
201
New
44
Increased
117
Reduced
16
Closed
21
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Mercado Libre
MELI
|
+$1.07B |
| 2 |
lululemon athletica
LULU
|
+$758M |
| 3 |
Steris
STE
|
+$409M |
| 4 |
Thermo Fisher Scientific
TMO
|
+$152M |
| 5 |
Stryker
SYK
|
+$138M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Shopify
SHOP
|
+$662M |
| 2 |
McDonald's
MCD
|
+$149M |
| 3 |
Netflix
NFLX
|
+$126M |
| 4 |
Costco
COST
|
+$47.1M |
| 5 |
iShares MSCI EAFE ETF
EFA
|
+$16.5M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 30.13% |
| 2 | Healthcare | 27.2% |
| 3 | Consumer Discretionary | 13.91% |
| 4 | Financials | 12.92% |
| 5 | Industrials | 10.74% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
101
BrightView Holdings
BV
$1.05B
| $5.16M | 0.03% |
+466,296
| New | +$6.67M |
|
102
Repligen
RGEN
$9.3B
| $5.03M | 0.03% |
52,112
+14,576
| +39% | +$1.41M |
|
103
ACI Worldwide
ACIW
$5.28B
| $4.97M | 0.03% |
205,790
+51,741
| +34% | +$1.65M |
|
104
iShares MSCI India ETF
INDA
$6.6B
| $4.92M | 0.03% |
204,040
+138,100
| +209% | +$4.41M |
|
105
Paylocity
PCTY
$7.7B
| $4.86M | 0.03% |
54,972
+13,748
| +33% | +$1.73M |
|
|
CYBR
106
DELISTED
CyberArk
CYBR
| $4.78M | 0.03% |
55,869
-14,691
| -21% | -$1.69M |
|
107
Trex
TREX
$5.07B
| $4.77M | 0.03% |
118,932
-548
| -0.5% | -$25.7K |
|
108
Boot Barn
BOOT
$5.02B
| $4.76M | 0.03% |
+368,576
| New | +$11.8M |
|
109
Maximus
MMS
$2.84B
| $4.76M | 0.03% |
81,879
+20,396
| +33% | +$1.38M |
|
|
ECOL
110
DELISTED
US Ecology, Inc.
ECOL
| $4.67M | 0.03% |
+153,682
| New | +$7.11M |
|
111
AtriCure
ATRC
$2.19B
| $4.63M | 0.03% |
137,695
+39,559
| +40% | +$1.42M |
|
|
AMWD
112
DELISTED
American Woodmark
AMWD
| $4.57M | 0.03% |
100,165
+4,481
| +5% | +$414K |
|
113
Ingevity
NGVT
$2.67B
| $4.51M | 0.02% |
128,132
+73,818
| +136% | +$4.31M |
|
|
MDLA
114
DELISTED
Medallia, Inc.
MDLA
| $4.47M | 0.02% |
+223,169
| New | +$6M |
|
|
NUVA
115
DELISTED
NuVasive, Inc.
NUVA
| $4.47M | 0.02% |
88,234
+22,247
| +34% | +$1.49M |
|
116
Grupo Aeroportuario del Sureste
ASR
$8.16B
| $4.41M | 0.02% |
46,849
+21,560
| +85% | +$3.65M |
|
|
CALY
117
Callaway Golf Company
CALY
$3.01B
| $4.32M | 0.02% |
422,837
+117,912
| +39% | +$2.03M |
|
118
Credicorp
BAP
$30B
| $4.29M | 0.02% |
30,019
+10,542
| +54% | +$1.99M |
|
119
WIX.com
WIX
$2.79B
| $4.26M | 0.02% |
42,278
-9,015
| -18% | -$1.18M |
|
120
Acadia Pharmaceuticals
ACAD
$5.07B
| $4.13M | 0.02% |
97,661
+28,235
| +41% | +$1.16M |
|
121
Rogers Corp
ROG
$2.41B
| $4.11M | 0.02% |
43,534
+10,944
| +34% | +$1.24M |
|
|
CCF
122
DELISTED
Chase Corporation
CCF
| $3.99M | 0.02% |
48,467
+2,788
| +6% | +$256K |
|
|
EVOP
123
DELISTED
EVO Payments, Inc. Class A Common Stock
EVOP
| $3.98M | 0.02% |
259,806
+75,227
| +41% | +$1.86M |
|
|
FLIR
124
DELISTED
FLIR Systems, Inc. (DE) Common Stock
FLIR
| $3.95M | 0.02% |
123,823
+9,057
| +8% | +$426K |
|
125
Teladoc Health
TDOC
$1.24B
| $3.94M | 0.02% |
25,438
-13,481
| -35% | -$1.57M |
|
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LP
WCM Investment Management's Q1 2020 Portfolio in Review
As of Q1 2020, WCM Investment Management held 201 positions worth $18.1B, down 2.6% from $18.6B the previous quarter. Its ten largest holdings account for 64% of the portfolio.
WCM Investment Management deployed $3.04B of net new capital in Q1 2020, opening 44 new positions and adding to 117 existing holdings. Its largest new stake was Thermo Fisher Scientific: 481,842 shares worth $137M.
By sector, the portfolio is most concentrated in Technology at 30% of assets, down from 35% a quarter earlier, followed by Healthcare and Consumer Discretionary.
On the sell side, the largest reduction was Shopify, an estimated $662M trimmed.
- WCM Investment Management's largest Q1 2020 buy was Thermo Fisher Scientific: 481,842 shares worth $137M.
- WCM Investment Management added most to Mercado Libre in Q1 2020, an estimated $1.07B increase.
- WCM Investment Management's biggest Q1 2020 reduction was Shopify, cutting an estimated $662M.
- WCM Investment Management fully exited McDonald's in Q1 2020, selling an estimated $149M.
- WCM Investment Management's ten largest holdings make up 64% of its $18.1B portfolio in Q1 2020.
- WCM Investment Management opened 44 new positions and closed 21 in Q1 2020.
- WCM Investment Management's portfolio value fell 2.6% quarter-over-quarter to $18.1B.
Based on WCM Investment Management's 13F filing for Q1 2020, filed 8 May 2020.