We are live on ! Find out more
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
+46.85%
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
$26.1B
AUM Growth
+$7.95B
Cap. Flow
+$1.06B
Cap. Flow %
4.05%
Top 10 Hldgs %
69.35%
Holding
195
New
15
Increased
130
Reduced
16
Closed
15

Top Buys

Rank Stock Value
1
LULU icon
lululemon athletica
LULU
+$311M
2
STE icon
Steris
STE
+$186M
3
MELI icon
Mercado Libre
MELI
+$154M
4
NOW icon
ServiceNow
NOW
+$133M
5
TSM icon
TSMC
TSM
+$117M

Top Sells

Rank Stock Value
1
CB icon
Chubb
CB
+$955M
2
EFA icon
iShares MSCI EAFE ETF
EFA
+$10.9M
3
SHOP icon
Shopify
SHOP
+$6.7M
4
BCO icon
Brink's
BCO
+$6.32M
5
EXAS
Exact Sciences
EXAS
+$5.84M

Sector Composition

Rank Sector Weight
1 Technology 34.45%
2 Healthcare 25.02%
3 Consumer Discretionary 19.68%
4 Industrials 9.19%
5 Financials 6.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
MRCY icon
101
Mercury Systems
MRCY
$6.52B
$7.23M 0.03%
91,948
+3,634
+4% +$297K
NUVA
102
DELISTED
NuVasive, Inc.
NUVA
$7.23M 0.03%
129,935
+41,701
+47% +$2.41M
INDA icon
103
iShares MSCI India ETF
INDA
$6.6B
$7.22M 0.03%
248,824
+44,784
+22% +$1.2M
WING icon
104
Wingstop
WING
$3.2B
$7.17M 0.03%
51,553
-44,368
-46% -$5.17M
CASS icon
105
Cass Information Systems
CASS
$734M
$7.11M 0.03%
182,049
+13,033
+8% +$490K
SAIC icon
106
Saic
SAIC
$5.31B
$6.98M 0.03%
+89,851
New +$7.37M
GAN
107
DELISTED
GAN Ltd
GAN
$6.98M 0.03%
+274,125
New +$5.24M
BC icon
108
Brunswick
BC
$5.21B
$6.96M 0.03%
+108,774
New +$5.42M
RGEN icon
109
Repligen
RGEN
$9.21B
$6.93M 0.03%
56,089
+3,977
+8% +$468K
REXR icon
110
Rexford Industrial Realty
REXR
$8.13B
$6.87M 0.03%
165,809
+6,017
+4% +$242K
CASY icon
111
Casey's General Stores
CASY
$31.6B
$6.84M 0.03%
45,770
+1,417
+3% +$213K
PNFP icon
112
Pinnacle Financial Partners Inc
PNFP
$15.8B
$6.8M 0.03%
+161,989
New +$6.43M
ATRC icon
113
AtriCure
ATRC
$2.12B
$6.78M 0.03%
150,845
+13,150
+10% +$573K
TREX icon
114
Trex
TREX
$4.91B
$6.76M 0.03%
103,958
-14,974
-13% -$799K
PFPT
115
DELISTED
Proofpoint, Inc.
PFPT
$6.66M 0.03%
59,977
+26,351
+78% +$3.01M
OMCL icon
116
Omnicell
OMCL
$1.7B
$6.66M 0.03%
94,350
+3,161
+3% +$216K
ARWR icon
117
Arrowhead Research
ARWR
$12.5B
$6.37M 0.02%
147,496
+38,863
+36% +$1.37M
MMS icon
118
Maximus
MMS
$2.9B
$6.23M 0.02%
88,377
+6,498
+8% +$437K
MDLA
119
DELISTED
Medallia, Inc.
MDLA
$6.07M 0.02%
240,402
+17,233
+8% +$411K
ROG icon
120
Rogers Corp
ROG
$2.3B
$5.85M 0.02%
46,944
+3,410
+8% +$365K
PEN icon
121
Penumbra
PEN
$12.8B
$5.76M 0.02%
32,230
-10,283
-24% -$1.78M
BV icon
122
BrightView Holdings
BV
$1.05B
$5.64M 0.02%
503,552
+37,256
+8% +$451K
ECOL
123
DELISTED
US Ecology, Inc.
ECOL
$5.54M 0.02%
163,543
+9,861
+6% +$321K
HALO icon
124
Halozyme
HALO
$12.2B
$5.46M 0.02%
203,820
+10,201
+5% +$230K
FLIR
125
DELISTED
FLIR Systems, Inc. (DE) Common Stock
FLIR
$5.34M 0.02%
131,532
+7,709
+6% +$320K
3 4
5
6 7

Similar funds

State of Wisconsin Investment Board
State of Wisconsin Investment Board Madison, Wisconsin $43.7B AUM 27.76% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return
PEAK6
PEAK6 Chicago, Illinois $42.6B AUM 66.24% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return
LP
LMR Partners London, United Kingdom $45.4B AUM 60.47% 1-Year Est. Return
Zurich Cantonal Bank
Zurich Cantonal Bank Zurich, Switzerland $46B AUM 27.59% 1-Year Est. Return
Holocene Advisors
Holocene Advisors New York $41.5B AUM 42.97% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

WCM Investment Management's Q2 2020 Portfolio in Review

As of Q2 2020, WCM Investment Management held 195 positions worth $26.1B, up 44% from $18.1B the previous quarter. Its ten largest holdings account for 69% of the portfolio.

WCM Investment Management deployed $1.06B of net new capital in Q2 2020, opening 15 new positions and adding to 130 existing holdings. Its largest new stake was ServiceNow: 1,886,120 shares worth $153M.

By sector, the portfolio is most concentrated in Technology at 34% of assets, up from 30% a quarter earlier, followed by Healthcare and Consumer Discretionary.

On the sell side, the largest reduction was iShares MSCI EAFE ETF, an estimated $10.9M trimmed.

  • WCM Investment Management's largest Q2 2020 buy was ServiceNow: 1,886,120 shares worth $153M.
  • WCM Investment Management added most to lululemon athletica in Q2 2020, an estimated $311M increase.
  • WCM Investment Management's biggest Q2 2020 reduction was iShares MSCI EAFE ETF, cutting an estimated $10.9M.
  • WCM Investment Management fully exited Chubb in Q2 2020, selling an estimated $955M.
  • WCM Investment Management's ten largest holdings make up 69% of its $26.1B portfolio in Q2 2020.
  • WCM Investment Management opened 15 new positions and closed 15 in Q2 2020.
  • WCM Investment Management's portfolio value rose 44% quarter-over-quarter to $26.1B.

Based on WCM Investment Management's 13F filing for Q2 2020, filed 18 Aug 2020.