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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
+12.31%
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
$28.5B
AUM Growth
+$2.43B
Cap. Flow
-$368M
Cap. Flow %
-1.29%
Top 10 Hldgs %
63.12%
Holding
188
New
8
Increased
132
Reduced
20
Closed
9

Top Buys

Rank Stock Value
1
AON icon
Aon
AON
+$869M
2
APH icon
Amphenol
APH
+$102M
3
MELI icon
Mercado Libre
MELI
+$95.1M
4
SHW icon
Sherwin-Williams
SHW
+$94.6M
5
TSM icon
TSMC
TSM
+$88.9M

Top Sells

Rank Stock Value
1
SHOP icon
Shopify
SHOP
+$1.42B
2
LULU icon
lululemon athletica
LULU
+$950M
3
WST icon
West Pharmaceutical
WST
+$49.4M
4
NTUS
Natus Medical Inc
NTUS
+$10.5M
5
CALY
Callaway Golf Company
CALY
+$7.64M

Sector Composition

Rank Sector Weight
1 Technology 31.8%
2 Healthcare 25.3%
3 Consumer Discretionary 16.67%
4 Industrials 10.42%
5 Financials 10.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
RGEN icon
101
Repligen
RGEN
$9.4B
$8.5M 0.03%
57,587
+1,498
+3% +$214K
CASY icon
102
Casey's General Stores
CASY
$31.2B
$8.36M 0.03%
47,059
+1,289
+3% +$218K
HELE icon
103
Helen of Troy
HELE
$683M
$8.27M 0.03%
42,713
+41,133
+2,603% +$8.17M
PLNT icon
104
Planet Fitness
PLNT
$3.66B
$8.23M 0.03%
133,645
+3,439
+3% +$198K
NUVA
105
DELISTED
NuVasive, Inc.
NUVA
$8.23M 0.03%
169,538
+39,603
+30% +$2.13M
HMTV
106
DELISTED
Hemisphere Media Group, Inc.
HMTV
$8.22M 0.03%
946,352
+171,442
+22% +$1.54M
TNDM icon
107
Tandem Diabetes Care
TNDM
$1.63B
$8.16M 0.03%
71,910
-12,665
-15% -$1.33M
PFPT
108
DELISTED
Proofpoint, Inc.
PFPT
$8.08M 0.03%
76,540
+16,563
+28% +$1.85M
SGRY icon
109
Surgery Partners
SGRY
$1.99B
$7.96M 0.03%
363,492
-78,478
-18% -$1.39M
PNFP icon
110
Pinnacle Financial Partners Inc
PNFP
$16B
$7.89M 0.03%
221,767
+59,778
+37% +$2.38M
REXR icon
111
Rexford Industrial Realty
REXR
$8.13B
$7.79M 0.03%
170,195
+4,386
+3% +$199K
TREX icon
112
Trex
TREX
$5.05B
$7.67M 0.03%
107,052
+3,094
+3% +$214K
MNTA
113
DELISTED
Momenta Pharmaceuticals, Inc.
MNTA
$7.45M 0.03%
+141,884
New +$5.87M
PRI icon
114
Primerica
PRI
$9.66B
$7.43M 0.03%
65,650
+1,677
+3% +$204K
COLD icon
115
Americold
COLD
$4.19B
$7.37M 0.03%
206,156
+5,398
+3% +$204K
EVOP
116
DELISTED
EVO Payments, Inc. Class A Common Stock
EVOP
$7.07M 0.02%
284,680
+274,468
+2,688% +$6.9M
IOVA icon
117
Iovance Biotherapeutics
IOVA
$2.9B
$6.99M 0.02%
212,417
+54,595
+35% +$1.67M
NGVT icon
118
Ingevity
NGVT
$2.68B
$6.98M 0.02%
141,226
+3,559
+3% +$201K
VVX icon
119
V2X
VVX
$2.54B
$6.91M 0.02%
+181,745
New +$7.9M
EBS icon
120
Emergent Biosolutions
EBS
$228M
$6.8M 0.02%
65,844
-39,417
-37% -$4.25M
MDLA
121
DELISTED
Medallia, Inc.
MDLA
$6.77M 0.02%
246,745
+6,343
+3% +$192K
ARWR icon
122
Arrowhead Research
ARWR
$12.8B
$6.52M 0.02%
151,434
+3,938
+3% +$170K
PEN icon
123
Penumbra
PEN
$12.9B
$6.42M 0.02%
33,020
+790
+2% +$166K
WEX icon
124
WEX
WEX
$6.47B
$6.26M 0.02%
45,071
+1,205
+3% +$189K
MMS icon
125
Maximus
MMS
$2.86B
$6.2M 0.02%
90,695
+2,318
+3% +$171K
3 4
5
6 7

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WCM Investment Management's Q3 2020 Portfolio in Review

As of Q3 2020, WCM Investment Management held 188 positions worth $28.5B, up 9.3% from $26.1B the previous quarter. Its ten largest holdings account for 63% of the portfolio.

WCM Investment Management's Q3 2020 filing shows 8 new, 132 increased, 20 reduced and 9 closed positions. Its largest new stake was Aon: 4,351,480 shares worth $898M. The largest sale was Shopify, an estimated $1.42B.

By sector, the portfolio is most concentrated in Technology at 32% of assets, down from 34% a quarter earlier, followed by Healthcare and Consumer Discretionary.

  • WCM Investment Management's largest Q3 2020 buy was Aon: 4,351,480 shares worth $898M.
  • WCM Investment Management added most to Amphenol in Q3 2020, an estimated $102M increase.
  • WCM Investment Management's biggest Q3 2020 reduction was Shopify, cutting an estimated $1.42B.
  • WCM Investment Management fully exited Natus Medical Inc in Q3 2020, selling an estimated $10.5M.
  • WCM Investment Management's ten largest holdings make up 63% of its $28.5B portfolio in Q3 2020.
  • WCM Investment Management opened 8 new positions and closed 9 in Q3 2020.
  • WCM Investment Management's portfolio value rose 9.3% quarter-over-quarter to $28.5B.

Based on WCM Investment Management's 13F filing for Q3 2020, filed 6 Nov 2020.