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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
+23.81%
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
$36.8B
AUM Growth
+$8.29B
Cap. Flow
+$2.07B
Cap. Flow %
5.62%
Top 10 Hldgs %
65.5%
Holding
199
New
20
Increased
141
Reduced
29
Closed
6

Top Buys

Rank Stock Value
1
HDB icon
HDFC Bank
HDB
+$619M
2
NKE icon
Nike
NKE
+$241M
3
SNPS icon
Synopsys
SNPS
+$235M
4
MELI icon
Mercado Libre
MELI
+$148M
5
CHD icon
Church & Dwight Co
CHD
+$136M

Top Sells

Rank Stock Value
1
CCI icon
Crown Castle
CCI
+$233M
2
ILMN icon
Illumina
ILMN
+$176M
3
COO icon
Cooper Companies
COO
+$156M
4
BSX icon
Boston Scientific
BSX
+$140M
5
ANSS
Ansys
ANSS
+$66.2M

Sector Composition

Rank Sector Weight
1 Technology 32.16%
2 Healthcare 21.97%
3 Consumer Discretionary 18.62%
4 Financials 12.33%
5 Industrials 9.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
GAN
101
DELISTED
GAN Ltd
GAN
$10.8M 0.03%
531,570
+235,405
+79% +$3.95M
NGVT icon
102
Ingevity
NGVT
$2.69B
$10.7M 0.03%
141,702
+476
+0.3% +$31K
WH icon
103
Wyndham Hotels & Resorts
WH
$5.42B
$10.7M 0.03%
180,405
+3,002
+2% +$162K
PFPT
104
DELISTED
Proofpoint, Inc.
PFPT
$10.5M 0.03%
76,778
+238
+0.3% +$26.1K
AVNT icon
105
Avient
AVNT
$4.22B
$10.4M 0.03%
+258,371
New +$9.11M
PLNT icon
106
Planet Fitness
PLNT
$3.65B
$10.4M 0.03%
134,056
+411
+0.3% +$28.7K
MDLA
107
DELISTED
Medallia, Inc.
MDLA
$10.4M 0.03%
311,830
+65,085
+26% +$2.08M
UFPI icon
108
UFP Industries
UFPI
$5.1B
$10.2M 0.03%
183,898
+527
+0.3% +$28.9K
TKR icon
109
Timken Company
TKR
$8.93B
$10.2M 0.03%
+131,623
New +$8.96M
CASY icon
110
Casey's General Stores
CASY
$31.3B
$10.1M 0.03%
56,608
+9,549
+20% +$1.73M
BBIO icon
111
BridgeBio Pharma
BBIO
$16.5B
$10.1M 0.03%
141,849
+36,053
+34% +$1.74M
HMTV
112
DELISTED
Hemisphere Media Group, Inc.
HMTV
$9.97M 0.03%
962,471
+16,119
+2% +$162K
RARE icon
113
Ultragenyx Pharmaceutical
RARE
$2.66B
$9.93M 0.03%
71,729
+3,917
+6% +$465K
BLD
114
DELISTED
TopBuild
BLD
$9.79M 0.03%
53,194
-15,693
-23% -$2.78M
UPLD icon
115
Upland Software
UPLD
$14.3M
$9.41M 0.03%
+20,501
New +$9.03M
BSX icon
116
Boston Scientific
BSX
$74.3B
$9.2M 0.03%
255,987
-3,873,547
-94% -$140M
WEX icon
117
WEX
WEX
$6.46B
$9.19M 0.03%
45,147
+76
+0.2% +$12.8K
VVX icon
118
V2X
VVX
$2.58B
$9.19M 0.03%
184,738
+2,993
+2% +$134K
TREX icon
119
Trex
TREX
$5.04B
$8.99M 0.02%
107,340
+288
+0.3% +$22K
GKOS icon
120
Glaukos
GKOS
$10.7B
$8.96M 0.02%
118,981
+387
+0.3% +$24.5K
SWAV
121
DELISTED
Shockwave Medical, Inc. Common Stock
SWAV
$8.85M 0.02%
85,298
-31,151
-27% -$2.7M
PRI icon
122
Primerica
PRI
$9.68B
$8.82M 0.02%
65,838
+188
+0.3% +$23.6K
CASS icon
123
Cass Information Systems
CASS
$739M
$8.8M 0.02%
226,287
+3,944
+2% +$165K
ATRC icon
124
AtriCure
ATRC
$2.15B
$8.65M 0.02%
155,321
+482
+0.3% +$20.8K
FATE icon
125
Fate Therapeutics
FATE
$318M
$8.56M 0.02%
94,189
-30,999
-25% -$1.93M
3 4
5
6 7

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WCM Investment Management's Q4 2020 Portfolio in Review

As of Q4 2020, WCM Investment Management held 199 positions worth $36.8B, up 29% from $28.5B the previous quarter. Its ten largest holdings account for 66% of the portfolio.

WCM Investment Management deployed $2.07B of net new capital in Q4 2020, opening 20 new positions and adding to 141 existing holdings. Its largest new stake was Nike: 1,818,345 shares worth $257M.

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

On the sell side, the largest reduction was Crown Castle, an estimated $233M trimmed.

  • WCM Investment Management's largest Q4 2020 buy was Nike: 1,818,345 shares worth $257M.
  • WCM Investment Management added most to HDFC Bank in Q4 2020, an estimated $619M increase.
  • WCM Investment Management's biggest Q4 2020 reduction was Crown Castle, cutting an estimated $233M.
  • WCM Investment Management fully exited Momenta Pharmaceuticals, Inc. in Q4 2020, selling an estimated $7.45M.
  • WCM Investment Management's ten largest holdings make up 66% of its $36.8B portfolio in Q4 2020.
  • WCM Investment Management opened 20 new positions and closed 6 in Q4 2020.
  • WCM Investment Management's portfolio value rose 29% quarter-over-quarter to $36.8B.

Based on WCM Investment Management's 13F filing for Q4 2020, filed 16 Feb 2021.