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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
+3.13%
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
$36.5B
AUM Growth
-$273M
Cap. Flow
-$1.01B
Cap. Flow %
-2.77%
Top 10 Hldgs %
65.11%
Holding
210
New
17
Increased
114
Reduced
56
Closed
20

Top Buys

Rank Stock Value
1
ODFL icon
Old Dominion Freight Line
ODFL
+$246M
2
NKE icon
Nike
NKE
+$135M
3
HDB icon
HDFC Bank
HDB
+$83.4M
4
RACE icon
Ferrari
RACE
+$59.5M
5
SHOP icon
Shopify
SHOP
+$58.8M

Top Sells

Rank Stock Value
1
MELI icon
Mercado Libre
MELI
+$1.17B
2
IDXX icon
Idexx Laboratories
IDXX
+$320M
3
VRSK icon
Verisk Analytics
VRSK
+$264M
4
ICE icon
Intercontinental Exchange
ICE
+$208M
5
ANSS
Ansys
ANSS
+$192M

Sector Composition

Rank Sector Weight
1 Technology 34.7%
2 Healthcare 21.24%
3 Consumer Discretionary 14.67%
4 Financials 12.98%
5 Industrials 11.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
QTWO icon
101
Q2 Holdings
QTWO
$3.96B
$11.1M 0.03%
+110,348
New +$13.7M
SMTC icon
102
Semtech
SMTC
$12.2B
$10.9M 0.03%
158,293
-3,628
-2% -$266K
BLD
103
DELISTED
TopBuild
BLD
$10.9M 0.03%
52,110
-1,084
-2% -$220K
WEX icon
104
WEX
WEX
$6.35B
$10.9M 0.03%
51,882
+6,735
+15% +$1.42M
AXON
105
Axon Enterprise
AXON
$48.4B
$10.8M 0.03%
75,821
-41,049
-35% -$6.4M
NGVT icon
106
Ingevity
NGVT
$2.65B
$10.5M 0.03%
139,114
-2,588
-2% -$188K
EEFT icon
107
Euronet Worldwide
EEFT
$2.65B
$10.5M 0.03%
+75,580
New +$10.9M
SGRY icon
108
Surgery Partners
SGRY
$2.09B
$10.3M 0.03%
232,675
-5,838
-2% -$217K
LHCG
109
DELISTED
LHC Group LLC
LHCG
$10.3M 0.03%
53,780
-1,004
-2% -$201K
NTRA icon
110
Natera
NTRA
$45.9B
$10.2M 0.03%
100,575
-49,140
-33% -$5.38M
ATRC icon
111
AtriCure
ATRC
$2.12B
$9.97M 0.03%
152,145
-3,176
-2% -$196K
SFBS
112
ServisFirst Bancshares
SFBS
$4.84B
$9.84M 0.03%
+160,508
New +$7.97M
PRI icon
113
Primerica
PRI
$9.65B
$9.84M 0.03%
66,567
+729
+1% +$105K
GKOS icon
114
Glaukos
GKOS
$10.7B
$9.8M 0.03%
116,763
-2,218
-2% -$195K
TREX icon
115
Trex
TREX
$4.91B
$9.64M 0.03%
105,366
-1,974
-2% -$186K
SAIC icon
116
Saic
SAIC
$5.3B
$9.57M 0.03%
114,452
-5,263
-4% -$494K
BSX icon
117
Boston Scientific
BSX
$73.1B
$9.03M 0.02%
233,535
-22,452
-9% -$850K
CCF
118
DELISTED
Chase Corporation
CCF
$8.56M 0.02%
73,512
+9,616
+15% +$1.07M
WING icon
119
Wingstop
WING
$3.2B
$8.47M 0.02%
66,572
+32,456
+95% +$4.56M
RGEN icon
120
Repligen
RGEN
$9.21B
$8.33M 0.02%
42,835
+31
+0.1% +$6.36K
BL icon
121
BlackLine
BL
$1.7B
$8.29M 0.02%
76,434
-22,369
-23% -$2.79M
RARE icon
122
Ultragenyx Pharmaceutical
RARE
$2.64B
$7.98M 0.02%
70,065
-1,664
-2% -$227K
MMS icon
123
Maximus
MMS
$2.9B
$7.91M 0.02%
88,870
-1,685
-2% -$138K
ONEM
124
DELISTED
1Life Healthcare
ONEM
$7.8M 0.02%
+199,662
New +$9.37M
SPT icon
125
Sprout Social
SPT
$604M
$7.77M 0.02%
+134,490
New +$8.43M
3 4
5
6 7

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WCM Investment Management's Q1 2021 Portfolio in Review

As of Q1 2021, WCM Investment Management held 210 positions worth $36.5B, down 0.74% from $36.8B the previous quarter. Its ten largest holdings account for 65% of the portfolio.

WCM Investment Management's Q1 2021 filing shows 17 new, 114 increased, 56 reduced and 20 closed positions. Its largest new stake was Old Dominion Freight Line: 2,296,392 shares worth $276M. The largest sale was Mercado Libre, an estimated $1.17B.

By sector, the portfolio is most concentrated in Technology at 35% of assets, up from 32% a quarter earlier, followed by Healthcare and Consumer Discretionary.

  • WCM Investment Management's largest Q1 2021 buy was Old Dominion Freight Line: 2,296,392 shares worth $276M.
  • WCM Investment Management added most to Nike in Q1 2021, an estimated $135M increase.
  • WCM Investment Management's biggest Q1 2021 reduction was Mercado Libre, cutting an estimated $1.17B.
  • WCM Investment Management fully exited Idexx Laboratories in Q1 2021, selling an estimated $320M.
  • WCM Investment Management's ten largest holdings make up 65% of its $36.5B portfolio in Q1 2021.
  • WCM Investment Management opened 17 new positions and closed 20 in Q1 2021.
  • WCM Investment Management's portfolio value fell 0.74% quarter-over-quarter to $36.5B.

Based on WCM Investment Management's 13F filing for Q1 2021, filed 13 May 2021.