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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
+5.94%
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
$43.3B
AUM Growth
+$3.9B
Cap. Flow
+$2.86B
Cap. Flow %
6.62%
Top 10 Hldgs %
54.6%
Holding
214
New
18
Increased
155
Reduced
27
Closed
10

Top Buys

Rank Stock Value
1
TEAM icon
Atlassian
TEAM
+$1.5B
2
ICLR icon
Icon
ICLR
+$744M
3
FND icon
Floor & Decor
FND
+$350M
4
RGEN icon
Repligen
RGEN
+$320M
5
LRCX icon
Lam Research
LRCX
+$317M

Top Sells

Rank Stock Value
1
HDB icon
HDFC Bank
HDB
+$910M
2
SNPS icon
Synopsys
SNPS
+$294M
3
MELI icon
Mercado Libre
MELI
+$136M
4
WST icon
West Pharmaceutical
WST
+$100M
5
NBIS
Nebius Group N.V.
NBIS
+$59.9M

Sector Composition

Rank Sector Weight
1 Technology 37.18%
2 Healthcare 25.21%
3 Consumer Discretionary 15.3%
4 Industrials 8.74%
5 Financials 8.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CASY icon
101
Casey's General Stores
CASY
$31.6B
$12.9M 0.03%
68,328
+485
+0.7% +$95.1K
WSC icon
102
WillScot Mobile Mini Holdings
WSC
$4.18B
$12.7M 0.03%
+399,514
New +$11.5M
BL icon
103
BlackLine
BL
$1.7B
$12.7M 0.03%
107,285
+901
+0.8% +$104K
EEFT icon
104
Euronet Worldwide
EEFT
$2.65B
$12.5M 0.03%
98,042
+18,988
+24% +$2.52M
NUVA
105
DELISTED
NuVasive, Inc.
NUVA
$12.4M 0.03%
207,738
+1,218
+0.6% +$75.1K
SWAV
106
DELISTED
Shockwave Medical, Inc. Common Stock
SWAV
$12.4M 0.03%
60,164
+420
+0.7% +$82.5K
TNDM icon
107
Tandem Diabetes Care
TNDM
$1.59B
$12.4M 0.03%
103,727
+1,101
+1% +$121K
AVNT icon
108
Avient
AVNT
$4.19B
$12M 0.03%
258,903
+2,024
+0.8% +$97.2K
VAC icon
109
Marriott Vacations Worldwide
VAC
$3.89B
$12M 0.03%
76,252
+421
+0.6% +$63.8K
UPLD icon
110
Upland Software
UPLD
$14.5M
$12M 0.03%
35,752
+8,818
+33% +$3.31M
SPT icon
111
Sprout Social
SPT
$604M
$11.8M 0.03%
96,380
-43,438
-31% -$4.72M
PNFP icon
112
Pinnacle Financial Partners Inc
PNFP
$15.8B
$11.7M 0.03%
124,176
+633
+0.5% +$58.2K
VVX icon
113
V2X
VVX
$2.6B
$11.6M 0.03%
231,579
+5,829
+3% +$275K
MMSI icon
114
Merit Medical Systems
MMSI
$5.36B
$11.6M 0.03%
161,176
-48,557
-23% -$3.29M
ACIW icon
115
ACI Worldwide
ACIW
$5.34B
$11.5M 0.03%
375,211
+2,232
+0.6% +$74K
UFPI icon
116
UFP Industries
UFPI
$5.01B
$11.4M 0.03%
168,425
+1,146
+0.7% +$83.2K
MMS icon
117
Maximus
MMS
$2.9B
$11.4M 0.03%
137,421
+44,964
+49% +$3.85M
BLD
118
DELISTED
TopBuild
BLD
$11.2M 0.03%
54,589
+403
+0.7% +$84.7K
SMAR
119
DELISTED
Smartsheet Inc.
SMAR
$11.2M 0.03%
+162,370
New +$11.9M
CASS icon
120
Cass Information Systems
CASS
$734M
$10.7M 0.02%
256,014
-20,771
-8% -$884K
PRI icon
121
Primerica
PRI
$9.65B
$10.7M 0.02%
69,703
+494
+0.7% +$73.5K
BC icon
122
Brunswick
BC
$5.21B
$10.7M 0.02%
112,376
+807
+0.7% +$80.3K
NGVT icon
123
Ingevity
NGVT
$2.65B
$10.4M 0.02%
145,675
+988
+0.7% +$77.9K
SAIC icon
124
Saic
SAIC
$5.3B
$10.2M 0.02%
119,605
+471
+0.4% +$40.3K
TKR icon
125
Timken Company
TKR
$8.77B
$10.1M 0.02%
153,931
+1,326
+0.9% +$98.6K
3 4
5
6 7

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WCM Investment Management's Q3 2021 Portfolio in Review

As of Q3 2021, WCM Investment Management held 214 positions worth $43.3B, up 9.9% from $39.4B the previous quarter. Its ten largest holdings account for 55% of the portfolio.

WCM Investment Management deployed $2.86B of net new capital in Q3 2021, opening 18 new positions and adding to 155 existing holdings. Its largest new stake was Atlassian: 4,498,177 shares worth $1.5B.

By sector, the portfolio is most concentrated in Technology at 37% of assets, up from 36% a quarter earlier, followed by Healthcare and Consumer Discretionary.

On the sell side, the largest reduction was HDFC Bank, an estimated $910M trimmed.

  • WCM Investment Management's largest Q3 2021 buy was Atlassian: 4,498,177 shares worth $1.5B.
  • WCM Investment Management added most to Icon in Q3 2021, an estimated $744M increase.
  • WCM Investment Management's biggest Q3 2021 reduction was HDFC Bank, cutting an estimated $910M.
  • WCM Investment Management fully exited Synopsys in Q3 2021, selling an estimated $294M.
  • WCM Investment Management's ten largest holdings make up 55% of its $43.3B portfolio in Q3 2021.
  • WCM Investment Management opened 18 new positions and closed 10 in Q3 2021.
  • WCM Investment Management's portfolio value rose 9.9% quarter-over-quarter to $43.3B.

Based on WCM Investment Management's 13F filing for Q3 2021, filed 2 Nov 2021.