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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
+9.07%
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
$1.91B
AUM Growth
+$60.3M
Cap. Flow
-$105M
Cap. Flow %
-5.47%
Top 10 Hldgs %
37.34%
Holding
147
New
6
Increased
88
Reduced
28
Closed
21

Top Buys

Rank Stock Value
1
CP icon
Canadian Pacific Kansas City
CP
+$69.5M
2
PRGO icon
Perrigo
PRGO
+$59.3M
3
ST icon
Sensata Technologies
ST
+$2.49M
4
COWN
Cowen Inc. Class A Common Stock
COWN
+$2.47M
5
MELI icon
Mercado Libre
MELI
+$2.41M

Top Sells

Rank Stock Value
1
POT
Potash Corp Of Saskatchewan
POT
+$61.9M
2
ARCO icon
Arcos Dorados Holdings
ARCO
+$53.9M
3
SHFL
SHFL ENTMT INC
SHFL
+$8.12M
4
HITK
HI-TECH PHARMACAL INC
HITK
+$4.81M
5
EGY icon
Vaalco Energy
EGY
+$3.13M

Sector Composition

Rank Sector Weight
1 Financials 15.01%
2 Industrials 14.39%
3 Technology 14.3%
4 Healthcare 10.26%
5 Consumer Staples 8.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
HITK
126
DELISTED
HI-TECH PHARMACAL INC
HITK
– –
-144,879
Closed -$4.81M
SHFL
127
DELISTED
SHFL ENTMT INC
SHFL
– –
-458,281
Closed -$8.12M
2 3 4 5
6

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WCM Investment Management's Q3 2013 Portfolio in Review

As of Q3 2013, WCM Investment Management held 147 positions worth $1.91B, up 3.3% from $1.85B the previous quarter. Its ten largest holdings account for 37% of the portfolio.

WCM Investment Management withdrew a net $105M in Q3 2013, closing 21 positions and reducing 28 holdings. Its most notable exit was Potash Corp Of Saskatchewan, an estimated $61.9M position sold in full.

By sector, the portfolio is most concentrated in Financials at 15% of assets, up from 14% a quarter earlier, followed by Industrials and Technology.

Against the trend, WCM Investment Management opened a new position in Canadian Pacific Kansas City worth $70.1M.

  • WCM Investment Management's largest Q3 2013 buy was Canadian Pacific Kansas City: 2,812,100 shares worth $70.1M.
  • WCM Investment Management added most to Perrigo in Q3 2013, an estimated $59.3M increase.
  • WCM Investment Management's biggest Q3 2013 reduction was Titan Machinery, cutting an estimated $1.73M.
  • WCM Investment Management fully exited Potash Corp Of Saskatchewan in Q3 2013, selling an estimated $61.9M.
  • WCM Investment Management's ten largest holdings make up 37% of its $1.91B portfolio in Q3 2013.
  • WCM Investment Management opened 6 new positions and closed 21 in Q3 2013.
  • WCM Investment Management's portfolio value rose 3.3% quarter-over-quarter to $1.91B.

Based on WCM Investment Management's 13F filing for Q3 2013, filed 8 Nov 2013.