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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
+12.82%
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
$16B
AUM Growth
+$1.58B
Cap. Flow
+$10.4M
Cap. Flow %
0.07%
Top 10 Hldgs %
74.25%
Holding
161
New
19
Increased
54
Reduced
75
Closed
10

Top Buys

Rank Stock Value
1
ALC icon
Alcon
ALC
+$236M
2
BABA icon
Alibaba
BABA
+$119M
3
CB icon
Chubb
CB
+$71.2M
4
ILMN icon
Illumina
ILMN
+$58.7M
5
HDB icon
HDFC Bank
HDB
+$45.9M

Top Sells

Rank Stock Value
1
RYAAY icon
Ryanair
RYAAY
+$325M
2
SHOP icon
Shopify
SHOP
+$278M
3
CLB icon
Core Laboratories
CLB
+$215M
4
ATVI
Activision Blizzard
ATVI
+$85.4M
5
SCHW
Charles Schwab
SCHW
+$56.6M

Sector Composition

Rank Sector Weight
1 Technology 30.38%
2 Healthcare 26.61%
3 Financials 23.75%
4 Industrials 11.08%
5 Materials 1.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ETSY icon
126
Etsy
ETSY
$7.85B
$1.08M 0.01%
17,623
-352
-2% -$23K
LIVN icon
127
LivaNova
LIVN
$4.2B
$948K 0.01%
13,174
-371
-3% -$27.1K
PLAY icon
128
Dave & Buster's
PLAY
$357M
$932K 0.01%
23,039
-355
-2% -$18.1K
MNDT
129
DELISTED
Mandiant, Inc. Common Stock
MNDT
$916K 0.01%
61,798
-1,338
-2% -$20.5K
LASR icon
130
nLIGHT
LASR
$3.17B
$902K 0.01%
46,984
-725
-2% -$15.9K
SNPS icon
131
Synopsys
SNPS
$79.7B
$867K 0.01%
6,735
+3,945
+141% +$475K
SSTK icon
132
Shutterstock
SSTK
$219M
$838K 0.01%
21,377
-5,482
-20% -$228K
LOGM
133
DELISTED
LogMein, Inc.
LOGM
$812K 0.01%
11,014
-2,832
-20% -$219K
RETA
134
DELISTED
Reata Pharmaceuticals, Inc. Class A Common Stock
RETA
$804K 0.01%
8,529
-273
-3% -$23.6K
TW icon
135
Tradeweb Markets
TW
$21.6B
$777K ﹤0.01%
+17,725
New +$740K
YELP icon
136
Yelp
YELP
$1.41B
$756K ﹤0.01%
22,121
-340
-2% -$11.8K
WDAY icon
137
Workday
WDAY
$44.4B
$720K ﹤0.01%
3,500
– –
LGND icon
138
Ligand Pharmaceuticals
LGND
$6.36B
$666K ﹤0.01%
9,347
+4,772
+104% +$351K
HALO icon
139
Halozyme
HALO
$12.2B
$541K ﹤0.01%
31,512
-485
-2% -$7.83K
XLRN
140
DELISTED
Acceleron Pharma
XLRN
$528K ﹤0.01%
+12,851
New +$532K
BPMC
141
DELISTED
Blueprint Medicines
BPMC
$518K ﹤0.01%
+5,495
New +$454K
SGRY icon
142
Surgery Partners
SGRY
$2.03B
$505K ﹤0.01%
62,019
-1,528
-2% -$15.2K
EFA icon
143
iShares MSCI EAFE ETF
EFA
$80.2B
$432K ﹤0.01%
+6,575
New +$430K
KYNB
144
Kyntra Bio
KYNB
$29.4M
$407K ﹤0.01%
360
-6
-2% -$6.57K
BHVN
145
DELISTED
Biohaven Pharmaceutical Holding Company Ltd.
BHVN
$386K ﹤0.01%
8,818
-132
-1% -$7.44K
KURA icon
146
Kura Oncology
KURA
$850M
$374K ﹤0.01%
18,994
-294
-2% -$4.88K
HRTX icon
147
Heron Therapeutics
HRTX
$92.9M
$316K ﹤0.01%
17,004
-263
-2% -$5.25K
NICE icon
148
Nice
NICE
$5.97B
$229K ﹤0.01%
1,671
– –
SONY icon
149
Sony
SONY
$138B
$208K ﹤0.01%
+19,890
New +$195K
GIB icon
150
CGI
GIB
$15.5B
$204K ﹤0.01%
+2,660
New +$193K
3 4 5
6
7

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WCM Investment Management's Q2 2019 Portfolio in Review

As of Q2 2019, WCM Investment Management held 161 positions worth $16B, up 11% from $14.4B the previous quarter. Its ten largest holdings account for 74% of the portfolio.

WCM Investment Management's Q2 2019 filing shows 19 new, 54 increased, 75 reduced and 10 closed positions. Its largest new stake was Alcon: 4,024,462 shares worth $250M. The largest sale was Ryanair, an estimated $325M.

By sector, the portfolio is most concentrated in Technology at 30% of assets, down from 31% a quarter earlier, followed by Healthcare and Financials.

  • WCM Investment Management's largest Q2 2019 buy was Alcon: 4,024,462 shares worth $250M.
  • WCM Investment Management added most to Alibaba in Q2 2019, an estimated $119M increase.
  • WCM Investment Management's biggest Q2 2019 reduction was Shopify, cutting an estimated $278M.
  • WCM Investment Management fully exited Ryanair in Q2 2019, selling an estimated $325M.
  • WCM Investment Management's ten largest holdings make up 74% of its $16B portfolio in Q2 2019.
  • WCM Investment Management opened 19 new positions and closed 10 in Q2 2019.
  • WCM Investment Management's portfolio value rose 11% quarter-over-quarter to $16B.

Based on WCM Investment Management's 13F filing for Q2 2019, filed 6 Aug 2019.