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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%
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
$16.7B
AUM Growth
+$716M
Cap. Flow
+$316M
Cap. Flow %
1.9%
Top 10 Hldgs %
73.6%
Holding
171
New
20
Increased
62
Reduced
55
Closed
19

Top Buys

Rank Stock Value
1
CB icon
Chubb
CB
+$241M
2
MCD icon
McDonald's
MCD
+$164M
3
SNN icon
Smith & Nephew
SNN
+$118M
4
ACN icon
Accenture
ACN
+$76.6M
5
CP icon
Canadian Pacific Kansas City
CP
+$74.1M

Top Sells

Rank Stock Value
1
SHOP icon
Shopify
SHOP
+$285M
2
MTD icon
Mettler-Toledo International
MTD
+$275M
3
BABA icon
Alibaba
BABA
+$115M
4
COST icon
Costco
COST
+$50.8M
5
VRSK icon
Verisk Analytics
VRSK
+$50.1M

Sector Composition

Rank Sector Weight
1 Technology 31.37%
2 Financials 24.96%
3 Healthcare 24.6%
4 Industrials 10.35%
5 Consumer Discretionary 2.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
MNDT
126
DELISTED
Mandiant, Inc. Common Stock
MNDT
$1.12M 0.01%
83,848
+22,050
+36% +$313K
PLAY icon
127
Dave & Buster's
PLAY
$357M
$1.1M 0.01%
28,319
+5,280
+23% +$213K
PCTY icon
128
Paylocity
PCTY
$7.98B
$1.1M 0.01%
11,289
-5,390
-32% -$552K
ICUI icon
129
ICU Medical
ICUI
$4.61B
$805K ﹤0.01%
5,044
-1,147
-19% -$228K
LOGM
130
DELISTED
LogMein, Inc.
LOGM
$782K ﹤0.01%
11,014
– –
RGEN icon
131
Repligen
RGEN
$9.25B
$771K ﹤0.01%
+10,052
New +$879K
YELP icon
132
Yelp
YELP
$1.41B
$769K ﹤0.01%
22,121
– –
TW icon
133
Tradeweb Markets
TW
$21.6B
$728K ﹤0.01%
19,685
+1,960
+11% +$86.6K
BHVN
134
DELISTED
Biohaven Pharmaceutical Holding Company Ltd.
BHVN
$660K ﹤0.01%
15,808
+6,990
+79% +$295K
MMSI icon
135
Merit Medical Systems
MMSI
$5.32B
$632K ﹤0.01%
20,736
-4,784
-19% -$194K
INSP icon
136
Inspire Medical Systems
INSP
$1.74B
$624K ﹤0.01%
+10,220
New +$673K
WDAY icon
137
Workday
WDAY
$44.4B
$595K ﹤0.01%
3,500
– –
ATRC icon
138
AtriCure
ATRC
$2.11B
$580K ﹤0.01%
23,243
-23,683
-50% -$676K
LGND icon
139
Ligand Pharmaceuticals
LGND
$6.36B
$580K ﹤0.01%
9,347
– –
SWAV
140
DELISTED
Shockwave Medical, Inc. Common Stock
SWAV
$575K ﹤0.01%
+19,217
New +$816K
XLRN
141
DELISTED
Acceleron Pharma
XLRN
$508K ﹤0.01%
12,851
– –
RETA
142
DELISTED
Reata Pharmaceuticals, Inc. Class A Common Stock
RETA
$507K ﹤0.01%
6,309
-2,220
-26% -$188K
HALO icon
143
Halozyme
HALO
$12.2B
$489K ﹤0.01%
31,512
– –
ACAD icon
144
Acadia Pharmaceuticals
ACAD
$5.03B
$456K ﹤0.01%
+12,676
New +$384K
BPMC
145
DELISTED
Blueprint Medicines
BPMC
$404K ﹤0.01%
5,495
– –
IOVA icon
146
Iovance Biotherapeutics
IOVA
$2.87B
$387K ﹤0.01%
+21,283
New +$471K
KYNB
147
Kyntra Bio
KYNB
$29.4M
$333K ﹤0.01%
360
– –
KURA icon
148
Kura Oncology
KURA
$850M
$288K ﹤0.01%
18,994
– –
NICE icon
149
Nice
NICE
$5.97B
$240K ﹤0.01%
1,671
– –
SONY icon
150
Sony
SONY
$138B
$235K ﹤0.01%
19,890
– –
3 4 5
6
7

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WCM Investment Management's Q3 2019 Portfolio in Review

As of Q3 2019, WCM Investment Management held 171 positions worth $16.7B, up 4.5% from $16B the previous quarter. Its ten largest holdings account for 74% of the portfolio.

WCM Investment Management's Q3 2019 filing shows 20 new, 62 increased, 55 reduced and 19 closed positions. Its largest new stake was McDonald's: 766,414 shares worth $165M. The largest sale was Shopify, an estimated $285M.

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

  • WCM Investment Management's largest Q3 2019 buy was McDonald's: 766,414 shares worth $165M.
  • WCM Investment Management added most to Chubb in Q3 2019, an estimated $241M increase.
  • WCM Investment Management's biggest Q3 2019 reduction was Shopify, cutting an estimated $285M.
  • WCM Investment Management fully exited HFF Inc. in Q3 2019, selling an estimated $10.3M.
  • WCM Investment Management's ten largest holdings make up 74% of its $16.7B portfolio in Q3 2019.
  • WCM Investment Management opened 20 new positions and closed 19 in Q3 2019.
  • WCM Investment Management's portfolio value rose 4.5% quarter-over-quarter to $16.7B.

Based on WCM Investment Management's 13F filing for Q3 2019, filed 25 Oct 2019.