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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
+13.17%
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
$18.6B
AUM Growth
+$1.94B
Cap. Flow
+$56M
Cap. Flow %
0.3%
Top 10 Hldgs %
70.09%
Holding
166
New
14
Increased
113
Reduced
26
Closed
9

Top Buys

Rank Stock Value
1
LULU icon
lululemon athletica
LULU
+$702M
2
ASML icon
ASML
ASML
+$137M
3
ICE icon
Intercontinental Exchange
ICE
+$110M
4
CHD icon
Church & Dwight Co
CHD
+$106M
5
SNN icon
Smith & Nephew
SNN
+$73.6M

Top Sells

Rank Stock Value
1
CB icon
Chubb
CB
+$1.21B
2
A icon
Agilent Technologies
A
+$104M
3
SCHW
Charles Schwab
SCHW
+$78.4M
4
BSX icon
Boston Scientific
BSX
+$58M
5
STE icon
Steris
STE
+$52.8M

Sector Composition

Rank Sector Weight
1 Technology 35.28%
2 Healthcare 23.99%
3 Financials 16.5%
4 Industrials 11.01%
5 Consumer Discretionary 6.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
PLAY icon
126
Dave & Buster's
PLAY
$357M
$4.18M 0.02%
104,126
+75,807
+268% +$3.04M
BAP icon
127
Credicorp
BAP
$30.7B
$4.15M 0.02%
19,477
+2,808
+17% +$588K
ROG icon
128
Rogers Corp
ROG
$2.4B
$4.07M 0.02%
32,590
+23,659
+265% +$3.2M
TLK icon
129
Telkom Indonesia
TLK
$14.9B
$3.97M 0.02%
139,254
+20,150
+17% +$584K
GLOB icon
130
Globant
GLOB
$1.61B
$3.72M 0.02%
35,039
+5,070
+17% +$505K
IOVA icon
131
Iovance Biotherapeutics
IOVA
$2.87B
$3.68M 0.02%
132,894
+111,611
+524% +$2.54M
SWAV
132
DELISTED
Shockwave Medical, Inc. Common Stock
SWAV
$3.6M 0.02%
81,936
+62,719
+326% +$2.32M
RGEN icon
133
Repligen
RGEN
$9.25B
$3.47M 0.02%
37,536
+27,484
+273% +$2.31M
TDOC icon
134
Teladoc Health
TDOC
$1.3B
$3.26M 0.02%
38,919
+20,454
+111% +$1.56M
ATRC icon
135
AtriCure
ATRC
$2.11B
$3.19M 0.02%
98,136
+74,893
+322% +$2.13M
BPMC
136
DELISTED
Blueprint Medicines
BPMC
$2.99M 0.02%
37,339
+31,844
+580% +$2.38M
ACAD icon
137
Acadia Pharmaceuticals
ACAD
$5.03B
$2.97M 0.02%
69,426
+56,750
+448% +$2.47M
XP icon
138
XP
XP
$8.39B
$2.85M 0.02%
+74,070
New +$2.78M
NTRA icon
139
Natera
NTRA
$46.4B
$2.76M 0.01%
+81,873
New +$3.02M
LGND icon
140
Ligand Pharmaceuticals
LGND
$6.36B
$2.49M 0.01%
38,227
+28,880
+309% +$1.93M
HALO icon
141
Halozyme
HALO
$12.2B
$2.44M 0.01%
137,428
+105,916
+336% +$1.83M
INDA icon
142
iShares MSCI India ETF
INDA
$6.63B
$2.32M 0.01%
65,940
+59,930
+997% +$2.05M
BHVN
143
DELISTED
Biohaven Pharmaceutical Holding Company Ltd.
BHVN
$2.3M 0.01%
42,289
+26,481
+168% +$1.31M
KURA icon
144
Kura Oncology
KURA
$850M
$2.29M 0.01%
166,774
+147,780
+778% +$2.19M
ARWR icon
145
Arrowhead Research
ARWR
$12.4B
$2.15M 0.01%
+33,910
New +$1.68M
AMZN icon
146
Amazon
AMZN
$2.96T
$1.96M 0.01%
21,240
– –
RETA
147
DELISTED
Reata Pharmaceuticals, Inc. Class A Common Stock
RETA
$1.72M 0.01%
8,419
+2,110
+33% +$385K
SNPS icon
148
Synopsys
SNPS
$79.7B
$1.71M 0.01%
12,273
+133
+1% +$18.2K
KYNB
149
Kyntra Bio
KYNB
$29.4M
$1.66M 0.01%
1,548
+1,188
+330% +$1.21M
ZGNX
150
DELISTED
Zogenix, Inc.
ZGNX
$1.63M 0.01%
+31,264
New +$1.43M
3 4 5
6
7

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WCM Investment Management's Q4 2019 Portfolio in Review

As of Q4 2019, WCM Investment Management held 166 positions worth $18.6B, up 12% from $16.7B the previous quarter. Its ten largest holdings account for 70% of the portfolio.

WCM Investment Management's Q4 2019 filing shows 14 new, 113 increased, 26 reduced and 9 closed positions. Its largest new stake was lululemon athletica: 3,295,460 shares worth $763M. The largest sale was Chubb, an estimated $1.21B.

By sector, the portfolio is most concentrated in Technology at 35% of assets, up from 31% a quarter earlier, followed by Healthcare and Financials.

  • WCM Investment Management's largest Q4 2019 buy was lululemon athletica: 3,295,460 shares worth $763M.
  • WCM Investment Management added most to ASML in Q4 2019, an estimated $137M increase.
  • WCM Investment Management's biggest Q4 2019 reduction was Chubb, cutting an estimated $1.21B.
  • WCM Investment Management fully exited Agilent Technologies in Q4 2019, selling an estimated $104M.
  • WCM Investment Management's ten largest holdings make up 70% of its $18.6B portfolio in Q4 2019.
  • WCM Investment Management opened 14 new positions and closed 9 in Q4 2019.
  • WCM Investment Management's portfolio value rose 12% quarter-over-quarter to $18.6B.

Based on WCM Investment Management's 13F filing for Q4 2019, filed 7 Feb 2020.