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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
+12.31%
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
$28.5B
AUM Growth
+$2.43B
Cap. Flow
-$368M
Cap. Flow %
-1.29%
Top 10 Hldgs %
63.12%
Holding
188
New
8
Increased
132
Reduced
20
Closed
9

Top Buys

Rank Stock Value
1
AON icon
Aon
AON
+$869M
2
APH icon
Amphenol
APH
+$102M
3
MELI icon
Mercado Libre
MELI
+$95.1M
4
SHW icon
Sherwin-Williams
SHW
+$94.6M
5
TSM icon
TSMC
TSM
+$88.9M

Top Sells

Rank Stock Value
1
SHOP icon
Shopify
SHOP
+$1.42B
2
LULU icon
lululemon athletica
LULU
+$950M
3
WST icon
West Pharmaceutical
WST
+$49.4M
4
NTUS
Natus Medical Inc
NTUS
+$10.5M
5
CALY
Callaway Golf Company
CALY
+$7.64M

Sector Composition

Rank Sector Weight
1 Technology 31.8%
2 Healthcare 25.3%
3 Consumer Discretionary 16.67%
4 Industrials 10.42%
5 Financials 10.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ATRC icon
126
AtriCure
ATRC
$2.18B
$6.18M 0.02%
154,839
+3,994
+3% +$169K
CCF
127
DELISTED
Chase Corporation
CCF
$5.99M 0.02%
62,742
+10,929
+21% +$1.11M
GKOS icon
128
Glaukos
GKOS
$10.8B
$5.87M 0.02%
118,594
+7,533
+7% +$331K
RARE icon
129
Ultragenyx Pharmaceutical
RARE
$2.67B
$5.57M 0.02%
67,812
+4,166
+7% +$345K
MSA icon
130
Mine Safety
MSA
$7.48B
$5.39M 0.02%
40,180
+2,271
+6% +$278K
MYOK
131
DELISTED
MyoKardia, Inc. Common Stock
MYOK
$5.18M 0.02%
38,019
+2,259
+6% +$240K
AXSM icon
132
Axsome Therapeutics
AXSM
$11.1B
$5.12M 0.02%
71,910
+25,905
+56% +$2.02M
GAN
133
DELISTED
GAN Ltd
GAN
$5M 0.02%
296,165
+22,040
+8% +$467K
FATE icon
134
Fate Therapeutics
FATE
$316M
$5M 0.02%
125,188
+7,461
+6% +$261K
INSM icon
135
Insmed
INSM
$28.9B
$5M 0.02%
155,580
+9,309
+6% +$268K
WING icon
136
Wingstop
WING
$3.04B
$4.66M 0.02%
34,086
-17,467
-34% -$2.57M
KOD icon
137
Kodiak Sciences
KOD
$2.61B
$4.62M 0.02%
77,976
+42,318
+119% +$2.12M
SNPS icon
138
Synopsys
SNPS
$78.8B
$4.57M 0.02%
21,340
+4,110
+24% +$837K
KURA icon
139
Kura Oncology
KURA
$874M
$4.27M 0.02%
139,462
+8,564
+7% +$189K
BHVN
140
DELISTED
Biohaven Pharmaceutical Holding Company Ltd.
BHVN
$4.27M 0.02%
65,669
+3,919
+6% +$257K
CCXI
141
DELISTED
ChemoCentryx, Inc.
CCXI
$4.06M 0.01%
+74,108
New +$3.99M
TRHC
142
DELISTED
Tabula Rasa HealthCare, Inc. Common Stock
TRHC
$4.04M 0.01%
99,109
+5,889
+6% +$293K
BBIO icon
143
BridgeBio Pharma
BBIO
$16.5B
$3.97M 0.01%
105,796
+6,523
+7% +$205K
LGND icon
144
Ligand Pharmaceuticals
LGND
$5.76B
$3.7M 0.01%
62,208
+3,886
+7% +$265K
HALO icon
145
Halozyme
HALO
$11.8B
$3.47M 0.01%
132,049
-71,771
-35% -$2M
RGS icon
146
Regis Corp
RGS
$68.3M
$3.38M 0.01%
27,482
+672
+3% +$101K
AMZN icon
147
Amazon
AMZN
$2.95T
$3.34M 0.01%
21,240
– –
SLP icon
148
Simulations Plus
SLP
$370M
$3.18M 0.01%
42,218
– –
TPTX
149
DELISTED
Turning Point Therapeutics, Inc. Common Stock
TPTX
$3.09M 0.01%
35,340
+2,268
+7% +$158K
ACAD icon
150
Acadia Pharmaceuticals
ACAD
$5.06B
$3.02M 0.01%
73,119
+3,349
+5% +$145K
4 5
6
7 8

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WCM Investment Management's Q3 2020 Portfolio in Review

As of Q3 2020, WCM Investment Management held 188 positions worth $28.5B, up 9.3% from $26.1B the previous quarter. Its ten largest holdings account for 63% of the portfolio.

WCM Investment Management's Q3 2020 filing shows 8 new, 132 increased, 20 reduced and 9 closed positions. Its largest new stake was Aon: 4,351,480 shares worth $898M. The largest sale was Shopify, an estimated $1.42B.

By sector, the portfolio is most concentrated in Technology at 32% of assets, down from 34% a quarter earlier, followed by Healthcare and Consumer Discretionary.

  • WCM Investment Management's largest Q3 2020 buy was Aon: 4,351,480 shares worth $898M.
  • WCM Investment Management added most to Amphenol in Q3 2020, an estimated $102M increase.
  • WCM Investment Management's biggest Q3 2020 reduction was Shopify, cutting an estimated $1.42B.
  • WCM Investment Management fully exited Natus Medical Inc in Q3 2020, selling an estimated $10.5M.
  • WCM Investment Management's ten largest holdings make up 63% of its $28.5B portfolio in Q3 2020.
  • WCM Investment Management opened 8 new positions and closed 9 in Q3 2020.
  • WCM Investment Management's portfolio value rose 9.3% quarter-over-quarter to $28.5B.

Based on WCM Investment Management's 13F filing for Q3 2020, filed 6 Nov 2020.