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WCM Investment Management Portfolio holdings
AUM
$43.8B
1-Year Est. Return
42.28%
This Fund
S&P 500
This Quarter
Est. Return
+23.81%
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
$36.8B
AUM Growth
+$8.29B
(+29%)
Cap. Flow
+$2.07B
Cap. Flow
% of AUM
5.62%
Top 10 Holdings %
Top 10 Hldgs %
65.5%
Holding
199
New
20
Increased
141
Reduced
29
Closed
6
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
HDFC Bank
HDB
|
+$619M |
| 2 |
Nike
NKE
|
+$241M |
| 3 |
Synopsys
SNPS
|
+$235M |
| 4 |
Mercado Libre
MELI
|
+$148M |
| 5 |
Church & Dwight Co
CHD
|
+$136M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Crown Castle
CCI
|
+$233M |
| 2 |
Illumina
ILMN
|
+$176M |
| 3 |
Cooper Companies
COO
|
+$156M |
| 4 |
Boston Scientific
BSX
|
+$140M |
| 5 |
ANSS
Ansys
ANSS
|
+$66.2M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 32.16% |
| 2 | Healthcare | 21.97% |
| 3 | Consumer Discretionary | 18.62% |
| 4 | Financials | 12.33% |
| 5 | Industrials | 9.88% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
126
Rexford Industrial Realty
REXR
$8.12B
| $8.38M | 0.02% |
170,709
+514
| +0.3% | +$25K |
|
127
Repligen
RGEN
$9.44B
| $8.2M | 0.02% |
42,804
-14,783
| -26% | -$2.69M |
|
|
EVOP
128
DELISTED
EVO Payments, Inc. Class A Common Stock
EVOP
| $7.71M | 0.02% |
285,553
+873
| +0.3% | +$21.9K |
|
129
Iovance Biotherapeutics
IOVA
$2.89B
| $7.2M | 0.02% |
155,090
-57,327
| -27% | -$2.28M |
|
130
Surgery Partners
SGRY
$1.98B
| $6.92M | 0.02% |
238,513
-124,979
| -34% | -$3.11M |
|
|
BHVN
131
DELISTED
Biohaven Pharmaceutical Holding Company Ltd.
BHVN
| $6.91M | 0.02% |
80,658
+14,989
| +23% | +$1.27M |
|
132
Tandem Diabetes Care
TNDM
$1.61B
| $6.9M | 0.02% |
72,108
+198
| +0.3% | +$20.4K |
|
133
Ligand Pharmaceuticals
LGND
$5.81B
| $6.73M | 0.02% |
108,433
+46,225
| +74% | +$2.64M |
|
134
Maximus
MMS
$2.88B
| $6.63M | 0.02% |
90,555
-140
| -0.2% | -$9.93K |
|
135
Kodiak Sciences
KOD
$2.64B
| $6.56M | 0.02% |
44,654
-33,322
| -43% | -$3.71M |
|
|
TPTX
136
DELISTED
Turning Point Therapeutics, Inc. Common Stock
TPTX
| $6.5M | 0.02% |
53,316
+17,976
| +51% | +$1.97M |
|
|
CCF
137
DELISTED
Chase Corporation
CCF
| $6.45M | 0.02% |
63,896
+1,154
| +2% | +$121K |
|
|
NSTG
138
DELISTED
NanoString Technologies, Inc.
NSTG
| $6.36M | 0.02% |
+95,049
| New | +$4.77M |
|
139
Emergent Biosolutions
EBS
$229M
| $6M | 0.02% |
66,979
+1,135
| +2% | +$104K |
|
140
Axsome Therapeutics
AXSM
$11.4B
| $5.88M | 0.02% |
72,107
+197
| +0.3% | +$14.7K |
|
141
Halozyme
HALO
$11.8B
| $5.66M | 0.02% |
132,450
+401
| +0.3% | +$14.4K |
|
|
142
Cooper Companies
COO
$15B
| $5.52M | 0.02% |
60,736
-1,818,808
| -97% | -$156M |
|
143
Rocket Pharmaceuticals
RCKT
$378M
| $5.22M | 0.01% |
+95,135
| New | +$3.47M |
|
144
Insmed
INSM
$29.3B
| $5.2M | 0.01% |
156,079
+499
| +0.3% | +$18.2K |
|
145
Regis Corp
RGS
$71.8M
| $5.07M | 0.01% |
27,566
+84
| +0.3% | +$12.8K |
|
|
CCXI
146
DELISTED
ChemoCentryx, Inc.
CCXI
| $4.59M | 0.01% |
74,059
-49
| -0.1% | -$2.81K |
|
147
Wingstop
WING
$3.12B
| $4.52M | 0.01% |
34,116
+30
| +0.1% | +$3.92K |
|
148
Acadia Pharmaceuticals
ACAD
$5.08B
| $3.93M | 0.01% |
73,534
+415
| +0.6% | +$20.6K |
|
149
CryoPort
CYRX
$754M
| $3.81M | 0.01% |
+86,783
| New | +$4.13M |
|
150
Tradeweb Markets
TW
$22B
| $3.75M | 0.01% |
59,966
+25,675
| +75% | +$1.55M |
|
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WCM Investment Management's Q4 2020 Portfolio in Review
As of Q4 2020, WCM Investment Management held 199 positions worth $36.8B, up 29% from $28.5B the previous quarter. Its ten largest holdings account for 66% of the portfolio.
WCM Investment Management deployed $2.07B of net new capital in Q4 2020, opening 20 new positions and adding to 141 existing holdings. Its largest new stake was Nike: 1,818,345 shares worth $257M.
By sector, the portfolio is most concentrated in Technology at 32% of assets, up from 32% a quarter earlier, followed by Healthcare and Consumer Discretionary.
On the sell side, the largest reduction was Crown Castle, an estimated $233M trimmed.
- WCM Investment Management's largest Q4 2020 buy was Nike: 1,818,345 shares worth $257M.
- WCM Investment Management added most to HDFC Bank in Q4 2020, an estimated $619M increase.
- WCM Investment Management's biggest Q4 2020 reduction was Crown Castle, cutting an estimated $233M.
- WCM Investment Management fully exited Momenta Pharmaceuticals, Inc. in Q4 2020, selling an estimated $7.45M.
- WCM Investment Management's ten largest holdings make up 66% of its $36.8B portfolio in Q4 2020.
- WCM Investment Management opened 20 new positions and closed 6 in Q4 2020.
- WCM Investment Management's portfolio value rose 29% quarter-over-quarter to $36.8B.
Based on WCM Investment Management's 13F filing for Q4 2020, filed 16 Feb 2021.