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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
CVX icon
151
Chevron
CVX
$366B
$200K ﹤0.01%
+1,610
New +$195K
CHRD icon
152
Chord Energy
CHRD
$7.39B
– –
-97,811
Closed -$591K
CLB icon
153
Core Laboratories
CLB
$521M
– –
-3,113,493
Closed -$215M
INGN icon
154
Inogen
INGN
$164M
– –
-6,383
Closed -$609K
OSK icon
155
Oshkosh
OSK
$9.59B
– –
-16,488
Closed -$1.24M
PR
156
Permian Resources
PR
$16.9B
– –
-90,012
Closed -$791K
RYAAY icon
157
Ryanair
RYAAY
$31.3B
– –
-10,849,498
Closed -$325M
ZUO
158
DELISTED
Zuora, Inc.
ZUO
– –
-55,147
Closed -$1.1M
ULTI
159
DELISTED
Ultimate Software Group Inc
ULTI
– –
-1,040
Closed -$343K
ATVI
160
DELISTED
Activision Blizzard
ATVI
– –
-1,875,542
Closed -$85.4M
ORBC
161
DELISTED
ORBCOMM, Inc.
ORBC
– –
-106,275
Closed -$720K
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.