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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
-15.19%
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
$18.1B
AUM Growth
-$492M
(-2.6%)
Cap. Flow
+$3.04B
Cap. Flow
% of AUM
16.78%
Top 10 Holdings %
Top 10 Hldgs %
63.91%
Holding
201
New
44
Increased
117
Reduced
16
Closed
21
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Mercado Libre
MELI
|
+$1.07B |
| 2 |
lululemon athletica
LULU
|
+$758M |
| 3 |
Steris
STE
|
+$409M |
| 4 |
Thermo Fisher Scientific
TMO
|
+$152M |
| 5 |
Stryker
SYK
|
+$138M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Shopify
SHOP
|
+$662M |
| 2 |
McDonald's
MCD
|
+$149M |
| 3 |
Netflix
NFLX
|
+$126M |
| 4 |
Costco
COST
|
+$47.1M |
| 5 |
iShares MSCI EAFE ETF
EFA
|
+$16.5M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 30.13% |
| 2 | Healthcare | 27.2% |
| 3 | Consumer Discretionary | 13.91% |
| 4 | Financials | 12.92% |
| 5 | Industrials | 10.74% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
151
BridgeBio Pharma
BBIO
$16.5B
| $1.92M | 0.01% |
+66,223
| New | +$2.05M |
|
|
RETA
152
DELISTED
Reata Pharmaceuticals, Inc. Class A Common Stock
RETA
| $1.72M | 0.01% |
11,882
+3,463
| +41% | +$669K |
|
153
Insmed
INSM
$29.3B
| $1.62M | 0.01% |
+101,060
| New | +$2.4M |
|
154
Simulations Plus
SLP
$370M
| $1.51M | 0.01% |
43,373
| – | – |
|
155
Synopsys
SNPS
$78.6B
| $1.09M | 0.01% |
8,461
-3,812
| -31% | -$542K |
|
156
Brown & Brown
BRO
$24B
| $696K | ﹤0.01% |
+19,215
| New | +$812K |
|
157
Tradeweb Markets
TW
$22B
| $578K | ﹤0.01% |
13,741
-6,185
| -31% | -$283K |
|
|
EEX
158
DELISTED
Emerald Holding
EEX
| $557K | ﹤0.01% |
215,197
-841,847
| -80% | -$6.63M |
|
159
A.O. Smith
AOS
$8.64B
| $541K | ﹤0.01% |
+14,315
| New | +$610K |
|
160
Workday
WDAY
$44.9B
| $456K | ﹤0.01% |
3,500
| – | – |
|
161
Globe Life
GL
$14.2B
| $420K | ﹤0.01% |
+5,842
| New | +$551K |
|
162
Zebra Technologies
ZBRA
$18.1B
| $416K | ﹤0.01% |
+2,265
| New | +$509K |
|
163
GoDaddy
GDDY
$11.6B
| $401K | ﹤0.01% |
+7,017
| New | +$464K |
|
164
Graphic Packaging
GPK
$3.54B
| $391K | ﹤0.01% |
+32,040
| New | +$472K |
|
165
Watsco Inc
WSO
$13.3B
| $376K | ﹤0.01% |
+2,382
| New | +$402K |
|
166
Aramark
ARMK
$16B
| $367K | ﹤0.01% |
+25,454
| New | +$670K |
|
167
CarMax
KMX
$8.34B
| $350K | ﹤0.01% |
+6,505
| New | +$550K |
|
168
Affiliated Managers Group
AMG
$9.62B
| $346K | ﹤0.01% |
+5,850
| New | +$438K |
|
169
Lincoln Electric
LECO
$15.5B
| $333K | ﹤0.01% |
+4,833
| New | +$414K |
|
|
CDK
170
DELISTED
CDK Global, Inc.
CDK
| $333K | ﹤0.01% |
+10,142
| New | +$484K |
|
171
Markel Group
MKL
$22.9B
| $318K | ﹤0.01% |
+343
| New | +$392K |
|
172
Vail Resorts
MTN
$5.3B
| $315K | ﹤0.01% |
+2,131
| New | +$459K |
|
173
SEI Investments
SEIC
$12.7B
| $311K | ﹤0.01% |
+6,716
| New | +$400K |
|
174
FMC
FMC
$1.31B
| $281K | ﹤0.01% |
+3,442
| New | +$320K |
|
175
Sony
SONY
$139B
| $268K | ﹤0.01% |
22,640
+2,750
| +14% | +$36K |
|
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WCM Investment Management's Q1 2020 Portfolio in Review
As of Q1 2020, WCM Investment Management held 201 positions worth $18.1B, down 2.6% from $18.6B the previous quarter. Its ten largest holdings account for 64% of the portfolio.
WCM Investment Management deployed $3.04B of net new capital in Q1 2020, opening 44 new positions and adding to 117 existing holdings. Its largest new stake was Thermo Fisher Scientific: 481,842 shares worth $137M.
By sector, the portfolio is most concentrated in Technology at 30% of assets, down from 35% a quarter earlier, followed by Healthcare and Consumer Discretionary.
On the sell side, the largest reduction was Shopify, an estimated $662M trimmed.
- WCM Investment Management's largest Q1 2020 buy was Thermo Fisher Scientific: 481,842 shares worth $137M.
- WCM Investment Management added most to Mercado Libre in Q1 2020, an estimated $1.07B increase.
- WCM Investment Management's biggest Q1 2020 reduction was Shopify, cutting an estimated $662M.
- WCM Investment Management fully exited McDonald's in Q1 2020, selling an estimated $149M.
- WCM Investment Management's ten largest holdings make up 64% of its $18.1B portfolio in Q1 2020.
- WCM Investment Management opened 44 new positions and closed 21 in Q1 2020.
- WCM Investment Management's portfolio value fell 2.6% quarter-over-quarter to $18.1B.
Based on WCM Investment Management's 13F filing for Q1 2020, filed 8 May 2020.