We are live on
!
Find out more
WCM Investment Management Portfolio holdings
AUM
$43.8B
1-Year Est. Return
42.28%
This Fund
S&P 500
This Quarter
Est. Return
+46.85%
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
$26.1B
AUM Growth
+$7.95B
(+44%)
Cap. Flow
+$1.06B
Cap. Flow
% of AUM
4.05%
Top 10 Holdings %
Top 10 Hldgs %
69.35%
Holding
195
New
15
Increased
130
Reduced
16
Closed
15
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
lululemon athletica
LULU
|
+$311M |
| 2 |
Steris
STE
|
+$186M |
| 3 |
Mercado Libre
MELI
|
+$154M |
| 4 |
ServiceNow
NOW
|
+$133M |
| 5 |
TSMC
TSM
|
+$117M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Chubb
CB
|
+$955M |
| 2 |
iShares MSCI EAFE ETF
EFA
|
+$10.9M |
| 3 |
Shopify
SHOP
|
+$6.7M |
| 4 |
Brink's
BCO
|
+$6.32M |
| 5 |
EXAS
Exact Sciences
EXAS
|
+$5.84M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 34.45% |
| 2 | Healthcare | 25.02% |
| 3 | Consumer Discretionary | 19.68% |
| 4 | Industrials | 9.19% |
| 5 | Financials | 6.87% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
151
Kura Oncology
KURA
$874M
| $2.13M | 0.01% |
130,898
-103,662
| -44% | -$1.5M |
|
152
Kodiak Sciences
KOD
$2.72B
| $1.93M | 0.01% |
+35,658
| New | +$2.01M |
|
153
iShares MSCI ACWI ex US ETF
ACWX
$11.9B
| $1.79M | 0.01% |
+41,303
| New | +$1.69M |
|
154
Tradeweb Markets
TW
$21.9B
| $1.61M | 0.01% |
27,711
+13,970
| +102% | +$804K |
|
155
Brown & Brown
BRO
$24B
| $783K | ﹤0.01% |
19,215
| – | – |
|
156
A.O. Smith
AOS
$8.48B
| $675K | ﹤0.01% |
14,315
| – | – |
|
157
Workday
WDAY
$45.5B
| $656K | ﹤0.01% |
3,500
| – | – |
|
158
CarMax
KMX
$8.34B
| $583K | ﹤0.01% |
6,505
| – | – |
|
159
Zebra Technologies
ZBRA
$17.9B
| $580K | ﹤0.01% |
2,265
| – | – |
|
160
GoDaddy
GDDY
$11.6B
| $515K | ﹤0.01% |
7,017
| – | – |
|
161
Graphic Packaging
GPK
$3.53B
| $448K | ﹤0.01% |
32,040
| – | – |
|
162
Affiliated Managers Group
AMG
$9.6B
| $436K | ﹤0.01% |
5,850
| – | – |
|
163
Globe Life
GL
$14.2B
| $434K | ﹤0.01% |
5,842
| – | – |
|
164
Watsco Inc
WSO
$13.5B
| $423K | ﹤0.01% |
2,382
| – | – |
|
165
RELX
RELX
$62.1B
| $418K | ﹤0.01% |
+17,756
| New | +$406K |
|
166
Aramark
ARMK
$14.6B
| $415K | ﹤0.01% |
25,454
| – | – |
|
167
Lincoln Electric
LECO
$15.1B
| $407K | ﹤0.01% |
4,833
| – | – |
|
168
Vail Resorts
MTN
$5.21B
| $403K | ﹤0.01% |
2,210
+79
| +4% | +$13.8K |
|
169
SEI Investments
SEIC
$12.6B
| $369K | ﹤0.01% |
6,716
| – | – |
|
170
FMC
FMC
$1.31B
| $343K | ﹤0.01% |
3,442
| – | – |
|
171
Sony
SONY
$140B
| $328K | ﹤0.01% |
23,740
+1,100
| +5% | +$14.3K |
|
172
PTC
PTC
$16.4B
| $321K | ﹤0.01% |
4,126
| – | – |
|
173
Markel Group
MKL
$22.8B
| $317K | ﹤0.01% |
343
| – | – |
|
174
Helen of Troy
HELE
$680M
| $298K | ﹤0.01% |
1,580
+149
| +10% | +$24.4K |
|
175
Nice
NICE
$6.01B
| $277K | ﹤0.01% |
1,465
+55
| +4% | +$9.63K |
|
Similar funds
LP
WCM Investment Management's Q2 2020 Portfolio in Review
As of Q2 2020, WCM Investment Management held 195 positions worth $26.1B, up 44% from $18.1B the previous quarter. Its ten largest holdings account for 69% of the portfolio.
WCM Investment Management deployed $1.06B of net new capital in Q2 2020, opening 15 new positions and adding to 130 existing holdings. Its largest new stake was ServiceNow: 1,886,120 shares worth $153M.
By sector, the portfolio is most concentrated in Technology at 34% of assets, up from 30% a quarter earlier, followed by Healthcare and Consumer Discretionary.
On the sell side, the largest reduction was iShares MSCI EAFE ETF, an estimated $10.9M trimmed.
- WCM Investment Management's largest Q2 2020 buy was ServiceNow: 1,886,120 shares worth $153M.
- WCM Investment Management added most to lululemon athletica in Q2 2020, an estimated $311M increase.
- WCM Investment Management's biggest Q2 2020 reduction was iShares MSCI EAFE ETF, cutting an estimated $10.9M.
- WCM Investment Management fully exited Chubb in Q2 2020, selling an estimated $955M.
- WCM Investment Management's ten largest holdings make up 69% of its $26.1B portfolio in Q2 2020.
- WCM Investment Management opened 15 new positions and closed 15 in Q2 2020.
- WCM Investment Management's portfolio value rose 44% quarter-over-quarter to $26.1B.
Based on WCM Investment Management's 13F filing for Q2 2020, filed 18 Aug 2020.