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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
NFLX icon
151
Netflix
NFLX
$311B
$3M 0.01%
60,000
– –
RETA
152
DELISTED
Reata Pharmaceuticals, Inc. Class A Common Stock
RETA
$2.55M 0.01%
26,196
+1,541
+6% +$193K
TW icon
153
Tradeweb Markets
TW
$22B
$1.99M 0.01%
34,291
+6,580
+24% +$362K
ACWX icon
154
iShares MSCI ACWI ex US ETF
ACWX
$11.9B
$1.1M ﹤0.01%
24,000
-17,303
-42% -$797K
CDK
155
DELISTED
CDK Global, Inc.
CDK
$884K ﹤0.01%
+20,284
New +$902K
BRO icon
156
Brown & Brown
BRO
$23.9B
$870K ﹤0.01%
19,215
– –
WDAY icon
157
Workday
WDAY
$44.8B
$753K ﹤0.01%
3,500
– –
KMX icon
158
CarMax
KMX
$8.26B
$598K ﹤0.01%
6,505
– –
ZBRA icon
159
Zebra Technologies
ZBRA
$18.1B
$572K ﹤0.01%
2,265
– –
WSO icon
160
Watsco Inc
WSO
$13.2B
$555K ﹤0.01%
2,382
– –
AOS icon
161
A.O. Smith
AOS
$8.65B
$535K ﹤0.01%
10,137
-4,178
-29% -$209K
GDDY icon
162
GoDaddy
GDDY
$11.5B
$533K ﹤0.01%
7,017
– –
CSL icon
163
Carlisle Companies
CSL
$15.5B
$488K ﹤0.01%
3,984
+1,922
+93% +$236K
ARMK icon
164
Aramark
ARMK
$15.9B
$486K ﹤0.01%
25,454
– –
MTN icon
165
Vail Resorts
MTN
$5.26B
$484K ﹤0.01%
2,263
+53
+2% +$10.9K
GL icon
166
Globe Life
GL
$14.1B
$467K ﹤0.01%
5,842
– –
LECO icon
167
Lincoln Electric
LECO
$15.5B
$445K ﹤0.01%
4,833
– –
AMG icon
168
Affiliated Managers Group
AMG
$9.48B
$400K ﹤0.01%
5,850
– –
SONY icon
169
Sony
SONY
$139B
$366K ﹤0.01%
23,865
+125
+0.5% +$1.94K
FMC icon
170
FMC
FMC
$1.3B
$365K ﹤0.01%
3,442
– –
PTC icon
171
PTC
PTC
$16.3B
$341K ﹤0.01%
4,126
– –
SEIC icon
172
SEI Investments
SEIC
$12.6B
$341K ﹤0.01%
6,716
– –
NICE icon
173
Nice
NICE
$5.95B
$335K ﹤0.01%
1,475
+10
+0.7% +$2.13K
MKL icon
174
Markel Group
MKL
$22.8B
$334K ﹤0.01%
343
– –
EFA icon
175
iShares MSCI EAFE ETF
EFA
$79.9B
$331K ﹤0.01%
5,193
+785
+18% +$50.2K
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.