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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 | |
|---|---|---|---|---|---|---|
151
Amazon
AMZN
$3T
| $3.46M | 0.01% |
21,240
| – | – |
|
152
Penumbra
PEN
$12.8B
| $3.44M | 0.01% |
19,663
-13,357
| -40% | -$2.93M |
|
|
RETA
153
DELISTED
Reata Pharmaceuticals, Inc. Class A Common Stock
RETA
| $3.25M | 0.01% |
26,312
+116
| +0.4% | +$15.2K |
|
154
Netflix
NFLX
$318B
| $3.24M | 0.01% |
60,000
| – | – |
|
155
iShares MSCI India ETF
INDA
$6.6B
| $2.91M | 0.01% |
+72,425
| New | +$2.65M |
|
156
Simulations Plus
SLP
$371M
| $2.88M | 0.01% |
40,078
-2,140
| -5% | -$142K |
|
157
iShares MSCI EAFE ETF
EFA
$79.8B
| $2.6M | 0.01% |
35,571
+30,378
| +585% | +$2.08M |
|
|
ACH
158
Accendra Health
ACH
$107M
| $2.08M | 0.01% |
+76,790
| New | +$1.98M |
|
|
159
Illumina
ILMN
$29B
| $1.23M | ﹤0.01% |
3,411
-552,878
| -99% | -$176M |
|
|
CDK
160
DELISTED
CDK Global, Inc.
CDK
| $1.08M | ﹤0.01% |
20,882
+598
| +3% | +$28.4K |
|
|
161
Crown Castle
CCI
$31.3B
| $1.05M | ﹤0.01% |
6,630
-1,437,324
| -100% | -$233M |
|
162
Brown & Brown
BRO
$24B
| $938K | ﹤0.01% |
19,783
+568
| +3% | +$26.1K |
|
163
Zebra Technologies
ZBRA
$17.9B
| $896K | ﹤0.01% |
2,332
+67
| +3% | +$22.5K |
|
164
Workday
WDAY
$45.5B
| $839K | ﹤0.01% |
3,500
| – | – |
|
165
Aramark
ARMK
$14.6B
| $728K | ﹤0.01% |
26,200
+746
| +3% | +$17.9K |
|
166
Carlisle Companies
CSL
$15.3B
| $641K | ﹤0.01% |
4,102
+118
| +3% | +$16.6K |
|
|
INFO
167
DELISTED
IHS Markit Ltd. Common Shares
INFO
| $641K | ﹤0.01% |
+7,136
| New | +$618K |
|
168
CarMax
KMX
$8.34B
| $632K | ﹤0.01% |
6,695
+190
| +3% | +$17.8K |
|
169
Vail Resorts
MTN
$5.21B
| $620K | ﹤0.01% |
2,223
-40
| -2% | -$10.3K |
|
170
Affiliated Managers Group
AMG
$9.6B
| $614K | ﹤0.01% |
6,036
+186
| +3% | +$16.1K |
|
171
GoDaddy
GDDY
$11.6B
| $599K | ﹤0.01% |
7,222
+205
| +3% | +$16.1K |
|
172
Elastic
ESTC
$7.93B
| $582K | ﹤0.01% |
3,981
-105,119
| -96% | -$12.9M |
|
173
Lincoln Electric
LECO
$15.1B
| $580K | ﹤0.01% |
4,988
+155
| +3% | +$17K |
|
174
A.O. Smith
AOS
$8.48B
| $572K | ﹤0.01% |
10,437
+300
| +3% | +$16.5K |
|
175
Globe Life
GL
$14.2B
| $571K | ﹤0.01% |
6,013
+171
| +3% | +$15.2K |
|
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LP
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.