We are live on ! Find out more
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
+3.13%
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
$36.5B
AUM Growth
-$273M
Cap. Flow
-$1.01B
Cap. Flow %
-2.77%
Top 10 Hldgs %
65.11%
Holding
210
New
17
Increased
114
Reduced
56
Closed
20

Top Buys

Rank Stock Value
1
ODFL icon
Old Dominion Freight Line
ODFL
+$246M
2
NKE icon
Nike
NKE
+$135M
3
HDB icon
HDFC Bank
HDB
+$83.4M
4
RACE icon
Ferrari
RACE
+$59.5M
5
SHOP icon
Shopify
SHOP
+$58.8M

Top Sells

Rank Stock Value
1
MELI icon
Mercado Libre
MELI
+$1.17B
2
IDXX icon
Idexx Laboratories
IDXX
+$320M
3
VRSK icon
Verisk Analytics
VRSK
+$264M
4
ICE icon
Intercontinental Exchange
ICE
+$208M
5
ANSS
Ansys
ANSS
+$192M

Sector Composition

Rank Sector Weight
1 Technology 34.7%
2 Healthcare 21.24%
3 Consumer Discretionary 14.67%
4 Financials 12.98%
5 Industrials 11.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ILMN icon
151
Illumina
ILMN
$29B
$1.27M ﹤0.01%
3,401
-10
-0.3% -$4.08K
SONY icon
152
Sony
SONY
$140B
$1.09M ﹤0.01%
51,465
+27,510
+115% +$581K
BRO icon
153
Brown & Brown
BRO
$24B
$1.01M ﹤0.01%
22,204
+2,421
+12% +$111K
KMX icon
154
CarMax
KMX
$8.34B
$996K ﹤0.01%
7,505
+810
+12% +$98.6K
WDAY icon
155
Workday
WDAY
$45.5B
$870K ﹤0.01%
3,500
– –
ARMK icon
156
Aramark
ARMK
$14.6B
$802K ﹤0.01%
29,386
+3,186
+12% +$87.3K
CAE icon
157
CAE Inc. Common Shares
CAE
$8.64B
$794K ﹤0.01%
+27,886
New +$742K
AOS icon
158
A.O. Smith
AOS
$8.48B
$793K ﹤0.01%
11,732
+1,295
+12% +$78.7K
CSL icon
159
Carlisle Companies
CSL
$15.3B
$759K ﹤0.01%
4,611
+509
+12% +$78.1K
GDDY icon
160
GoDaddy
GDDY
$11.6B
$750K ﹤0.01%
9,666
+2,444
+34% +$197K
MTN icon
161
Vail Resorts
MTN
$5.21B
$743K ﹤0.01%
2,549
+326
+15% +$94.9K
ZBRA icon
162
Zebra Technologies
ZBRA
$17.9B
$727K ﹤0.01%
1,498
-834
-36% -$372K
WSO icon
163
Watsco Inc
WSO
$13.5B
$720K ﹤0.01%
2,760
+308
+13% +$75.9K
LECO icon
164
Lincoln Electric
LECO
$15.1B
$708K ﹤0.01%
5,757
+769
+15% +$91.9K
TT icon
165
Trane Technologies
TT
$105B
$666K ﹤0.01%
4,024
+2,217
+123% +$343K
PTC icon
166
PTC
PTC
$16.4B
$655K ﹤0.01%
4,761
+515
+12% +$68.6K
GL icon
167
Globe Life
GL
$14.2B
$652K ﹤0.01%
6,747
+734
+12% +$70.3K
BN icon
168
Brookfield
BN
$109B
$641K ﹤0.01%
26,916
+10,509
+64% +$234K
PHG icon
169
Philips
PHG
$26.3B
$621K ﹤0.01%
13,433
+7,381
+122% +$335K
BIDU icon
170
Baidu
BIDU
$37.1B
$600K ﹤0.01%
+2,756
New +$719K
MDT icon
171
Medtronic
MDT
$114B
$569K ﹤0.01%
4,814
+2,700
+128% +$316K
GIB icon
172
CGI
GIB
$15.6B
$551K ﹤0.01%
6,626
+3,783
+133% +$300K
CB icon
173
Chubb
CB
$134B
$524K ﹤0.01%
3,319
+1,929
+139% +$311K
ESTC icon
174
Elastic
ESTC
$7.93B
$499K ﹤0.01%
4,488
+507
+13% +$72K
SEIC icon
175
SEI Investments
SEIC
$12.6B
$466K ﹤0.01%
7,654
+748
+11% +$43.8K
5 6
7
8 9

Similar funds

State of Wisconsin Investment Board
State of Wisconsin Investment Board Madison, Wisconsin $43.7B AUM 27.76% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return
PEAK6
PEAK6 Chicago, Illinois $42.6B AUM 66.24% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return
LP
LMR Partners London, United Kingdom $45.4B AUM 60.47% 1-Year Est. Return
Zurich Cantonal Bank
Zurich Cantonal Bank Zurich, Switzerland $46B AUM 27.59% 1-Year Est. Return
Holocene Advisors
Holocene Advisors New York $41.5B AUM 42.97% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

WCM Investment Management's Q1 2021 Portfolio in Review

As of Q1 2021, WCM Investment Management held 210 positions worth $36.5B, down 0.74% from $36.8B the previous quarter. Its ten largest holdings account for 65% of the portfolio.

WCM Investment Management's Q1 2021 filing shows 17 new, 114 increased, 56 reduced and 20 closed positions. Its largest new stake was Old Dominion Freight Line: 2,296,392 shares worth $276M. The largest sale was Mercado Libre, an estimated $1.17B.

By sector, the portfolio is most concentrated in Technology at 35% of assets, up from 32% a quarter earlier, followed by Healthcare and Consumer Discretionary.

  • WCM Investment Management's largest Q1 2021 buy was Old Dominion Freight Line: 2,296,392 shares worth $276M.
  • WCM Investment Management added most to Nike in Q1 2021, an estimated $135M increase.
  • WCM Investment Management's biggest Q1 2021 reduction was Mercado Libre, cutting an estimated $1.17B.
  • WCM Investment Management fully exited Idexx Laboratories in Q1 2021, selling an estimated $320M.
  • WCM Investment Management's ten largest holdings make up 65% of its $36.5B portfolio in Q1 2021.
  • WCM Investment Management opened 17 new positions and closed 20 in Q1 2021.
  • WCM Investment Management's portfolio value fell 0.74% quarter-over-quarter to $36.5B.

Based on WCM Investment Management's 13F filing for Q1 2021, filed 13 May 2021.