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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
+11.37%
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
$39.4B
AUM Growth
+$2.86B
Cap. Flow
-$568M
Cap. Flow %
-1.44%
Top 10 Hldgs %
60.47%
Holding
212
New
22
Increased
129
Reduced
29
Closed
16

Top Buys

Rank Stock Value
1
EPAM icon
EPAM Systems
EPAM
+$1.33B
2
ENTG icon
Entegris
ENTG
+$289M
3
SYK icon
Stryker
SYK
+$146M
4
SHW icon
Sherwin-Williams
SHW
+$144M
5
ODFL icon
Old Dominion Freight Line
ODFL
+$141M

Top Sells

Rank Stock Value
1
TSM icon
TSMC
TSM
+$717M
2
ASML icon
ASML
ASML
+$583M
3
ACN icon
Accenture
ACN
+$527M
4
HDB icon
HDFC Bank
HDB
+$499M
5
SNN icon
Smith & Nephew
SNN
+$308M

Sector Composition

Rank Sector Weight
1 Technology 35.58%
2 Healthcare 23.05%
3 Consumer Discretionary 15.14%
4 Financials 10.85%
5 Industrials 10.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
NFLX icon
151
Netflix
NFLX
$309B
$3.17M 0.01%
60,000
– –
SNAP icon
152
Snap
SNAP
$9.01B
$2.96M 0.01%
+43,455
New +$2.61M
HEI icon
153
HEICO Corp
HEI
$51.4B
$2.95M 0.01%
21,145
+19,005
+888% +$2.62M
BILL icon
154
BILL Holdings
BILL
$4.78B
$2.54M 0.01%
+13,842
New +$2.17M
XYZ
155
Block Inc
XYZ
$47.5B
$2.38M 0.01%
+9,779
New +$2.27M
SLP icon
156
Simulations Plus
SLP
$371M
$2.2M 0.01%
40,078
– –
MRVI icon
157
Maravai LifeSciences
MRVI
$919M
$2.1M 0.01%
+50,439
New +$1.95M
DXCM icon
158
DexCom
DXCM
$32B
$2.06M 0.01%
+19,324
New +$1.86M
NOVT icon
159
Novanta
NOVT
$6.29B
$1.76M ﹤0.01%
+13,085
New +$1.76M
ILMN icon
160
Illumina
ILMN
$28.4B
$1.56M ﹤0.01%
3,401
– –
CDK
161
DELISTED
CDK Global, Inc.
CDK
$1.47M ﹤0.01%
29,616
– –
SONY icon
162
Sony
SONY
$138B
$1.42M ﹤0.01%
72,865
+21,400
+42% +$434K
CAE icon
163
CAE Inc. Common Shares
CAE
$8.74B
$1.21M ﹤0.01%
39,319
+11,433
+41% +$350K
BRO icon
164
Brown & Brown
BRO
$23.9B
$1.18M ﹤0.01%
22,204
– –
TT icon
165
Trane Technologies
TT
$106B
$1.05M ﹤0.01%
5,717
+1,693
+42% +$302K
BN icon
166
Brookfield
BN
$108B
$1.03M ﹤0.01%
37,379
+10,463
+39% +$268K
SNN icon
167
Smith & Nephew
SNN
$12.6B
$980K ﹤0.01%
22,566
-7,318,343
-100% -$308M
KMX icon
168
CarMax
KMX
$8.26B
$969K ﹤0.01%
7,505
– –
IBN icon
169
ICICI Bank
IBN
$108B
$931K ﹤0.01%
+54,459
New +$906K
GDDY icon
170
GoDaddy
GDDY
$11.5B
$888K ﹤0.01%
10,212
+546
+6% +$45.6K
CSL icon
171
Carlisle Companies
CSL
$15.4B
$882K ﹤0.01%
4,611
– –
GIB icon
172
CGI
GIB
$15.5B
$871K ﹤0.01%
9,611
+2,985
+45% +$265K
MTN icon
173
Vail Resorts
MTN
$5.3B
$862K ﹤0.01%
2,722
+173
+7% +$55.1K
BAH icon
174
Booz Allen Hamilton
BAH
$9.15B
$857K ﹤0.01%
10,062
+4,339
+76% +$367K
AOS icon
175
A.O. Smith
AOS
$8.7B
$845K ﹤0.01%
11,732
– –
5 6
7
8 9

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WCM Investment Management's Q2 2021 Portfolio in Review

As of Q2 2021, WCM Investment Management held 212 positions worth $39.4B, up 7.8% from $36.5B the previous quarter. Its ten largest holdings account for 60% of the portfolio.

WCM Investment Management's Q2 2021 filing shows 22 new, 129 increased, 29 reduced and 16 closed positions. Its largest new stake was Entegris: 2,516,144 shares worth $309M. The largest sale was TSMC, an estimated $717M.

By sector, the portfolio is most concentrated in Technology at 36% of assets, up from 35% a quarter earlier, followed by Healthcare and Consumer Discretionary.

  • WCM Investment Management's largest Q2 2021 buy was Entegris: 2,516,144 shares worth $309M.
  • WCM Investment Management added most to EPAM Systems in Q2 2021, an estimated $1.33B increase.
  • WCM Investment Management's biggest Q2 2021 reduction was TSMC, cutting an estimated $717M.
  • WCM Investment Management fully exited Ecolab in Q2 2021, selling an estimated $294M.
  • WCM Investment Management's ten largest holdings make up 60% of its $39.4B portfolio in Q2 2021.
  • WCM Investment Management opened 22 new positions and closed 16 in Q2 2021.
  • WCM Investment Management's portfolio value rose 7.8% quarter-over-quarter to $39.4B.

Based on WCM Investment Management's 13F filing for Q2 2021, filed 5 Aug 2021.