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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
+5.94%
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
$43.3B
AUM Growth
+$3.9B
Cap. Flow
+$2.86B
Cap. Flow %
6.62%
Top 10 Hldgs %
54.6%
Holding
214
New
18
Increased
155
Reduced
27
Closed
10

Top Buys

Rank Stock Value
1
TEAM icon
Atlassian
TEAM
+$1.5B
2
ICLR icon
Icon
ICLR
+$744M
3
FND icon
Floor & Decor
FND
+$350M
4
RGEN icon
Repligen
RGEN
+$320M
5
LRCX icon
Lam Research
LRCX
+$317M

Top Sells

Rank Stock Value
1
HDB icon
HDFC Bank
HDB
+$910M
2
SNPS icon
Synopsys
SNPS
+$294M
3
MELI icon
Mercado Libre
MELI
+$136M
4
WST icon
West Pharmaceutical
WST
+$100M
5
NBIS
Nebius Group N.V.
NBIS
+$59.9M

Sector Composition

Rank Sector Weight
1 Technology 37.18%
2 Healthcare 25.21%
3 Consumer Discretionary 15.3%
4 Industrials 8.74%
5 Financials 8.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IOVA icon
151
Iovance Biotherapeutics
IOVA
$2.9B
$3.75M 0.01%
152,001
+1,162
+0.8% +$27.4K
NFLX icon
152
Netflix
NFLX
$318B
$3.66M 0.01%
60,000
– –
TPTX
153
DELISTED
Turning Point Therapeutics, Inc. Common Stock
TPTX
$3.63M 0.01%
54,719
+404
+0.7% +$28.8K
HEI icon
154
HEICO Corp
HEI
$50.9B
$3.6M 0.01%
27,270
+6,125
+29% +$807K
AMZN icon
155
Amazon
AMZN
$3T
$3.52M 0.01%
21,400
+20
+0.1% +$3.45K
DXCM icon
156
DexCom
DXCM
$33.1B
$3.39M 0.01%
24,812
+5,488
+28% +$692K
PHAT icon
157
Phathom Pharmaceuticals
PHAT
$693M
$3.35M 0.01%
104,380
+393
+0.4% +$13.1K
MRVI icon
158
Maravai LifeSciences
MRVI
$895M
$3.21M 0.01%
65,329
+14,890
+30% +$726K
NTES icon
159
NetEase
NTES
$85.4B
$3.19M 0.01%
37,309
+8,525
+30% +$805K
BBIO icon
160
BridgeBio Pharma
BBIO
$16.6B
$3.07M 0.01%
65,504
+482
+0.7% +$25.8K
XYZ
161
Block Inc
XYZ
$47.5B
$3.04M 0.01%
12,677
+2,898
+30% +$744K
RCKT icon
162
Rocket Pharmaceuticals
RCKT
$397M
$2.91M 0.01%
97,265
+464
+0.5% +$16.9K
RETA
163
DELISTED
Reata Pharmaceuticals, Inc. Class A Common Stock
RETA
$2.72M 0.01%
26,997
+421
+2% +$49.3K
BILL icon
164
BILL Holdings
BILL
$4.91B
$2.71M 0.01%
10,153
-3,689
-27% -$851K
NOVT icon
165
Novanta
NOVT
$6.2B
$2.62M 0.01%
16,923
+3,838
+29% +$558K
AXSM icon
166
Axsome Therapeutics
AXSM
$11.4B
$2.44M 0.01%
73,969
+371
+0.5% +$14.5K
JLL icon
167
Jones Lang LaSalle
JLL
$16.4B
$1.87M ﹤0.01%
7,536
-90,440
-92% -$20.6M
SONY icon
168
Sony
SONY
$140B
$1.66M ﹤0.01%
75,015
+2,150
+3% +$45K
SLP icon
169
Simulations Plus
SLP
$371M
$1.58M ﹤0.01%
40,078
– –
ILMN icon
170
Illumina
ILMN
$29B
$1.34M ﹤0.01%
3,401
– –
CDK
171
DELISTED
CDK Global, Inc.
CDK
$1.27M ﹤0.01%
29,852
+236
+0.8% +$10.6K
BRO icon
172
Brown & Brown
BRO
$24B
$1.24M ﹤0.01%
22,357
+153
+0.7% +$8.53K
CAE icon
173
CAE Inc. Common Shares
CAE
$8.64B
$1.21M ﹤0.01%
40,488
+1,169
+3% +$34.6K
BN icon
174
Brookfield
BN
$109B
$1.1M ﹤0.01%
38,195
+816
+2% +$23.8K
IBN icon
175
ICICI Bank
IBN
$108B
$1.07M ﹤0.01%
56,809
+2,350
+4% +$44K
5 6
7
8 9

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WCM Investment Management's Q3 2021 Portfolio in Review

As of Q3 2021, WCM Investment Management held 214 positions worth $43.3B, up 9.9% from $39.4B the previous quarter. Its ten largest holdings account for 55% of the portfolio.

WCM Investment Management deployed $2.86B of net new capital in Q3 2021, opening 18 new positions and adding to 155 existing holdings. Its largest new stake was Atlassian: 4,498,177 shares worth $1.5B.

By sector, the portfolio is most concentrated in Technology at 37% of assets, up from 36% a quarter earlier, followed by Healthcare and Consumer Discretionary.

On the sell side, the largest reduction was HDFC Bank, an estimated $910M trimmed.

  • WCM Investment Management's largest Q3 2021 buy was Atlassian: 4,498,177 shares worth $1.5B.
  • WCM Investment Management added most to Icon in Q3 2021, an estimated $744M increase.
  • WCM Investment Management's biggest Q3 2021 reduction was HDFC Bank, cutting an estimated $910M.
  • WCM Investment Management fully exited Synopsys in Q3 2021, selling an estimated $294M.
  • WCM Investment Management's ten largest holdings make up 55% of its $43.3B portfolio in Q3 2021.
  • WCM Investment Management opened 18 new positions and closed 10 in Q3 2021.
  • WCM Investment Management's portfolio value rose 9.9% quarter-over-quarter to $43.3B.

Based on WCM Investment Management's 13F filing for Q3 2021, filed 2 Nov 2021.