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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 | |
|---|---|---|---|---|---|---|
176
Watsco Inc
WSO
$13.5B
| $556K | ﹤0.01% |
2,452
+70
| +3% | +$16.1K |
|
177
PTC
PTC
$16.4B
| $508K | ﹤0.01% |
4,246
+120
| +3% | +$11.9K |
|
178
Sony
SONY
$140B
| $484K | ﹤0.01% |
23,955
+90
| +0.4% | +$1.56K |
|
179
FMC
FMC
$1.31B
| $407K | ﹤0.01% |
3,541
+99
| +3% | +$11K |
|
180
SEI Investments
SEIC
$12.6B
| $397K | ﹤0.01% |
6,906
+190
| +3% | +$10.4K |
|
181
Markel Group
MKL
$22.8B
| $365K | ﹤0.01% |
353
+10
| +3% | +$9.97K |
|
182
Brookfield
BN
$109B
| $362K | ﹤0.01% |
16,407
+2,662
| +19% | +$53.3K |
|
183
IDEX
IEX
$17.2B
| $353K | ﹤0.01% |
1,774
+51
| +3% | +$9.7K |
|
184
Graphic Packaging
GPK
$3.53B
| $285K | ﹤0.01% |
16,831
+604
| +4% | +$9.14K |
|
185
Nice
NICE
$6.01B
| $278K | ﹤0.01% |
981
-494
| -33% | -$120K |
|
186
HEICO Corp
HEI
$50.9B
| $267K | ﹤0.01% |
+2,016
| New | +$246K |
|
187
Philips
PHG
$26.3B
| $266K | ﹤0.01% |
+6,052
| New | +$250K |
|
188
NetEase
NTES
$85.4B
| $263K | ﹤0.01% |
2,746
+216
| +9% | +$19.4K |
|
189
Trane Technologies
TT
$105B
| $262K | ﹤0.01% |
+1,807
| New | +$250K |
|
190
RELX
RELX
$62.1B
| $258K | ﹤0.01% |
+10,480
| New | +$240K |
|
191
Medtronic
MDT
$114B
| $248K | ﹤0.01% |
+2,114
| New | +$233K |
|
192
CGI
GIB
$15.6B
| $225K | ﹤0.01% |
+2,843
| New | +$203K |
|
193
Chubb
CB
$134B
| $214K | ﹤0.01% |
+1,390
| New | +$195K |
|
194
iShares MSCI ACWI ex US ETF
ACWX
$11.9B
| – | – |
-24,000
| Closed | -$1.1M |
|
195
Kura Oncology
KURA
$874M
| – | – |
-139,462
| Closed | -$4.27M |
|
196
Mine Safety
MSA
$7.45B
| – | – |
-40,180
| Closed | -$5.39M |
|
|
TRHC
197
DELISTED
Tabula Rasa HealthCare, Inc. Common Stock
TRHC
| – | – |
-99,109
| Closed | -$4.04M |
|
|
MYOK
198
DELISTED
MyoKardia, Inc. Common Stock
MYOK
| – | – |
-38,019
| Closed | -$5.18M |
|
|
MNTA
199
DELISTED
Momenta Pharmaceuticals, Inc.
MNTA
| – | – |
-141,884
| Closed | -$7.45M |
|
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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.