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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
+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
(-0.74%)
Cap. Flow
-$1.01B
Cap. Flow
% of AUM
-2.77%
Top 10 Holdings %
Top 10 Hldgs %
65.11%
Holding
210
New
17
Increased
114
Reduced
56
Closed
20
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Old Dominion Freight Line
ODFL
|
+$246M |
| 2 |
Nike
NKE
|
+$135M |
| 3 |
HDFC Bank
HDB
|
+$83.4M |
| 4 |
Ferrari
RACE
|
+$59.5M |
| 5 |
Shopify
SHOP
|
+$58.8M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Mercado Libre
MELI
|
+$1.17B |
| 2 |
Idexx Laboratories
IDXX
|
+$320M |
| 3 |
Verisk Analytics
VRSK
|
+$264M |
| 4 |
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 | |
|---|---|---|---|---|---|---|
176
Open Text
OTEX
$5.99B
| $464K | ﹤0.01% |
+9,720
| New | +$455K |
|
177
Booz Allen Hamilton
BAH
$9.37B
| $461K | ﹤0.01% |
+5,723
| New | +$480K |
|
178
Nice
NICE
$6.01B
| $461K | ﹤0.01% |
2,115
+1,134
| +116% | +$284K |
|
179
Markel Group
MKL
$22.8B
| $454K | ﹤0.01% |
398
+45
| +13% | +$48.5K |
|
180
TE Connectivity
TEL
$62B
| $441K | ﹤0.01% |
+3,419
| New | +$439K |
|
181
FMC
FMC
$1.31B
| $438K | ﹤0.01% |
3,961
+420
| +12% | +$46.5K |
|
182
IDEX
IEX
$17.2B
| $418K | ﹤0.01% |
1,999
+225
| +13% | +$44.6K |
|
183
Grupo Aeroportuario Centro Norte
OMAB
$5.24B
| $403K | ﹤0.01% |
+7,978
| New | +$401K |
|
|
INFO
184
DELISTED
IHS Markit Ltd. Common Shares
INFO
| $382K | ﹤0.01% |
3,943
-3,193
| -45% | -$292K |
|
185
RELX
RELX
$62.1B
| $378K | ﹤0.01% |
15,009
+4,529
| +43% | +$113K |
|
186
Graphic Packaging
GPK
$3.53B
| $371K | ﹤0.01% |
20,407
+3,576
| +21% | +$61K |
|
187
NetEase
NTES
$85.4B
| $301K | ﹤0.01% |
2,914
+168
| +6% | +$19K |
|
188
HEICO Corp
HEI
$50.9B
| $269K | ﹤0.01% |
2,140
+124
| +6% | +$15.9K |
|
189
Parker-Hannifin
PH
$134B
| $249K | ﹤0.01% |
+788
| New | +$227K |
|
190
Affiliated Managers Group
AMG
$9.6B
| – | – |
-6,036
| Closed | -$614K |
|
191
Crown Castle
CCI
$31.3B
| – | – |
-6,630
| Closed | -$1.05M |
|
192
Americold
COLD
$4.17B
| – | – |
-299,708
| Closed | -$11.2M |
|
193
Cooper Companies
COO
$14.9B
| – | – |
-60,736
| Closed | -$5.52M |
|
194
Emergent Biosolutions
EBS
$229M
| – | – |
-66,979
| Closed | -$6M |
|
195
iShares MSCI EAFE ETF
EFA
$79.8B
| – | – |
-35,571
| Closed | -$2.6M |
|
|
GAN
196
DELISTED
GAN Ltd
GAN
| – | – |
-531,570
| Closed | -$10.8M |
|
|
197
Intercontinental Exchange
ICE
$84.5B
| – | – |
-1,800,672
| Closed | -$208M |
|
|
198
Idexx Laboratories
IDXX
$46.9B
| – | – |
-640,489
| Closed | -$320M |
|
199
iShares MSCI India ETF
INDA
$6.6B
| – | – |
-72,425
| Closed | -$2.91M |
|
|
OPLN
200
Openlane
OPLN
$4.58B
| – | – |
-1,043,384
| Closed | -$19.4M |
|
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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.