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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
MDT icon
176
Medtronic
MDT
$112B
$840K ﹤0.01%
6,768
+1,954
+41% +$245K
WDAY icon
177
Workday
WDAY
$44.4B
$836K ﹤0.01%
3,500
– –
ZBRA icon
178
Zebra Technologies
ZBRA
$17.8B
$793K ﹤0.01%
1,498
– –
WSO icon
179
Watsco Inc
WSO
$13.6B
$791K ﹤0.01%
2,760
– –
CB icon
180
Chubb
CB
$135B
$775K ﹤0.01%
4,879
+1,560
+47% +$259K
BIDU icon
181
Baidu
BIDU
$37.2B
$765K ﹤0.01%
3,753
+997
+36% +$199K
PHG icon
182
Philips
PHG
$26.1B
$761K ﹤0.01%
18,546
+5,113
+38% +$236K
LECO icon
183
Lincoln Electric
LECO
$15.4B
$758K ﹤0.01%
5,757
– –
NICE icon
184
Nice
NICE
$5.97B
$751K ﹤0.01%
3,034
+919
+43% +$212K
OTEX icon
185
Open Text
OTEX
$6.04B
$723K ﹤0.01%
14,225
+4,505
+46% +$218K
PTC icon
186
PTC
PTC
$16B
$673K ﹤0.01%
4,761
– –
TEL icon
187
TE Connectivity
TEL
$62.6B
$673K ﹤0.01%
4,975
+1,556
+46% +$208K
OMAB icon
188
Grupo Aeroportuario Centro Norte
OMAB
$5.33B
$606K ﹤0.01%
11,608
+3,630
+46% +$188K
RELX icon
189
RELX
RELX
$62B
$552K ﹤0.01%
20,709
+5,700
+38% +$151K
MKL icon
190
Markel Group
MKL
$23.2B
$511K ﹤0.01%
431
+33
+8% +$39.6K
IEX icon
191
IDEX
IEX
$17.3B
$440K ﹤0.01%
1,999
– –
FMC icon
192
FMC
FMC
$1.33B
$429K ﹤0.01%
3,961
– –
AMT icon
193
American Tower
AMT
$80.4B
$265K ﹤0.01%
+982
New +$250K
AZN icon
194
AstraZeneca
AZN
$250B
$264K ﹤0.01%
+2,205
New +$242K
DSGX icon
195
Descartes Systems
DSGX
$6.82B
$209K ﹤0.01%
+3,022
New +$191K
ACAD icon
196
Acadia Pharmaceuticals
ACAD
$5.03B
– –
-129,864
Closed -$3.35M
ANSS
197
DELISTED
Ansys
ANSS
– –
-10,981
Closed -$3.73M
ARMK icon
198
Aramark
ARMK
$14.7B
– –
-29,386
Closed -$802K
BSX icon
199
Boston Scientific
BSX
$71.5B
– –
-233,535
Closed -$9.03M
BV icon
200
BrightView Holdings
BV
$1.07B
– –
-1,262,174
Closed -$21.3M
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.