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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
RELX icon
176
RELX
RELX
$62.1B
$1.05M ﹤0.01%
36,296
+15,587
+75% +$459K
TT icon
177
Trane Technologies
TT
$105B
$1.02M ﹤0.01%
5,937
+220
+4% +$42.3K
BIDU icon
178
Baidu
BIDU
$37.1B
$1.02M ﹤0.01%
6,628
+2,875
+77% +$472K
KMX icon
179
CarMax
KMX
$8.34B
$967K ﹤0.01%
7,556
+51
+0.7% +$6.79K
MTN icon
180
Vail Resorts
MTN
$5.21B
$948K ﹤0.01%
2,837
+115
+4% +$35.5K
CSL icon
181
Carlisle Companies
CSL
$15.3B
$923K ﹤0.01%
4,643
+32
+0.7% +$6.46K
CB icon
182
Chubb
CB
$134B
$881K ﹤0.01%
5,079
+200
+4% +$35.1K
MDT icon
183
Medtronic
MDT
$114B
$880K ﹤0.01%
7,023
+255
+4% +$33K
WDAY icon
184
Workday
WDAY
$45.5B
$875K ﹤0.01%
3,500
– –
BAH icon
185
Booz Allen Hamilton
BAH
$9.37B
$858K ﹤0.01%
10,818
+756
+8% +$63.2K
NICE icon
186
Nice
NICE
$6.01B
$847K ﹤0.01%
2,983
-51
-2% -$14.1K
GIB icon
187
CGI
GIB
$15.6B
$840K ﹤0.01%
9,911
+300
+3% +$27K
LECO icon
188
Lincoln Electric
LECO
$15.1B
$748K ﹤0.01%
5,806
+49
+0.9% +$6.67K
WSO icon
189
Watsco Inc
WSO
$13.5B
$736K ﹤0.01%
2,780
+20
+0.7% +$5.61K
OTEX icon
190
Open Text
OTEX
$5.99B
$721K ﹤0.01%
14,785
+560
+4% +$29.2K
GDDY icon
191
GoDaddy
GDDY
$11.6B
$719K ﹤0.01%
10,317
+105
+1% +$8.13K
TEL icon
192
TE Connectivity
TEL
$62B
$709K ﹤0.01%
5,165
+190
+4% +$27.4K
PHG icon
193
Philips
PHG
$26.3B
$698K ﹤0.01%
19,013
+467
+3% +$17.8K
PTC icon
194
PTC
PTC
$16.4B
$574K ﹤0.01%
4,793
+32
+0.7% +$4.27K
OMAB icon
195
Grupo Aeroportuario Centro Norte
OMAB
$5.24B
$561K ﹤0.01%
11,968
+360
+3% +$17.5K
MKL icon
196
Markel Group
MKL
$22.8B
$520K ﹤0.01%
435
+4
+0.9% +$4.93K
IEX icon
197
IDEX
IEX
$17.2B
$417K ﹤0.01%
2,014
+15
+0.8% +$3.33K
DSGX icon
198
Descartes Systems
DSGX
$6.86B
$377K ﹤0.01%
4,636
+1,614
+53% +$122K
BZ icon
199
Kanzhun
BZ
$7.8B
$369K ﹤0.01%
+10,263
New +$363K
FMC icon
200
FMC
FMC
$1.31B
$365K ﹤0.01%
3,987
+26
+0.7% +$2.57K
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.