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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
-15.19%
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
$18.1B
AUM Growth
-$492M
Cap. Flow
+$3.04B
Cap. Flow %
16.78%
Top 10 Hldgs %
63.91%
Holding
201
New
44
Increased
117
Reduced
16
Closed
21

Top Buys

Rank Stock Value
1
MELI icon
Mercado Libre
MELI
+$1.07B
2
LULU icon
lululemon athletica
LULU
+$758M
3
STE icon
Steris
STE
+$409M
4
TMO icon
Thermo Fisher Scientific
TMO
+$152M
5
SYK icon
Stryker
SYK
+$138M

Top Sells

Rank Stock Value
1
SHOP icon
Shopify
SHOP
+$662M
2
MCD icon
McDonald's
MCD
+$149M
3
NFLX icon
Netflix
NFLX
+$126M
4
COST icon
Costco
COST
+$47.1M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$16.5M

Sector Composition

Rank Sector Weight
1 Technology 30.13%
2 Healthcare 27.2%
3 Consumer Discretionary 13.91%
4 Financials 12.92%
5 Industrials 10.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ZGNX
201
DELISTED
Zogenix, Inc.
ZGNX
– –
-31,264
Closed -$1.63M
5 6 7 8
9

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WCM Investment Management's Q1 2020 Portfolio in Review

As of Q1 2020, WCM Investment Management held 201 positions worth $18.1B, down 2.6% from $18.6B the previous quarter. Its ten largest holdings account for 64% of the portfolio.

WCM Investment Management deployed $3.04B of net new capital in Q1 2020, opening 44 new positions and adding to 117 existing holdings. Its largest new stake was Thermo Fisher Scientific: 481,842 shares worth $137M.

By sector, the portfolio is most concentrated in Technology at 30% of assets, down from 35% a quarter earlier, followed by Healthcare and Consumer Discretionary.

On the sell side, the largest reduction was Shopify, an estimated $662M trimmed.

  • WCM Investment Management's largest Q1 2020 buy was Thermo Fisher Scientific: 481,842 shares worth $137M.
  • WCM Investment Management added most to Mercado Libre in Q1 2020, an estimated $1.07B increase.
  • WCM Investment Management's biggest Q1 2020 reduction was Shopify, cutting an estimated $662M.
  • WCM Investment Management fully exited McDonald's in Q1 2020, selling an estimated $149M.
  • WCM Investment Management's ten largest holdings make up 64% of its $18.1B portfolio in Q1 2020.
  • WCM Investment Management opened 44 new positions and closed 21 in Q1 2020.
  • WCM Investment Management's portfolio value fell 2.6% quarter-over-quarter to $18.1B.

Based on WCM Investment Management's 13F filing for Q1 2020, filed 8 May 2020.