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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
+1.24%
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
$1.85B
AUM Growth
–
Cap. Flow
+$1.87B
Cap. Flow
% of AUM
100.77%
Top 10 Holdings %
Top 10 Hldgs %
35.03%
Holding
141
New
141
Increased
–
Reduced
–
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
TSMC
TSM
|
+$95.6M |
| 2 |
Chubb
CB
|
+$73.7M |
| 3 |
Canadian National Railway
CNI
|
+$66.4M |
| 4 |
POT
Potash Corp Of Saskatchewan
POT
|
+$66.1M |
| 5 |
Core Laboratories
CLB
|
+$62.1M |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Financials | 13.96% |
| 2 | Technology | 13.23% |
| 3 | Industrials | 10.27% |
| 4 | Consumer Discretionary | 7.69% |
| 5 | Consumer Staples | 7.64% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
1
TSMC
TSM
$2.07T
| $95M | 5.13% |
+5,188,744
| New | +$95.6M |
|
|
2
Chubb
CB
$137B
| $73.9M | 3.99% |
+822,281
| New | +$73.7M |
|
|
3
Core Laboratories
CLB
$523M
| $66.8M | 3.6% |
+438,525
| New | +$62.1M |
|
|
4
Canadian National Railway
CNI
$78.3B
| $65.6M | 3.54% |
+1,345,796
| New | +$66.4M |
|
5
ASML
ASML
$671B
| $62.1M | 3.35% |
+776,615
| New | +$58.8M |
|
|
POT
6
DELISTED
Potash Corp Of Saskatchewan
POT
| $61.9M | 3.34% |
+1,616,714
| New | +$66.1M |
|
|
COV
7
DELISTED
COVIDIEN PLC COM SHS NEW (IRELAND)
COV
| $58.9M | 3.18% |
+1,070,514
| New | +$61.9M |
|
8
Coca-Cola Europacific Partners
CCEP
$46.5B
| $57.3M | 3.09% |
+1,622,476
| New | +$59.7M |
|
|
BRFS
9
DELISTED
BRF SA
BRFS
| $54.1M | 2.92% |
+2,504,214
| New | +$58M |
|
10
Arcos Dorados Holdings
ARCO
$1.73B
| $53.9M | 2.91% |
+4,744,404
| New | +$61.3M |
|
11
Sensata Technologies
ST
$6.55B
| $51.9M | 2.8% |
+1,478,199
| New | +$50.5M |
|
12
Lazard
LAZ
$4.25B
| $51.7M | 2.79% |
+1,606,135
| New | +$53.7M |
|
|
NVO
13
Novo Nordisk
NVO
$223B
| $46.9M | 2.53% |
+3,005,070
| New | +$50M |
|
14
Mercado Libre
MELI
$92B
| $36.9M | 1.99% |
+341,175
| New | +$36.9M |
|
|
ARMH
15
DELISTED
ARM HOLDINGS PLC ADS
ARMH
| $35.6M | 1.92% |
+974,870
| New | +$42M |
|
|
HOS
16
DELISTED
Hornbeck Offshore Services, Inc.
HOS
| $22.2M | 1.2% |
+414,505
| New | +$20.3M |
|
|
WNR
17
DELISTED
Western Refining Inc
WNR
| $18.4M | 0.99% |
+654,915
| New | +$20.4M |
|
|
VPHM
18
DELISTED
VIROPHARMA INC
VPHM
| $18.2M | 0.98% |
+633,691
| New | +$16.7M |
|
|
WCG
19
DELISTED
Wellcare Health Plans, Inc.
WCG
| $17.4M | 0.94% |
+312,151
| New | +$17.4M |
|
20
CNO Financial Group
CNO
$5B
| $16.9M | 0.91% |
+1,298,115
| New | +$15.3M |
|
21
Cognex
CGNX
$10.7B
| $16.7M | 0.9% |
+1,470,976
| New | +$15.6M |
|
|
AVTA
22
DELISTED
Avantax, Inc. Common Stock
AVTA
| $15.7M | 0.84% |
+842,427
| New | +$14.3M |
|
|
RWT
23
Redwood Trust
RWT
$641M
| $15.2M | 0.82% |
+894,476
| New | +$18.5M |
|
24
East-West Bancorp
EWBC
$18.4B
| $15.1M | 0.82% |
+549,071
| New | +$14M |
|
25
Hope Bancorp
HOPE
$1.76B
| $15M | 0.81% |
+1,053,591
| New | +$13.6M |
|
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LP
WCM Investment Management's Q2 2013 Portfolio in Review
Q2 2013 is the first quarter with a 13F filing on record for WCM Investment Management, which disclosed 141 positions worth $1.85B. Its ten largest holdings account for 35% of the portfolio.
Its largest position is TSMC: 5,188,744 shares worth $95M.
By sector, the portfolio is most concentrated in Financials at 14% of assets, followed by Technology and Industrials.
- WCM Investment Management's largest Q2 2013 buy was TSMC: 5,188,744 shares worth $95M.
- WCM Investment Management's ten largest holdings make up 35% of its $1.85B portfolio in Q2 2013.
- WCM Investment Management disclosed 141 positions in Q2 2013, its first 13F filing on record.
Based on WCM Investment Management's 13F filing for Q2 2013, filed 6 Aug 2013.