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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
+3.57%
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
$8.77B
AUM Growth
+$2.5B
Cap. Flow
+$2.29B
Cap. Flow %
26.08%
Top 10 Hldgs %
56.28%
Holding
171
New
57
Increased
56
Reduced
47
Closed
9

Top Buys

Rank Stock Value
1
ABEV icon
Ambev
ABEV
+$248M
2
ACN icon
Accenture
ACN
+$133M
3
CB icon
Chubb
CB
+$64.3M
4
HDB icon
HDFC Bank
HDB
+$50.3M
5
BSX icon
Boston Scientific
BSX
+$39M

Top Sells

Rank Stock Value
1
ARMH
ARM HOLDINGS PLC ADS
ARMH
+$361M
2
TSM icon
TSMC
TSM
+$95M
3
ICLR icon
Icon
ICLR
+$92.8M
4
WDAY icon
Workday
WDAY
+$31.2M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$16.7M

Sector Composition

Rank Sector Weight
1 Financials 22.52%
2 Technology 12.9%
3 Healthcare 9.23%
4 Consumer Discretionary 7.42%
5 Industrials 7.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CB icon
1
Chubb
CB
$137B
$1.17B 13.37%
9,331,118
+506,830
+6% +$64.3M
TSM icon
2
TSMC
TSM
$2.07T
$631M 7.19%
20,612,338
-3,322,718
-14% -$95M
CP icon
3
Canadian Pacific Kansas City
CP
$83.2B
$492M 5.61%
16,098,180
+704,750
+5% +$20.7M
HDB icon
4
HDFC Bank
HDB
$135B
$454M 5.17%
25,249,548
+2,862,192
+13% +$50.3M
TCOM icon
5
Trip.com Group
TCOM
$26.7B
$438M 5%
9,408,390
+433,686
+5% +$19.3M
CLB icon
6
Core Laboratories
CLB
$523M
$427M 4.87%
3,803,372
+215,206
+6% +$24.8M
NVO
7
Novo Nordisk
NVO
$223B
$384M 4.38%
18,476,542
+917,498
+5% +$22.7M
ACN icon
8
Accenture
ACN
$87.9B
$384M 4.38%
3,140,505
+1,164,609
+59% +$133M
NBIS
9
Nebius Group N.V.
NBIS
$45.1B
$288M 3.28%
13,679,874
+392,871
+3% +$8.55M
ICLR icon
10
Icon
ICLR
$13.1B
$266M 3.03%
3,439,710
-1,234,468
-26% -$92.8M
ABEV icon
11
Ambev
ABEV
$46.8B
$264M 3.01%
43,304,212
+41,458,775
+2,247% +$248M
LAZ icon
12
Lazard
LAZ
$4.25B
$202M 2.3%
5,549,587
+296,890
+6% +$10.4M
MELI icon
13
Mercado Libre
MELI
$92B
$66.4M 0.76%
358,749
+3,184
+0.9% +$528K
AMZN icon
14
Amazon
AMZN
$2.66T
$47.1M 0.54%
1,124,480
+260,620
+30% +$9.97M
AMTD
15
DELISTED
TD Ameritrade Holding Corp
AMTD
$43.5M 0.5%
1,234,494
+276,242
+29% +$8.61M
COO icon
16
Cooper Companies
COO
$14B
$41.1M 0.47%
916,272
+219,232
+31% +$9.98M
PX
17
DELISTED
Praxair Inc
PX
$40.5M 0.46%
335,187
+161,628
+93% +$19.1M
IQV icon
18
IQVIA
IQV
$34.4B
$40M 0.46%
493,982
+121,936
+33% +$9.23M
APH icon
19
Amphenol
APH
$186B
$39.4M 0.45%
2,426,496
+581,384
+32% +$8.83M
ECL icon
20
Ecolab
ECL
$76.8B
$39.3M 0.45%
323,266
+156,663
+94% +$18.9M
CNI icon
21
Canadian National Railway
CNI
$78.3B
$39M 0.44%
595,764
+144,240
+32% +$9.11M
BSX icon
22
Boston Scientific
BSX
$65.4B
$38.9M 0.44%
+1,636,106
New +$39M
V icon
23
Visa
V
$682B
$38.4M 0.44%
464,314
+231,530
+99% +$18.5M
CCI icon
24
Crown Castle
CCI
$34.6B
$38.2M 0.44%
405,463
+97,309
+32% +$9.36M
SLB icon
25
SLB Ltd
SLB
$70.3B
$37.7M 0.43%
479,000
+115,143
+32% +$9.14M
1
2 3 4 5

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WCM Investment Management's Q3 2016 Portfolio in Review

As of Q3 2016, WCM Investment Management held 171 positions worth $8.77B, up 40% from $6.27B the previous quarter. Its ten largest holdings account for 56% of the portfolio.

WCM Investment Management deployed $2.29B of net new capital in Q3 2016, opening 57 new positions and adding to 56 existing holdings. Its largest new stake was Boston Scientific: 1,636,106 shares worth $38.9M.

By sector, the portfolio is most concentrated in Financials at 23% of assets, down from 29% a quarter earlier, followed by Technology and Healthcare.

On the sell side, the largest reduction was TSMC, an estimated $95M trimmed.

  • WCM Investment Management's largest Q3 2016 buy was Boston Scientific: 1,636,106 shares worth $38.9M.
  • WCM Investment Management added most to Ambev in Q3 2016, an estimated $248M increase.
  • WCM Investment Management's biggest Q3 2016 reduction was TSMC, cutting an estimated $95M.
  • WCM Investment Management fully exited ARM HOLDINGS PLC ADS in Q3 2016, selling an estimated $361M.
  • WCM Investment Management's ten largest holdings make up 56% of its $8.77B portfolio in Q3 2016.
  • WCM Investment Management opened 57 new positions and closed 9 in Q3 2016.
  • WCM Investment Management's portfolio value rose 40% quarter-over-quarter to $8.77B.

Based on WCM Investment Management's 13F filing for Q3 2016, filed 31 Oct 2016.