We are live on ! Find out more
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
+6.73%
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
$9.24B
AUM Growth
+$963M
Cap. Flow
+$223M
Cap. Flow %
2.42%
Top 10 Hldgs %
60.2%
Holding
176
New
8
Increased
86
Reduced
17
Closed
62

Top Buys

Rank Stock Value
1
ABEV icon
Ambev
ABEV
+$127M
2
CB icon
Chubb
CB
+$59.3M
3
SCHW
Charles Schwab
SCHW
+$29.4M
4
FRC
First Republic Bank
FRC
+$29.2M
5
ACN icon
Accenture
ACN
+$27.7M

Top Sells

Rank Stock Value
1
TSM icon
TSMC
TSM
+$118M
2
AMTD
TD Ameritrade Holding Corp
AMTD
+$61M
3
EFA icon
iShares MSCI EAFE ETF
EFA
+$50.8M
4
PX
Praxair Inc
PX
+$21.3M
5
NKE icon
Nike
NKE
+$16.9M

Sector Composition

Rank Sector Weight
1 Financials 24.58%
2 Technology 13.14%
3 Consumer Discretionary 7.79%
4 Industrials 7.12%
5 Energy 5.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CB icon
1
Chubb
CB
$137B
$1.38B 14.95%
10,146,160
+440,824
+5% +$59.3M
TSM icon
2
TSMC
TSM
$2.07T
$578M 6.26%
17,612,359
-3,782,271
-18% -$118M
ACN icon
3
Accenture
ACN
$87.9B
$548M 5.93%
4,571,949
+231,700
+5% +$27.7M
HDB icon
4
HDFC Bank
HDB
$135B
$520M 5.62%
27,643,164
+1,308,020
+5% +$22.8M
CP icon
5
Canadian Pacific Kansas City
CP
$83.2B
$516M 5.58%
17,549,230
+848,235
+5% +$25.2M
TCOM icon
6
Trip.com Group
TCOM
$26.7B
$503M 5.45%
10,242,560
+571,614
+6% +$26.2M
CLB icon
7
Core Laboratories
CLB
$523M
$477M 5.16%
4,130,102
+181,025
+5% +$21M
ABEV icon
8
Ambev
ABEV
$46.8B
$420M 4.54%
72,867,910
+23,231,733
+47% +$127M
NBIS
9
Nebius Group N.V.
NBIS
$45.1B
$325M 3.51%
14,799,163
+732,504
+5% +$16.7M
ICLR icon
10
Icon
ICLR
$13.1B
$296M 3.2%
3,712,253
+180,896
+5% +$14.8M
LAZ icon
11
Lazard
LAZ
$4.25B
$283M 3.07%
6,161,175
+359,974
+6% +$15.5M
LUX
12
DELISTED
Luxottica Group
LUX
$71M 0.77%
1,289,065
+33,837
+3% +$1.81M
MELI icon
13
Mercado Libre
MELI
$92B
$70M 0.76%
331,049
-45,042
-12% -$8.82M
AMZN icon
14
Amazon
AMZN
$2.66T
$56.8M 0.61%
1,281,460
+2,760
+0.2% +$115K
COO icon
15
Cooper Companies
COO
$14B
$52.3M 0.57%
1,045,780
+8,892
+0.9% +$422K
CNI icon
16
Canadian National Railway
CNI
$78.3B
$50.2M 0.54%
678,881
+3,934
+0.6% +$279K
APH icon
17
Amphenol
APH
$186B
$48.7M 0.53%
2,736,180
+8,844
+0.3% +$153K
V icon
18
Visa
V
$682B
$47.1M 0.51%
530,187
+4,308
+0.8% +$371K
BSX icon
19
Boston Scientific
BSX
$65.4B
$46.4M 0.5%
1,866,739
+13,459
+0.7% +$327K
ECL icon
20
Ecolab
ECL
$76.8B
$46.2M 0.5%
368,811
+2,376
+0.6% +$290K
IQV icon
21
IQVIA
IQV
$34.4B
$45M 0.49%
558,238
+1,803
+0.3% +$141K
CCI icon
22
Crown Castle
CCI
$34.6B
$43.8M 0.47%
464,156
+4,836
+1% +$433K
SLB icon
23
SLB Ltd
SLB
$70.3B
$42.7M 0.46%
547,223
+4,333
+0.8% +$354K
META icon
24
Meta Platforms (Facebook)
META
$1.64T
$41M 0.44%
288,312
+739
+0.3% +$98.8K
BF.B icon
25
Brown-Forman Class B
BF.B
$11.7B
$40.9M 0.44%
1,385,514
+4,333
+0.3% +$129K
1
2 3 4 5

Similar funds

State of Wisconsin Investment Board
State of Wisconsin Investment Board Madison, Wisconsin $43.7B AUM 27.76% 1-Year Est. Return
AS
Akuna Securities Chicago, Illinois $44.1B AUM 15.47% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return
PEAK6
PEAK6 Chicago, Illinois $42.6B AUM 66.3% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return
LP
LMR Partners London, United Kingdom $45.4B AUM 60.68% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Zurich Cantonal Bank
Zurich Cantonal Bank Zurich, Switzerland $46B AUM 27.59% 1-Year Est. Return

WCM Investment Management's Q1 2017 Portfolio in Review

As of Q1 2017, WCM Investment Management held 176 positions worth $9.24B, up 12% from $8.28B the previous quarter. Its ten largest holdings account for 60% of the portfolio.

WCM Investment Management's Q1 2017 filing shows 8 new, 86 increased, 17 reduced and 62 closed positions. Its largest new stake was Charles Schwab: 711,310 shares worth $29M. The largest sale was TSMC, an estimated $118M.

By sector, the portfolio is most concentrated in Financials at 25% of assets, down from 25% a quarter earlier, followed by Technology and Consumer Discretionary.

  • WCM Investment Management's largest Q1 2017 buy was Charles Schwab: 711,310 shares worth $29M.
  • WCM Investment Management added most to Ambev in Q1 2017, an estimated $127M increase.
  • WCM Investment Management's biggest Q1 2017 reduction was TSMC, cutting an estimated $118M.
  • WCM Investment Management fully exited TD Ameritrade Holding Corp in Q1 2017, selling an estimated $61M.
  • WCM Investment Management's ten largest holdings make up 60% of its $9.24B portfolio in Q1 2017.
  • WCM Investment Management opened 8 new positions and closed 62 in Q1 2017.
  • WCM Investment Management's portfolio value rose 12% quarter-over-quarter to $9.24B.

Based on WCM Investment Management's 13F filing for Q1 2017, filed 11 Apr 2017.