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WCM Investment Management

WCM Investment Management Portfolio holdings

AUM $55.2B
1-Year Est. Return 57.07%
This Fund
S&P 500
This Quarter Est. Return
+6.73%
1 Year Est. Return
+57.07%
3 Year Est. Return
+206.72%
5 Year Est. Return
+229.02%
10 Year Est. Return
+1,236.16%
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 24.89%
2 Miscellaneous 23.96%
3 Technology 13.23%
4 Consumer Discretionary 8.56%
5 Industrials 7.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CB icon
1
Chubb
CB
$134B
$1.38B 14.95%
10,146,160
+440,824
+5% +$59.3M
TSM icon
2
TSMC
TSM
$2.16T
$578M 6.26%
17,612,359
-3,782,271
-18% -$118M
ACN icon
3
Accenture
ACN
$118B
$548M 5.93%
4,571,949
+231,700
+5% +$27.7M
HDB icon
4
HDFC Bank
HDB
$120B
$520M 5.62%
27,643,164
+1,308,020
+5% +$22.8M
CP icon
5
Canadian Pacific Kansas City
CP
$80.3B
$516M 5.58%
17,549,230
+848,235
+5% +$25.2M
TCOM icon
6
Trip.com Group
TCOM
$26.1B
$503M 5.45%
10,242,560
+571,614
+6% +$26.2M
CLB icon
7
Core Laboratories
CLB
$575M
$477M 5.16%
4,130,102
+181,025
+5% +$21M
ABEV icon
8
Ambev
ABEV
$46.9B
$420M 4.54%
72,867,910
+23,231,733
+47% +$127M
NBIS
9
Nebius Group N.V.
NBIS
$57.3B
$325M 3.51%
14,799,163
+732,504
+5% +$16.7M
ICLR icon
10
Icon
ICLR
$12.6B
$296M 3.2%
3,712,253
+180,896
+5% +$14.8M
LAZ icon
11
Lazard
LAZ
$4.32B
$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
$101B
$70M 0.76%
331,049
-45,042
-12% -$8.82M
AMZN icon
14
Amazon
AMZN
$2.79T
$56.8M 0.61%
1,281,460
+2,760
+0.2% +$115K
COO icon
15
Cooper Companies
COO
$13.8B
$52.3M 0.57%
1,045,780
+8,892
+0.9% +$422K
CNI icon
16
Canadian National Railway
CNI
$74.5B
$50.2M 0.54%
678,881
+3,934
+0.6% +$279K
APH icon
17
Amphenol
APH
$202B
$48.7M 0.53%
5,472,360
+17,688
+0.3% +$153K
V icon
18
Visa
V
$707B
$47.1M 0.51%
530,187
+4,308
+0.8% +$371K
BSX icon
19
Boston Scientific
BSX
$68B
$46.4M 0.5%
1,866,739
+13,459
+0.7% +$327K
ECL icon
20
Ecolab
ECL
$78.2B
$46.2M 0.5%
368,811
+2,376
+0.6% +$290K
IQV icon
21
IQVIA
IQV
$44.7B
$45M 0.49%
558,238
+1,803
+0.3% +$141K
CCI icon
22
Crown Castle
CCI
$32.9B
$43.8M 0.47%
464,156
+4,836
+1% +$433K
SLB icon
23
SLB Ltd
SLB
$85.2B
$42.7M 0.46%
547,223
+4,333
+0.8% +$354K
META icon
24
Meta Platforms (Facebook)
META
$1.56T
$41M 0.44%
288,312
+739
+0.3% +$98.8K
BF.B icon
25
Brown-Forman Class B
BF.B
$12.6B
$40.9M 0.44%
1,385,514
+4,333
+0.3% +$129K
1
2 3 4 5

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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, up from 25% a quarter earlier, followed by Miscellaneous and Technology.

  • 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.