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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
+8.43%
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
$6.48B
AUM Growth
-$2.76B
Cap. Flow
-$3.22B
Cap. Flow %
-49.72%
Top 10 Hldgs %
80.21%
Holding
118
New
4
Increased
66
Reduced
12
Closed
34

Top Buys

Rank Stock Value
1
TSM icon
TSMC
TSM
+$40.2M
2
ACN icon
Accenture
ACN
+$38.6M
3
A icon
Agilent Technologies
A
+$37.8M
4
CP icon
Canadian Pacific Kansas City
CP
+$34.6M
5
HDB icon
HDFC Bank
HDB
+$33.7M

Top Sells

Rank Stock Value
1
CB icon
Chubb
CB
+$664M
2
ABEV icon
Ambev
ABEV
+$411M
3
LAZ icon
Lazard
LAZ
+$283M
4
BF.B icon
Brown-Forman Class B
BF.B
+$40.9M
5
MELI icon
Mercado Libre
MELI
+$28.5M

Sector Composition

Rank Sector Weight
1 Financials 23.7%
2 Technology 21.21%
3 Consumer Discretionary 12.37%
4 Industrials 11.7%
5 Healthcare 10.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CB icon
1
Chubb
CB
$137B
$789M 12.18%
5,429,726
-4,716,434
-46% -$664M
TSM icon
2
TSMC
TSM
$2.07T
$656M 10.13%
18,775,096
+1,162,737
+7% +$40.2M
HDB icon
3
HDFC Bank
HDB
$135B
$636M 9.82%
29,258,184
+1,615,020
+6% +$33.7M
ACN icon
4
Accenture
ACN
$87.9B
$605M 9.33%
4,888,520
+316,571
+7% +$38.6M
CP icon
5
Canadian Pacific Kansas City
CP
$83.2B
$600M 9.26%
18,664,940
+1,115,710
+6% +$34.6M
TCOM icon
6
Trip.com Group
TCOM
$26.7B
$585M 9.03%
10,864,759
+622,199
+6% +$33M
CLB icon
7
Core Laboratories
CLB
$523M
$449M 6.93%
4,433,175
+303,073
+7% +$32.7M
NBIS
8
Nebius Group N.V.
NBIS
$45.1B
$406M 6.26%
15,465,155
+665,992
+5% +$17.4M
ICLR icon
9
Icon
ICLR
$13.1B
$388M 5.98%
3,965,106
+252,853
+7% +$22.4M
LUX
10
DELISTED
Luxottica Group
LUX
$83.6M 1.29%
1,434,811
+145,746
+11% +$8.49M
COO icon
11
Cooper Companies
COO
$14B
$75.9M 1.17%
1,268,488
+222,708
+21% +$12.1M
AMZN icon
12
Amazon
AMZN
$2.66T
$75.8M 1.17%
1,566,400
+284,940
+22% +$13.6M
BSX icon
13
Boston Scientific
BSX
$65.4B
$63M 0.97%
2,273,777
+407,038
+22% +$10.8M
APH icon
14
Amphenol
APH
$186B
$61.7M 0.95%
3,343,872
+607,692
+22% +$11.1M
IQV icon
15
IQVIA
IQV
$34.4B
$61.1M 0.94%
682,664
+124,426
+22% +$10.5M
V icon
16
Visa
V
$682B
$60.9M 0.94%
649,518
+119,331
+23% +$11.1M
ECL icon
17
Ecolab
ECL
$76.8B
$59.8M 0.92%
450,518
+81,707
+22% +$10.6M
CNI icon
18
Canadian National Railway
CNI
$78.3B
$58.7M 0.91%
724,193
+45,312
+7% +$3.46M
CCI icon
19
Crown Castle
CCI
$34.6B
$56.6M 0.87%
564,835
+100,679
+22% +$9.89M
CERN
20
DELISTED
Cerner Corp
CERN
$56.5M 0.87%
849,289
+153,640
+22% +$9.82M
MELI icon
21
Mercado Libre
MELI
$92B
$55.2M 0.85%
220,204
-110,845
-33% -$28.5M
META icon
22
Meta Platforms (Facebook)
META
$1.64T
$53.3M 0.82%
352,913
+64,601
+22% +$9.61M
VRSK icon
23
Verisk Analytics
VRSK
$26.3B
$51.5M 0.79%
610,547
+110,575
+22% +$8.95M
COST icon
24
Costco
COST
$417B
$44.5M 0.69%
278,498
+50,684
+22% +$8.73M
SLB icon
25
SLB Ltd
SLB
$70.3B
$44.1M 0.68%
669,402
+122,179
+22% +$8.76M
1
2 3 4

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WCM Investment Management's Q2 2017 Portfolio in Review

As of Q2 2017, WCM Investment Management held 118 positions worth $6.48B, down 30% from $9.24B the previous quarter. Its ten largest holdings account for 80% of the portfolio.

WCM Investment Management withdrew a net $3.22B in Q2 2017, closing 34 positions and reducing 12 holdings. Its most notable exit was Lazard, an estimated $283M position sold in full.

By sector, the portfolio is most concentrated in Financials at 24% of assets, down from 25% a quarter earlier, followed by Technology and Consumer Discretionary.

Against the trend, WCM Investment Management opened a new position in Agilent Technologies worth $39.4M.

  • WCM Investment Management's largest Q2 2017 buy was Agilent Technologies: 664,447 shares worth $39.4M.
  • WCM Investment Management added most to TSMC in Q2 2017, an estimated $40.2M increase.
  • WCM Investment Management's biggest Q2 2017 reduction was Chubb, cutting an estimated $664M.
  • WCM Investment Management fully exited Lazard in Q2 2017, selling an estimated $283M.
  • WCM Investment Management's ten largest holdings make up 80% of its $6.48B portfolio in Q2 2017.
  • WCM Investment Management opened 4 new positions and closed 34 in Q2 2017.
  • WCM Investment Management's portfolio value fell 30% quarter-over-quarter to $6.48B.

Based on WCM Investment Management's 13F filing for Q2 2017, filed 3 Aug 2017.