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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
+6.04%
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
$7.92B
AUM Growth
+$1.43B
Cap. Flow
+$1.05B
Cap. Flow %
13.28%
Top 10 Hldgs %
81.79%
Holding
89
New
5
Increased
70
Reduced
9
Closed
2

Top Buys

Rank Stock Value
1
CB icon
Chubb
CB
+$826M
2
RACE icon
Ferrari
RACE
+$105M
3
COST icon
Costco
COST
+$26.1M
4
TSCO icon
Tractor Supply
TSCO
+$23.5M
5
TSM icon
TSMC
TSM
+$18.7M

Top Sells

Rank Stock Value
1
LUX
Luxottica Group
LUX
+$83.6M
2
UA icon
Under Armour Class C
UA
+$27.6M
3
AMZN icon
Amazon
AMZN
+$14.1M
4
ASR icon
Grupo Aeroportuario del Sureste
ASR
+$2M
5
ABEV icon
Ambev
ABEV
+$809K

Sector Composition

Rank Sector Weight
1 Financials 30.84%
2 Technology 19.37%
3 Consumer Discretionary 11.54%
4 Industrials 10.25%
5 Healthcare 10.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CB icon
1
Chubb
CB
$140B
$1.59B 20.06%
11,137,460
+5,707,734
+105% +$826M
TSM icon
2
TSMC
TSM
$2.09T
$724M 9.15%
19,286,559
+511,463
+3% +$18.7M
HDB icon
3
HDFC Bank
HDB
$119B
$724M 9.14%
30,031,344
+773,160
+3% +$18.4M
ACN icon
4
Accenture
ACN
$89.9B
$674M 8.51%
4,988,324
+99,804
+2% +$13M
CP icon
5
Canadian Pacific Kansas City
CP
$82B
$641M 8.09%
19,059,400
+394,460
+2% +$12.5M
TCOM icon
6
Trip.com Group
TCOM
$27.5B
$589M 7.44%
11,161,060
+296,301
+3% +$16.1M
NBIS
7
Nebius Group N.V.
NBIS
$47.7B
$518M 6.55%
15,725,395
+260,240
+2% +$7.94M
ICLR icon
8
Icon
ICLR
$12.8B
$461M 5.82%
4,047,221
+82,115
+2% +$8.73M
CLB icon
9
Core Laboratories
CLB
$538M
$448M 5.66%
4,542,901
+109,726
+2% +$10.6M
RACE icon
10
Ferrari
RACE
$63.3B
$109M 1.37%
+982,864
New +$105M
COO icon
11
Cooper Companies
COO
$13.7B
$81.3M 1.03%
1,372,248
+103,760
+8% +$6.34M
APH icon
12
Amphenol
APH
$188B
$76.8M 0.97%
3,628,072
+284,200
+8% +$5.58M
V icon
13
Visa
V
$677B
$74.1M 0.94%
704,206
+54,688
+8% +$5.55M
COST icon
14
Costco
COST
$415B
$73M 0.92%
444,465
+165,967
+60% +$26.1M
BSX icon
15
Boston Scientific
BSX
$65.8B
$72M 0.91%
2,467,438
+193,661
+9% +$5.35M
IQV icon
16
IQVIA
IQV
$34.7B
$70.3M 0.89%
739,410
+56,746
+8% +$5.26M
CNI icon
17
Canadian National Railway
CNI
$78.3B
$65.9M 0.83%
794,834
+70,641
+10% +$5.73M
CERN
18
DELISTED
Cerner Corp
CERN
$65.7M 0.83%
921,254
+71,965
+8% +$4.78M
META icon
19
Meta Platforms (Facebook)
META
$1.51T
$65.3M 0.83%
382,265
+29,352
+8% +$4.9M
ECL icon
20
Ecolab
ECL
$75.6B
$62.9M 0.79%
488,795
+38,277
+8% +$5.03M
MELI icon
21
Mercado Libre
MELI
$91.3B
$62.2M 0.79%
240,356
+20,152
+9% +$5.34M
AMZN icon
22
Amazon
AMZN
$2.5T
$61.5M 0.78%
1,278,460
-287,940
-18% -$14.1M
CCI icon
23
Crown Castle
CCI
$32.7B
$61.3M 0.77%
612,634
+47,799
+8% +$4.89M
TSCO icon
24
Tractor Supply
TSCO
$16.3B
$59.7M 0.75%
4,717,350
+2,067,495
+78% +$23.5M
VRSK icon
25
Verisk Analytics
VRSK
$26.4B
$55.1M 0.7%
662,322
+51,775
+8% +$4.29M
1
2 3 4

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WCM Investment Management's Q3 2017 Portfolio in Review

As of Q3 2017, WCM Investment Management held 89 positions worth $7.92B, up 22% from $6.48B the previous quarter. Its ten largest holdings account for 82% of the portfolio.

WCM Investment Management deployed $1.05B of net new capital in Q3 2017, opening 5 new positions and adding to 70 existing holdings. Its largest new stake was Ferrari: 982,864 shares worth $109M.

By sector, the portfolio is most concentrated in Financials at 31% of assets, up from 24% a quarter earlier, followed by Technology and Consumer Discretionary.

On the sell side, the largest reduction was Amazon, an estimated $14.1M trimmed.

  • WCM Investment Management's largest Q3 2017 buy was Ferrari: 982,864 shares worth $109M.
  • WCM Investment Management added most to Chubb in Q3 2017, an estimated $826M increase.
  • WCM Investment Management's biggest Q3 2017 reduction was Amazon, cutting an estimated $14.1M.
  • WCM Investment Management fully exited Luxottica Group in Q3 2017, selling an estimated $83.6M.
  • WCM Investment Management's ten largest holdings make up 82% of its $7.92B portfolio in Q3 2017.
  • WCM Investment Management opened 5 new positions and closed 2 in Q3 2017.
  • WCM Investment Management's portfolio value rose 22% quarter-over-quarter to $7.92B.

Based on WCM Investment Management's 13F filing for Q3 2017, filed 6 Nov 2017.