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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
+5.14%
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
$8.83B
AUM Growth
+$919M
Cap. Flow
+$620M
Cap. Flow %
7.01%
Top 10 Hldgs %
78.61%
Holding
98
New
11
Increased
72
Reduced
10
Closed
2

Top Buys

Rank Stock Value
1
RYAAY icon
Ryanair
RYAAY
+$393M
2
CB icon
Chubb
CB
+$104M
3
SCHW
Charles Schwab
SCHW
+$57.6M
4
TSM icon
TSMC
TSM
+$53.8M
5
HDB icon
HDFC Bank
HDB
+$48.7M

Top Sells

Rank Stock Value
1
TCOM icon
Trip.com Group
TCOM
+$530M
2
AMZN icon
Amazon
AMZN
+$18.7M
3
CBPO
China Biologic Products Holdings, Inc.
CBPO
+$4.27M
4
CCF
Chase Corporation
CCF
+$3.36M
5
EMBJ
Embraer S.A. ADS
EMBJ
+$1.78M

Sector Composition

Rank Sector Weight
1 Financials 31.4%
2 Technology 20.42%
3 Industrials 15.76%
4 Healthcare 9.65%
5 Communication Services 7.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CB icon
1
Chubb
CB
$137B
$1.73B 19.58%
11,835,162
+697,702
+6% +$104M
TSM icon
2
TSMC
TSM
$2.07T
$817M 9.25%
20,613,962
+1,327,403
+7% +$53.8M
HDB icon
3
HDFC Bank
HDB
$135B
$815M 9.23%
32,065,764
+2,034,420
+7% +$48.7M
ACN icon
4
Accenture
ACN
$87.9B
$808M 9.15%
5,280,182
+291,858
+6% +$42.3M
CP icon
5
Canadian Pacific Kansas City
CP
$83.2B
$739M 8.36%
20,206,450
+1,147,050
+6% +$40M
NBIS
6
Nebius Group N.V.
NBIS
$45.1B
$548M 6.21%
16,745,927
+1,020,532
+6% +$33.3M
CLB icon
7
Core Laboratories
CLB
$523M
$525M 5.94%
4,793,731
+250,830
+6% +$25M
ICLR icon
8
Icon
ICLR
$13.1B
$480M 5.44%
4,281,211
+233,990
+6% +$27M
RYAAY icon
9
Ryanair
RYAAY
$32.5B
$368M 4.17%
+8,834,995
New +$393M
SCHW
10
Charles Schwab
SCHW
$177B
$113M 1.28%
2,207,060
+1,225,146
+125% +$57.6M
RACE icon
11
Ferrari
RACE
$66.3B
$109M 1.24%
1,041,167
+58,303
+6% +$6.48M
COST icon
12
Costco
COST
$417B
$92.2M 1.04%
495,572
+51,107
+11% +$8.82M
V icon
13
Visa
V
$682B
$88.9M 1.01%
779,359
+75,153
+11% +$8.3M
APH icon
14
Amphenol
APH
$186B
$88.3M 1%
4,021,080
+393,008
+11% +$8.65M
COO icon
15
Cooper Companies
COO
$14B
$83.6M 0.95%
1,535,436
+163,188
+12% +$9.54M
IQV icon
16
IQVIA
IQV
$34.4B
$80.2M 0.91%
818,926
+79,516
+11% +$8.09M
TSCO icon
17
Tractor Supply
TSCO
$16B
$79M 0.89%
5,281,995
+564,645
+12% +$7.25M
MELI icon
18
Mercado Libre
MELI
$92B
$76.4M 0.87%
242,905
+2,549
+1% +$690K
CCI icon
19
Crown Castle
CCI
$34.6B
$75.5M 0.85%
679,747
+67,113
+11% +$7.24M
META icon
20
Meta Platforms (Facebook)
META
$1.64T
$75M 0.85%
424,946
+42,681
+11% +$7.54M
CNI icon
21
Canadian National Railway
CNI
$78.3B
$73.5M 0.83%
891,487
+96,653
+12% +$7.78M
ECL icon
22
Ecolab
ECL
$76.8B
$72.8M 0.82%
542,531
+53,736
+11% +$7.15M
VRSK icon
23
Verisk Analytics
VRSK
$26.3B
$70.6M 0.8%
735,101
+72,779
+11% +$6.59M
CERN
24
DELISTED
Cerner Corp
CERN
$68.9M 0.78%
1,022,763
+101,509
+11% +$7.01M
BSX icon
25
Boston Scientific
BSX
$65.4B
$67.9M 0.77%
2,738,789
+271,351
+11% +$7.48M
1
2 3 4

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WCM Investment Management's Q4 2017 Portfolio in Review

As of Q4 2017, WCM Investment Management held 98 positions worth $8.83B, up 12% from $7.92B the previous quarter. Its ten largest holdings account for 79% of the portfolio.

WCM Investment Management deployed $620M of net new capital in Q4 2017, opening 11 new positions and adding to 72 existing holdings. Its largest new stake was Ryanair: 8,834,995 shares worth $368M.

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

On the sell side, the largest reduction was Trip.com Group, an estimated $530M trimmed.

  • WCM Investment Management's largest Q4 2017 buy was Ryanair: 8,834,995 shares worth $368M.
  • WCM Investment Management added most to Chubb in Q4 2017, an estimated $104M increase.
  • WCM Investment Management's biggest Q4 2017 reduction was Trip.com Group, cutting an estimated $530M.
  • WCM Investment Management fully exited China Biologic Products Holdings, Inc. in Q4 2017, selling an estimated $4.27M.
  • WCM Investment Management's ten largest holdings make up 79% of its $8.83B portfolio in Q4 2017.
  • WCM Investment Management opened 11 new positions and closed 2 in Q4 2017.
  • WCM Investment Management's portfolio value rose 12% quarter-over-quarter to $8.83B.

Based on WCM Investment Management's 13F filing for Q4 2017, filed 6 Feb 2018.