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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
+1.44%
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
$10.7B
AUM Growth
+$1.86B
Cap. Flow
+$1.79B
Cap. Flow %
16.71%
Top 10 Hldgs %
82.87%
Holding
100
New
4
Increased
38
Reduced
50
Closed
6

Top Buys

Rank Stock Value
1
CB icon
Chubb
CB
+$1.62B
2
SYK icon
Stryker
SYK
+$70.5M
3
WST icon
West Pharmaceutical
WST
+$53.1M
4
TSM icon
TSMC
TSM
+$40.6M
5
HDB icon
HDFC Bank
HDB
+$39M

Top Sells

Rank Stock Value
1
IQV icon
IQVIA
IQV
+$80.2M
2
SCHW
Charles Schwab
SCHW
+$58.2M
3
EW icon
Edwards Lifesciences
EW
+$48.1M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$10.2M
5
UFPT icon
UFP Technologies
UFPT
+$4.39M

Sector Composition

Rank Sector Weight
1 Financials 38.8%
2 Technology 18.56%
3 Industrials 13.63%
4 Healthcare 8.5%
5 Communication Services 7.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CB icon
1
Chubb
CB
$141B
$3.15B 29.42%
23,004,754
+11,169,592
+94% +$1.62B
TSM icon
2
TSMC
TSM
$1.97T
$943M 8.82%
21,544,859
+930,897
+5% +$40.6M
ACN icon
3
Accenture
ACN
$106B
$845M 7.9%
5,503,799
+223,617
+4% +$35.4M
HDB icon
4
HDFC Bank
HDB
$122B
$830M 7.76%
33,612,080
+1,546,316
+5% +$39M
CP icon
5
Canadian Pacific Kansas City
CP
$80.6B
$742M 6.94%
21,025,225
+818,775
+4% +$29.5M
NBIS
6
Nebius Group N.V.
NBIS
$39B
$691M 6.46%
17,504,854
+758,927
+5% +$29.8M
CLB icon
7
Core Laboratories
CLB
$480M
$545M 5.1%
5,035,827
+242,096
+5% +$26.8M
ICLR icon
8
Icon
ICLR
$13.7B
$527M 4.93%
4,461,500
+180,289
+4% +$20.7M
RYAAY icon
9
Ryanair
RYAAY
$30.1B
$457M 4.27%
9,298,128
+463,133
+5% +$22.2M
RACE icon
10
Ferrari
RACE
$67.9B
$137M 1.28%
1,133,358
+92,191
+9% +$11.2M
COST icon
11
Costco
COST
$431B
$96M 0.9%
509,577
+14,005
+3% +$2.64M
V icon
12
Visa
V
$703B
$95.6M 0.89%
799,145
+19,786
+3% +$2.4M
COO icon
13
Cooper Companies
COO
$14.2B
$90.1M 0.84%
1,575,120
+39,684
+3% +$2.32M
APH icon
14
Amphenol
APH
$187B
$89.3M 0.84%
4,149,252
+128,172
+3% +$2.89M
MELI icon
15
Mercado Libre
MELI
$93.9B
$88.9M 0.83%
249,441
+6,536
+3% +$2.39M
VRSK icon
16
Verisk Analytics
VRSK
$28.8B
$78.4M 0.73%
754,200
+19,099
+3% +$1.91M
BSX icon
17
Boston Scientific
BSX
$68.7B
$76.9M 0.72%
2,815,814
+77,025
+3% +$2.09M
CCI icon
18
Crown Castle
CCI
$33.4B
$76.5M 0.72%
698,291
+18,544
+3% +$2.01M
ECL icon
19
Ecolab
ECL
$78.8B
$76.4M 0.71%
557,126
+14,595
+3% +$1.96M
SYK icon
20
Stryker
SYK
$134B
$70.3M 0.66%
+437,168
New +$70.5M
AMZN icon
21
Amazon
AMZN
$2.45T
$69.4M 0.65%
958,700
+20,280
+2% +$1.45M
META icon
22
Meta Platforms (Facebook)
META
$1.5T
$69.3M 0.65%
433,944
+8,998
+2% +$1.62M
FRC
23
DELISTED
First Republic Bank
FRC
$68.3M 0.64%
737,522
+19,100
+3% +$1.76M
CNI icon
24
Canadian National Railway
CNI
$78.3B
$67.5M 0.63%
922,994
+31,507
+4% +$2.43M
TSCO icon
25
Tractor Supply
TSCO
$16.3B
$67.2M 0.63%
5,331,945
+49,950
+0.9% +$696K
1
2 3 4

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WCM Investment Management's Q1 2018 Portfolio in Review

As of Q1 2018, WCM Investment Management held 100 positions worth $10.7B, up 21% from $8.83B the previous quarter. Its ten largest holdings account for 83% of the portfolio.

WCM Investment Management deployed $1.79B of net new capital in Q1 2018, opening 4 new positions and adding to 38 existing holdings. Its largest new stake was Stryker: 437,168 shares worth $70.3M.

By sector, the portfolio is most concentrated in Financials at 39% of assets, up from 31% a quarter earlier, followed by Technology and Industrials.

On the sell side, the largest reduction was Charles Schwab, an estimated $58.2M trimmed.

  • WCM Investment Management's largest Q1 2018 buy was Stryker: 437,168 shares worth $70.3M.
  • WCM Investment Management added most to Chubb in Q1 2018, an estimated $1.62B increase.
  • WCM Investment Management's biggest Q1 2018 reduction was Charles Schwab, cutting an estimated $58.2M.
  • WCM Investment Management fully exited IQVIA in Q1 2018, selling an estimated $80.2M.
  • WCM Investment Management's ten largest holdings make up 83% of its $10.7B portfolio in Q1 2018.
  • WCM Investment Management opened 4 new positions and closed 6 in Q1 2018.
  • WCM Investment Management's portfolio value rose 21% quarter-over-quarter to $10.7B.

Based on WCM Investment Management's 13F filing for Q1 2018, filed 10 May 2018.