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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
-11.94%
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
$11.2B
AUM Growth
+$23.3M
Cap. Flow
+$1.62B
Cap. Flow %
14.47%
Top 10 Hldgs %
70.99%
Holding
88
New
10
Increased
66
Reduced
1
Closed
9

Top Buys

Rank Stock Value
1
ASML icon
ASML
ASML
+$466M
2
RMD icon
ResMed
RMD
+$463M
3
EFA icon
iShares MSCI EAFE ETF
EFA
+$90.2M
4
HDB icon
HDFC Bank
HDB
+$51.2M
5
CP icon
Canadian Pacific Kansas City
CP
+$51.1M

Top Sells

Rank Stock Value
1
MMS icon
Maximus
MMS
+$8.52M
2
GRC icon
Gorman-Rupp
GRC
+$4.25M
3
ECOL
US Ecology, Inc.
ECOL
+$4.01M
4
TVTY
Tivity Health, Inc. Common Stock
TVTY
+$2.97M
5
JD icon
JD.com
JD
+$2.96M

Sector Composition

Rank Sector Weight
1 Technology 29.98%
2 Healthcare 25.92%
3 Financials 19.16%
4 Industrials 13.83%
5 Energy 2.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
HDB icon
1
HDFC Bank
HDB
$121B
$1.01B 9.02%
38,956,988
+2,166,860
+6% +$51.2M
SHOP icon
2
Shopify
SHOP
$170B
$914M 8.17%
65,991,900
+3,573,130
+6% +$50.3M
TSM icon
3
TSMC
TSM
$2T
$909M 8.13%
24,640,081
+1,099,476
+5% +$41.9M
CB icon
4
Chubb
CB
$141B
$904M 8.08%
6,998,830
+291,892
+4% +$37.7M
CP icon
5
Canadian Pacific Kansas City
CP
$81.2B
$879M 7.86%
24,746,855
+1,277,430
+5% +$51.1M
ACN icon
6
Accenture
ACN
$102B
$878M 7.85%
6,223,871
+317,974
+5% +$50.3M
MTD icon
7
Mettler-Toledo International
MTD
$27.6B
$847M 7.57%
1,497,423
+79,567
+6% +$46.2M
ICLR icon
8
Icon
ICLR
$13.8B
$681M 6.09%
5,272,086
+271,375
+5% +$37.5M
RMD icon
9
ResMed
RMD
$30.2B
$492M 4.4%
+4,324,363
New +$463M
ASML icon
10
ASML
ASML
$603B
$427M 3.82%
+2,746,554
New +$466M
RYAAY icon
11
Ryanair
RYAAY
$30B
$305M 2.73%
10,692,820
+289,157
+3% +$9.22M
CLB icon
12
Core Laboratories
CLB
$511M
$293M 2.62%
4,912,229
+42,169
+0.9% +$3.64M
STE icon
13
Steris
STE
$22.2B
$253M 2.26%
2,364,222
+85,819
+4% +$9.58M
V icon
14
Visa
V
$695B
$143M 1.28%
1,084,000
+72,812
+7% +$10.1M
COST icon
15
Costco
COST
$435B
$141M 1.26%
692,430
+46,712
+7% +$10.4M
COO icon
16
Cooper Companies
COO
$14B
$135M 1.21%
2,127,412
+143,248
+7% +$9.27M
BSX icon
17
Boston Scientific
BSX
$69.6B
$134M 1.2%
3,796,872
+254,188
+7% +$9.22M
FRC
18
DELISTED
First Republic Bank
FRC
$120M 1.07%
1,382,929
+91,403
+7% +$8.34M
APH icon
19
Amphenol
APH
$175B
$114M 1.02%
5,607,268
+372,456
+7% +$8M
VRSK icon
20
Verisk Analytics
VRSK
$28B
$112M 1%
1,022,699
+67,040
+7% +$7.84M
ECL icon
21
Ecolab
ECL
$79.2B
$111M 0.99%
754,959
+52,118
+7% +$7.96M
WST icon
22
West Pharmaceutical
WST
$23.3B
$109M 0.97%
1,108,668
+72,634
+7% +$7.88M
CCI icon
23
Crown Castle
CCI
$34B
$103M 0.92%
945,078
+65,212
+7% +$7.17M
MELI icon
24
Mercado Libre
MELI
$94.6B
$102M 0.91%
347,514
+26,481
+8% +$8.58M
AMZN icon
25
Amazon
AMZN
$2.46T
$97M 0.87%
1,291,720
+87,680
+7% +$7.29M
1
2 3 4

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WCM Investment Management's Q4 2018 Portfolio in Review

As of Q4 2018, WCM Investment Management held 88 positions worth $11.2B, up 0.21% from $11.2B the previous quarter. Its ten largest holdings account for 71% of the portfolio.

WCM Investment Management deployed $1.62B of net new capital in Q4 2018, opening 10 new positions and adding to 66 existing holdings. Its largest new stake was ASML: 2,746,554 shares worth $427M.

By sector, the portfolio is most concentrated in Technology at 30% of assets, up from 30% a quarter earlier, followed by Healthcare and Financials.

On the sell side, the largest reduction was Helios Technologies, an estimated $1.68M trimmed.

  • WCM Investment Management's largest Q4 2018 buy was ASML: 2,746,554 shares worth $427M.
  • WCM Investment Management added most to iShares MSCI EAFE ETF in Q4 2018, an estimated $90.2M increase.
  • WCM Investment Management's biggest Q4 2018 reduction was Helios Technologies, cutting an estimated $1.68M.
  • WCM Investment Management fully exited Maximus in Q4 2018, selling an estimated $8.52M.
  • WCM Investment Management's ten largest holdings make up 71% of its $11.2B portfolio in Q4 2018.
  • WCM Investment Management opened 10 new positions and closed 9 in Q4 2018.
  • WCM Investment Management's portfolio value rose 0.21% quarter-over-quarter to $11.2B.

Based on WCM Investment Management's 13F filing for Q4 2018, filed 11 Feb 2019.