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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
+18.23%
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
$14.4B
AUM Growth
+$3.19B
Cap. Flow
+$1.19B
Cap. Flow %
8.25%
Top 10 Hldgs %
72.61%
Holding
149
New
70
Increased
62
Reduced
9
Closed
7

Top Buys

Rank Stock Value
1
CB icon
Chubb
CB
+$937M
2
RMD icon
ResMed
RMD
+$282M
3
NFLX icon
Netflix
NFLX
+$108M
4
ANSS
Ansys
ANSS
+$83.5M
5
SCHW
Charles Schwab
SCHW
+$70.1M

Top Sells

Rank Stock Value
1
ICLR icon
Icon
ICLR
+$266M
2
CLB icon
Core Laboratories
CLB
+$121M
3
AMZN icon
Amazon
AMZN
+$106M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$85.2M
5
ACN icon
Accenture
ACN
+$7.8M

Sector Composition

Rank Sector Weight
1 Technology 30.82%
2 Financials 23.91%
3 Healthcare 23.08%
4 Industrials 12.77%
5 Energy 1.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CB icon
1
Chubb
CB
$141B
$1.97B 13.68%
14,039,350
+7,040,520
+101% +$937M
SHOP icon
2
Shopify
SHOP
$169B
$1.36B 9.49%
66,011,160
+19,260
+0% +$340K
HDB icon
3
HDFC Bank
HDB
$121B
$1.13B 7.83%
38,856,148
-100,840
-0.3% -$2.62M
ACN icon
4
Accenture
ACN
$101B
$1.09B 7.56%
6,174,238
-49,633
-0.8% -$7.8M
MTD icon
5
Mettler-Toledo International
MTD
$28.1B
$1.08B 7.52%
1,495,825
-1,598
-0.1% -$1.04M
CP icon
6
Canadian Pacific Kansas City
CP
$81.4B
$1.02B 7.1%
24,777,825
+30,970
+0.1% +$1.24M
TSM icon
7
TSMC
TSM
$2.03T
$1.02B 7.07%
24,811,806
+171,725
+0.7% +$6.55M
RMD icon
8
ResMed
RMD
$30.3B
$734M 5.11%
7,059,797
+2,735,434
+63% +$282M
ASML icon
9
ASML
ASML
$608B
$586M 4.08%
3,117,183
+370,629
+13% +$65.6M
ICLR icon
10
Icon
ICLR
$13.9B
$453M 3.15%
3,318,129
-1,953,957
-37% -$266M
RYAAY icon
11
Ryanair
RYAAY
$31B
$325M 2.26%
10,849,498
+156,678
+1% +$4.54M
STE icon
12
Steris
STE
$22.4B
$303M 2.11%
2,382,799
+18,577
+0.8% +$2.19M
CLB icon
13
Core Laboratories
CLB
$493M
$215M 1.49%
3,113,493
-1,798,736
-37% -$121M
MELI icon
14
Mercado Libre
MELI
$94.4B
$178M 1.24%
350,156
+2,642
+0.8% +$1.05M
V icon
15
Visa
V
$697B
$170M 1.19%
1,090,798
+6,798
+0.6% +$980K
COST icon
16
Costco
COST
$429B
$169M 1.17%
696,971
+4,541
+0.7% +$993K
COO icon
17
Cooper Companies
COO
$14.1B
$159M 1.1%
2,140,820
+13,408
+0.6% +$936K
BSX icon
18
Boston Scientific
BSX
$68.5B
$147M 1.02%
3,823,315
+26,443
+0.7% +$1.01M
FRC
19
DELISTED
First Republic Bank
FRC
$140M 0.97%
1,393,706
+10,777
+0.8% +$1.06M
VRSK icon
20
Verisk Analytics
VRSK
$27.8B
$137M 0.95%
1,029,676
+6,977
+0.7% +$849K
ECL icon
21
Ecolab
ECL
$79.6B
$134M 0.93%
760,046
+5,087
+0.7% +$826K
APH icon
22
Amphenol
APH
$177B
$133M 0.93%
5,639,652
+32,384
+0.6% +$724K
SCHW
23
Charles Schwab
SCHW
$184B
$132M 0.92%
3,077,744
+1,553,184
+102% +$70.1M
WST icon
24
West Pharmaceutical
WST
$23.7B
$124M 0.86%
1,122,116
+13,448
+1% +$1.4M
CCI icon
25
Crown Castle
CCI
$33.1B
$122M 0.85%
952,155
+7,077
+0.7% +$830K
1
2 3 4 5

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WCM Investment Management's Q1 2019 Portfolio in Review

As of Q1 2019, WCM Investment Management held 149 positions worth $14.4B, up 28% from $11.2B the previous quarter. Its ten largest holdings account for 73% of the portfolio.

WCM Investment Management deployed $1.19B of net new capital in Q1 2019, opening 70 new positions and adding to 62 existing holdings. Its largest new stake was Netflix: 3,111,450 shares worth $111M.

By sector, the portfolio is most concentrated in Technology at 31% of assets, up from 30% a quarter earlier, followed by Financials and Healthcare.

On the sell side, the largest reduction was Icon, an estimated $266M trimmed.

  • WCM Investment Management's largest Q1 2019 buy was Netflix: 3,111,450 shares worth $111M.
  • WCM Investment Management added most to Chubb in Q1 2019, an estimated $937M increase.
  • WCM Investment Management's biggest Q1 2019 reduction was Icon, cutting an estimated $266M.
  • WCM Investment Management fully exited iShares MSCI EAFE ETF in Q1 2019, selling an estimated $85.2M.
  • WCM Investment Management's ten largest holdings make up 73% of its $14.4B portfolio in Q1 2019.
  • WCM Investment Management opened 70 new positions and closed 7 in Q1 2019.
  • WCM Investment Management's portfolio value rose 28% quarter-over-quarter to $14.4B.

Based on WCM Investment Management's 13F filing for Q1 2019, filed 13 May 2019.