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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
+12.82%
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
$16B
AUM Growth
+$1.58B
Cap. Flow
+$10.4M
Cap. Flow %
0.07%
Top 10 Hldgs %
74.25%
Holding
161
New
19
Increased
54
Reduced
75
Closed
10

Top Buys

Rank Stock Value
1
ALC icon
Alcon
ALC
+$236M
2
BABA icon
Alibaba
BABA
+$119M
3
CB icon
Chubb
CB
+$71.2M
4
ILMN icon
Illumina
ILMN
+$58.7M
5
HDB icon
HDFC Bank
HDB
+$45.9M

Top Sells

Rank Stock Value
1
RYAAY icon
Ryanair
RYAAY
+$325M
2
SHOP icon
Shopify
SHOP
+$278M
3
CLB icon
Core Laboratories
CLB
+$215M
4
ATVI
Activision Blizzard
ATVI
+$85.4M
5
SCHW
Charles Schwab
SCHW
+$56.6M

Sector Composition

Rank Sector Weight
1 Technology 30.38%
2 Healthcare 26.61%
3 Financials 23.75%
4 Industrials 11.08%
5 Materials 1.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CB icon
1
Chubb
CB
$139B
$2.14B 13.42%
14,532,774
+493,424
+4% +$71.2M
SHOP icon
2
Shopify
SHOP
$161B
$1.66B 10.41%
55,321,090
-10,690,070
-16% -$278M
HDB icon
3
HDFC Bank
HDB
$120B
$1.31B 8.23%
40,380,732
+1,524,584
+4% +$45.9M
MTD icon
4
Mettler-Toledo International
MTD
$27B
$1.3B 8.16%
1,548,699
+52,874
+4% +$39.9M
CP icon
5
Canadian Pacific Kansas City
CP
$81.3B
$1.19B 7.47%
25,328,120
+550,295
+2% +$24.6M
ACN icon
6
Accenture
ACN
$94.8B
$1.16B 7.3%
6,303,065
+128,827
+2% +$23.1M
TSM icon
7
TSMC
TSM
$2.03T
$1.01B 6.32%
25,737,901
+926,095
+4% +$38.1M
RMD icon
8
ResMed
RMD
$29.4B
$881M 5.52%
7,215,810
+156,013
+2% +$17.3M
ASML icon
9
ASML
ASML
$626B
$662M 4.15%
3,186,018
+68,835
+2% +$13.7M
ICLR icon
10
Icon
ICLR
$12.9B
$522M 3.27%
3,391,296
+73,167
+2% +$10.3M
STE icon
11
Steris
STE
$21.4B
$384M 2.41%
2,612,727
+229,928
+10% +$30.7M
ALC icon
12
Alcon
ALC
$33.2B
$250M 1.57%
+4,024,462
New +$236M
V icon
13
Visa
V
$691B
$219M 1.37%
1,259,556
+168,758
+15% +$27.6M
COST icon
14
Costco
COST
$422B
$212M 1.33%
803,045
+106,074
+15% +$26.4M
BSX icon
15
Boston Scientific
BSX
$68.7B
$190M 1.19%
4,422,942
+599,627
+16% +$23.1M
MELI icon
16
Mercado Libre
MELI
$93.9B
$186M 1.17%
304,754
-45,402
-13% -$25.3M
VRSK icon
17
Verisk Analytics
VRSK
$27.3B
$174M 1.09%
1,188,546
+158,870
+15% +$22.4M
ECL icon
18
Ecolab
ECL
$76.2B
$173M 1.09%
878,009
+117,963
+16% +$21.9M
WST icon
19
West Pharmaceutical
WST
$23.4B
$162M 1.01%
1,292,187
+170,071
+15% +$20.1M
FRC
20
DELISTED
First Republic Bank
FRC
$157M 0.98%
1,608,709
+215,003
+15% +$21.7M
APH icon
21
Amphenol
APH
$181B
$156M 0.98%
6,512,320
+872,668
+15% +$21M
ILMN icon
22
Illumina
ILMN
$28.9B
$151M 0.94%
420,739
+186,025
+79% +$58.7M
CCI icon
23
Crown Castle
CCI
$32.6B
$143M 0.9%
1,099,166
+147,011
+15% +$18.9M
SYK icon
24
Stryker
SYK
$129B
$142M 0.89%
691,442
+93,221
+16% +$17.8M
CNI icon
25
Canadian National Railway
CNI
$77.8B
$140M 0.87%
1,508,977
+209,020
+16% +$19.2M
1
2 3 4 5

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WCM Investment Management's Q2 2019 Portfolio in Review

As of Q2 2019, WCM Investment Management held 161 positions worth $16B, up 11% from $14.4B the previous quarter. Its ten largest holdings account for 74% of the portfolio.

WCM Investment Management's Q2 2019 filing shows 19 new, 54 increased, 75 reduced and 10 closed positions. Its largest new stake was Alcon: 4,024,462 shares worth $250M. The largest sale was Ryanair, an estimated $325M.

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

  • WCM Investment Management's largest Q2 2019 buy was Alcon: 4,024,462 shares worth $250M.
  • WCM Investment Management added most to Alibaba in Q2 2019, an estimated $119M increase.
  • WCM Investment Management's biggest Q2 2019 reduction was Shopify, cutting an estimated $278M.
  • WCM Investment Management fully exited Ryanair in Q2 2019, selling an estimated $325M.
  • WCM Investment Management's ten largest holdings make up 74% of its $16B portfolio in Q2 2019.
  • WCM Investment Management opened 19 new positions and closed 10 in Q2 2019.
  • WCM Investment Management's portfolio value rose 11% quarter-over-quarter to $16B.

Based on WCM Investment Management's 13F filing for Q2 2019, filed 6 Aug 2019.