We are live on ! Find out more
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
+3%
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
$16.7B
AUM Growth
+$716M
Cap. Flow
+$316M
Cap. Flow %
1.9%
Top 10 Hldgs %
73.6%
Holding
171
New
20
Increased
62
Reduced
55
Closed
19

Top Buys

Rank Stock Value
1
CB icon
Chubb
CB
+$241M
2
MCD icon
McDonald's
MCD
+$164M
3
SNN icon
Smith & Nephew
SNN
+$118M
4
ACN icon
Accenture
ACN
+$76.6M
5
CP icon
Canadian Pacific Kansas City
CP
+$74.1M

Top Sells

Rank Stock Value
1
SHOP icon
Shopify
SHOP
+$285M
2
MTD icon
Mettler-Toledo International
MTD
+$275M
3
BABA icon
Alibaba
BABA
+$115M
4
COST icon
Costco
COST
+$50.8M
5
VRSK icon
Verisk Analytics
VRSK
+$50.1M

Sector Composition

Rank Sector Weight
1 Technology 31.37%
2 Financials 24.96%
3 Healthcare 24.6%
4 Industrials 10.35%
5 Consumer Discretionary 2.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CB icon
1
Chubb
CB
$141B
$2.6B 15.59%
16,091,448
+1,558,674
+11% +$241M
SHOP icon
2
Shopify
SHOP
$169B
$1.47B 8.79%
47,010,920
-8,310,170
-15% -$285M
ACN icon
3
Accenture
ACN
$101B
$1.29B 7.73%
6,698,914
+395,849
+6% +$76.6M
TSM icon
4
TSMC
TSM
$2.03T
$1.27B 7.61%
27,285,756
+1,547,855
+6% +$66M
HDB icon
5
HDFC Bank
HDB
$121B
$1.22B 7.33%
42,836,966
+2,456,234
+6% +$69.9M
CP icon
6
Canadian Pacific Kansas City
CP
$81.4B
$1.2B 7.18%
26,903,805
+1,575,685
+6% +$74.1M
RMD icon
7
ResMed
RMD
$30.3B
$1.04B 6.21%
7,666,764
+450,954
+6% +$59.1M
ASML icon
8
ASML
ASML
$608B
$836M 5.02%
3,365,955
+179,937
+6% +$40.5M
MTD icon
9
Mettler-Toledo International
MTD
$28.1B
$827M 4.96%
1,173,731
-374,968
-24% -$275M
ICLR icon
10
Icon
ICLR
$13.9B
$530M 3.18%
3,595,030
+203,734
+6% +$31.3M
STE icon
11
Steris
STE
$22.4B
$391M 2.34%
2,704,006
+91,279
+3% +$13.6M
ALC icon
12
Alcon
ALC
$33.7B
$257M 1.54%
4,405,375
+380,913
+9% +$22.9M
V icon
13
Visa
V
$697B
$228M 1.37%
1,326,977
+67,421
+5% +$12M
WST icon
14
West Pharmaceutical
WST
$23.7B
$192M 1.15%
1,353,495
+61,308
+5% +$8.44M
BSX icon
15
Boston Scientific
BSX
$68.5B
$189M 1.14%
4,655,930
+232,988
+5% +$9.87M
MELI icon
16
Mercado Libre
MELI
$94.4B
$186M 1.12%
338,181
+33,427
+11% +$20.3M
ECL icon
17
Ecolab
ECL
$79.6B
$182M 1.09%
921,279
+43,270
+5% +$8.67M
COST icon
18
Costco
COST
$429B
$179M 1.08%
622,563
-180,482
-22% -$50.8M
MCD icon
19
McDonald's
MCD
$194B
$165M 0.99%
+766,414
New +$164M
FRC
20
DELISTED
First Republic Bank
FRC
$164M 0.98%
1,691,804
+83,095
+5% +$7.88M
CCI icon
21
Crown Castle
CCI
$33.1B
$161M 0.97%
1,161,400
+62,234
+6% +$8.61M
SYK icon
22
Stryker
SYK
$133B
$158M 0.95%
729,240
+37,798
+5% +$8.11M
CNI icon
23
Canadian National Railway
CNI
$78.3B
$141M 0.85%
1,573,638
+64,661
+4% +$5.97M
VRSK icon
24
Verisk Analytics
VRSK
$27.8B
$137M 0.82%
865,928
-322,618
-27% -$50.1M
APH icon
25
Amphenol
APH
$177B
$134M 0.8%
5,551,788
-960,532
-15% -$22.1M
1
2 3 4 5

Similar funds

State of Wisconsin Investment Board
State of Wisconsin Investment Board Madison, Wisconsin $43.7B AUM 27.76% 1-Year Est. Return
AS
Akuna Securities Chicago, Illinois $44.1B AUM 15.47% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return
PEAK6
PEAK6 Chicago, Illinois $42.6B AUM 66.3% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return
LP
LMR Partners London, United Kingdom $45.4B AUM 60.68% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Zurich Cantonal Bank
Zurich Cantonal Bank Zurich, Switzerland $46B AUM 27.59% 1-Year Est. Return

WCM Investment Management's Q3 2019 Portfolio in Review

As of Q3 2019, WCM Investment Management held 171 positions worth $16.7B, up 4.5% from $16B the previous quarter. Its ten largest holdings account for 74% of the portfolio.

WCM Investment Management's Q3 2019 filing shows 20 new, 62 increased, 55 reduced and 19 closed positions. Its largest new stake was McDonald's: 766,414 shares worth $165M. The largest sale was Shopify, an estimated $285M.

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

  • WCM Investment Management's largest Q3 2019 buy was McDonald's: 766,414 shares worth $165M.
  • WCM Investment Management added most to Chubb in Q3 2019, an estimated $241M increase.
  • WCM Investment Management's biggest Q3 2019 reduction was Shopify, cutting an estimated $285M.
  • WCM Investment Management fully exited HFF Inc. in Q3 2019, selling an estimated $10.3M.
  • WCM Investment Management's ten largest holdings make up 74% of its $16.7B portfolio in Q3 2019.
  • WCM Investment Management opened 20 new positions and closed 19 in Q3 2019.
  • WCM Investment Management's portfolio value rose 4.5% quarter-over-quarter to $16.7B.

Based on WCM Investment Management's 13F filing for Q3 2019, filed 25 Oct 2019.