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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
+13.17%
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
$18.6B
AUM Growth
+$1.94B
Cap. Flow
+$56M
Cap. Flow %
0.3%
Top 10 Hldgs %
70.09%
Holding
166
New
14
Increased
113
Reduced
26
Closed
9

Top Buys

Rank Stock Value
1
LULU icon
lululemon athletica
LULU
+$702M
2
ASML icon
ASML
ASML
+$137M
3
ICE icon
Intercontinental Exchange
ICE
+$110M
4
CHD icon
Church & Dwight Co
CHD
+$106M
5
SNN icon
Smith & Nephew
SNN
+$73.6M

Top Sells

Rank Stock Value
1
CB icon
Chubb
CB
+$1.21B
2
A icon
Agilent Technologies
A
+$104M
3
SCHW
Charles Schwab
SCHW
+$78.4M
4
BSX icon
Boston Scientific
BSX
+$58M
5
STE icon
Steris
STE
+$52.8M

Sector Composition

Rank Sector Weight
1 Technology 35.28%
2 Healthcare 23.99%
3 Financials 16.5%
4 Industrials 11.01%
5 Consumer Discretionary 6.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SHOP icon
1
Shopify
SHOP
$169B
$1.89B 10.17%
47,594,640
+583,720
+1% +$19.7M
TSM icon
2
TSMC
TSM
$2.03T
$1.61B 8.64%
27,677,845
+392,089
+1% +$20.8M
ACN icon
3
Accenture
ACN
$101B
$1.44B 7.72%
6,819,907
+120,993
+2% +$23.6M
CP icon
4
Canadian Pacific Kansas City
CP
$81.4B
$1.4B 7.5%
27,379,050
+475,245
+2% +$22.3M
HDB icon
5
HDFC Bank
HDB
$121B
$1.38B 7.39%
43,400,362
+563,396
+1% +$17.2M
CB icon
6
Chubb
CB
$141B
$1.27B 6.82%
8,152,725
-7,938,723
-49% -$1.21B
RMD icon
7
ResMed
RMD
$30.3B
$1.21B 6.5%
7,800,750
+133,986
+2% +$19.3M
ASML icon
8
ASML
ASML
$608B
$1.15B 6.16%
3,873,642
+507,687
+15% +$137M
MTD icon
9
Mettler-Toledo International
MTD
$28.1B
$944M 5.07%
1,189,738
+16,007
+1% +$11.6M
LULU icon
10
lululemon athletica
LULU
$13.7B
$763M 4.1%
+3,295,460
New +$702M
ICLR icon
11
Icon
ICLR
$13.9B
$627M 3.37%
3,643,211
+48,181
+1% +$7.43M
STE icon
12
Steris
STE
$22.4B
$357M 1.92%
2,343,587
-360,419
-13% -$52.8M
V icon
13
Visa
V
$697B
$245M 1.31%
1,301,323
-25,654
-2% -$4.62M
ALC icon
14
Alcon
ALC
$33.7B
$226M 1.22%
4,001,516
-403,859
-9% -$23.1M
SNN icon
15
Smith & Nephew
SNN
$13.7B
$202M 1.08%
4,195,468
+1,631,796
+64% +$73.6M
WST icon
16
West Pharmaceutical
WST
$23.7B
$201M 1.08%
1,338,119
-15,376
-1% -$2.24M
FRC
17
DELISTED
First Republic Bank
FRC
$195M 1.05%
1,658,391
-33,413
-2% -$3.61M
MELI icon
18
Mercado Libre
MELI
$94.4B
$191M 1.03%
334,783
-3,398
-1% -$1.88M
COST icon
19
Costco
COST
$429B
$180M 0.97%
613,836
-8,727
-1% -$2.59M
ECL icon
20
Ecolab
ECL
$79.6B
$174M 0.94%
903,807
-17,472
-2% -$3.32M
CCI icon
21
Crown Castle
CCI
$33.1B
$162M 0.87%
1,139,259
-22,141
-2% -$3.02M
GGG icon
22
Graco
GGG
$13.3B
$161M 0.86%
3,090,462
+1,050,669
+52% +$50.2M
ANSS
23
DELISTED
Ansys
ANSS
$152M 0.81%
588,905
-11,623
-2% -$2.75M
SYK icon
24
Stryker
SYK
$133B
$151M 0.81%
721,251
-7,989
-1% -$1.66M
MCD icon
25
McDonald's
MCD
$194B
$149M 0.8%
754,529
-11,885
-2% -$2.36M
1
2 3 4 5

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WCM Investment Management's Q4 2019 Portfolio in Review

As of Q4 2019, WCM Investment Management held 166 positions worth $18.6B, up 12% from $16.7B the previous quarter. Its ten largest holdings account for 70% of the portfolio.

WCM Investment Management's Q4 2019 filing shows 14 new, 113 increased, 26 reduced and 9 closed positions. Its largest new stake was lululemon athletica: 3,295,460 shares worth $763M. The largest sale was Chubb, an estimated $1.21B.

By sector, the portfolio is most concentrated in Technology at 35% of assets, up from 31% a quarter earlier, followed by Healthcare and Financials.

  • WCM Investment Management's largest Q4 2019 buy was lululemon athletica: 3,295,460 shares worth $763M.
  • WCM Investment Management added most to ASML in Q4 2019, an estimated $137M increase.
  • WCM Investment Management's biggest Q4 2019 reduction was Chubb, cutting an estimated $1.21B.
  • WCM Investment Management fully exited Agilent Technologies in Q4 2019, selling an estimated $104M.
  • WCM Investment Management's ten largest holdings make up 70% of its $18.6B portfolio in Q4 2019.
  • WCM Investment Management opened 14 new positions and closed 9 in Q4 2019.
  • WCM Investment Management's portfolio value rose 12% quarter-over-quarter to $18.6B.

Based on WCM Investment Management's 13F filing for Q4 2019, filed 7 Feb 2020.