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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
-15.19%
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
$18.1B
AUM Growth
-$492M
Cap. Flow
+$3.04B
Cap. Flow %
16.78%
Top 10 Hldgs %
63.91%
Holding
201
New
44
Increased
117
Reduced
16
Closed
21

Top Buys

Rank Stock Value
1
MELI icon
Mercado Libre
MELI
+$1.07B
2
LULU icon
lululemon athletica
LULU
+$758M
3
STE icon
Steris
STE
+$409M
4
TMO icon
Thermo Fisher Scientific
TMO
+$152M
5
SYK icon
Stryker
SYK
+$138M

Top Sells

Rank Stock Value
1
SHOP icon
Shopify
SHOP
+$662M
2
MCD icon
McDonald's
MCD
+$149M
3
NFLX icon
Netflix
NFLX
+$126M
4
COST icon
Costco
COST
+$47.1M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$16.5M

Sector Composition

Rank Sector Weight
1 Technology 30.13%
2 Healthcare 27.2%
3 Consumer Discretionary 13.91%
4 Financials 12.92%
5 Industrials 10.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
TSM icon
1
TSMC
TSM
$2.1T
$1.38B 7.64%
28,965,549
+1,287,704
+5% +$70.4M
SHOP icon
2
Shopify
SHOP
$152B
$1.37B 7.58%
32,907,300
-14,687,340
-31% -$662M
LULU icon
3
lululemon athletica
LULU
$13.5B
$1.27B 7%
6,685,064
+3,389,604
+103% +$758M
CP icon
4
Canadian Pacific Kansas City
CP
$78.1B
$1.26B 6.98%
28,800,145
+1,421,095
+5% +$69.9M
RMD icon
5
ResMed
RMD
$30.6B
$1.2B 6.64%
8,168,740
+367,990
+5% +$58.6M
ACN icon
6
Accenture
ACN
$102B
$1.17B 6.44%
7,140,160
+320,253
+5% +$61.7M
ASML icon
7
ASML
ASML
$626B
$1.07B 5.9%
4,086,318
+212,676
+5% +$60.5M
MELI icon
8
Mercado Libre
MELI
$95.2B
$1.01B 5.6%
2,074,211
+1,739,428
+520% +$1.07B
CB icon
9
Chubb
CB
$135B
$955M 5.28%
8,554,031
+401,306
+5% +$57.5M
HDB icon
10
HDFC Bank
HDB
$123B
$880M 4.86%
45,742,562
+2,342,200
+5% +$63M
MTD icon
11
Mettler-Toledo International
MTD
$28.6B
$864M 4.77%
1,251,697
+61,959
+5% +$46.2M
STE icon
12
Steris
STE
$22.3B
$711M 3.93%
5,079,325
+2,735,738
+117% +$409M
ICLR icon
13
Icon
ICLR
$12.6B
$520M 2.87%
3,823,779
+180,568
+5% +$28.9M
SYK icon
14
Stryker
SYK
$125B
$237M 1.31%
1,425,836
+704,585
+98% +$138M
SNN icon
15
Smith & Nephew
SNN
$13.3B
$236M 1.3%
6,585,160
+2,389,692
+57% +$106M
ALC icon
16
Alcon
ALC
$33.6B
$234M 1.29%
4,612,978
+611,462
+15% +$35.2M
V icon
17
Visa
V
$684B
$221M 1.22%
1,368,596
+67,273
+5% +$12.7M
WST icon
18
West Pharmaceutical
WST
$24B
$215M 1.19%
1,410,819
+72,700
+5% +$11.2M
CCI icon
19
Crown Castle
CCI
$33.3B
$172M 0.95%
1,190,140
+50,881
+4% +$7.59M
GGG icon
20
Graco
GGG
$12.9B
$162M 0.9%
3,329,946
+239,484
+8% +$12.3M
ECL icon
21
Ecolab
ECL
$78.1B
$149M 0.82%
953,023
+49,216
+5% +$9.25M
ANSS
22
DELISTED
Ansys
ANSS
$145M 0.8%
622,947
+34,042
+6% +$8.78M
FRC
23
DELISTED
First Republic Bank
FRC
$144M 0.79%
1,749,157
+90,766
+5% +$9.61M
TMO icon
24
Thermo Fisher Scientific
TMO
$213B
$137M 0.75%
+481,842
New +$152M
COST icon
25
Costco
COST
$422B
$131M 0.72%
458,704
-155,132
-25% -$47.1M
1
2 3 4 5

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WCM Investment Management's Q1 2020 Portfolio in Review

As of Q1 2020, WCM Investment Management held 201 positions worth $18.1B, down 2.6% from $18.6B the previous quarter. Its ten largest holdings account for 64% of the portfolio.

WCM Investment Management deployed $3.04B of net new capital in Q1 2020, opening 44 new positions and adding to 117 existing holdings. Its largest new stake was Thermo Fisher Scientific: 481,842 shares worth $137M.

By sector, the portfolio is most concentrated in Technology at 30% of assets, down from 35% a quarter earlier, followed by Healthcare and Consumer Discretionary.

On the sell side, the largest reduction was Shopify, an estimated $662M trimmed.

  • WCM Investment Management's largest Q1 2020 buy was Thermo Fisher Scientific: 481,842 shares worth $137M.
  • WCM Investment Management added most to Mercado Libre in Q1 2020, an estimated $1.07B increase.
  • WCM Investment Management's biggest Q1 2020 reduction was Shopify, cutting an estimated $662M.
  • WCM Investment Management fully exited McDonald's in Q1 2020, selling an estimated $149M.
  • WCM Investment Management's ten largest holdings make up 64% of its $18.1B portfolio in Q1 2020.
  • WCM Investment Management opened 44 new positions and closed 21 in Q1 2020.
  • WCM Investment Management's portfolio value fell 2.6% quarter-over-quarter to $18.1B.

Based on WCM Investment Management's 13F filing for Q1 2020, filed 8 May 2020.