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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
+46.85%
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
$26.1B
AUM Growth
+$7.95B
Cap. Flow
+$1.06B
Cap. Flow %
4.05%
Top 10 Hldgs %
69.35%
Holding
195
New
15
Increased
130
Reduced
16
Closed
15

Top Buys

Rank Stock Value
1
LULU icon
lululemon athletica
LULU
+$311M
2
STE icon
Steris
STE
+$186M
3
MELI icon
Mercado Libre
MELI
+$154M
4
NOW icon
ServiceNow
NOW
+$133M
5
TSM icon
TSMC
TSM
+$117M

Top Sells

Rank Stock Value
1
CB icon
Chubb
CB
+$955M
2
EFA icon
iShares MSCI EAFE ETF
EFA
+$10.9M
3
SHOP icon
Shopify
SHOP
+$6.7M
4
BCO icon
Brink's
BCO
+$6.32M
5
EXAS
Exact Sciences
EXAS
+$5.84M

Sector Composition

Rank Sector Weight
1 Technology 34.45%
2 Healthcare 25.02%
3 Consumer Discretionary 19.68%
4 Industrials 9.19%
5 Financials 6.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SHOP icon
1
Shopify
SHOP
$168B
$3.11B 11.95%
32,810,790
-96,510
-0.3% -$6.7M
LULU icon
2
lululemon athletica
LULU
$13.5B
$2.47B 9.46%
7,902,081
+1,217,017
+18% +$311M
MELI icon
3
Mercado Libre
MELI
$94.5B
$2.25B 8.62%
2,279,934
+205,723
+10% +$154M
TSM icon
4
TSMC
TSM
$1.94T
$1.77B 6.79%
31,179,033
+2,213,484
+8% +$117M
RMD icon
5
ResMed
RMD
$31.1B
$1.63B 6.24%
8,468,653
+299,913
+4% +$49.1M
ACN icon
6
Accenture
ACN
$106B
$1.6B 6.12%
7,432,150
+291,990
+4% +$55.2M
ASML icon
7
ASML
ASML
$596B
$1.56B 5.99%
4,244,504
+158,186
+4% +$49.7M
CP icon
8
Canadian Pacific Kansas City
CP
$81B
$1.53B 5.86%
29,884,945
+1,084,800
+4% +$51.5M
HDB icon
9
HDFC Bank
HDB
$123B
$1.11B 4.26%
48,812,084
+3,069,522
+7% +$63M
MTD icon
10
Mettler-Toledo International
MTD
$28.1B
$1.06B 4.06%
1,312,870
+61,173
+5% +$45.5M
STE icon
11
Steris
STE
$22.9B
$967M 3.71%
6,301,045
+1,221,720
+24% +$186M
ICLR icon
12
Icon
ICLR
$13.7B
$654M 2.51%
3,881,191
+57,412
+2% +$9.05M
WST icon
13
West Pharmaceutical
WST
$23.7B
$354M 1.36%
1,559,709
+148,890
+11% +$29.3M
ALC icon
14
Alcon
ALC
$34B
$297M 1.14%
5,174,621
+561,643
+12% +$31.8M
V icon
15
Visa
V
$701B
$294M 1.13%
1,521,295
+152,699
+11% +$27.9M
SYK icon
16
Stryker
SYK
$135B
$290M 1.11%
1,611,887
+186,051
+13% +$34.3M
SNN icon
17
Smith & Nephew
SNN
$13.7B
$268M 1.03%
7,030,695
+445,535
+7% +$17.7M
CCI icon
18
Crown Castle
CCI
$34.6B
$222M 0.85%
1,324,396
+134,256
+11% +$21.6M
RACE icon
19
Ferrari
RACE
$67.8B
$213M 0.82%
1,242,783
+502,582
+68% +$81M
ECL icon
20
Ecolab
ECL
$79.8B
$210M 0.8%
1,053,655
+100,632
+11% +$19.5M
FRC
21
DELISTED
First Republic Bank
FRC
$206M 0.79%
1,940,192
+191,035
+11% +$19.6M
ANSS
22
DELISTED
Ansys
ANSS
$201M 0.77%
690,305
+67,358
+11% +$17.9M
TMO icon
23
Thermo Fisher Scientific
TMO
$214B
$194M 0.74%
535,811
+53,969
+11% +$18.1M
ILMN icon
24
Illumina
ILMN
$29.5B
$184M 0.71%
510,941
+46,024
+10% +$14.8M
GGG icon
25
Graco
GGG
$13.2B
$177M 0.68%
3,691,881
+361,935
+11% +$17.1M
1
2 3 4 5

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WCM Investment Management's Q2 2020 Portfolio in Review

As of Q2 2020, WCM Investment Management held 195 positions worth $26.1B, up 44% from $18.1B the previous quarter. Its ten largest holdings account for 69% of the portfolio.

WCM Investment Management deployed $1.06B of net new capital in Q2 2020, opening 15 new positions and adding to 130 existing holdings. Its largest new stake was ServiceNow: 1,886,120 shares worth $153M.

By sector, the portfolio is most concentrated in Technology at 34% of assets, up from 30% a quarter earlier, followed by Healthcare and Consumer Discretionary.

On the sell side, the largest reduction was iShares MSCI EAFE ETF, an estimated $10.9M trimmed.

  • WCM Investment Management's largest Q2 2020 buy was ServiceNow: 1,886,120 shares worth $153M.
  • WCM Investment Management added most to lululemon athletica in Q2 2020, an estimated $311M increase.
  • WCM Investment Management's biggest Q2 2020 reduction was iShares MSCI EAFE ETF, cutting an estimated $10.9M.
  • WCM Investment Management fully exited Chubb in Q2 2020, selling an estimated $955M.
  • WCM Investment Management's ten largest holdings make up 69% of its $26.1B portfolio in Q2 2020.
  • WCM Investment Management opened 15 new positions and closed 15 in Q2 2020.
  • WCM Investment Management's portfolio value rose 44% quarter-over-quarter to $26.1B.

Based on WCM Investment Management's 13F filing for Q2 2020, filed 18 Aug 2020.