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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
+12.31%
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
$28.5B
AUM Growth
+$2.43B
Cap. Flow
-$368M
Cap. Flow %
-1.29%
Top 10 Hldgs %
63.12%
Holding
188
New
8
Increased
132
Reduced
20
Closed
9

Top Buys

Rank Stock Value
1
AON icon
Aon
AON
+$869M
2
APH icon
Amphenol
APH
+$102M
3
MELI icon
Mercado Libre
MELI
+$95.1M
4
SHW icon
Sherwin-Williams
SHW
+$94.6M
5
TSM icon
TSMC
TSM
+$88.9M

Top Sells

Rank Stock Value
1
SHOP icon
Shopify
SHOP
+$1.42B
2
LULU icon
lululemon athletica
LULU
+$950M
3
WST icon
West Pharmaceutical
WST
+$49.4M
4
NTUS
Natus Medical Inc
NTUS
+$10.5M
5
CALY
Callaway Golf Company
CALY
+$7.64M

Sector Composition

Rank Sector Weight
1 Technology 31.8%
2 Healthcare 25.3%
3 Consumer Discretionary 16.67%
4 Industrials 10.42%
5 Financials 10.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
TSM icon
1
TSMC
TSM
$2.1T
$2.62B 9.21%
32,349,374
+1,170,341
+4% +$88.9M
MELI icon
2
Mercado Libre
MELI
$95.2B
$2.56B 9%
2,367,579
+87,645
+4% +$95.1M
SHOP icon
3
Shopify
SHOP
$152B
$1.89B 6.65%
18,506,740
-14,304,050
-44% -$1.42B
CP icon
4
Canadian Pacific Kansas City
CP
$78.1B
$1.86B 6.54%
30,579,815
+694,870
+2% +$39.7M
ACN icon
5
Accenture
ACN
$102B
$1.72B 6.04%
7,619,166
+187,016
+3% +$42.8M
LULU icon
6
lululemon athletica
LULU
$13.5B
$1.66B 5.84%
5,054,756
-2,847,325
-36% -$950M
ASML icon
7
ASML
ASML
$626B
$1.61B 5.63%
4,346,427
+101,923
+2% +$38.1M
RMD icon
8
ResMed
RMD
$30.6B
$1.49B 5.23%
8,690,493
+221,840
+3% +$41M
MTD icon
9
Mettler-Toledo International
MTD
$28.6B
$1.31B 4.6%
1,356,013
+43,143
+3% +$40M
HDB icon
10
HDFC Bank
HDB
$123B
$1.25B 4.39%
50,079,110
+1,267,026
+3% +$30.7M
STE icon
11
Steris
STE
$22.3B
$1.14B 4%
6,468,936
+167,891
+3% +$26.8M
AON icon
12
Aon
AON
$76.5B
$898M 3.15%
+4,351,480
New +$869M
ICLR icon
13
Icon
ICLR
$12.6B
$755M 2.65%
3,953,486
+72,295
+2% +$13.3M
WST icon
14
West Pharmaceutical
WST
$24B
$377M 1.32%
1,372,960
-186,749
-12% -$49.4M
SYK icon
15
Stryker
SYK
$125B
$366M 1.29%
1,757,926
+146,039
+9% +$28.4M
V icon
16
Visa
V
$684B
$332M 1.16%
1,658,780
+137,485
+9% +$27.5M
ALC icon
17
Alcon
ALC
$33.6B
$310M 1.09%
5,444,352
+269,731
+5% +$15.9M
SNN icon
18
Smith & Nephew
SNN
$13.3B
$290M 1.02%
7,419,871
+389,176
+6% +$15.7M
SHW icon
19
Sherwin-Williams
SHW
$82.7B
$281M 0.98%
1,207,782
+433,281
+56% +$94.6M
APH icon
20
Amphenol
APH
$198B
$279M 0.98%
10,289,824
+3,876,060
+60% +$102M
TMO icon
21
Thermo Fisher Scientific
TMO
$213B
$258M 0.91%
585,061
+49,250
+9% +$20.3M
GGG icon
22
Graco
GGG
$12.9B
$247M 0.87%
4,018,727
+326,846
+9% +$18.3M
ANSS
23
DELISTED
Ansys
ANSS
$246M 0.86%
750,589
+60,284
+9% +$18.9M
CCI icon
24
Crown Castle
CCI
$33.3B
$240M 0.84%
1,443,954
+119,558
+9% +$19.7M
RACE icon
25
Ferrari
RACE
$69.2B
$240M 0.84%
1,304,575
+61,792
+5% +$11.5M
1
2 3 4 5

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WCM Investment Management's Q3 2020 Portfolio in Review

As of Q3 2020, WCM Investment Management held 188 positions worth $28.5B, up 9.3% from $26.1B the previous quarter. Its ten largest holdings account for 63% of the portfolio.

WCM Investment Management's Q3 2020 filing shows 8 new, 132 increased, 20 reduced and 9 closed positions. Its largest new stake was Aon: 4,351,480 shares worth $898M. The largest sale was Shopify, an estimated $1.42B.

By sector, the portfolio is most concentrated in Technology at 32% of assets, down from 34% a quarter earlier, followed by Healthcare and Consumer Discretionary.

  • WCM Investment Management's largest Q3 2020 buy was Aon: 4,351,480 shares worth $898M.
  • WCM Investment Management added most to Amphenol in Q3 2020, an estimated $102M increase.
  • WCM Investment Management's biggest Q3 2020 reduction was Shopify, cutting an estimated $1.42B.
  • WCM Investment Management fully exited Natus Medical Inc in Q3 2020, selling an estimated $10.5M.
  • WCM Investment Management's ten largest holdings make up 63% of its $28.5B portfolio in Q3 2020.
  • WCM Investment Management opened 8 new positions and closed 9 in Q3 2020.
  • WCM Investment Management's portfolio value rose 9.3% quarter-over-quarter to $28.5B.

Based on WCM Investment Management's 13F filing for Q3 2020, filed 6 Nov 2020.