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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
+23.81%
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
$36.8B
AUM Growth
+$8.29B
Cap. Flow
+$2.07B
Cap. Flow %
5.62%
Top 10 Hldgs %
65.5%
Holding
199
New
20
Increased
141
Reduced
29
Closed
6

Top Buys

Rank Stock Value
1
HDB icon
HDFC Bank
HDB
+$619M
2
NKE icon
Nike
NKE
+$241M
3
SNPS icon
Synopsys
SNPS
+$235M
4
MELI icon
Mercado Libre
MELI
+$148M
5
CHD icon
Church & Dwight Co
CHD
+$136M

Top Sells

Rank Stock Value
1
CCI icon
Crown Castle
CCI
+$233M
2
ILMN icon
Illumina
ILMN
+$176M
3
COO icon
Cooper Companies
COO
+$156M
4
BSX icon
Boston Scientific
BSX
+$140M
5
ANSS
Ansys
ANSS
+$66.2M

Sector Composition

Rank Sector Weight
1 Technology 32.16%
2 Healthcare 21.97%
3 Consumer Discretionary 18.62%
4 Financials 12.33%
5 Industrials 9.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
MELI icon
1
Mercado Libre
MELI
$95.2B
$4.14B 11.26%
2,472,811
+105,232
+4% +$148M
TSM icon
2
TSMC
TSM
$2.1T
$3.64B 9.9%
33,404,614
+1,055,240
+3% +$100M
HDB icon
3
HDFC Bank
HDB
$123B
$2.51B 6.83%
69,485,370
+19,406,260
+39% +$619M
SHOP icon
4
Shopify
SHOP
$152B
$2.19B 5.96%
19,365,770
+859,030
+5% +$90.2M
ASML icon
5
ASML
ASML
$626B
$2.15B 5.83%
4,398,827
+52,400
+1% +$22.1M
CP icon
6
Canadian Pacific Kansas City
CP
$78.1B
$2.14B 5.83%
30,934,165
+354,350
+1% +$23.1M
ACN icon
7
Accenture
ACN
$102B
$2.02B 5.49%
7,733,751
+114,585
+2% +$27.5M
RMD icon
8
ResMed
RMD
$30.6B
$1.88B 5.1%
8,821,570
+131,077
+2% +$26.1M
LULU icon
9
lululemon athletica
LULU
$13.5B
$1.82B 4.95%
5,230,699
+175,943
+3% +$61.1M
MTD icon
10
Mettler-Toledo International
MTD
$28.6B
$1.6B 4.35%
1,403,182
+47,169
+3% +$51.7M
STE icon
11
Steris
STE
$22.3B
$1.25B 3.4%
6,592,382
+123,446
+2% +$23M
AON icon
12
Aon
AON
$76.5B
$937M 2.55%
4,433,474
+81,994
+2% +$16.7M
ICLR icon
13
Icon
ICLR
$12.6B
$775M 2.11%
3,976,550
+23,064
+0.6% +$4.51M
SYK icon
14
Stryker
SYK
$125B
$509M 1.38%
2,076,640
+318,714
+18% +$72.2M
WST icon
15
West Pharmaceutical
WST
$24B
$457M 1.24%
1,613,372
+240,412
+18% +$67.5M
V icon
16
Visa
V
$684B
$427M 1.16%
1,953,946
+295,166
+18% +$60.4M
APH icon
17
Amphenol
APH
$198B
$398M 1.08%
12,187,272
+1,897,448
+18% +$58.3M
ALC icon
18
Alcon
ALC
$33.6B
$377M 1.02%
5,713,299
+268,947
+5% +$16.8M
FRC
19
DELISTED
First Republic Bank
FRC
$364M 0.99%
2,480,177
+360,733
+17% +$47M
SHW icon
20
Sherwin-Williams
SHW
$82.7B
$351M 0.95%
1,430,925
+223,143
+18% +$52.9M
GGG icon
21
Graco
GGG
$12.9B
$341M 0.93%
4,708,607
+689,880
+17% +$46.1M
IDXX icon
22
Idexx Laboratories
IDXX
$44.1B
$320M 0.87%
640,489
+94,215
+17% +$42.2M
TMO icon
23
Thermo Fisher Scientific
TMO
$213B
$320M 0.87%
687,006
+101,945
+17% +$47.8M
SNN icon
24
Smith & Nephew
SNN
$13.3B
$319M 0.87%
7,566,531
+146,660
+2% +$5.81M
RACE icon
25
Ferrari
RACE
$69.3B
$313M 0.85%
1,362,346
+57,771
+4% +$11.8M
1
2 3 4 5

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WCM Investment Management's Q4 2020 Portfolio in Review

As of Q4 2020, WCM Investment Management held 199 positions worth $36.8B, up 29% from $28.5B the previous quarter. Its ten largest holdings account for 66% of the portfolio.

WCM Investment Management deployed $2.07B of net new capital in Q4 2020, opening 20 new positions and adding to 141 existing holdings. Its largest new stake was Nike: 1,818,345 shares worth $257M.

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

On the sell side, the largest reduction was Crown Castle, an estimated $233M trimmed.

  • WCM Investment Management's largest Q4 2020 buy was Nike: 1,818,345 shares worth $257M.
  • WCM Investment Management added most to HDFC Bank in Q4 2020, an estimated $619M increase.
  • WCM Investment Management's biggest Q4 2020 reduction was Crown Castle, cutting an estimated $233M.
  • WCM Investment Management fully exited Momenta Pharmaceuticals, Inc. in Q4 2020, selling an estimated $7.45M.
  • WCM Investment Management's ten largest holdings make up 66% of its $36.8B portfolio in Q4 2020.
  • WCM Investment Management opened 20 new positions and closed 6 in Q4 2020.
  • WCM Investment Management's portfolio value rose 29% quarter-over-quarter to $36.8B.

Based on WCM Investment Management's 13F filing for Q4 2020, filed 16 Feb 2021.