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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
+3.13%
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
$36.5B
AUM Growth
-$273M
Cap. Flow
-$1.01B
Cap. Flow %
-2.77%
Top 10 Hldgs %
65.11%
Holding
210
New
17
Increased
114
Reduced
56
Closed
20

Top Buys

Rank Stock Value
1
ODFL icon
Old Dominion Freight Line
ODFL
+$246M
2
NKE icon
Nike
NKE
+$135M
3
HDB icon
HDFC Bank
HDB
+$83.4M
4
RACE icon
Ferrari
RACE
+$59.5M
5
SHOP icon
Shopify
SHOP
+$58.8M

Top Sells

Rank Stock Value
1
MELI icon
Mercado Libre
MELI
+$1.17B
2
IDXX icon
Idexx Laboratories
IDXX
+$320M
3
VRSK icon
Verisk Analytics
VRSK
+$264M
4
ICE icon
Intercontinental Exchange
ICE
+$208M
5
ANSS
Ansys
ANSS
+$192M

Sector Composition

Rank Sector Weight
1 Technology 34.7%
2 Healthcare 21.24%
3 Consumer Discretionary 14.67%
4 Financials 12.98%
5 Industrials 11.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
TSM icon
1
TSMC
TSM
$2.11T
$3.78B 10.35%
31,942,438
-1,462,176
-4% -$181M
HDB icon
2
HDFC Bank
HDB
$123B
$2.78B 7.62%
71,612,796
+2,127,426
+3% +$83.4M
ASML icon
3
ASML
ASML
$635B
$2.77B 7.6%
4,491,457
+92,630
+2% +$51.4M
MELI icon
4
Mercado Libre
MELI
$95.2B
$2.62B 7.18%
1,780,375
-692,436
-28% -$1.17B
CP icon
5
Canadian Pacific Kansas City
CP
$78B
$2.39B 6.54%
31,454,355
+520,190
+2% +$37.4M
SHOP icon
6
Shopify
SHOP
$154B
$2.2B 6.02%
19,852,170
+486,400
+3% +$58.8M
ACN icon
7
Accenture
ACN
$101B
$2.19B 5.99%
7,919,749
+185,998
+2% +$48.1M
RMD icon
8
ResMed
RMD
$30.6B
$1.74B 4.78%
8,989,711
+168,141
+2% +$33.7M
MTD icon
9
Mettler-Toledo International
MTD
$28.4B
$1.65B 4.53%
1,430,301
+27,119
+2% +$31.4M
LULU icon
10
lululemon athletica
LULU
$13.6B
$1.65B 4.51%
5,369,906
+139,207
+3% +$45.7M
STE icon
11
Steris
STE
$22.4B
$1.29B 3.53%
6,764,562
+172,180
+3% +$31.9M
AON icon
12
Aon
AON
$77.1B
$1.05B 2.87%
4,556,107
+122,633
+3% +$27M
ICLR icon
13
Icon
ICLR
$12.8B
$795M 2.18%
4,049,678
+73,128
+2% +$14.4M
SYK icon
14
Stryker
SYK
$125B
$524M 1.44%
2,152,695
+76,055
+4% +$18.2M
WST icon
15
West Pharmaceutical
WST
$24B
$471M 1.29%
1,672,674
+59,302
+4% +$17M
V icon
16
Visa
V
$684B
$428M 1.17%
2,023,270
+69,324
+4% +$14.6M
FRC
17
DELISTED
First Republic Bank
FRC
$428M 1.17%
2,568,248
+88,071
+4% +$14.3M
ALC icon
18
Alcon
ALC
$33.4B
$422M 1.16%
6,016,079
+302,780
+5% +$21.4M
APH icon
19
Amphenol
APH
$199B
$417M 1.14%
12,633,486
+446,214
+4% +$14.5M
NKE icon
20
Nike
NKE
$62.3B
$371M 1.02%
2,790,861
+972,516
+53% +$135M
SHW icon
21
Sherwin-Williams
SHW
$82.7B
$366M 1%
1,487,667
+56,742
+4% +$13.5M
GGG icon
22
Graco
GGG
$12.9B
$349M 0.96%
4,875,703
+167,096
+4% +$11.9M
RACE icon
23
Ferrari
RACE
$69.3B
$346M 0.95%
1,652,909
+290,563
+21% +$59.5M
TMO icon
24
Thermo Fisher Scientific
TMO
$213B
$325M 0.89%
713,118
+26,112
+4% +$12.5M
CHD icon
25
Church & Dwight Co
CHD
$23.5B
$314M 0.86%
3,594,874
+152,026
+4% +$12.7M
1
2 3 4 5

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WCM Investment Management's Q1 2021 Portfolio in Review

As of Q1 2021, WCM Investment Management held 210 positions worth $36.5B, down 0.74% from $36.8B the previous quarter. Its ten largest holdings account for 65% of the portfolio.

WCM Investment Management's Q1 2021 filing shows 17 new, 114 increased, 56 reduced and 20 closed positions. Its largest new stake was Old Dominion Freight Line: 2,296,392 shares worth $276M. The largest sale was Mercado Libre, an estimated $1.17B.

By sector, the portfolio is most concentrated in Technology at 35% of assets, up from 32% a quarter earlier, followed by Healthcare and Consumer Discretionary.

  • WCM Investment Management's largest Q1 2021 buy was Old Dominion Freight Line: 2,296,392 shares worth $276M.
  • WCM Investment Management added most to Nike in Q1 2021, an estimated $135M increase.
  • WCM Investment Management's biggest Q1 2021 reduction was Mercado Libre, cutting an estimated $1.17B.
  • WCM Investment Management fully exited Idexx Laboratories in Q1 2021, selling an estimated $320M.
  • WCM Investment Management's ten largest holdings make up 65% of its $36.5B portfolio in Q1 2021.
  • WCM Investment Management opened 17 new positions and closed 20 in Q1 2021.
  • WCM Investment Management's portfolio value fell 0.74% quarter-over-quarter to $36.5B.

Based on WCM Investment Management's 13F filing for Q1 2021, filed 13 May 2021.