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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
+11.37%
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
$39.4B
AUM Growth
+$2.86B
Cap. Flow
-$568M
Cap. Flow %
-1.44%
Top 10 Hldgs %
60.47%
Holding
212
New
22
Increased
129
Reduced
29
Closed
16

Top Buys

Rank Stock Value
1
EPAM icon
EPAM Systems
EPAM
+$1.33B
2
ENTG icon
Entegris
ENTG
+$289M
3
SYK icon
Stryker
SYK
+$146M
4
SHW icon
Sherwin-Williams
SHW
+$144M
5
ODFL icon
Old Dominion Freight Line
ODFL
+$141M

Top Sells

Rank Stock Value
1
TSM icon
TSMC
TSM
+$717M
2
ASML icon
ASML
ASML
+$583M
3
ACN icon
Accenture
ACN
+$527M
4
HDB icon
HDFC Bank
HDB
+$499M
5
SNN icon
Smith & Nephew
SNN
+$308M

Sector Composition

Rank Sector Weight
1 Technology 35.58%
2 Healthcare 23.05%
3 Consumer Discretionary 15.14%
4 Financials 10.85%
5 Industrials 10.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
TSM icon
1
TSMC
TSM
$1.97T
$3.1B 7.88%
25,822,944
-6,119,494
-19% -$717M
SHOP icon
2
Shopify
SHOP
$169B
$2.92B 7.43%
20,020,710
+168,540
+0.8% +$20.8M
MELI icon
3
Mercado Libre
MELI
$94B
$2.68B 6.82%
1,723,573
-56,802
-3% -$83.4M
ASML icon
4
ASML
ASML
$598B
$2.49B 6.33%
3,607,896
-883,561
-20% -$583M
CP icon
5
Canadian Pacific Kansas City
CP
$80.7B
$2.45B 6.23%
31,907,705
+453,350
+1% +$35.1M
RMD icon
6
ResMed
RMD
$30.8B
$2.24B 5.7%
9,106,110
+116,399
+1% +$24.5M
HDB icon
7
HDFC Bank
HDB
$122B
$2.12B 5.39%
57,989,208
-13,623,588
-19% -$499M
MTD icon
8
Mettler-Toledo International
MTD
$28.2B
$2B 5.09%
1,446,786
+16,485
+1% +$21.3M
LULU icon
9
lululemon athletica
LULU
$13.6B
$1.98B 5.04%
5,434,939
+65,033
+1% +$21.4M
ACN icon
10
Accenture
ACN
$106B
$1.79B 4.55%
6,079,515
-1,840,234
-23% -$527M
EPAM icon
11
EPAM Systems
EPAM
$5.49B
$1.57B 4%
3,078,236
+2,840,577
+1,195% +$1.33B
STE icon
12
Steris
STE
$22.7B
$1.41B 3.59%
6,854,535
+89,973
+1% +$18.1M
AON icon
13
Aon
AON
$80B
$1.1B 2.8%
4,619,723
+63,616
+1% +$15.5M
ICLR icon
14
Icon
ICLR
$13.7B
$847M 2.15%
4,097,923
+48,245
+1% +$10.4M
SYK icon
15
Stryker
SYK
$134B
$707M 1.8%
2,721,652
+568,957
+26% +$146M
WST icon
16
West Pharmaceutical
WST
$23.4B
$603M 1.53%
1,680,273
+7,599
+0.5% +$2.51M
SHW icon
17
Sherwin-Williams
SHW
$84.2B
$549M 1.39%
2,013,455
+525,788
+35% +$144M
TMO icon
18
Thermo Fisher Scientific
TMO
$215B
$503M 1.28%
997,127
+284,009
+40% +$134M
FRC
19
DELISTED
First Republic Bank
FRC
$483M 1.23%
2,579,633
+11,385
+0.4% +$2.09M
RACE icon
20
Ferrari
RACE
$68B
$477M 1.21%
2,313,331
+660,422
+40% +$138M
V icon
21
Visa
V
$703B
$472M 1.2%
2,020,580
-2,690
-0.1% -$615K
ALC icon
22
Alcon
ALC
$33.9B
$445M 1.13%
6,330,911
+314,832
+5% +$22.4M
NKE icon
23
Nike
NKE
$63.2B
$432M 1.1%
2,797,748
+6,887
+0.2% +$927K
ODFL icon
24
Old Dominion Freight Line
ODFL
$46.4B
$431M 1.1%
3,399,088
+1,102,696
+48% +$141M
APH icon
25
Amphenol
APH
$187B
$431M 1.09%
12,587,242
-46,244
-0.4% -$1.56M
1
2 3 4 5

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WCM Investment Management's Q2 2021 Portfolio in Review

As of Q2 2021, WCM Investment Management held 212 positions worth $39.4B, up 7.8% from $36.5B the previous quarter. Its ten largest holdings account for 60% of the portfolio.

WCM Investment Management's Q2 2021 filing shows 22 new, 129 increased, 29 reduced and 16 closed positions. Its largest new stake was Entegris: 2,516,144 shares worth $309M. The largest sale was TSMC, an estimated $717M.

By sector, the portfolio is most concentrated in Technology at 36% of assets, up from 35% a quarter earlier, followed by Healthcare and Consumer Discretionary.

  • WCM Investment Management's largest Q2 2021 buy was Entegris: 2,516,144 shares worth $309M.
  • WCM Investment Management added most to EPAM Systems in Q2 2021, an estimated $1.33B increase.
  • WCM Investment Management's biggest Q2 2021 reduction was TSMC, cutting an estimated $717M.
  • WCM Investment Management fully exited Ecolab in Q2 2021, selling an estimated $294M.
  • WCM Investment Management's ten largest holdings make up 60% of its $39.4B portfolio in Q2 2021.
  • WCM Investment Management opened 22 new positions and closed 16 in Q2 2021.
  • WCM Investment Management's portfolio value rose 7.8% quarter-over-quarter to $39.4B.

Based on WCM Investment Management's 13F filing for Q2 2021, filed 5 Aug 2021.