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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
+5.94%
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
$43.3B
AUM Growth
+$3.9B
Cap. Flow
+$2.86B
Cap. Flow %
6.62%
Top 10 Hldgs %
54.6%
Holding
214
New
18
Increased
155
Reduced
27
Closed
10

Top Buys

Rank Stock Value
1
TEAM icon
Atlassian
TEAM
+$1.5B
2
ICLR icon
Icon
ICLR
+$744M
3
FND icon
Floor & Decor
FND
+$350M
4
RGEN icon
Repligen
RGEN
+$320M
5
LRCX icon
Lam Research
LRCX
+$317M

Top Sells

Rank Stock Value
1
HDB icon
HDFC Bank
HDB
+$910M
2
SNPS icon
Synopsys
SNPS
+$294M
3
MELI icon
Mercado Libre
MELI
+$136M
4
WST icon
West Pharmaceutical
WST
+$100M
5
NBIS
Nebius Group N.V.
NBIS
+$59.9M

Sector Composition

Rank Sector Weight
1 Technology 37.18%
2 Healthcare 25.21%
3 Consumer Discretionary 15.3%
4 Industrials 8.74%
5 Financials 8.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
TSM icon
1
TSMC
TSM
$2.09T
$2.91B 6.73%
26,061,675
+238,731
+0.9% +$28M
MELI icon
2
Mercado Libre
MELI
$95.6B
$2.76B 6.39%
1,645,245
-78,328
-5% -$136M
SHOP icon
3
Shopify
SHOP
$159B
$2.76B 6.37%
20,321,500
+300,790
+2% +$45.1M
ASML icon
4
ASML
ASML
$634B
$2.67B 6.18%
3,588,739
-19,157
-0.5% -$15.1M
RMD icon
5
ResMed
RMD
$30.3B
$2.4B 5.54%
9,087,511
-18,599
-0.2% -$5.09M
LULU icon
6
lululemon athletica
LULU
$13.6B
$2.22B 5.12%
5,475,271
+40,332
+0.7% +$16.2M
CP icon
7
Canadian Pacific Kansas City
CP
$78.3B
$2.09B 4.82%
32,046,704
+138,999
+0.4% +$9.91M
MTD icon
8
Mettler-Toledo International
MTD
$27.9B
$2.01B 4.65%
1,461,003
+14,217
+1% +$21.4M
ACN icon
9
Accenture
ACN
$99.9B
$1.94B 4.48%
6,054,521
-24,994
-0.4% -$8.13M
ICLR icon
10
Icon
ICLR
$12.8B
$1.88B 4.34%
7,160,289
+3,062,366
+75% +$744M
EPAM icon
11
EPAM Systems
EPAM
$5.42B
$1.75B 4.04%
3,060,268
-17,968
-0.6% -$10.6M
TEAM icon
12
Atlassian
TEAM
$24.9B
$1.5B 3.46%
+4,498,177
New +$1.5B
STE icon
13
Steris
STE
$22.5B
$1.39B 3.22%
6,812,709
-41,826
-0.6% -$8.95M
AON icon
14
Aon
AON
$78.3B
$1.31B 3.03%
4,587,280
-32,443
-0.7% -$8.72M
HDB icon
15
HDFC Bank
HDB
$124B
$1.22B 2.83%
33,456,436
-24,532,772
-42% -$910M
SYK icon
16
Stryker
SYK
$133B
$777M 1.8%
2,947,460
+225,808
+8% +$60.4M
TMO icon
17
Thermo Fisher Scientific
TMO
$214B
$616M 1.42%
1,077,869
+80,742
+8% +$44.3M
WST icon
18
West Pharmaceutical
WST
$23.9B
$613M 1.42%
1,442,820
-237,453
-14% -$100M
SHW icon
19
Sherwin-Williams
SHW
$83.7B
$612M 1.41%
2,186,469
+173,014
+9% +$50.6M
FRC
20
DELISTED
First Republic Bank
FRC
$538M 1.24%
2,791,538
+211,905
+8% +$41.7M
ODFL icon
21
Old Dominion Freight Line
ODFL
$44.2B
$528M 1.22%
3,691,464
+292,376
+9% +$40.6M
ALC icon
22
Alcon
ALC
$33.9B
$523M 1.21%
6,499,144
+168,233
+3% +$12.9M
NOW icon
23
ServiceNow
NOW
$114B
$503M 1.16%
4,041,675
+1,520,395
+60% +$184M
RACE icon
24
Ferrari
RACE
$69.9B
$499M 1.15%
2,386,044
+72,713
+3% +$15.6M
APH icon
25
Amphenol
APH
$197B
$496M 1.15%
13,536,600
+949,358
+8% +$34.9M
1
2 3 4 5

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WCM Investment Management's Q3 2021 Portfolio in Review

As of Q3 2021, WCM Investment Management held 214 positions worth $43.3B, up 9.9% from $39.4B the previous quarter. Its ten largest holdings account for 55% of the portfolio.

WCM Investment Management deployed $2.86B of net new capital in Q3 2021, opening 18 new positions and adding to 155 existing holdings. Its largest new stake was Atlassian: 4,498,177 shares worth $1.5B.

By sector, the portfolio is most concentrated in Technology at 37% of assets, up from 36% a quarter earlier, followed by Healthcare and Consumer Discretionary.

On the sell side, the largest reduction was HDFC Bank, an estimated $910M trimmed.

  • WCM Investment Management's largest Q3 2021 buy was Atlassian: 4,498,177 shares worth $1.5B.
  • WCM Investment Management added most to Icon in Q3 2021, an estimated $744M increase.
  • WCM Investment Management's biggest Q3 2021 reduction was HDFC Bank, cutting an estimated $910M.
  • WCM Investment Management fully exited Synopsys in Q3 2021, selling an estimated $294M.
  • WCM Investment Management's ten largest holdings make up 55% of its $43.3B portfolio in Q3 2021.
  • WCM Investment Management opened 18 new positions and closed 10 in Q3 2021.
  • WCM Investment Management's portfolio value rose 9.9% quarter-over-quarter to $43.3B.

Based on WCM Investment Management's 13F filing for Q3 2021, filed 2 Nov 2021.