WCM INVESTMENT MANAGEMENT, LLC
Institutional investor · Portfolio as of Q3 2019
Top Holdings152 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
CHUBB LTD | 16.1M | $2.6B | 15.6% | $122.38 | +18.56% | 4 qtrssince 2018-Q4 | Increased 69 |
SHOPIFY INC - CLASS A | 4.7M | $1.5B | 8.8% | $13.35 | +128.95% | 4 qtrssince 2018-Q4 | Decreased 0 |
ACCENTURE PLC-CL A | 6.7M | $1.3B | 7.7% | $130.14 | +34.14% | 4 qtrssince 2018-Q4 | Increased 66 |
TAIWAN SEMICONDUCTOR SPONSORED ADR /1 ADR REPS 5 ORD SHS/ | 27.3M | $1.3B | 7.6% | $32.38 | +25.01% | 4 qtrssince 2018-Q4 | Increased 66 |
HDFC BANK LTD-ADR | 21.4M | $1.2B | 7.3% | $25.62 | +5.57% | 4 qtrssince 2018-Q4 | Increased 100 |
| 5.4M | $1.2B | 7.2% | — | — | 4 qtrssince 2018-Q4 | Increased 66 | |
RESMED INC | 7.7M | $1B | 6.2% | $103.76 | +21.72% | 4 qtrssince 2018-Q4 | Increased 66 |
ASML HOLDING NV-NY REG SHS | 3.4M | $836.2M | 5.0% | $153.51 | +51.93% | 4 qtrssince 2018-Q4 | Increased 65 |
METTLER-TOLEDO INTERNATIONAL | 1.2M | $826.8M | 5.0% | $567.18 | +23.29% | 4 qtrssince 2018-Q4 | Decreased 0 |
ICON PLC | 3.6M | $529.7M | 3.2% | $128.84 | +14.32% | 4 qtrssince 2018-Q4 | Increased 61 |
STERIS PLC | 2.7M | $390.7M | 2.3% | $122.37 | +9.32% | 3 qtrssince 2019-Q1 | Increased 55 |
ALCON INC | 4.4M | $256.8M | 1.5% | $60.88 | -5.10% | 2 qtrssince 2019-Q2 | Increased 53 |
VISA INC-CLASS A SHARES | 1.3M | $228.3M | 1.4% | $132.07 | +23.88% | 4 qtrssince 2018-Q4 | Increased 51 |
WEST PHARMACEUTICAL SERVICES | 1.4M | $192M | 1.2% | $101.27 | +37.42% | 4 qtrssince 2018-Q4 | Increased 50 |
BOSTON SCIENTIFIC CORP | 4.7M | $189.5M | 1.1% | $36.04 | +11.84% | 4 qtrssince 2018-Q4 | Increased 51 |
MERCADOLIBRE INC | 338,181 | $186.4M | 1.1% | $318.21 | +70.18% | 4 qtrssince 2018-Q4 | Increased 53 |
ECOLAB INC | 921,279 | $182.5M | 1.1% | $143.08 | +29.33% | 4 qtrssince 2018-Q4 | Increased 50 |
COSTCO WHOLESALE CORP | 622,563 | $179.4M | 1.1% | $191.20 | +36.86% | 4 qtrssince 2018-Q4 | Decreased 0 |
MCDONALDS CORP | 766,414 | $164.6M | 1.0% | $184.35 | 0.00% | 1 qtr | New 59 |
First Republic Bank/CA | 1.7M | $163.6M | 1.0% | $87.31 | +9.27% | 4 qtrssince 2018-Q4 | Increased 45 |
WCM INVESTMENT MANAGEMENT, LLC manages $16.7B across 152 positions as of Q3 2019. Top holdings: CB (15.6%), SHOP (8.8%), ACN (7.7%). Fund DNA: Concentrated Value. HoldingsIntel Rating: 3.5/5.0.
Active quarter - 20 new positions, 19 exits, 62 increased. Top move: HDB (INCREASED, conviction 100). Portfolio: $16.7B across 152 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
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Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer