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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
+1.8%
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
$38.9B
AUM Growth
-$3.62B
Cap. Flow
-$3.35B
Cap. Flow %
-8.61%
Top 10 Hldgs %
42.64%
Holding
304
New
16
Increased
115
Reduced
142
Closed
26

Top Buys

Rank Stock Value
1
PDD icon
Pinduoduo
PDD
+$45.7M
2
TPR icon
Tapestry
TPR
+$40.4M
3
HQY icon
HealthEquity
HQY
+$23.9M
4
AAON icon
Aaon
AAON
+$20.3M
5
AZN icon
AstraZeneca
AZN
+$19.7M

Top Sells

Rank Stock Value
1
GEV icon
GE Vernova
GEV
+$502M
2
GE icon
GE Aerospace
GE
+$454M
3
CP icon
Canadian Pacific Kansas City
CP
+$429M
4
ENTG icon
Entegris
ENTG
+$417M
5
BAH icon
Booz Allen Hamilton
BAH
+$323M

Sector Composition

Rank Sector Weight
1 Technology 20.68%
2 Financials 19.36%
3 Consumer Discretionary 18.67%
4 Healthcare 15.21%
5 Industrials 9.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SLB icon
226
SLB Ltd
SLB
$79.7B
$2.08M 0.01%
49,655
+12,539
+34% +$514K
TDY icon
227
Teledyne Technologies
TDY
$31.6B
$2.07M 0.01%
4,184
+255
+6% +$126K
DT icon
228
Dynatrace
DT
$14.4B
$2.07M 0.01%
42,677
+13,499
+46% +$738K
LMT icon
229
Lockheed Martin
LMT
$138B
$1.99M 0.01%
4,515
-368
-8% -$169K
TTWO icon
230
Take-Two Interactive
TTWO
$46.8B
$1.99M 0.01%
9,452
-3,529
-27% -$705K
POOL icon
231
Pool Corp
POOL
$7.32B
$1.96M 0.01%
6,219
+274
+5% +$92.9K
GIB icon
232
CGI
GIB
$15.5B
$1.96M 0.01%
19,949
-3,685
-16% -$404K
DVN icon
233
Devon Energy
DVN
$49.9B
$1.78M ﹤0.01%
48,535
+3,536
+8% +$126K
CW icon
234
Curtiss-Wright
CW
$26.1B
$1.76M ﹤0.01%
5,561
+45
+0.8% +$15.2K
BIDU icon
235
Baidu
BIDU
$35.9B
$1.73M ﹤0.01%
18,487
+4,821
+35% +$433K
SRPT icon
236
Sarepta Therapeutics
SRPT
$1.92B
$1.6M ﹤0.01%
22,664
-313
-1% -$32.9K
ESGE icon
237
iShares ESG Aware MSCI EM ETF
ESGE
$6.71B
$1.58M ﹤0.01%
45,185
– –
HUBS icon
238
HubSpot
HUBS
$11B
$1.55M ﹤0.01%
2,668
+17
+0.6% +$11.9K
TTEK icon
239
Tetra Tech
TTEK
$9.06B
$1.45M ﹤0.01%
49,726
-1,186,136
-96% -$39.8M
TYL icon
240
Tyler Technologies
TYL
$13.2B
$1.44M ﹤0.01%
2,492
-1,129
-31% -$670K
AXON
241
Axon Enterprise
AXON
$51.7B
$1.31M ﹤0.01%
2,441
+19
+0.8% +$11.1K
BMRN icon
242
BioMarin Pharmaceuticals
BMRN
$13.5B
$1.24M ﹤0.01%
17,353
-187
-1% -$12.6K
PAC icon
243
Grupo Aeroportuario del Pacifico
PAC
$12.7B
$932K ﹤0.01%
4,968
+991
+25% +$188K
NTRA icon
244
Natera
NTRA
$45.1B
$860K ﹤0.01%
5,975
+62
+1% +$9.97K
SGOV icon
245
iShares 0-3 Month Treasury Bond ETF
SGOV
$101B
$803K ﹤0.01%
7,977
+75
+0.9% +$7.54K
COR icon
246
Cencora
COR
$63.7B
$727K ﹤0.01%
2,642
+526
+25% +$132K
PAYX icon
247
Paychex
PAYX
$43.1B
$713K ﹤0.01%
4,718
-116
-2% -$17.1K
JKHY icon
248
Jack Henry & Associates
JKHY
$10.9B
$600K ﹤0.01%
3,358
-87
-3% -$15.2K
PFG icon
249
Principal Financial Group
PFG
$24.2B
$583K ﹤0.01%
7,023
+479
+7% +$39.8K
DGX icon
250
Quest Diagnostics
DGX
$26.2B
$578K ﹤0.01%
3,451
-91
-3% -$14.9K
8 9
10
11 12

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WCM Investment Management's Q1 2025 Portfolio in Review

As of Q1 2025, WCM Investment Management held 304 positions worth $38.9B, down 8.5% from $42.5B the previous quarter. Its ten largest holdings account for 43% of the portfolio.

WCM Investment Management withdrew a net $3.35B in Q1 2025, closing 26 positions and reducing 142 holdings. Its most notable exit was Ferguson, an estimated $140M position sold in full.

By sector, the portfolio is most concentrated in Technology at 21% of assets, down from 24% a quarter earlier, followed by Financials and Consumer Discretionary.

Against the trend, WCM Investment Management opened a new position in Tapestry worth $37.5M.

  • WCM Investment Management's largest Q1 2025 buy was Tapestry: 533,734 shares worth $37.5M.
  • WCM Investment Management added most to Pinduoduo in Q1 2025, an estimated $45.7M increase.
  • WCM Investment Management's biggest Q1 2025 reduction was GE Vernova, cutting an estimated $502M.
  • WCM Investment Management fully exited Ferguson in Q1 2025, selling an estimated $140M.
  • WCM Investment Management's ten largest holdings make up 43% of its $38.9B portfolio in Q1 2025.
  • WCM Investment Management opened 16 new positions and closed 26 in Q1 2025.
  • WCM Investment Management's portfolio value fell 8.5% quarter-over-quarter to $38.9B.

Based on WCM Investment Management's 13F filing for Q1 2025, filed 28 Apr 2025.