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WCM Investment Management Portfolio holdings
AUM
$43.8B
1-Year Est. Return
42.28%
This Fund
S&P 500
This Quarter
Est. Return
+20.74%
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
$43.8B
AUM Growth
+$4.91B
(+13%)
Cap. Flow
-$367M
Cap. Flow
% of AUM
-0.84%
Top 10 Holdings %
Top 10 Hldgs %
47.07%
Holding
291
New
13
Increased
131
Reduced
72
Closed
72
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Philip Morris
PM
|
+$1.93B |
| 2 |
Robinhood
HOOD
|
+$665M |
| 3 |
Corteva
CTVA
|
+$138M |
| 4 |
Sea Limited
SE
|
+$95.9M |
| 5 |
Amazon
AMZN
|
+$61.4M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Icon
ICLR
|
+$878M |
| 2 |
Intuitive Surgical
ISRG
|
+$585M |
| 3 |
Steris
STE
|
+$560M |
| 4 |
Arista Networks
ANET
|
+$471M |
| 5 |
Datadog
DDOG
|
+$279M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 20.86% |
| 2 | Consumer Discretionary | 20.41% |
| 3 | Financials | 20.25% |
| 4 | Communication Services | 10.49% |
| 5 | Industrials | 9.17% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
226
Cullen/Frost Bankers
CFR
$10.3B
| – | – |
-47,220
| Closed | -$5.88M |
|
227
Cognex
CGNX
$10.8B
| – | – |
-344,756
| Closed | -$10.3M |
|
228
C.H. Robinson
CHRW
$17.3B
| – | – |
-4,872
| Closed | -$493K |
|
229
Clorox
CLX
$13B
| – | – |
-3,309
| Closed | -$484K |
|
|
CMA
230
DELISTED
Comerica
CMA
| – | – |
-5,403
| Closed | -$317K |
|
231
Comcast
CMCSA
$89.4B
| – | – |
-108,623
| Closed | -$3.98M |
|
232
CME Group
CME
$94.8B
| – | – |
-22,039
| Closed | -$5.78M |
|
233
Cencora
COR
$62B
| – | – |
-2,642
| Closed | -$727K |
|
234
Costco
COST
$423B
| – | – |
-425
| Closed | -$395K |
|
235
Cisco
CSCO
$483B
| – | – |
-85,982
| Closed | -$5.23M |
|
236
Chevron
CVX
$382B
| – | – |
-26,409
| Closed | -$4.39M |
|
237
DocGo
DCGO
$56.8M
| – | – |
-3,238,109
| Closed | -$8.55M |
|
|
238
Datadog
DDOG
$93.6B
| – | – |
-2,759,645
| Closed | -$279M |
|
239
Diageo
DEO
$54B
| – | – |
-23,046
| Closed | -$2.43M |
|
240
Quest Diagnostics
DGX
$26.2B
| – | – |
-3,451
| Closed | -$578K |
|
241
Devon Energy
DVN
$49.9B
| – | – |
-48,535
| Closed | -$1.78M |
|
242
Eastman Chemical
EMN
$8.39B
| – | – |
-5,413
| Closed | -$471K |
|
243
iShares ESG Aware MSCI EM ETF
ESGE
$6.69B
| – | – |
-45,185
| Closed | -$1.58M |
|
244
Entergy
ETR
$49.3B
| – | – |
-72,290
| Closed | -$6.1M |
|
245
General Dynamics
GD
$107B
| – | – |
-15,556
| Closed | -$4.19M |
|
|
GTLS
246
DELISTED
Chart Industries
GTLS
| – | – |
-118,454
| Closed | -$17.4M |
|
247
Halozyme
HALO
$12.2B
| – | – |
-283,957
| Closed | -$18.1M |
|
248
Home Depot
HD
$350B
| – | – |
-7,909
| Closed | -$2.83M |
|
249
Huntington Ingalls Industries
HII
$13B
| – | – |
-1,274
| Closed | -$262K |
|
250
Hormel Foods
HRL
$13.6B
| – | – |
-9,806
| Closed | -$298K |
|
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WCM Investment Management's Q2 2025 Portfolio in Review
As of Q2 2025, WCM Investment Management held 291 positions worth $43.8B, up 13% from $38.9B the previous quarter. Its ten largest holdings account for 47% of the portfolio.
WCM Investment Management's Q2 2025 filing shows 13 new, 131 increased, 72 reduced and 72 closed positions. Its largest new stake was Tenet Healthcare: 148,141 shares worth $25.7M. The largest sale was Icon, an estimated $878M.
By sector, the portfolio is most concentrated in Technology at 21% of assets, up from 21% a quarter earlier, followed by Consumer Discretionary and Financials.
- WCM Investment Management's largest Q2 2025 buy was Tenet Healthcare: 148,141 shares worth $25.7M.
- WCM Investment Management added most to Philip Morris in Q2 2025, an estimated $1.93B increase.
- WCM Investment Management's biggest Q2 2025 reduction was Icon, cutting an estimated $878M.
- WCM Investment Management fully exited Intuitive Surgical in Q2 2025, selling an estimated $585M.
- WCM Investment Management's ten largest holdings make up 47% of its $43.8B portfolio in Q2 2025.
- WCM Investment Management opened 13 new positions and closed 72 in Q2 2025.
- WCM Investment Management's portfolio value rose 13% quarter-over-quarter to $43.8B.
Based on WCM Investment Management's 13F filing for Q2 2025, filed 29 Jul 2025.