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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
+1.25%
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
-$4.76B
(-9.8%)
Cap. Flow
-$491M
Cap. Flow
% of AUM
-1.12%
Top 10 Holdings %
Top 10 Hldgs %
42.34%
Holding
293
New
52
Increased
75
Reduced
129
Closed
30
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Medtronic
MDT
|
+$1.08B |
| 2 |
Teva Pharmaceuticals
TEVA
|
+$863M |
| 3 |
Sea Limited
SE
|
+$845M |
| 4 |
C.H. Robinson
CHRW
|
+$641M |
| 5 |
Illumina
ILMN
|
+$243M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Mercado Libre
MELI
|
+$940M |
| 2 |
Coupang
CPNG
|
+$907M |
| 3 |
monday.com
MNDY
|
+$547M |
| 4 |
ASML
ASML
|
+$503M |
| 5 |
WCN
Waste Connections
WCN
|
+$402M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 28.03% |
| 2 | Financials | 16.64% |
| 3 | Healthcare | 13.82% |
| 4 | Industrials | 11.07% |
| 5 | Consumer Discretionary | 9.99% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
251
iShares MSCI South Korea ETF
EWY
$21.7B
| $404K | ﹤0.01% |
+24,744
| New | +$3.1M |
|
252
CBRE Group
CBRE
$40.6B
| $376K | ﹤0.01% |
2,821
+503
| +22% | +$76.4K |
|
253
Futu Holdings
FUTU
$13.8B
| $370K | ﹤0.01% |
2,816
+1,512
| +116% | +$235K |
|
|
JAN
254
Janus Living Inc
JAN
$6.4B
| $355K | ﹤0.01% |
+15,500
| New | +$363K |
|
255
Carlisle Companies
CSL
$13.2B
| $350K | ﹤0.01% |
1,074
-18
| -2% | -$6.55K |
|
256
Jacobs Solutions
J
$15.3B
| $256K | ﹤0.01% |
+2,050
| New | +$279K |
|
|
HUYA
257
Huya Inc
HUYA
$547M
| $249K | ﹤0.01% |
82,504
+7,979
| +11% | +$29.4K |
|
258
Assurant
AIZ
$13.6B
| $247K | ﹤0.01% |
1,142
+206
| +22% | +$47K |
|
259
Amphenol
APH
$185B
| $237K | ﹤0.01% |
1,988
| – | – |
|
260
Baker Hughes
BKR
$54.7B
| $235K | ﹤0.01% |
+3,873
| New | +$224K |
|
261
Hagerty
HGTY
$1.21B
| $105K | ﹤0.01% |
10,023
| – | – |
|
262
iShares MSCI Saudi Arabia ETF
KSA
$643M
| $24.1K | ﹤0.01% |
620
-786
| -56% | -$30.1K |
|
263
iShares Russell 1000 Growth ETF
IWF
$123B
| $15.2K | ﹤0.01% |
148
-10,172
| -99% | -$1.15M |
|
264
Ashland
ASH
$3.1B
| – | – |
-159,149
| Closed | -$9.41M |
|
265
AstraZeneca
AZN
$255B
| – | – |
-1,331,310
| Closed | -$246M |
|
266
Booz Allen Hamilton
BAH
$7.74B
| – | – |
-13,120
| Closed | -$1.12M |
|
267
Chemed
CHE
$6.82B
| – | – |
-637
| Closed | -$274K |
|
|
CNTA
268
DELISTED
Centessa Pharmaceuticals
CNTA
| – | – |
-257,190
| Closed | -$6.36M |
|
269
Charles River Laboratories
CRL
$10.6B
| – | – |
-102,234
| Closed | -$20.6M |
|
270
Commault Systems
CVLT
$6.08B
| – | – |
-120,362
| Closed | -$15.3M |
|
|
CWAN
271
DELISTED
Clearwater Analytics
CWAN
| – | – |
-432,025
| Closed | -$10.4M |
|
272
Casella Waste Systems
CWST
$5.95B
| – | – |
-156,949
| Closed | -$15.7M |
|
273
Dynatrace
DT
$13B
| – | – |
-50,646
| Closed | -$2.23M |
|
274
CGI
GIB
$14.3B
| – | – |
-42,176
| Closed | -$3.92M |
|
275
Icon
ICLR
$12.8B
| – | – |
-24,145
| Closed | -$4.42M |
|
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WCM Investment Management's Q1 2026 Portfolio in Review
As of Q1 2026, WCM Investment Management held 293 positions worth $43.8B, down 9.8% from $48.6B the previous quarter. Its ten largest holdings account for 42% of the portfolio.
WCM Investment Management's Q1 2026 filing shows 52 new, 75 increased, 129 reduced and 30 closed positions. Its largest new stake was Medtronic: 11,265,714 shares worth $966M. The largest sale was Mercado Libre, an estimated $940M.
By sector, the portfolio is most concentrated in Technology at 28% of assets, up from 27% a quarter earlier, followed by Financials and Healthcare.
- WCM Investment Management's largest Q1 2026 buy was Medtronic: 11,265,714 shares worth $966M.
- WCM Investment Management added most to Teva Pharmaceuticals in Q1 2026, an estimated $863M increase.
- WCM Investment Management's biggest Q1 2026 reduction was Mercado Libre, cutting an estimated $940M.
- WCM Investment Management fully exited monday.com in Q1 2026, selling an estimated $547M.
- WCM Investment Management's ten largest holdings make up 42% of its $43.8B portfolio in Q1 2026.
- WCM Investment Management opened 52 new positions and closed 30 in Q1 2026.
- WCM Investment Management's portfolio value fell 9.8% quarter-over-quarter to $43.8B.
Based on WCM Investment Management's 13F filing for Q1 2026, filed 7 May 2026.