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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
+1.8%
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
(-8.5%)
Cap. Flow
-$3.35B
Cap. Flow
% of AUM
-8.61%
Top 10 Holdings %
Top 10 Hldgs %
42.64%
Holding
304
New
16
Increased
115
Reduced
142
Closed
26
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Pinduoduo
PDD
|
+$45.7M |
| 2 |
Tapestry
TPR
|
+$40.4M |
| 3 |
HealthEquity
HQY
|
+$23.9M |
| 4 |
Aaon
AAON
|
+$20.3M |
| 5 |
AstraZeneca
AZN
|
+$19.7M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
GE Vernova
GEV
|
+$502M |
| 2 |
GE Aerospace
GE
|
+$454M |
| 3 |
Canadian Pacific Kansas City
CP
|
+$429M |
| 4 |
Entegris
ENTG
|
+$417M |
| 5 |
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 | |
|---|---|---|---|---|---|---|
251
Molina Healthcare
MOH
$10.2B
| $541K | ﹤0.01% |
1,677
+616
| +58% | +$186K |
|
252
Ingredion
INGR
$6.6B
| $495K | ﹤0.01% |
3,671
-339
| -8% | -$44.8K |
|
253
C.H. Robinson
CHRW
$17B
| $493K | ﹤0.01% |
4,872
-115
| -2% | -$11.6K |
|
254
MSC Industrial Direct
MSM
$6.7B
| $488K | ﹤0.01% |
6,285
-90
| -1% | -$7.2K |
|
255
Clorox
CLX
$13.1B
| $484K | ﹤0.01% |
3,309
-78
| -2% | -$11.9K |
|
256
Eastman Chemical
EMN
$8.55B
| $471K | ﹤0.01% |
5,413
-176
| -3% | -$16.6K |
|
257
CBRE Group
CBRE
$42.7B
| $438K | ﹤0.01% |
3,387
+1,237
| +58% | +$168K |
|
258
Markel Group
MKL
$22.8B
| $436K | ﹤0.01% |
235
+89
| +61% | +$164K |
|
259
CDW
CDW
$16.9B
| $429K | ﹤0.01% |
2,656
+970
| +58% | +$176K |
|
260
Costco
COST
$419B
| $395K | ﹤0.01% |
+425
| New | +$414K |
|
261
Lincoln Electric
LECO
$15.5B
| $367K | ﹤0.01% |
1,926
-49
| -2% | -$9.62K |
|
262
Omnicom Group
OMC
$23.6B
| $359K | ﹤0.01% |
4,470
-91
| -2% | -$7.6K |
|
263
Stanley Black & Decker
SWK
$15.7B
| $353K | ﹤0.01% |
4,619
-139
| -3% | -$11.7K |
|
264
Full Truck Alliance
YMM
$9.7B
| $349K | ﹤0.01% |
27,035
+7,610
| +39% | +$91.7K |
|
265
Apple
AAPL
$4.45T
| $347K | ﹤0.01% |
+1,592
| New | +$369K |
|
266
Chemed
CHE
$7.02B
| $346K | ﹤0.01% |
+571
| New | +$325K |
|
267
Carlisle Companies
CSL
$15.5B
| $336K | ﹤0.01% |
980
+361
| +58% | +$129K |
|
|
CMA
268
DELISTED
Comerica
CMA
| $317K | ﹤0.01% |
5,403
-535
| -9% | -$33.6K |
|
269
Whirlpool
WHR
$2.84B
| $302K | ﹤0.01% |
3,373
-599
| -15% | -$63.5K |
|
270
Hormel Foods
HRL
$13.4B
| $298K | ﹤0.01% |
9,806
-409
| -4% | -$12.1K |
|
271
IDEX
IEX
$17.5B
| $294K | ﹤0.01% |
1,623
+593
| +58% | +$118K |
|
272
Huntington Ingalls Industries
HII
$12.9B
| $262K | ﹤0.01% |
1,274
-67
| -5% | -$12.7K |
|
273
Trex
TREX
$5.07B
| $243K | ﹤0.01% |
+4,236
| New | +$275K |
|
274
Snap-on
SNA
$21.3B
| $229K | ﹤0.01% |
695
-32
| -4% | -$10.9K |
|
275
Allison Transmission
ALSN
$10.3B
| $226K | ﹤0.01% |
2,355
-114
| -5% | -$12.1K |
|
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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.