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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 | |
|---|---|---|---|---|---|---|
|
HUYA
251
Huya Inc
HUYA
$558M
| – | – |
-1,041,256
| Closed | -$3.38M |
|
|
PPLI
252
People Inc
PPLI
$3.03B
| – | – |
-455,743
| Closed | -$17.3M |
|
253
Immunovant
IMVT
$8.24B
| – | – |
-155,937
| Closed | -$2.86M |
|
254
Ingredion
INGR
$6.53B
| – | – |
-3,671
| Closed | -$495K |
|
|
255
Intuitive Surgical
ISRG
$139B
| – | – |
-1,189,761
| Closed | -$585M |
|
256
Jack Henry & Associates
JKHY
$11B
| – | – |
-3,358
| Closed | -$600K |
|
257
Johnson & Johnson
JNJ
$631B
| – | – |
-27,972
| Closed | -$4.58M |
|
258
JPMorgan Chase
JPM
$956B
| – | – |
-25,507
| Closed | -$6.19M |
|
259
Knight Transportation
KNX
$11.2B
| – | – |
-306,861
| Closed | -$13.4M |
|
260
Coca-Cola Femsa
KOF
$22.9B
| – | – |
-35,364
| Closed | -$3.26M |
|
261
Lincoln Electric
LECO
$15.1B
| – | – |
-1,926
| Closed | -$367K |
|
262
Lockheed Martin
LMT
$139B
| – | – |
-4,515
| Closed | -$1.99M |
|
263
LyondellBasell Industries
LYB
$20.2B
| – | – |
-35,200
| Closed | -$2.46M |
|
264
Medtronic
MDT
$114B
| – | – |
-46,652
| Closed | -$4.09M |
|
265
MSC Industrial Direct
MSM
$6.87B
| – | – |
-6,285
| Closed | -$488K |
|
266
Nike
NKE
$62.5B
| – | – |
-33,482
| Closed | -$2.12M |
|
267
Realty Income
O
$58.6B
| – | – |
-73,666
| Closed | -$4.17M |
|
268
Omnicom Group
OMC
$23.2B
| – | – |
-4,470
| Closed | -$359K |
|
269
Paychex
PAYX
$43.1B
| – | – |
-4,718
| Closed | -$713K |
|
270
PepsiCo
PEP
$188B
| – | – |
-14,048
| Closed | -$2.1M |
|
271
Pfizer
PFE
$154B
| – | – |
-125,964
| Closed | -$3.18M |
|
272
Principal Financial Group
PFG
$24.4B
| – | – |
-7,023
| Closed | -$583K |
|
273
Procter & Gamble
PG
$340B
| – | – |
-25,004
| Closed | -$4.2M |
|
274
Phillips 66
PSX
$86B
| – | – |
-23,395
| Closed | -$2.85M |
|
275
Robert Half
RHI
$4.37B
| – | – |
-64,696
| Closed | -$3.49M |
|
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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.