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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
BALL icon
276
Ball Corp
BALL
$16.6B
$224K ﹤0.01%
+4,349
New +$228K
VISN
277
Vistance Networks Inc
VISN
$2.7B
$86.5K ﹤0.01%
+16,100
New +$85.5K
KSA icon
278
iShares MSCI Saudi Arabia ETF
KSA
$623M
$57.7K ﹤0.01%
1,406
– –
ACWI icon
279
iShares MSCI ACWI ETF
ACWI
$33.3B
– –
-69,820
Closed -$8.23M
ACWX icon
280
iShares MSCI ACWI ex US ETF
ACWX
$11.9B
– –
-12,463
Closed -$651K
AMN icon
281
AMN Healthcare
AMN
$1.28B
– –
-1,107,405
Closed -$26.4M
BWZ icon
282
State Street SPDR Bloomberg Short Term International Treasury Bond ETF
BWZ
$288M
– –
-4,496
Closed -$114K
CASY icon
283
Casey's General Stores
CASY
$30.7B
– –
-4,969
Closed -$1.98M
FERG icon
284
Ferguson
FERG
$48.8B
– –
-805,533
Closed -$140M
FMC icon
285
FMC
FMC
$1.3B
– –
-16,210
Closed -$785K
FN icon
286
Fabrinet
FN
$18.8B
– –
-85,268
Closed -$18.3M
GB
287
DELISTED
Global Blue Group Holding
GB
– –
-1,990,631
Closed -$13.4M
GLOB icon
288
Globant
GLOB
$1.68B
– –
-162,744
Closed -$35.4M
GO icon
289
Grocery Outlet
GO
$972M
– –
-1,212,282
Closed -$18.2M
IT icon
290
Gartner
IT
$11.8B
– –
-26,768
Closed -$13M
IWD icon
291
iShares Russell 1000 Value ETF
IWD
$84B
– –
-1,294
Closed -$239K
IWO icon
292
iShares Russell 2000 Growth ETF
IWO
$14.9B
– –
-3,446
Closed -$994K
KO icon
293
Coca-Cola
KO
$372B
– –
-64,128
Closed -$3.98M
MOD icon
294
Modine Manufacturing
MOD
$10.5B
– –
-53,692
Closed -$6.32M
NICE icon
295
Nice
NICE
$5.95B
– –
-9,246
Closed -$1.58M
NTES icon
296
NetEase
NTES
$81.9B
– –
-7,549
Closed -$674K
S icon
297
SentinelOne
S
$7.7B
– –
-543,423
Closed -$12.2M
SDY icon
298
State Street SPDR S&P Dividend ETF
SDY
$22.1B
– –
-6,174
Closed -$813K
SSD icon
299
Simpson Manufacturing
SSD
$8.19B
– –
-68,056
Closed -$11.3M
SWKS icon
300
Skyworks Solutions
SWKS
$10.3B
– –
-24,874
Closed -$2.2M
9 10 11
12
13

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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.