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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 | |
|---|---|---|---|---|---|---|
276
Surgery Partners
SGRY
$2.09B
| – | – |
-509,413
| Closed | -$12.2M |
|
277
Snap-on
SNA
$21.3B
| – | – |
-695
| Closed | -$229K |
|
278
SPS Commerce
SPSC
$2.69B
| – | – |
-100,369
| Closed | -$13.4M |
|
279
Sarepta Therapeutics
SRPT
$1.81B
| – | – |
-22,664
| Closed | -$1.6M |
|
280
Stanley Black & Decker
SWK
$15.5B
| – | – |
-4,619
| Closed | -$353K |
|
281
T. Rowe Price
TROW
$24.3B
| – | – |
-37,262
| Closed | -$3.41M |
|
282
TotalEnergies
TTE
$195B
| – | – |
-44,877
| Closed | -$2.88M |
|
283
Texas Instruments
TXN
$256B
| – | – |
-26,346
| Closed | -$4.65M |
|
284
Unilever
UL
$135B
| – | – |
-69,875
| Closed | -$4.65M |
|
285
Union Pacific
UNP
$174B
| – | – |
-14,230
| Closed | -$3.3M |
|
286
United Parcel Service
UPS
$89.1B
| – | – |
-37,623
| Closed | -$4.13M |
|
|
VLRS
287
Controladora Vuela Compania de Aviacion
VLRS
$927M
| – | – |
-2,416,117
| Closed | -$13M |
|
288
Verizon
VZ
$195B
| – | – |
-121,067
| Closed | -$5.44M |
|
289
Whirlpool
WHR
$2.75B
| – | – |
-3,373
| Closed | -$302K |
|
290
ExxonMobil
XOM
$657B
| – | – |
-36,701
| Closed | -$4.32M |
|
|
BECN
291
DELISTED
Beacon Roofing Supply, Inc.
BECN
| – | – |
-434,294
| Closed | -$53.8M |
|
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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.