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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
TECH icon
301
Bio-Techne
TECH
$11.2B
– –
-23,566
Closed -$1.7M
TFII icon
302
TFI International
TFII
$11.7B
– –
-9,082
Closed -$1.23M
TSCO icon
303
Tractor Supply
TSCO
$18.4B
– –
-31,991
Closed -$1.68M
WEX icon
304
WEX
WEX
$6.44B
– –
-111,128
Closed -$19M
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.