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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
+1.25%
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
-$4.76B
Cap. Flow
-$491M
Cap. Flow %
-1.12%
Top 10 Hldgs %
42.34%
Holding
293
New
52
Increased
75
Reduced
129
Closed
30

Top Buys

Rank Stock Value
1
MDT icon
Medtronic
MDT
+$1.08B
2
TEVA icon
Teva Pharmaceuticals
TEVA
+$863M
3
SE icon
Sea Limited
SE
+$845M
4
CHRW icon
C.H. Robinson
CHRW
+$641M
5
ILMN icon
Illumina
ILMN
+$243M

Top Sells

Rank Stock Value
1
MELI icon
Mercado Libre
MELI
+$940M
2
CPNG icon
Coupang
CPNG
+$907M
3
MNDY icon
monday.com
MNDY
+$547M
4
ASML icon
ASML
ASML
+$503M
5
WCN
Waste Connections
WCN
+$402M

Sector Composition

Rank Sector Weight
1 Technology 28.03%
2 Financials 16.64%
3 Healthcare 13.82%
4 Industrials 11.07%
5 Consumer Discretionary 9.99%

No holdings matched the selected filter criteria.

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WCM Investment Management's Q1 2026 Portfolio in Review

As of Q1 2026, WCM Investment Management held 293 positions worth $43.8B, down 9.8% from $48.6B the previous quarter. Its ten largest holdings account for 42% of the portfolio.

WCM Investment Management's Q1 2026 filing shows 52 new, 75 increased, 129 reduced and 30 closed positions. Its largest new stake was Medtronic: 11,265,714 shares worth $966M. The largest sale was Mercado Libre, an estimated $940M.

By sector, the portfolio is most concentrated in Technology at 28% of assets, up from 27% a quarter earlier, followed by Financials and Healthcare.

  • WCM Investment Management's largest Q1 2026 buy was Medtronic: 11,265,714 shares worth $966M.
  • WCM Investment Management added most to Teva Pharmaceuticals in Q1 2026, an estimated $863M increase.
  • WCM Investment Management's biggest Q1 2026 reduction was Mercado Libre, cutting an estimated $940M.
  • WCM Investment Management fully exited monday.com in Q1 2026, selling an estimated $547M.
  • WCM Investment Management's ten largest holdings make up 42% of its $43.8B portfolio in Q1 2026.
  • WCM Investment Management opened 52 new positions and closed 30 in Q1 2026.
  • WCM Investment Management's portfolio value fell 9.8% quarter-over-quarter to $43.8B.

Based on WCM Investment Management's 13F filing for Q1 2026, filed 7 May 2026.