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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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
WELL icon
26
Welltower
WELL
$172B
$636M 1.45%
3,256,983
-24,554
-0.7% -$4.85M
AON icon
27
Aon
AON
$78.4B
$633M 1.44%
1,952,379
-33,749
-2% -$11.2M
WCN
28
Waste Connections
WCN
$43.7B
$627M 1.43%
3,875,396
-2,410,994
-38% -$402M
GE icon
29
GE Aerospace
GE
$364B
$626M 1.43%
2,289,914
-22,683
-1% -$7.13M
V icon
30
Visa
V
$682B
$619M 1.41%
2,064,855
-21,412
-1% -$6.89M
CHRW icon
31
C.H. Robinson
CHRW
$24.6B
$580M 1.32%
+3,581,536
New +$641M
RGA icon
32
Reinsurance Group of America
RGA
$15.8B
$567M 1.29%
2,830,620
+82,681
+3% +$17.1M
LPLA icon
33
LPL Financial
LPLA
$26B
$521M 1.19%
1,734,395
+12,922
+0.8% +$4.34M
AJG icon
34
Arthur J. Gallagher & Co
AJG
$65.2B
$510M 1.16%
2,362,513
-17,781
-0.7% -$4.11M
VRTX icon
35
Vertex Pharmaceuticals
VRTX
$123B
$497M 1.13%
1,121,341
-7,804
-0.7% -$3.64M
MDLN
36
Medline Inc
MDLN
$33.6B
$308M 0.7%
7,218,731
-105,852
-1% -$4.67M
GDDY icon
37
GoDaddy
GDDY
$12.5B
$271M 0.62%
3,314,456
+33,509
+1% +$3.18M
CNQ icon
38
Canadian Natural Resources
CNQ
$91.5B
$253M 0.58%
5,122,209
+938,210
+22% +$38.6M
NVS icon
39
Novartis
NVS
$293B
$220M 0.5%
+1,463,180
New +$224M
UBS icon
40
UBS Group
UBS
$173B
$215M 0.49%
5,850,200
+639,111
+12% +$27.4M
CRS icon
41
Carpenter Technology
CRS
$27.7B
$177M 0.4%
478,314
+44,400
+10% +$16.2M
HOOD icon
42
Robinhood
HOOD
$89.7B
$176M 0.4%
2,708,576
-2,449,189
-47% -$215M
BKD icon
43
Brookdale Senior Living
BKD
$3.58B
$172M 0.39%
+12,812,004
New +$180M
AHR icon
44
American Healthcare REIT
AHR
$11B
$161M 0.37%
3,425,295
+17,020
+0.5% +$844K
TPR icon
45
Tapestry
TPR
$28.6B
$155M 0.35%
1,130,317
+191,174
+20% +$27.1M
FIX icon
46
Comfort Systems
FIX
$58.9B
$149M 0.34%
116,698
+22,992
+25% +$29.2M
SAP icon
47
SAP
SAP
$186B
$140M 0.32%
833,584
-286,149
-26% -$59.1M
BTI icon
48
British American Tobacco
BTI
$136B
$138M 0.31%
2,362,818
+2,303,743
+3,900% +$136M
LYG icon
49
Lloyds Banking Group
LYG
$86.6B
$128M 0.29%
+26,548,234
New +$146M
BAP icon
50
Credicorp
BAP
$31B
$84M 0.19%
262,968
-23,031
-8% -$7.72M
1
2
3 4 5

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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.