We are live on ! Find out more
WCM Investment Management

WCM Investment Management Portfolio holdings

AUM $55.2B
1-Year Est. Return 57.07%
This Fund
S&P 500
This Quarter Est. Return
+33.29%
1 Year Est. Return
+57.07%
3 Year Est. Return
+206.72%
5 Year Est. Return
+229.02%
10 Year Est. Return
+1,236.16%
AUM
$55.2B
AUM Growth
+$11.3B
Cap. Flow
-$571M
Cap. Flow %
-1.03%
Top 10 Hldgs %
45.66%
Holding
296
New
33
Increased
104
Reduced
120
Closed
30

Top Buys

Rank Stock Value
1
META icon
Meta Platforms (Facebook)
META
+$1.1B
2
STX icon
Seagate
STX
+$743M
3
VTR icon
Ventas
VTR
+$667M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$340M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$340M

Top Sells

Rank Stock Value
1
WDC icon
Western Digital
WDC
+$2.4B
2
SHOP icon
Shopify
SHOP
+$762M
3
APP icon
Applovin
APP
+$624M
4
GLW icon
Corning
GLW
+$396M
5
GDDY icon
GoDaddy
GDDY
+$279M

Sector Composition

Rank Sector Weight
1 Technology 30.96%
2 Financials 14.13%
3 Healthcare 12.97%
4 Consumer Discretionary 9.59%
5 Industrials 9.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
V icon
26
Visa
V
$707B
$725M 1.31%
2,122,570
+57,715
+3% +$18.5M
MCK icon
27
McKesson
MCK
$107B
$716M 1.3%
957,886
+25,765
+3% +$20.4M
VTR icon
28
Ventas
VTR
$47.2B
$699M 1.27%
+7,824,883
New +$667M
CHRW icon
29
C.H. Robinson
CHRW
$17.1B
$681M 1.23%
3,683,725
+102,189
+3% +$18.2M
RGA icon
30
Reinsurance Group of America
RGA
$16.7B
$646M 1.17%
3,007,065
+176,445
+6% +$36.8M
WCN
31
Waste Connections
WCN
$42B
$634M 1.15%
3,794,258
-81,138
-2% -$12.8M
AON icon
32
Aon
AON
$69.4B
$614M 1.11%
1,875,859
-76,520
-4% -$24.7M
GE icon
33
GE Aerospace
GE
$346B
$606M 1.1%
1,620,961
-668,953
-29% -$209M
VRTX icon
34
Vertex Pharmaceuticals
VRTX
$141B
$576M 1.04%
1,152,094
+30,753
+3% +$13.6M
AJG icon
35
Arthur J. Gallagher & Co
AJG
$68.4B
$551M 1%
2,425,562
+63,049
+3% +$13.4M
LPLA icon
36
LPL Financial
LPLA
$28.4B
$487M 0.88%
1,810,058
+75,663
+4% +$22.7M
GOOGL icon
37
Alphabet (Google) Class A
GOOGL
$4.19T
$335M 0.61%
947,287
+943,401
+24,277% +$340M
GOOG icon
38
Alphabet (Google) Class C
GOOG
$4.15T
$335M 0.61%
+952,310
New +$340M
UBS icon
39
UBS Group
UBS
$170B
$304M 0.55%
6,150,458
+300,258
+5% +$13.7M
NVS icon
40
Novartis
NVS
$310B
$300M 0.54%
1,904,349
+441,169
+30% +$66.1M
MDLN
41
Medline Inc
MDLN
$32.1B
$293M 0.53%
7,397,650
+178,919
+2% +$7.21M
HOOD icon
42
Robinhood
HOOD
$112B
$284M 0.51%
2,784,462
+75,886
+3% +$6.35M
FIX icon
43
Comfort Systems
FIX
$55.6B
$282M 0.51%
144,923
+28,225
+24% +$51.2M
AZN icon
44
AstraZeneca
AZN
$256B
$249M 0.45%
+1,310,660
New +$247M
CNQ icon
45
Canadian Natural Resources
CNQ
$105B
$230M 0.42%
5,852,509
+730,300
+14% +$33.2M
BKD icon
46
Brookdale Senior Living
BKD
$2.85B
$229M 0.42%
14,453,030
+1,641,026
+13% +$22.3M
AHR icon
47
American Healthcare REIT
AHR
$12.2B
$206M 0.37%
3,966,698
+541,403
+16% +$26.6M
TPR icon
48
Tapestry
TPR
$24.4B
$200M 0.36%
1,363,696
+233,379
+21% +$33.4M
TRP icon
49
TC Energy
TRP
$65.5B
$189M 0.34%
+2,759,365
New +$182M
NGG icon
50
National Grid
NGG
$78.6B
$184M 0.33%
+2,191,417
New +$186M
1
2
3 4 5

Similar funds

LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
HF
HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return
Royal London Asset Management
Royal London Asset Management United Kingdom $54.3B AUM 39.21% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Capstone Investment Advisors
Capstone Investment Advisors New York $54B AUM 23.5% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $52.8B AUM 58.98% 1-Year Est. Return

WCM Investment Management's Q2 2026 Portfolio in Review

As of Q2 2026, WCM Investment Management held 296 positions worth $55.2B, up 26% from $43.8B the previous quarter. Its ten largest holdings account for 46% of the portfolio.

WCM Investment Management's Q2 2026 filing shows 33 new, 104 increased, 120 reduced and 30 closed positions. Its largest new stake was Ventas: 7,824,883 shares worth $699M. The largest sale was Western Digital, an estimated $2.4B.

By sector, the portfolio is most concentrated in Technology at 31% of assets, up from 28% a quarter earlier, followed by Financials and Healthcare.

  • WCM Investment Management's largest Q2 2026 buy was Ventas: 7,824,883 shares worth $699M.
  • WCM Investment Management added most to Meta Platforms (Facebook) in Q2 2026, an estimated $1.1B increase.
  • WCM Investment Management's biggest Q2 2026 reduction was Western Digital, cutting an estimated $2.4B.
  • WCM Investment Management fully exited SAP in Q2 2026, selling an estimated $140M.
  • WCM Investment Management's ten largest holdings make up 46% of its $55.2B portfolio in Q2 2026.
  • WCM Investment Management opened 33 new positions and closed 30 in Q2 2026.
  • WCM Investment Management's portfolio value rose 26% quarter-over-quarter to $55.2B.

Based on WCM Investment Management's 13F filing for Q2 2026, filed 13 Aug 2026.