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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
GE icon
26
GE Aerospace
GE
$380B
$627M 1.61%
3,136,694
-2,309,293
-42% -$454M
GDDY icon
27
GoDaddy
GDDY
$11.6B
$621M 1.6%
3,471,218
+67,152
+2% +$12.8M
ISRG icon
28
Intuitive Surgical
ISRG
$139B
$585M 1.5%
1,189,761
+3,099
+0.3% +$1.71M
LPLA icon
29
LPL Financial
LPLA
$29.3B
$551M 1.42%
1,635,354
-6,261
-0.4% -$2.18M
VRTX icon
30
Vertex Pharmaceuticals
VRTX
$133B
$541M 1.39%
1,098,940
+7,418
+0.7% +$3.46M
RGA icon
31
Reinsurance Group of America
RGA
$15.8B
$492M 1.27%
2,514,042
+33,292
+1% +$6.9M
ANET icon
32
Arista Networks
ANET
$242B
$471M 1.21%
6,038,570
-14,611
-0.2% -$1.48M
CTVA icon
33
Corteva
CTVA
$51B
$426M 1.1%
6,978,187
+98,770
+1% +$6.11M
ILMN icon
34
Illumina
ILMN
$29B
$334M 0.86%
4,179,011
+49,156
+1% +$5.32M
SAP icon
35
SAP
SAP
$241B
$329M 0.85%
1,229,086
+63,538
+5% +$17.3M
RACE icon
36
Ferrari
RACE
$71.5B
$322M 0.83%
750,504
-40,101
-5% -$18M
AZN icon
37
AstraZeneca
AZN
$251B
$295M 0.76%
2,001,535
+136,268
+7% +$19.7M
NVO
38
Novo Nordisk
NVO
$211B
$287M 0.74%
4,135,857
+104,733
+3% +$8.65M
DDOG icon
39
Datadog
DDOG
$93.6B
$279M 0.72%
2,759,645
-1,532,293
-36% -$193M
FRPT icon
40
Freshpet
FRPT
$3.26B
$237M 0.61%
2,811,135
-70,720
-2% -$8.65M
GEV icon
41
GE Vernova
GEV
$264B
$191M 0.49%
629,765
-1,438,373
-70% -$502M
UBS icon
42
UBS Group
UBS
$177B
$167M 0.43%
5,304,521
+119,188
+2% +$3.97M
CNQ icon
43
Canadian Natural Resources
CNQ
$97.4B
$136M 0.35%
4,463,643
+121,590
+3% +$3.69M
CLS icon
44
Celestica
CLS
$36.2B
$80.1M 0.21%
969,208
-866,690
-47% -$91.9M
ENTG icon
45
Entegris
ENTG
$22B
$57.4M 0.15%
647,340
-4,136,898
-86% -$417M
BECN
46
DELISTED
Beacon Roofing Supply, Inc.
BECN
$53.8M 0.14%
434,294
-71,138
-14% -$8.29M
BAP icon
47
Credicorp
BAP
$30.4B
$52.6M 0.14%
279,291
-14,547
-5% -$2.7M
PDD icon
48
Pinduoduo
PDD
$132B
$49.5M 0.13%
411,324
+398,579
+3,127% +$45.7M
ADUS icon
49
Addus HomeCare
ADUS
$2.23B
$48.1M 0.12%
494,791
+23,176
+5% +$2.58M
ESI icon
50
Element Solutions
ESI
$9.08B
$38.9M 0.1%
1,697,265
-94,380
-5% -$2.41M
1
2
3 4 5

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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.