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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
+20.74%
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
+$4.91B
Cap. Flow
-$367M
Cap. Flow %
-0.84%
Top 10 Hldgs %
47.07%
Holding
291
New
13
Increased
131
Reduced
72
Closed
72

Top Buys

Rank Stock Value
1
PM icon
Philip Morris
PM
+$1.93B
2
HOOD icon
Robinhood
HOOD
+$665M
3
CTVA icon
Corteva
CTVA
+$138M
4
SE icon
Sea Limited
SE
+$95.9M
5
AMZN icon
Amazon
AMZN
+$61.4M

Top Sells

Rank Stock Value
1
ICLR icon
Icon
ICLR
+$878M
2
ISRG icon
Intuitive Surgical
ISRG
+$585M
3
STE icon
Steris
STE
+$560M
4
ANET icon
Arista Networks
ANET
+$471M
5
DDOG icon
Datadog
DDOG
+$279M

Sector Composition

Rank Sector Weight
1 Technology 20.86%
2 Consumer Discretionary 20.41%
3 Financials 20.25%
4 Communication Services 10.49%
5 Industrials 9.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
GDDY icon
26
GoDaddy
GDDY
$11.5B
$661M 1.51%
3,670,677
+199,459
+6% +$35.8M
LPLA icon
27
LPL Financial
LPLA
$28.6B
$632M 1.44%
1,730,777
+95,423
+6% +$33.4M
GE icon
28
GE Aerospace
GE
$384B
$608M 1.39%
2,388,652
-748,042
-24% -$164M
RGA icon
29
Reinsurance Group of America
RGA
$16.1B
$521M 1.19%
2,639,979
+125,937
+5% +$24.6M
VRTX icon
30
Vertex Pharmaceuticals
VRTX
$126B
$514M 1.17%
1,163,670
+64,730
+6% +$29.8M
STE icon
31
Steris
STE
$23.1B
$501M 1.14%
2,099,115
-2,405,472
-53% -$560M
ILMN icon
32
Illumina
ILMN
$28.4B
$420M 0.96%
4,426,471
+247,460
+6% +$20.1M
UNH icon
33
UnitedHealth
UNH
$370B
$393M 0.9%
1,271,535
+55,403
+5% +$21.2M
SAP icon
34
SAP
SAP
$238B
$369M 0.84%
1,224,778
-4,308
-0.4% -$1.23M
GEV icon
35
GE Vernova
GEV
$264B
$343M 0.78%
659,451
+29,686
+5% +$12.4M
RACE icon
36
Ferrari
RACE
$72.5B
$223M 0.51%
453,188
-297,316
-40% -$138M
FRPT icon
37
Freshpet
FRPT
$3.22B
$190M 0.43%
2,773,090
-38,045
-1% -$2.97M
AZN icon
38
AstraZeneca
AZN
$250B
$185M 0.42%
1,326,541
-674,994
-34% -$94.6M
NVO
39
Novo Nordisk
NVO
$209B
$181M 0.41%
2,634,705
-1,501,152
-36% -$102M
UBS icon
40
UBS Group
UBS
$176B
$175M 0.4%
5,221,697
-82,824
-2% -$2.56M
CNQ icon
41
Canadian Natural Resources
CNQ
$93.8B
$146M 0.33%
4,633,243
+169,600
+4% +$5.14M
CLS icon
42
Celestica
CLS
$36.5B
$136M 0.31%
893,991
-75,217
-8% -$8M
INTR icon
43
Inter&Co
INTR
$2.33B
$64.1M 0.15%
8,724,180
+5,499,557
+171% +$36.5M
BAP icon
44
Credicorp
BAP
$30.7B
$60.3M 0.14%
269,176
-10,115
-4% -$2.05M
ADUS icon
45
Addus HomeCare
ADUS
$2.23B
$56.3M 0.13%
489,060
-5,731
-1% -$619K
SN icon
46
SharkNinja
SN
$26.1B
$55.6M 0.13%
575,867
+354,101
+160% +$30.6M
CRS icon
47
Carpenter Technology
CRS
$28.4B
$55.4M 0.13%
200,944
+43,348
+28% +$9.45M
TPR icon
48
Tapestry
TPR
$32.8B
$48.8M 0.11%
560,101
+26,367
+5% +$2M
VRRM icon
49
Verra Mobility
VRRM
$744M
$46.4M 0.11%
1,825,289
-21,289
-1% -$496K
ESI icon
50
Element Solutions
ESI
$9.23B
$38.3M 0.09%
1,679,998
-17,267
-1% -$362K
1
2
3 4 5

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WCM Investment Management's Q2 2025 Portfolio in Review

As of Q2 2025, WCM Investment Management held 291 positions worth $43.8B, up 13% from $38.9B the previous quarter. Its ten largest holdings account for 47% of the portfolio.

WCM Investment Management's Q2 2025 filing shows 13 new, 131 increased, 72 reduced and 72 closed positions. Its largest new stake was Tenet Healthcare: 148,141 shares worth $25.7M. The largest sale was Icon, an estimated $878M.

By sector, the portfolio is most concentrated in Technology at 21% of assets, up from 21% a quarter earlier, followed by Consumer Discretionary and Financials.

  • WCM Investment Management's largest Q2 2025 buy was Tenet Healthcare: 148,141 shares worth $25.7M.
  • WCM Investment Management added most to Philip Morris in Q2 2025, an estimated $1.93B increase.
  • WCM Investment Management's biggest Q2 2025 reduction was Icon, cutting an estimated $878M.
  • WCM Investment Management fully exited Intuitive Surgical in Q2 2025, selling an estimated $585M.
  • WCM Investment Management's ten largest holdings make up 47% of its $43.8B portfolio in Q2 2025.
  • WCM Investment Management opened 13 new positions and closed 72 in Q2 2025.
  • WCM Investment Management's portfolio value rose 13% quarter-over-quarter to $43.8B.

Based on WCM Investment Management's 13F filing for Q2 2025, filed 29 Jul 2025.