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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
+15.6%
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
$48.1B
AUM Growth
+$4.25B
Cap. Flow
+$214M
Cap. Flow %
0.44%
Top 10 Hldgs %
48.66%
Holding
252
New
33
Increased
81
Reduced
109
Closed
24

Top Buys

Rank Stock Value
1
STX icon
Seagate
STX
+$885M
2
WDC icon
Western Digital
WDC
+$554M
3
GLW icon
Corning
GLW
+$551M
4
ASML icon
ASML
ASML
+$303M
5
THC icon
Tenet Healthcare
THC
+$64.2M

Top Sells

Rank Stock Value
1
TEAM icon
Atlassian
TEAM
+$686M
2
APP icon
Applovin
APP
+$423M
3
NVDA icon
NVIDIA
NVDA
+$327M
4
HOOD icon
Robinhood
HOOD
+$318M
5
STE icon
Steris
STE
+$222M

Sector Composition

Rank Sector Weight
1 Technology 23.74%
2 Consumer Discretionary 20.15%
3 Financials 18.96%
4 Communication Services 12.5%
5 Industrials 8.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
GE icon
26
GE Aerospace
GE
$380B
$691M 1.44%
2,354,225
-34,427
-1% -$9.41M
GLW icon
27
Corning
GLW
$136B
$677M 1.41%
+8,434,229
New +$551M
CTVA icon
28
Corteva
CTVA
$51B
$605M 1.26%
8,933,223
-111,483
-1% -$8.08M
LPLA icon
29
LPL Financial
LPLA
$29.3B
$594M 1.24%
1,742,991
+12,214
+0.7% +$4.43M
GDDY icon
30
GoDaddy
GDDY
$11.6B
$529M 1.1%
3,736,821
+66,144
+2% +$10.2M
RGA icon
31
Reinsurance Group of America
RGA
$15.8B
$519M 1.08%
2,734,458
+94,479
+4% +$18.1M
VRTX icon
32
Vertex Pharmaceuticals
VRTX
$133B
$455M 0.95%
1,150,132
-13,538
-1% -$5.66M
UNH icon
33
UnitedHealth
UNH
$371B
$433M 0.9%
1,254,752
-16,783
-1% -$5.08M
GEV icon
34
GE Vernova
GEV
$264B
$411M 0.85%
681,672
+22,221
+3% +$13.5M
ILMN icon
35
Illumina
ILMN
$29B
$384M 0.8%
4,181,681
-244,790
-6% -$24.3M
SAP icon
36
SAP
SAP
$241B
$322M 0.67%
1,221,588
-3,190
-0.3% -$897K
STE icon
37
Steris
STE
$23.3B
$288M 0.6%
1,171,994
-927,121
-44% -$222M
UBS icon
38
UBS Group
UBS
$177B
$216M 0.45%
5,217,681
-4,016
-0.1% -$156K
RACE icon
39
Ferrari
RACE
$71.5B
$209M 0.43%
433,609
-19,579
-4% -$9.38M
AZN icon
40
AstraZeneca
AZN
$251B
$197M 0.41%
1,331,880
+5,339
+0.4% +$808K
CLS icon
41
Celestica
CLS
$36.2B
$174M 0.36%
709,223
-184,768
-21% -$37.3M
NVO
42
Novo Nordisk
NVO
$211B
$152M 0.32%
2,732,182
+97,477
+4% +$5.71M
CNQ icon
43
Canadian Natural Resources
CNQ
$97.4B
$150M 0.31%
4,633,966
+723
+0% +$22.6K
THC icon
44
Tenet Healthcare
THC
$20.9B
$103M 0.21%
510,224
+362,083
+244% +$64.2M
INTR icon
45
Inter&Co
INTR
$2.36B
$98.1M 0.2%
10,586,349
+1,862,169
+21% +$14.6M
TPR icon
46
Tapestry
TPR
$33.3B
$90.8M 0.19%
815,037
+254,936
+46% +$26.7M
CRS icon
47
Carpenter Technology
CRS
$27.8B
$86.3M 0.18%
357,498
+156,554
+78% +$40M
SN icon
48
SharkNinja
SN
$26.2B
$70.3M 0.15%
661,537
+85,670
+15% +$9.78M
BAP icon
49
Credicorp
BAP
$30.4B
$68.9M 0.14%
257,494
-11,682
-4% -$2.89M
FIX icon
50
Comfort Systems
FIX
$58.9B
$64.8M 0.13%
80,823
+31,231
+63% +$21.2M
1
2
3 4 5

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WCM Investment Management's Q3 2025 Portfolio in Review

As of Q3 2025, WCM Investment Management held 252 positions worth $48.1B, up 9.7% from $43.8B the previous quarter. Its ten largest holdings account for 49% of the portfolio.

WCM Investment Management's Q3 2025 filing shows 33 new, 81 increased, 109 reduced and 24 closed positions. Its largest new stake was Seagate: 5,182,949 shares worth $1.19B. The largest sale was Atlassian, an estimated $686M.

By sector, the portfolio is most concentrated in Technology at 24% of assets, up from 21% a quarter earlier, followed by Consumer Discretionary and Financials.

  • WCM Investment Management's largest Q3 2025 buy was Seagate: 5,182,949 shares worth $1.19B.
  • WCM Investment Management added most to ASML in Q3 2025, an estimated $303M increase.
  • WCM Investment Management's biggest Q3 2025 reduction was Applovin, cutting an estimated $423M.
  • WCM Investment Management fully exited Atlassian in Q3 2025, selling an estimated $686M.
  • WCM Investment Management's ten largest holdings make up 49% of its $48.1B portfolio in Q3 2025.
  • WCM Investment Management opened 33 new positions and closed 24 in Q3 2025.
  • WCM Investment Management's portfolio value rose 9.7% quarter-over-quarter to $48.1B.

Based on WCM Investment Management's 13F filing for Q3 2025, filed 4 Nov 2025.