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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
TCOM icon
51
Trip.com Group
TCOM
$29.7B
$37.9M 0.1%
604,365
-36,939
-6% -$2.42M
TPR icon
52
Tapestry
TPR
$33.3B
$37.5M 0.1%
+533,734
New +$40.4M
VRRM icon
53
Verra Mobility
VRRM
$720M
$37.3M 0.1%
1,846,578
-113,756
-6% -$2.74M
ICUI icon
54
ICU Medical
ICUI
$4.56B
$33.6M 0.09%
239,384
-14,294
-6% -$2.22M
ENSG icon
55
The Ensign Group
ENSG
$10.7B
$32M 0.08%
248,760
-12,814
-5% -$1.7M
CRS icon
56
Carpenter Technology
CRS
$27.8B
$28.6M 0.07%
157,596
+22,840
+17% +$4.4M
FTAI icon
57
FTAI Aviation
FTAI
$22.1B
$27.2M 0.07%
242,083
+24,296
+11% +$2.87M
WH icon
58
Wyndham Hotels & Resorts
WH
$5.29B
$26.1M 0.07%
290,596
-14,996
-5% -$1.52M
HLMN icon
59
Hillman Solutions
HLMN
$1.77B
$26M 0.07%
2,992,165
-190,855
-6% -$1.85M
HAYW icon
60
Hayward Holdings
HAYW
$3.27B
$25.6M 0.07%
1,862,798
-113,922
-6% -$1.65M
WTM icon
61
White Mountains Insurance
WTM
$5.04B
$25.2M 0.06%
13,245
+1,594
+14% +$3M
PLUS icon
62
ePlus
PLUS
$2.35B
$25.2M 0.06%
406,449
-26,699
-6% -$1.89M
AZEK
63
DELISTED
The AZEK Co
AZEK
$24.4M 0.06%
492,391
-29,921
-6% -$1.42M
DORM icon
64
Dorman Products
DORM
$3.95B
$24.4M 0.06%
202,232
-11,509
-5% -$1.47M
SKWD icon
65
Skyward Specialty Insurance
SKWD
$2.51B
$23.4M 0.06%
445,012
+83,623
+23% +$4.03M
CWK icon
66
Cushman & Wakefield Ltd
CWK
$3.12B
$23.3M 0.06%
2,286,239
-151,319
-6% -$1.84M
BOOT icon
67
Boot Barn
BOOT
$5.11B
$23M 0.06%
221,236
+84,898
+62% +$11.4M
LSTR icon
68
Landstar System
LSTR
$6.05B
$22.4M 0.06%
151,806
-3,567
-2% -$575K
WNS
69
DELISTED
WNS Holdings
WNS
$21.8M 0.06%
355,944
+85,625
+32% +$4.88M
PLNT icon
70
Planet Fitness
PLNT
$3.7B
$21.5M 0.06%
223,423
-186
-0.1% -$18.7K
CWST icon
71
Casella Waste Systems
CWST
$5.73B
$21M 0.05%
189,342
-7,345
-4% -$804K
RMBS icon
72
Rambus
RMBS
$10.4B
$20.9M 0.05%
388,655
+2,128
+0.6% +$125K
AIT icon
73
Applied Industrial Technologies
AIT
$13.2B
$20.8M 0.05%
92,155
+8,006
+10% +$1.97M
BZ icon
74
Kanzhun
BZ
$7.8B
$20.7M 0.05%
1,065,562
-1,278,068
-55% -$20.8M
BILL icon
75
BILL Holdings
BILL
$4.91B
$20.5M 0.05%
442,786
+154,542
+54% +$10.4M
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.