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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
ENSG icon
51
The Ensign Group
ENSG
$10.7B
$37.8M 0.09%
246,742
-2,018
-0.8% -$283K
VIST icon
52
Vista Energy
VIST
$7.49B
$37M 0.08%
766,219
+387,257
+102% +$18.3M
STRL icon
53
Sterling Infrastructure
STRL
$16.8B
$34.9M 0.08%
150,567
+45,019
+43% +$7.86M
AIT icon
54
Applied Industrial Technologies
AIT
$13.3B
$33.1M 0.08%
142,660
+50,505
+55% +$11.5M
PLUS icon
55
ePlus
PLUS
$2.37B
$31.7M 0.07%
433,226
+26,777
+7% +$1.76M
ICUI icon
56
ICU Medical
ICUI
$4.62B
$31.2M 0.07%
236,623
-2,761
-1% -$374K
FTAI icon
57
FTAI Aviation
FTAI
$21.9B
$30.7M 0.07%
258,801
+16,718
+7% +$1.87M
TCOM icon
58
Trip.com Group
TCOM
$29.3B
$30.6M 0.07%
521,186
-83,179
-14% -$5M
EVR icon
59
Evercore
EVR
$11.7B
$29.7M 0.07%
110,404
+23,824
+28% +$5.24M
PDD icon
60
Pinduoduo
PDD
$131B
$29.4M 0.07%
279,885
-131,439
-32% -$13.8M
ICLR icon
61
Icon
ICLR
$12.8B
$28.9M 0.07%
199,946
-6,189,725
-97% -$878M
TTAN
62
ServiceTitan Inc
TTAN
$8.24B
$28.6M 0.07%
265,316
+181,195
+215% +$20.3M
NBIS
63
Nebius Group N.V.
NBIS
$48.9B
$27.1M 0.06%
521,925
-15,856
-3% -$546K
AZEK
64
DELISTED
The AZEK Co
AZEK
$26.7M 0.06%
486,715
-5,676
-1% -$284K
RMBS icon
65
Rambus
RMBS
$10.9B
$26.7M 0.06%
416,901
+28,246
+7% +$1.51M
FIX icon
66
Comfort Systems
FIX
$60.3B
$26.5M 0.06%
49,592
+3,009
+6% +$1.31M
HQY icon
67
HealthEquity
HQY
$8.96B
$26.1M 0.06%
248,950
+16,309
+7% +$1.55M
THC icon
68
Tenet Healthcare
THC
$21B
$25.7M 0.06%
+148,141
New +$22.3M
HAYW icon
69
Hayward Holdings
HAYW
$3.3B
$25.7M 0.06%
1,860,744
-2,054
-0.1% -$27.7K
CWK icon
70
Cushman & Wakefield Ltd
CWK
$3.16B
$25.2M 0.06%
2,259,850
-26,389
-1% -$259K
SKWD icon
71
Skyward Specialty Insurance
SKWD
$2.58B
$25M 0.06%
439,860
-5,152
-1% -$297K
DORM icon
72
Dorman Products
DORM
$4.1B
$24.9M 0.06%
199,900
-2,332
-1% -$284K
BOOT icon
73
Boot Barn
BOOT
$5.14B
$24.7M 0.06%
159,791
-61,445
-28% -$8.16M
LSTR icon
74
Landstar System
LSTR
$6.16B
$23.8M 0.05%
170,964
+19,158
+13% +$2.66M
CHEF icon
75
Chefs' Warehouse
CHEF
$4.49B
$23.8M 0.05%
374,841
+21,174
+6% +$1.26M
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.