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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
AGX icon
51
Argan
AGX
$8.15B
$54.3M 0.11%
200,485
+126,103
+170% +$28.9M
FTAI icon
52
FTAI Aviation
FTAI
$22.1B
$52.5M 0.11%
321,532
+62,731
+24% +$8.92M
ADUS icon
53
Addus HomeCare
ADUS
$2.23B
$50.6M 0.11%
429,797
-59,263
-12% -$6.65M
CX icon
54
Cemex
CX
$16.3B
$48.7M 0.1%
+5,381,108
New +$45.9M
VRRM icon
55
Verra Mobility
VRRM
$720M
$39.8M 0.08%
1,605,944
-219,345
-12% -$5.42M
ESI icon
56
Element Solutions
ESI
$9.08B
$37.5M 0.08%
1,501,492
-178,506
-11% -$4.45M
EVR icon
57
Evercore
EVR
$11.5B
$37.4M 0.08%
109,840
-564
-0.5% -$177K
AIT icon
58
Applied Industrial Technologies
AIT
$13.2B
$36.6M 0.08%
141,749
-911
-0.6% -$239K
MLCO icon
59
Melco Resorts & Entertainment
MLCO
$2.12B
$35.7M 0.07%
+3,624,455
New +$33.1M
CWK icon
60
Cushman & Wakefield Ltd
CWK
$3.12B
$32.5M 0.07%
2,026,167
-233,683
-10% -$3.29M
SMTC icon
61
Semtech
SMTC
$12.2B
$31.7M 0.07%
512,092
-2,215
-0.4% -$120K
RMBS icon
62
Rambus
RMBS
$10.4B
$31.1M 0.06%
298,880
-118,021
-28% -$9.1M
ENSG icon
63
The Ensign Group
ENSG
$10.7B
$29.1M 0.06%
169,409
-77,333
-31% -$12.3M
WWW icon
64
Wolverine World Wide
WWW
$1.55B
$27.5M 0.06%
1,008,395
+442,649
+78% +$11.6M
TTAN
65
ServiceTitan Inc
TTAN
$8.29B
$27.2M 0.06%
263,625
-1,691
-0.6% -$186K
PLUS icon
66
ePlus
PLUS
$2.35B
$27M 0.06%
379,481
-53,745
-12% -$3.79M
MRCY icon
67
Mercury Systems
MRCY
$6.52B
$26.4M 0.05%
350,407
-4,277
-1% -$266K
WING icon
68
Wingstop
WING
$3.2B
$25.9M 0.05%
102,687
+56,833
+124% +$17.7M
AAON icon
69
Aaon
AAON
$7.31B
$25.7M 0.05%
281,288
+72,506
+35% +$5.94M
VRNS icon
70
Varonis Systems
VRNS
$4.87B
$25.6M 0.05%
432,471
-1,557
-0.4% -$86.4K
PDD icon
71
Pinduoduo
PDD
$132B
$25.3M 0.05%
193,785
-86,100
-31% -$10.2M
WAL icon
72
Western Alliance Bancorporation
WAL
$8.78B
$25.3M 0.05%
290,047
+55,238
+24% +$4.68M
WELL icon
73
Welltower
WELL
$169B
$25M 0.05%
141,614
-6,501
-4% -$1.07M
KRMN
74
Karman Holdings
KRMN
$8.24B
$24.8M 0.05%
347,703
+7,898
+2% +$433K
STRL icon
75
Sterling Infrastructure
STRL
$16.2B
$24.7M 0.05%
72,443
-78,124
-52% -$22.2M
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.