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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
+0.68%
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
$48.6B
AUM Growth
+$504M
Cap. Flow
+$1.61B
Cap. Flow %
3.31%
Top 10 Hldgs %
42.45%
Holding
263
New
35
Increased
56
Reduced
143
Closed
22

Top Buys

Rank Stock Value
1
SHOP icon
Shopify
SHOP
+$1.08B
2
FERG icon
Ferguson
FERG
+$1.05B
3
CAH icon
Cardinal Health
CAH
+$759M
4
WELL icon
Welltower
WELL
+$586M
5
TEVA icon
Teva Pharmaceuticals
TEVA
+$339M

Top Sells

Rank Stock Value
1
SPOT icon
Spotify
SPOT
+$561M
2
HOOD icon
Robinhood
HOOD
+$453M
3
UNH icon
UnitedHealth
UNH
+$433M
4
STE icon
Steris
STE
+$288M
5
APP icon
Applovin
APP
+$117M

Sector Composition

Rank Sector Weight
1 Technology 26.66%
2 Financials 17.64%
3 Consumer Discretionary 15.56%
4 Industrials 10.89%
5 Communication Services 9.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
TPR icon
51
Tapestry
TPR
$33.3B
$122M 0.25%
939,143
+124,106
+15% +$14.2M
INTR icon
52
Inter&Co
INTR
$2.36B
$93.9M 0.19%
11,049,508
+463,159
+4% +$4.1M
FIX icon
53
Comfort Systems
FIX
$58.9B
$88.7M 0.18%
93,706
+12,883
+16% +$11.9M
SN icon
54
SharkNinja
SN
$26.2B
$86.5M 0.18%
760,539
+99,002
+15% +$9.76M
BAP icon
55
Credicorp
BAP
$30.4B
$82.9M 0.17%
285,999
+28,505
+11% +$7.55M
THC icon
56
Tenet Healthcare
THC
$20.9B
$80.7M 0.17%
400,968
-109,256
-21% -$22.1M
FTAI icon
57
FTAI Aviation
FTAI
$22.1B
$76.6M 0.16%
387,646
+66,114
+21% +$11.3M
AGX icon
58
Argan
AGX
$8.15B
$71.3M 0.15%
226,173
+25,688
+13% +$8.15M
CX icon
59
Cemex
CX
$16.3B
$70.1M 0.14%
6,037,845
+656,737
+12% +$6.79M
EVR icon
60
Evercore
EVR
$11.5B
$35.7M 0.07%
103,822
-6,018
-5% -$1.93M
ENSG icon
61
The Ensign Group
ENSG
$10.7B
$35.1M 0.07%
198,898
+29,489
+17% +$5.3M
AIT icon
62
Applied Industrial Technologies
AIT
$13.2B
$34.9M 0.07%
133,692
-8,057
-6% -$2.06M
ADUS icon
63
Addus HomeCare
ADUS
$2.23B
$34.2M 0.07%
315,069
-114,728
-27% -$13.2M
MLCO icon
64
Melco Resorts & Entertainment
MLCO
$2.12B
$31M 0.06%
4,073,099
+448,644
+12% +$3.77M
VRRM icon
65
Verra Mobility
VRRM
$720M
$29.4M 0.06%
1,300,645
-305,299
-19% -$6.97M
PLUS icon
66
ePlus
PLUS
$2.35B
$28.3M 0.06%
319,443
-60,038
-16% -$4.95M
INDA icon
67
iShares MSCI India ETF
INDA
$6.6B
$27M 0.06%
+503,660
New +$27.1M
ESI icon
68
Element Solutions
ESI
$9.08B
$26.1M 0.05%
1,033,380
-468,112
-31% -$12.2M
PDD icon
69
Pinduoduo
PDD
$132B
$26M 0.05%
228,515
+34,730
+18% +$4.31M
CWK icon
70
Cushman & Wakefield Ltd
CWK
$3.12B
$24M 0.05%
1,461,048
-565,119
-28% -$8.96M
ICUI icon
71
ICU Medical
ICUI
$4.56B
$23.9M 0.05%
165,223
-42,218
-20% -$5.66M
NOVT icon
72
Novanta
NOVT
$6.2B
$23.8M 0.05%
196,496
+40,768
+26% +$4.64M
WING icon
73
Wingstop
WING
$3.2B
$23.3M 0.05%
96,900
-5,787
-6% -$1.43M
BLD
74
DELISTED
TopBuild
BLD
$23M 0.05%
54,165
+9,000
+20% +$3.86M
TSEM icon
75
Tower Semiconductor
TSEM
$28.5B
$22.4M 0.05%
185,982
+103,675
+126% +$9.99M
1 2
3
4 5

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WCM Investment Management's Q4 2025 Portfolio in Review

As of Q4 2025, WCM Investment Management held 263 positions worth $48.6B, up 1% from $48.1B the previous quarter. Its ten largest holdings account for 42% of the portfolio.

WCM Investment Management deployed $1.61B of net new capital in Q4 2025, opening 35 new positions and adding to 56 existing holdings. Its largest new stake was Shopify: 6,700,679 shares worth $1.1B.

By sector, the portfolio is most concentrated in Technology at 27% of assets, up from 24% a quarter earlier, followed by Financials and Consumer Discretionary.

On the sell side, the largest reduction was Spotify, an estimated $561M trimmed.

  • WCM Investment Management's largest Q4 2025 buy was Shopify: 6,700,679 shares worth $1.1B.
  • WCM Investment Management added most to Welltower in Q4 2025, an estimated $586M increase.
  • WCM Investment Management's biggest Q4 2025 reduction was Spotify, cutting an estimated $561M.
  • WCM Investment Management fully exited UnitedHealth in Q4 2025, selling an estimated $433M.
  • WCM Investment Management's ten largest holdings make up 42% of its $48.6B portfolio in Q4 2025.
  • WCM Investment Management opened 35 new positions and closed 22 in Q4 2025.
  • WCM Investment Management's portfolio value rose 1% quarter-over-quarter to $48.6B.

Based on WCM Investment Management's 13F filing for Q4 2025, filed 9 Feb 2026.