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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
(-8.5%)
Cap. Flow
-$3.35B
Cap. Flow
% of AUM
-8.61%
Top 10 Holdings %
Top 10 Hldgs %
42.64%
Holding
304
New
16
Increased
115
Reduced
142
Closed
26
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Pinduoduo
PDD
|
+$45.7M |
| 2 |
Tapestry
TPR
|
+$40.4M |
| 3 |
HealthEquity
HQY
|
+$23.9M |
| 4 |
Aaon
AAON
|
+$20.3M |
| 5 |
AstraZeneca
AZN
|
+$19.7M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
GE Vernova
GEV
|
+$502M |
| 2 |
GE Aerospace
GE
|
+$454M |
| 3 |
Canadian Pacific Kansas City
CP
|
+$429M |
| 4 |
Entegris
ENTG
|
+$417M |
| 5 |
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 | |
|---|---|---|---|---|---|---|
76
Interparfums
IPAR
$3.82B
| $20.5M | 0.05% |
174,615
-10,611
| -6% | -$1.41M |
|
|
77
HealthEquity
HQY
$8.86B
| $20.2M | 0.05% |
+232,641
| New | +$23.9M |
|
78
Commault Systems
CVLT
$5.86B
| $19.8M | 0.05% |
122,370
+54,226
| +80% | +$8.92M |
|
|
MLNK
79
DELISTED
MeridianLink
MLNK
| $19.8M | 0.05% |
1,061,967
-62,531
| -6% | -$1.21M |
|
80
Kaspi.kz JSC
KSPI
$18.2B
| $19.7M | 0.05% |
209,774
| – | – |
|
81
Mercury Systems
MRCY
$6.43B
| $18.9M | 0.05% |
442,153
+361
| +0.1% | +$15.8K |
|
82
Chefs' Warehouse
CHEF
$4.47B
| $18.9M | 0.05% |
353,667
-666
| -0.2% | -$37.1K |
|
83
Stride
LRN
$3.36B
| $18.7M | 0.05% |
148,162
-49,547
| -25% | -$6.26M |
|
84
SharkNinja
SN
$26.8B
| $18.6M | 0.05% |
221,766
+47,339
| +27% | +$4.82M |
|
85
Inter&Co
INTR
$2.32B
| $18.2M | 0.05% |
3,224,623
-78,955
| -2% | -$410K |
|
|
CSW
86
CSW Industrials
CSW
$5.73B
| $18.2M | 0.05% |
62,676
-3,929
| -6% | -$1.28M |
|
87
Halozyme
HALO
$11.8B
| $18.1M | 0.05% |
283,957
-665
| -0.2% | -$38.6K |
|
88
Vista Energy
VIST
$7.52B
| $18M | 0.05% |
378,962
-11,491
| -3% | -$594K |
|
89
Virtus Investment Partners
VRTS
$1.12B
| $17.7M | 0.05% |
102,178
-6,749
| -6% | -$1.29M |
|
90
ACI Worldwide
ACIW
$5.32B
| $17.5M | 0.05% |
322,834
-1,032
| -0.3% | -$54.8K |
|
|
GTLS
91
DELISTED
Chart Industries
GTLS
| $17.4M | 0.04% |
118,454
+33,249
| +39% | +$6.12M |
|
92
Insight Enterprises
NSIT
$4.54B
| $17.4M | 0.04% |
114,047
+43,186
| +61% | +$6.95M |
|
|
MZTI
93
The Marzetti Company
MZTI
$3.17B
| $17.4M | 0.04% |
99,474
-6,117
| -6% | -$1.1M |
|
|
PPLI
94
People Inc
PPLI
$3.02B
| $17.3M | 0.04% |
455,743
+388
| +0.1% | +$14.2K |
|
95
Evercore
EVR
$11.6B
| $17.3M | 0.04% |
86,580
+15,776
| +22% | +$3.93M |
|
96
Western Alliance Bancorporation
WAL
$8.84B
| $17M | 0.04% |
222,693
-42,825
| -16% | -$3.6M |
|
97
Varonis Systems
VRNS
$4.87B
| $16.9M | 0.04% |
405,982
+661
| +0.2% | +$28.4K |
|
98
EastGroup Properties
EGP
$10.8B
| $16.9M | 0.04% |
95,709
-786
| -0.8% | -$137K |
|
99
Ollie's Bargain Outlet
OLLI
$4.82B
| $16.7M | 0.04% |
147,738
-9,410
| -6% | -$995K |
|
100
Primerica
PRI
$9.63B
| $16.4M | 0.04% |
57,936
-18,181
| -24% | -$5.18M |
|
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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.