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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
WIX icon
76
WIX.com
WIX
$2.61B
$23.6M 0.05%
149,643
+120,878
+420% +$19.5M
WH icon
77
Wyndham Hotels & Resorts
WH
$5.29B
$23.6M 0.05%
287,781
-2,815
-1% -$236K
WNS
78
DELISTED
WNS Holdings
WNS
$23.5M 0.05%
388,037
+32,093
+9% +$1.92M
WTM icon
79
White Mountains Insurance
WTM
$5.04B
$23.4M 0.05%
13,097
-148
-1% -$263K
RRX icon
80
Regal Rexnord
RRX
$11.5B
$23.1M 0.05%
157,677
+47,595
+43% +$5.97M
SMTC icon
81
Semtech
SMTC
$12.2B
$23.1M 0.05%
514,307
+268,886
+110% +$9.57M
IPAR icon
82
Interparfums
IPAR
$3.83B
$23.1M 0.05%
174,931
+316
+0.2% +$38.6K
VRTS icon
83
Virtus Investment Partners
VRTS
$1.11B
$22.9M 0.05%
125,078
+22,900
+22% +$3.81M
CVLT icon
84
Commault Systems
CVLT
$5.78B
$22.7M 0.05%
130,353
+7,983
+7% +$1.36M
WELL icon
85
Welltower
WELL
$169B
$22.5M 0.05%
+148,115
New +$22.1M
VRNS icon
86
Varonis Systems
VRNS
$4.87B
$21.8M 0.05%
434,028
+28,046
+7% +$1.28M
BILL icon
87
BILL Holdings
BILL
$4.91B
$21.2M 0.05%
464,155
+21,369
+5% +$945K
HLMN icon
88
Hillman Solutions
HLMN
$1.77B
$21.1M 0.05%
2,956,955
-35,210
-1% -$264K
NOVT icon
89
Novanta
NOVT
$6.2B
$20.6M 0.05%
158,833
+84,976
+115% +$10.3M
KVYO icon
90
Klaviyo
KVYO
$5.09B
$20.5M 0.05%
619,165
+229,046
+59% +$7.26M
IBP icon
91
Installed Building Products
IBP
$6.27B
$20.4M 0.05%
114,076
+22,459
+25% +$3.74M
PLNT icon
92
Planet Fitness
PLNT
$3.7B
$20.3M 0.05%
187,175
-36,248
-16% -$3.63M
RH icon
93
RH
RH
$3.47B
$20.2M 0.05%
105,730
+59,941
+131% +$11.1M
CHDN icon
94
Churchill Downs
CHDN
$6.02B
$20.2M 0.05%
199,713
+61,426
+44% +$6.01M
SAIA icon
95
Saia
SAIA
$9.49B
$19.5M 0.04%
70,372
+28,177
+67% +$8.03M
OLLI icon
96
Ollie's Bargain Outlet
OLLI
$4.8B
$19.4M 0.04%
145,990
-1,748
-1% -$200K
CWST icon
97
Casella Waste Systems
CWST
$5.72B
$19.3M 0.04%
167,213
-22,129
-12% -$2.56M
MRCY icon
98
Mercury Systems
MRCY
$6.52B
$18.9M 0.04%
354,684
-87,469
-20% -$4.26M
WAL icon
99
Western Alliance Bancorporation
WAL
$8.78B
$18.2M 0.04%
234,809
+12,116
+5% +$871K
TXRH icon
100
Texas Roadhouse
TXRH
$13.6B
$18.1M 0.04%
96,155
+5,435
+6% +$975K
2 3
4
5 6

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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.