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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
WTM icon
76
White Mountains Insurance
WTM
$5.04B
$22.2M 0.05%
10,682
-2,553
-19% -$4.99M
WWW icon
77
Wolverine World Wide
WWW
$1.55B
$22.1M 0.05%
1,224,125
+215,730
+21% +$4.36M
KTOS icon
78
Kratos Defense & Security Solutions
KTOS
$11.7B
$21.8M 0.04%
287,182
+83,703
+41% +$6.85M
CHEF icon
79
Chefs' Warehouse
CHEF
$4.44B
$21.7M 0.04%
347,876
-23,495
-6% -$1.41M
HQY icon
80
HealthEquity
HQY
$8.93B
$21.6M 0.04%
233,960
-14,422
-6% -$1.38M
AEIS icon
81
Advanced Energy
AEIS
$12.6B
$21.6M 0.04%
+101,392
New +$20.6M
UMBF icon
82
UMB Financial
UMBF
$11.1B
$21.6M 0.04%
185,085
+1,285
+0.7% +$146K
SMTC icon
83
Semtech
SMTC
$12.2B
$21.4M 0.04%
284,347
-227,745
-44% -$16.2M
EGP icon
84
EastGroup Properties
EGP
$10.9B
$21.3M 0.04%
117,342
-6,974
-6% -$1.24M
ACIW icon
85
ACI Worldwide
ACIW
$5.34B
$21.3M 0.04%
442,257
+102,724
+30% +$4.98M
TXRH icon
86
Texas Roadhouse
TXRH
$13.6B
$21.3M 0.04%
127,100
+30,950
+32% +$5.24M
RRX icon
87
Regal Rexnord
RRX
$11.5B
$21.2M 0.04%
148,832
-8,890
-6% -$1.26M
SAIA icon
88
Saia
SAIA
$9.49B
$20.9M 0.04%
62,989
-4,831
-7% -$1.46M
AAON icon
89
Aaon
AAON
$7.31B
$20.8M 0.04%
265,163
-16,125
-6% -$1.49M
IBP icon
90
Installed Building Products
IBP
$6.27B
$20.7M 0.04%
78,444
-18,564
-19% -$4.8M
CRL icon
91
Charles River Laboratories
CRL
$13.2B
$20.6M 0.04%
+102,234
New +$18.5M
HAYW icon
92
Hayward Holdings
HAYW
$3.27B
$20.6M 0.04%
1,304,976
-326,819
-20% -$5.17M
ACWI icon
93
iShares MSCI ACWI ETF
ACWI
$33.3B
$19.9M 0.04%
+139,895
New +$19.6M
TTAN
94
ServiceTitan Inc
TTAN
$8.29B
$19.7M 0.04%
183,464
-80,161
-30% -$7.83M
KSPI icon
95
Kaspi.kz JSC
KSPI
$17.9B
$19.6M 0.04%
248,086
+47,210
+24% +$3.57M
YETI icon
96
Yeti Holdings
YETI
$3.99B
$19.6M 0.04%
442,521
-121,360
-22% -$4.67M
MRCY icon
97
Mercury Systems
MRCY
$6.52B
$19.6M 0.04%
264,889
-85,518
-24% -$6.36M
RDNT icon
98
RadNet
RDNT
$6.08B
$19.2M 0.04%
268,224
-17,554
-6% -$1.36M
HLMN icon
99
Hillman Solutions
HLMN
$1.77B
$19M 0.04%
2,169,564
-423,299
-16% -$3.81M
PNTG icon
100
Pennant Group
PNTG
$1.38B
$18.9M 0.04%
655,410
+16,026
+3% +$426K
2 3
4
5 6

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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.