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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 | |
|---|---|---|---|---|---|---|
101
Avient
AVNT
$4.17B
| $16.2M | 0.04% |
440,236
-1,001
| -0.2% | -$41.4K |
|
102
SiteOne Landscape Supply
SITE
$4.33B
| $16.1M | 0.04% |
131,791
+474
| +0.4% | +$62.9K |
|
103
Ashland
ASH
$3.43B
| $16M | 0.04% |
271,328
-14,160
| -5% | -$902K |
|
104
First Watch Restaurant Group
FWRG
$733M
| $16M | 0.04% |
948,432
+1,192
| +0.1% | +$22.9K |
|
105
Installed Building Products
IBP
$6.38B
| $15.6M | 0.04% |
91,617
+202
| +0.2% | +$36.4K |
|
106
Cadre Holdings
CDRE
$1.44B
| $15.6M | 0.04% |
536,843
+149,551
| +39% | +$5.15M |
|
107
Yeti Holdings
YETI
$3.86B
| $15.5M | 0.04% |
469,048
-23,883
| -5% | -$865K |
|
108
Texas Roadhouse
TXRH
$13.8B
| $15.5M | 0.04% |
90,720
-262
| -0.3% | -$46.4K |
|
109
Churchill Downs
CHDN
$6.18B
| $15.4M | 0.04% |
138,287
-554
| -0.4% | -$66.2K |
|
|
110
Aaon
AAON
$7.04B
| $15.3M | 0.04% |
+196,456
| New | +$20.3M |
|
111
Saia
SAIA
$9.44B
| $15.1M | 0.04% |
42,195
-70
| -0.2% | -$30.4K |
|
112
Comfort Systems
FIX
$59.7B
| $15.1M | 0.04% |
46,583
+5,634
| +14% | +$2.27M |
|
113
FIVE9
FIVN
$2.52B
| $14.5M | 0.04% |
523,911
+1,300
| +0.2% | +$47.7K |
|
114
iRhythm Holdings
IRTC
$4.02B
| $14.5M | 0.04% |
138,437
+235
| +0.2% | +$24.9K |
|
115
Performance Food Group
PFGC
$17.9B
| $14.4M | 0.04% |
185,619
-75,929
| -29% | -$6.34M |
|
116
Eli Lilly
LLY
$1.09T
| $13.9M | 0.04% |
16,955
+250
| +1% | +$208K |
|
117
America's Car Mart
CRMT
$27M
| $13.9M | 0.04% |
305,596
-18,495
| -6% | -$866K |
|
118
Quaker Houghton
KWR
$2.99B
| $13.8M | 0.04% |
110,319
-6,910
| -6% | -$938K |
|
119
Repligen
RGEN
$9.27B
| $13.7M | 0.04% |
102,992
+5,906
| +6% | +$909K |
|
120
Meta Platforms (Facebook)
META
$1.55T
| $13.7M | 0.04% |
23,814
+415
| +2% | +$268K |
|
121
Freshworks
FRSH
$3.31B
| $13.4M | 0.03% |
+923,995
| New | +$15.5M |
|
122
SPS Commerce
SPSC
$2.69B
| $13.4M | 0.03% |
100,369
-427
| -0.4% | -$67.1K |
|
123
Knight Transportation
KNX
$11B
| $13.4M | 0.03% |
306,861
-2,363
| -0.8% | -$122K |
|
124
Axsome Therapeutics
AXSM
$11.3B
| $13.3M | 0.03% |
111,948
-48
| -0% | -$5.47K |
|
125
Robinhood
HOOD
$84.2B
| $13M | 0.03% |
+310,978
| New | +$14.8M |
|
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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.