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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
CSW
101
CSW Industrials
CSW
$5.62B
$18M 0.04%
61,950
-726
-1% -$219K
MRX
102
Marex Group Limited Ordinary Shares
MRX
$4.32B
$17.9M 0.04%
+448,113
New +$18.7M
NSIT icon
103
Insight Enterprises
NSIT
$4.49B
$17.9M 0.04%
132,547
+18,500
+16% +$2.49M
META icon
104
Meta Platforms (Facebook)
META
$1.52T
$17.5M 0.04%
23,862
+48
+0.2% +$29.7K
KSPI icon
105
Kaspi.kz JSC
KSPI
$18B
$17.5M 0.04%
202,650
-7,124
-3% -$608K
KRMN
106
Karman Holdings
KRMN
$8.13B
$17.1M 0.04%
+339,805
New +$13.7M
PFGC icon
107
Performance Food Group
PFGC
$17.9B
$17.1M 0.04%
195,641
+10,022
+5% +$835K
MLNK
108
DELISTED
MeridianLink
MLNK
$17.1M 0.04%
1,049,707
-12,260
-1% -$205K
LRN icon
109
Stride
LRN
$3.38B
$17M 0.04%
117,067
-31,095
-21% -$4.5M
CDRE icon
110
Cadre Holdings
CDRE
$1.42B
$17M 0.04%
530,544
-6,299
-1% -$204K
SITE icon
111
SiteOne Landscape Supply
SITE
$4.38B
$17M 0.04%
140,899
+9,108
+7% +$1.08M
EGP icon
112
EastGroup Properties
EGP
$10.8B
$17M 0.04%
101,187
+5,478
+6% +$911K
MZTI
113
The Marzetti Company
MZTI
$3.12B
$16.9M 0.04%
98,329
-1,145
-1% -$198K
CRMT icon
114
America's Car Mart
CRMT
$26.4M
$16.8M 0.04%
302,095
-3,501
-1% -$173K
PRI icon
115
Primerica
PRI
$9.68B
$16.5M 0.04%
61,375
+3,439
+6% +$911K
AGX icon
116
Argan
AGX
$8.33B
$16.3M 0.04%
74,382
+4,988
+7% +$899K
WING icon
117
Wingstop
WING
$3.21B
$15.9M 0.04%
+45,854
New +$13.6M
ACIW icon
118
ACI Worldwide
ACIW
$5.31B
$15.5M 0.04%
341,672
+18,838
+6% +$926K
AAON icon
119
Aaon
AAON
$7.04B
$15.4M 0.04%
208,782
+12,326
+6% +$1.08M
CRDO icon
120
Credo Technology Group
CRDO
$46.5B
$15.3M 0.04%
164,059
+10,893
+7% +$635K
AVNT icon
121
Avient
AVNT
$4.17B
$15.3M 0.04%
466,900
+26,664
+6% +$923K
INSM icon
122
Insmed
INSM
$29B
$15.3M 0.04%
153,986
+9,607
+7% +$735K
GTLB icon
123
GitLab
GTLB
$6.85B
$15.1M 0.03%
+333,771
New +$15.3M
FIVN icon
124
FIVE9
FIVN
$2.51B
$14.9M 0.03%
558,313
+34,402
+7% +$895K
INSP icon
125
Inspire Medical Systems
INSP
$1.76B
$14.7M 0.03%
110,733
+37,873
+52% +$5.49M
3 4
5
6 7

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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.