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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
PLNT icon
101
Planet Fitness
PLNT
$3.7B
$18.3M 0.04%
+167,437
New +$17.2M
RH icon
102
RH
RH
$3.47B
$18.2M 0.04%
100,147
-5,900
-6% -$1.01M
CHDN icon
103
Churchill Downs
CHDN
$6.02B
$17.7M 0.04%
154,638
-9,510
-6% -$986K
PFGC icon
104
Performance Food Group
PFGC
$17.9B
$17.6M 0.04%
194,990
-11,430
-6% -$1.1M
AGYS icon
105
Agilysys
AGYS
$3.02B
$17.5M 0.04%
+146,919
New +$17.7M
WMS icon
106
Advanced Drainage Systems
WMS
$10.7B
$17.3M 0.04%
+117,572
New +$17M
LLY icon
107
Eli Lilly
LLY
$1.1T
$17.2M 0.04%
15,936
-427
-3% -$408K
KWR icon
108
Quaker Houghton
KWR
$2.96B
$17.1M 0.04%
123,147
-1,366
-1% -$184K
KRMN
109
Karman Holdings
KRMN
$8.24B
$17.1M 0.04%
229,297
-118,406
-34% -$8.57M
LSTR icon
110
Landstar System
LSTR
$6.05B
$16.8M 0.03%
115,778
-32,324
-22% -$4.31M
SKWD icon
111
Skyward Specialty Insurance
SKWD
$2.51B
$16.8M 0.03%
323,705
-62,951
-16% -$3.03M
VIST icon
112
Vista Energy
VIST
$7.58B
$16.7M 0.03%
345,090
-9,734
-3% -$440K
AXSM icon
113
Axsome Therapeutics
AXSM
$11.4B
$16.7M 0.03%
112,058
-7,638
-6% -$1.07M
PRI icon
114
Primerica
PRI
$9.65B
$16.5M 0.03%
63,400
+2,209
+4% +$576K
RMBS icon
115
Rambus
RMBS
$10.4B
$16.3M 0.03%
172,366
-126,514
-42% -$12.4M
DORM icon
116
Dorman Products
DORM
$3.95B
$16.2M 0.03%
129,276
-3,339
-3% -$451K
WH icon
117
Wyndham Hotels & Resorts
WH
$5.29B
$16.2M 0.03%
211,065
-58,179
-22% -$4.39M
CSW
118
CSW Industrials
CSW
$5.67B
$16.1M 0.03%
53,131
-55
-0.1% -$14.7K
STRL icon
119
Sterling Infrastructure
STRL
$16.2B
$16M 0.03%
52,156
-20,287
-28% -$6.99M
SITE icon
120
SiteOne Landscape Supply
SITE
$4.34B
$15.8M 0.03%
124,374
-14,689
-11% -$1.86M
CWST icon
121
Casella Waste Systems
CWST
$5.72B
$15.7M 0.03%
156,949
-9,591
-6% -$890K
BOOT icon
122
Boot Barn
BOOT
$5.11B
$15.6M 0.03%
87,455
-35,583
-29% -$6.64M
CDRE icon
123
Cadre Holdings
CDRE
$1.4B
$15.5M 0.03%
371,519
-207,045
-36% -$8.61M
META icon
124
Meta Platforms (Facebook)
META
$1.52T
$15.5M 0.03%
23,270
+350
+2% +$234K
FLY
125
Firefly Aerospace
FLY
$4.23B
$15.5M 0.03%
681,341
+20,144
+3% +$466K
3 4
5
6 7

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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.