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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 | |
|---|---|---|---|---|---|---|
|
VLRS
126
Controladora Vuela Compania de Aviacion
VLRS
$906M
| $13M | 0.03% |
2,416,117
-63,474
| -3% | -$456K |
|
127
Regal Rexnord
RRX
$11.6B
| $13M | 0.03% |
110,082
-216
| -0.2% | -$30K |
|
128
Power Integrations
POWI
$3.52B
| $12.6M | 0.03% |
246,188
+182
| +0.1% | +$10.9K |
|
129
Sterling Infrastructure
STRL
$16.3B
| $12.3M | 0.03% |
105,548
-197
| -0.2% | -$27.7K |
|
130
Lantheus
LNTH
$6.59B
| $12.2M | 0.03% |
127,150
-427
| -0.3% | -$39.9K |
|
131
Surgery Partners
SGRY
$1.99B
| $12.2M | 0.03% |
509,413
-2,644
| -0.5% | -$62.6K |
|
132
Klaviyo
KVYO
$5.11B
| $12.1M | 0.03% |
390,119
+84,715
| +28% | +$3.42M |
|
|
NBIS
133
Nebius Group N.V.
NBIS
$48.3B
| $12M | 0.03% |
+537,781
| New | +$17.7M |
|
134
Inspire Medical Systems
INSP
$1.73B
| $11.5M | 0.03% |
72,860
+17,125
| +31% | +$3.1M |
|
135
Insmed
INSM
$29.2B
| $11.3M | 0.03% |
144,379
-361
| -0.2% | -$27.6K |
|
136
Unifirst Corp
UNF
$5.28B
| $11.2M | 0.03% |
64,172
-4,043
| -6% | -$844K |
|
137
Powell Industries
POWL
$7.61B
| $11.1M | 0.03% |
189,147
+726
| +0.4% | +$50.6K |
|
138
Penumbra
PEN
$12.9B
| $10.8M | 0.03% |
40,494
-15,978
| -28% | -$4.32M |
|
139
RH
RH
$3.45B
| $10.8M | 0.03% |
45,789
+81
| +0.2% | +$28K |
|
140
Cognex
CGNX
$10.6B
| $10.3M | 0.03% |
344,756
+910
| +0.3% | +$32K |
|
141
RadNet
RDNT
$5.97B
| $9.95M | 0.03% |
201,279
+2,598
| +1% | +$154K |
|
|
AMWD
142
DELISTED
American Woodmark
AMWD
| $9.88M | 0.03% |
167,023
-11,072
| -6% | -$783K |
|
143
Glaukos
GKOS
$10.8B
| $9.88M | 0.03% |
96,823
-781
| -0.8% | -$104K |
|
144
Argan
AGX
$8.21B
| $9.58M | 0.02% |
69,394
+10,074
| +17% | +$1.41M |
|
145
Novanta
NOVT
$6.27B
| $9.53M | 0.02% |
73,857
-25,320
| -26% | -$3.64M |
|
146
Revolution Medicines
RVMD
$44.5B
| $9.19M | 0.02% |
245,997
+88,520
| +56% | +$3.59M |
|
147
BridgeBio Pharma
BBIO
$16.6B
| $9.06M | 0.02% |
258,102
-3,842
| -1% | -$130K |
|
148
Semtech
SMTC
$12.2B
| $8.6M | 0.02% |
245,421
-601
| -0.2% | -$29.6K |
|
149
CI&T Inc
CINT
$463M
| $8.56M | 0.02% |
1,405,995
-42,208
| -3% | -$283K |
|
150
DocGo
DCGO
$58.8M
| $8.55M | 0.02% |
3,238,109
-1,075,962
| -25% | -$4.32M |
|
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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.