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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
POWI icon
126
Power Integrations
POWI
$3.46B
$14.5M 0.03%
260,629
+14,441
+6% +$741K
YETI icon
127
Yeti Holdings
YETI
$3.99B
$14.5M 0.03%
473,723
+4,675
+1% +$140K
POWL icon
128
Powell Industries
POWL
$7.55B
$14.2M 0.03%
199,755
+10,608
+6% +$640K
ASH icon
129
Ashland
ASH
$3.45B
$13.9M 0.03%
273,336
+2,008
+0.7% +$102K
RKLB icon
130
Rocket Lab Corp
RKLB
$50B
$13.6M 0.03%
+384,935
New +$9.42M
RGEN icon
131
Repligen
RGEN
$9.21B
$13.6M 0.03%
109,864
+6,872
+7% +$874K
FRSH icon
132
Freshworks
FRSH
$3.31B
$13.3M 0.03%
898,133
-25,862
-3% -$373K
LLY icon
133
Eli Lilly
LLY
$1.1T
$13.2M 0.03%
16,993
+38
+0.2% +$29.5K
AMWD
134
DELISTED
American Woodmark
AMWD
$12.6M 0.03%
236,802
+69,779
+42% +$3.94M
KWR icon
135
Quaker Houghton
KWR
$2.96B
$12.6M 0.03%
109,052
-1,267
-1% -$138K
AXSM icon
136
Axsome Therapeutics
AXSM
$11.4B
$12.4M 0.03%
119,666
+7,718
+7% +$817K
BBIO icon
137
BridgeBio Pharma
BBIO
$16.6B
$12.3M 0.03%
275,235
+17,133
+7% +$623K
RDNT icon
138
RadNet
RDNT
$6.08B
$12.3M 0.03%
215,534
+14,255
+7% +$783K
IRTC icon
139
iRhythm Holdings
IRTC
$4.1B
$11.9M 0.03%
77,170
-61,267
-44% -$7.92M
FWRG icon
140
First Watch Restaurant Group
FWRG
$742M
$11.9M 0.03%
736,931
-211,501
-22% -$3.55M
UNF icon
141
Unifirst Corp
UNF
$5.24B
$11.8M 0.03%
63,430
-742
-1% -$135K
PEN icon
142
Penumbra
PEN
$12.8B
$11.2M 0.03%
43,554
+3,060
+8% +$833K
LNTH icon
143
Lantheus
LNTH
$6.59B
$11.1M 0.03%
135,891
+8,741
+7% +$768K
ATRC icon
144
AtriCure
ATRC
$2.12B
$10.6M 0.02%
327,498
+134,146
+69% +$4.36M
WWW icon
145
Wolverine World Wide
WWW
$1.55B
$10.5M 0.02%
565,746
+44,720
+9% +$681K
GKOS icon
146
Glaukos
GKOS
$10.7B
$10.4M 0.02%
102,870
+6,047
+6% +$567K
GRBK icon
147
Green Brick Partners
GRBK
$3.03B
$9.65M 0.02%
152,315
+7,556
+5% +$448K
RVMD icon
148
Revolution Medicines
RVMD
$44.4B
$9.52M 0.02%
257,814
+11,817
+5% +$454K
ICFI icon
149
ICF International
ICFI
$1.66B
$8.22M 0.02%
97,610
-1,135
-1% -$96.2K
CINT icon
150
CI&T Inc
CINT
$467M
$7.84M 0.02%
1,359,236
-46,759
-3% -$269K
4 5
6
7 8

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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.