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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
+1.25%
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
-$4.76B
Cap. Flow
-$491M
Cap. Flow %
-1.12%
Top 10 Hldgs %
42.34%
Holding
293
New
52
Increased
75
Reduced
129
Closed
30

Top Buys

Rank Stock Value
1
MDT icon
Medtronic
MDT
+$1.08B
2
TEVA icon
Teva Pharmaceuticals
TEVA
+$863M
3
SE icon
Sea Limited
SE
+$845M
4
CHRW icon
C.H. Robinson
CHRW
+$641M
5
ILMN icon
Illumina
ILMN
+$243M

Top Sells

Rank Stock Value
1
MELI icon
Mercado Libre
MELI
+$940M
2
CPNG icon
Coupang
CPNG
+$907M
3
MNDY icon
monday.com
MNDY
+$547M
4
ASML icon
ASML
ASML
+$503M
5
WCN
Waste Connections
WCN
+$402M

Sector Composition

Rank Sector Weight
1 Technology 28.03%
2 Financials 16.64%
3 Healthcare 13.82%
4 Industrials 11.07%
5 Consumer Discretionary 9.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
RVMD icon
151
Revolution Medicines
RVMD
$38.4B
$9.73M 0.02%
104,989
-12,226
-10% -$1.23M
UUUU icon
152
Energy Fuels
UUUU
$2.93B
$9.59M 0.02%
582,845
+259,843
+80% +$5.38M
CWK icon
153
Cushman & Wakefield Ltd
CWK
$3.06B
$9.53M 0.02%
799,832
-661,216
-45% -$9.48M
ACWI icon
154
iShares MSCI ACWI ETF
ACWI
$32.7B
$9.46M 0.02%
70,462
-69,433
-50% -$9.98M
LSTR icon
155
Landstar System
LSTR
$7.16B
$9.45M 0.02%
60,207
-55,571
-48% -$8.53M
EFA icon
156
iShares MSCI EAFE ETF
EFA
$75.8B
$9.24M 0.02%
98,215
-1,428,392
-94% -$143M
HAYW icon
157
Hayward Holdings
HAYW
$3.05B
$9.21M 0.02%
701,862
-603,114
-46% -$9.38M
YETI icon
158
Yeti Holdings
YETI
$3.85B
$9.09M 0.02%
255,906
-186,615
-42% -$8.21M
SKWD icon
159
Skyward Specialty Insurance
SKWD
$2.46B
$9.03M 0.02%
206,443
-117,262
-36% -$5.33M
STRL icon
160
Sterling Infrastructure
STRL
$20B
$8.86M 0.02%
23,160
-28,996
-56% -$11.3M
DORM icon
161
Dorman Products
DORM
$4.11B
$8.78M 0.02%
85,610
-43,666
-34% -$5.2M
IPAR icon
162
Interparfums
IPAR
$3.98B
$8.78M 0.02%
97,039
-51,016
-34% -$4.84M
LGND icon
163
Ligand Pharmaceuticals
LGND
$5.89B
$8.6M 0.02%
44,658
-963
-2% -$191K
RTO icon
164
Rentokil
RTO
$15.2B
$8.44M 0.02%
276,216
+63,883
+30% +$2.01M
FLY
165
Firefly Aerospace
FLY
$3.23B
$8.05M 0.02%
340,730
-340,611
-50% -$8.29M
AX icon
166
Axos Financial
AX
$5.55B
$7.9M 0.02%
95,366
+25,395
+36% +$2.31M
POWI icon
167
Power Integrations
POWI
$3.96B
$7.51M 0.02%
+156,928
New +$7.2M
ICFI icon
168
ICF International
ICFI
$1.4B
$7.33M 0.02%
111,415
-60,557
-35% -$4.92M
ITRI icon
169
Itron
ITRI
$3.74B
$7.31M 0.02%
87,175
+28,857
+49% +$2.77M
MFG icon
170
Mizuho Financial
MFG
$120B
$7.01M 0.02%
+919,208
New +$7.78M
CDRE icon
171
Cadre Holdings
CDRE
$1.25B
$6.97M 0.02%
237,158
-134,361
-36% -$5.37M
KLAC icon
172
KLA
KLAC
$271B
$6.79M 0.02%
+49,120
New +$7.19M
TFIN icon
173
Triumph Financial Inc
TFIN
$1.85B
$6.65M 0.02%
117,512
+27,852
+31% +$1.74M
KAI icon
174
Kadant
KAI
$3.62B
$6.58M 0.02%
+23,085
New +$7.42M
RYTM icon
175
Rhythm Pharmaceuticals
RYTM
$7.17B
$6.23M 0.01%
80,620
+35,815
+80% +$3.48M
5 6
7
8 9

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WCM Investment Management's Q1 2026 Portfolio in Review

As of Q1 2026, WCM Investment Management held 293 positions worth $43.8B, down 9.8% from $48.6B the previous quarter. Its ten largest holdings account for 42% of the portfolio.

WCM Investment Management's Q1 2026 filing shows 52 new, 75 increased, 129 reduced and 30 closed positions. Its largest new stake was Medtronic: 11,265,714 shares worth $966M. The largest sale was Mercado Libre, an estimated $940M.

By sector, the portfolio is most concentrated in Technology at 28% of assets, up from 27% a quarter earlier, followed by Financials and Healthcare.

  • WCM Investment Management's largest Q1 2026 buy was Medtronic: 11,265,714 shares worth $966M.
  • WCM Investment Management added most to Teva Pharmaceuticals in Q1 2026, an estimated $863M increase.
  • WCM Investment Management's biggest Q1 2026 reduction was Mercado Libre, cutting an estimated $940M.
  • WCM Investment Management fully exited monday.com in Q1 2026, selling an estimated $547M.
  • WCM Investment Management's ten largest holdings make up 42% of its $43.8B portfolio in Q1 2026.
  • WCM Investment Management opened 52 new positions and closed 30 in Q1 2026.
  • WCM Investment Management's portfolio value fell 9.8% quarter-over-quarter to $43.8B.

Based on WCM Investment Management's 13F filing for Q1 2026, filed 7 May 2026.