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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 | |
|---|---|---|---|---|---|---|
151
ICF International
ICFI
$1.67B
| $8.51M | 0.02% |
98,745
-6,134
| -6% | -$642K |
|
152
Green Brick Partners
GRBK
$3.06B
| $8.36M | 0.02% |
144,759
+1,213
| +0.8% | +$71.7K |
|
|
TTAN
153
ServiceTitan Inc
TTAN
$8.32B
| $8.03M | 0.02% |
+84,121
| New | +$8.16M |
|
154
Ultragenyx Pharmaceutical
RARE
$2.63B
| $7.65M | 0.02% |
202,213
+66,604
| +49% | +$2.77M |
|
155
Biohaven
BHVN
$2.12B
| $7.52M | 0.02% |
271,822
+165,157
| +155% | +$5.82M |
|
156
Wolverine World Wide
WWW
$1.52B
| $7.16M | 0.02% |
+521,026
| New | +$9.51M |
|
157
Philip Morris
PM
$289B
| $6.98M | 0.02% |
44,980
+15,097
| +51% | +$2.14M |
|
158
Amgen
AMGN
$223B
| $6.23M | 0.02% |
20,285
-259
| -1% | -$76.5K |
|
159
Credo Technology Group
CRDO
$45.5B
| $6.2M | 0.02% |
153,166
-357
| -0.2% | -$22.2K |
|
160
JPMorgan Chase
JPM
$956B
| $6.19M | 0.02% |
25,507
-567
| -2% | -$145K |
|
161
AtriCure
ATRC
$2.13B
| $6.15M | 0.02% |
193,352
+1,551
| +0.8% | +$57.6K |
|
162
Entergy
ETR
$49.4B
| $6.1M | 0.02% |
72,290
-3,938
| -5% | -$324K |
|
163
Cullen/Frost Bankers
CFR
$10.3B
| $5.88M | 0.02% |
47,220
-2,136
| -4% | -$287K |
|
164
CME Group
CME
$93.7B
| $5.78M | 0.01% |
22,039
-335
| -1% | -$82.6K |
|
165
Brown & Brown
BRO
$23.8B
| $5.59M | 0.01% |
45,489
-11,551
| -20% | -$1.29M |
|
166
Verizon
VZ
$196B
| $5.44M | 0.01% |
121,067
-4,032
| -3% | -$168K |
|
167
Cisco
CSCO
$482B
| $5.23M | 0.01% |
85,982
-2,043
| -2% | -$126K |
|
168
Vaxcyte
PCVX
$8.71B
| $4.96M | 0.01% |
71,477
-617
| -0.9% | -$49.3K |
|
169
Jones Lang LaSalle
JLL
$16.7B
| $4.94M | 0.01% |
20,085
+594
| +3% | +$156K |
|
170
Amer Sports
AS
$19.9B
| $4.93M | 0.01% |
185,518
-758,310
| -80% | -$22.4M |
|
171
WIX.com
WIX
$2.7B
| $4.79M | 0.01% |
28,765
-7,873
| -21% | -$1.64M |
|
172
Viking Holdings
VIK
$46.4B
| $4.76M | 0.01% |
121,006
-20,275
| -14% | -$935K |
|
173
Unilever
UL
$134B
| $4.65M | 0.01% |
69,875
-2,403
| -3% | -$155K |
|
174
Texas Instruments
TXN
$260B
| $4.65M | 0.01% |
26,346
-801
| -3% | -$150K |
|
175
Trane Technologies
TT
$108B
| $4.62M | 0.01% |
13,912
+8,188
| +143% | +$2.96M |
|
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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.