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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
RARE icon
151
Ultragenyx Pharmaceutical
RARE
$2.6B
$7.69M 0.02%
210,469
+8,256
+4% +$298K
VIK icon
152
Viking Holdings
VIK
$46.2B
$6.38M 0.01%
121,049
+43
+0% +$1.9K
TT icon
153
Trane Technologies
TT
$105B
$6.03M 0.01%
13,950
+38
+0.3% +$15K
EME icon
154
Emcor
EME
$36.1B
$5.83M 0.01%
10,988
-24
-0.2% -$10.6K
APG icon
155
APi Group
APG
$18.3B
$5.67M 0.01%
167,274
+4,621
+3% +$132K
AS icon
156
Amer Sports
AS
$21.2B
$5.53M 0.01%
140,555
-44,963
-24% -$1.38M
JLL icon
157
Jones Lang LaSalle
JLL
$16.5B
$5.17M 0.01%
20,133
+48
+0.2% +$11K
IDYA icon
158
IDEAYA Biosciences
IDYA
$3.55B
$5.12M 0.01%
239,738
-4,343
-2% -$83.3K
BN icon
159
Brookfield
BN
$108B
$4.94M 0.01%
120,242
+549
+0.5% +$20.3K
BRO icon
160
Brown & Brown
BRO
$23.8B
$4.88M 0.01%
44,576
-913
-2% -$103K
GRAB icon
161
Grab
GRAB
$14.8B
$4.52M 0.01%
919,701
+5,283
+0.6% +$24.6K
SBS icon
162
Sabesp
SBS
$18.2B
$4.51M 0.01%
1,108,776
+2,733
+0.2% +$10.6K
HLN icon
163
Haleon
HLN
$43.7B
$4.35M 0.01%
419,441
-3,046
-0.7% -$32.1K
EWBC icon
164
East-West Bancorp
EWBC
$18B
$4.33M 0.01%
42,821
– –
BHVN icon
165
Biohaven
BHVN
$2.22B
$4.11M 0.01%
291,928
+20,106
+7% +$358K
MKSI icon
166
MKS Inc
MKSI
$19.9B
$3.71M 0.01%
37,040
+618
+2% +$50.2K
SONY icon
167
Sony
SONY
$140B
$3.66M 0.01%
139,188
+1,513
+1% +$37.9K
TEVA icon
168
Teva Pharmaceuticals
TEVA
$41.1B
$3.6M 0.01%
214,756
+1,599
+0.8% +$25.8K
RELX icon
169
RELX
RELX
$62.1B
$3.53M 0.01%
65,582
+160
+0.2% +$8.46K
ZBRA icon
170
Zebra Technologies
ZBRA
$17.9B
$3.24M 0.01%
10,490
+1,081
+11% +$293K
RLI icon
171
RLI Corp
RLI
$5.79B
$3.2M 0.01%
44,909
+1,438
+3% +$108K
GGG icon
172
Graco
GGG
$13.5B
$3.16M 0.01%
36,629
+156
+0.4% +$12.9K
BZ icon
173
Kanzhun
BZ
$7.79B
$3.07M 0.01%
169,334
-896,228
-84% -$15M
BABA icon
174
Alibaba
BABA
$317B
$3.02M 0.01%
26,457
-4,305
-14% -$510K
CUBE icon
175
CubeSmart
CUBE
$9.18B
$3M 0.01%
70,771
-2,038
-3% -$84.5K
5 6
7
8 9

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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.