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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
+1.8%
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
Cap. Flow
-$3.35B
Cap. Flow %
-8.61%
Top 10 Hldgs %
42.64%
Holding
304
New
16
Increased
115
Reduced
142
Closed
26

Top Buys

Rank Stock Value
1
PDD icon
Pinduoduo
PDD
+$45.7M
2
TPR icon
Tapestry
TPR
+$40.4M
3
HQY icon
HealthEquity
HQY
+$23.9M
4
AAON icon
Aaon
AAON
+$20.3M
5
AZN icon
AstraZeneca
AZN
+$19.7M

Top Sells

Rank Stock Value
1
GEV icon
GE Vernova
GEV
+$502M
2
GE icon
GE Aerospace
GE
+$454M
3
CP icon
Canadian Pacific Kansas City
CP
+$429M
4
ENTG icon
Entegris
ENTG
+$417M
5
BAH icon
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
JNJ icon
176
Johnson & Johnson
JNJ
$625B
$4.58M 0.01%
27,972
-656
-2% -$103K
CVX icon
177
Chevron
CVX
$385B
$4.39M 0.01%
26,409
-724
-3% -$113K
HLN icon
178
Haleon
HLN
$43.7B
$4.33M 0.01%
422,487
+108,775
+35% +$1.07M
XOM icon
179
ExxonMobil
XOM
$655B
$4.32M 0.01%
36,701
-1,826
-5% -$202K
BKH icon
180
Black Hills Corp
BKH
$5.61B
$4.23M 0.01%
70,437
-346
-0.5% -$20.5K
PG icon
181
Procter & Gamble
PG
$336B
$4.2M 0.01%
25,004
-665
-3% -$111K
GD icon
182
General Dynamics
GD
$107B
$4.19M 0.01%
15,556
-632
-4% -$164K
GRAB icon
183
Grab
GRAB
$15.3B
$4.18M 0.01%
914,418
-9,991,177
-92% -$46.6M
O icon
184
Realty Income
O
$58.7B
$4.17M 0.01%
73,666
-1,307
-2% -$72.3K
IDYA icon
185
IDEAYA Biosciences
IDYA
$3.58B
$4.16M 0.01%
244,081
+2,187
+0.9% +$46.6K
BN icon
186
Brookfield
BN
$111B
$4.14M 0.01%
119,693
+31,211
+35% +$1.18M
UPS icon
187
United Parcel Service
UPS
$88.5B
$4.13M 0.01%
37,623
-9
-0% -$1.08K
MDT icon
188
Medtronic
MDT
$115B
$4.09M 0.01%
46,652
-1,288
-3% -$115K
EME icon
189
Emcor
EME
$36.1B
$4.08M 0.01%
11,012
+203
+2% +$87.8K
BABA icon
190
Alibaba
BABA
$307B
$4.07M 0.01%
+30,762
New +$3.55M
CMCSA icon
191
Comcast
CMCSA
$90.6B
$3.98M 0.01%
108,623
-3,806
-3% -$137K
APG icon
192
APi Group
APG
$18.6B
$3.9M 0.01%
162,653
+2,565
+2% +$64.2K
SBS icon
193
Sabesp
SBS
$17.8B
$3.86M 0.01%
1,106,043
+288,378
+35% +$918K
EWBC icon
194
East-West Bancorp
EWBC
$18.2B
$3.81M 0.01%
42,821
– –
EFA icon
195
iShares MSCI EAFE ETF
EFA
$79.8B
$3.73M 0.01%
45,174
-1,105,812
-96% -$89.1M
RHI icon
196
Robert Half
RHI
$4.31B
$3.49M 0.01%
64,696
+1,082
+2% +$66K
RLI icon
197
RLI Corp
RLI
$5.89B
$3.48M 0.01%
43,471
+12,619
+41% +$960K
SONY icon
198
Sony
SONY
$138B
$3.45M 0.01%
137,675
+35,406
+35% +$818K
TROW icon
199
T. Rowe Price
TROW
$24.3B
$3.41M 0.01%
37,262
-733
-2% -$77.5K
HUYA
200
Huya Inc
HUYA
$565M
$3.38M 0.01%
1,041,256
-1,812,915
-64% -$6.54M
6 7
8
9 10

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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.