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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
ENTG icon
176
Entegris
ENTG
$22.4B
$2.98M 0.01%
36,153
-611,187
-94% -$46.4M
CW icon
177
Curtiss-Wright
CW
$25.8B
$2.94M 0.01%
6,025
+464
+8% +$183K
MAS icon
178
Masco
MAS
$14.8B
$2.89M 0.01%
45,001
+326
+0.7% +$20.5K
CB icon
179
Chubb
CB
$133B
$2.84M 0.01%
9,969
+68
+0.7% +$19.6K
WSO icon
180
Watsco Inc
WSO
$13.4B
$2.8M 0.01%
6,409
+11
+0.2% +$5.1K
DT icon
181
Dynatrace
DT
$14.6B
$2.69M 0.01%
48,986
+6,309
+15% +$316K
KMX icon
182
CarMax
KMX
$8.43B
$2.6M 0.01%
38,991
+197
+0.5% +$13.2K
BAH icon
183
Booz Allen Hamilton
BAH
$9.38B
$2.51M 0.01%
24,365
+170
+0.7% +$19K
PTC icon
184
PTC
PTC
$16.6B
$2.45M 0.01%
14,454
-42
-0.3% -$6.77K
TTWO icon
185
Take-Two Interactive
TTWO
$47.1B
$2.42M 0.01%
10,016
+564
+6% +$127K
TDY icon
186
Teledyne Technologies
TDY
$32.2B
$2.4M 0.01%
4,703
+519
+12% +$250K
PCVX icon
187
Vaxcyte
PCVX
$8.7B
$2.29M 0.01%
70,372
-1,105
-2% -$36.2K
POOL icon
188
Pool Corp
POOL
$7.24B
$2.22M 0.01%
7,568
+1,349
+22% +$408K
ESTC icon
189
Elastic
ESTC
$7.98B
$2.17M ﹤0.01%
26,202
+2,391
+10% +$202K
GIB icon
190
CGI
GIB
$15.5B
$2.07M ﹤0.01%
19,986
+37
+0.2% +$3.9K
TTEK icon
191
Tetra Tech
TTEK
$8.95B
$2.04M ﹤0.01%
57,343
+7,617
+15% +$254K
REXR icon
192
Rexford Industrial Realty
REXR
$8.12B
$1.97M ﹤0.01%
54,510
– –
SLB icon
193
SLB Ltd
SLB
$78.8B
$1.7M ﹤0.01%
50,058
+403
+0.8% +$14K
TYL icon
194
Tyler Technologies
TYL
$13.1B
$1.59M ﹤0.01%
2,742
+250
+10% +$142K
BIDU icon
195
Baidu
BIDU
$37B
$1.59M ﹤0.01%
18,437
-50
-0.3% -$4.32K
HUBS icon
196
HubSpot
HUBS
$10.8B
$1.59M ﹤0.01%
2,882
+214
+8% +$125K
TOST icon
197
Toast
TOST
$20.4B
$1.46M ﹤0.01%
+33,341
New +$1.31M
EVO icon
198
Evotec
EVO
$743M
$1.24M ﹤0.01%
+297,907
New +$1.17M
PAC icon
199
Grupo Aeroportuario del Pacifico
PAC
$12.9B
$1.14M ﹤0.01%
5,008
+40
+0.8% +$8.54K
NTRA icon
200
Natera
NTRA
$46.3B
$1.09M ﹤0.01%
6,465
+490
+8% +$76.4K
6 7
8
9 10

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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.