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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
+15.6%
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
$48.1B
AUM Growth
+$4.25B
Cap. Flow
+$214M
Cap. Flow %
0.44%
Top 10 Hldgs %
48.66%
Holding
252
New
33
Increased
81
Reduced
109
Closed
24

Top Buys

Rank Stock Value
1
STX icon
Seagate
STX
+$885M
2
WDC icon
Western Digital
WDC
+$554M
3
GLW icon
Corning
GLW
+$551M
4
ASML icon
ASML
ASML
+$303M
5
THC icon
Tenet Healthcare
THC
+$64.2M

Top Sells

Rank Stock Value
1
TEAM icon
Atlassian
TEAM
+$686M
2
APP icon
Applovin
APP
+$423M
3
NVDA icon
NVIDIA
NVDA
+$327M
4
HOOD icon
Robinhood
HOOD
+$318M
5
STE icon
Steris
STE
+$222M

Sector Composition

Rank Sector Weight
1 Technology 23.74%
2 Consumer Discretionary 20.15%
3 Financials 18.96%
4 Communication Services 12.5%
5 Industrials 8.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
RLI icon
176
RLI Corp
RLI
$5.88B
$3.26M 0.01%
50,646
+5,737
+13% +$388K
FIG
177
Figma
FIG
$13.5B
$3.19M 0.01%
+60,000
New +$4.12M
CB icon
178
Chubb
CB
$134B
$3.13M 0.01%
11,214
+1,245
+12% +$343K
RMD icon
179
ResMed
RMD
$32.2B
$3.11M 0.01%
+11,474
New +$3.13M
ENTG icon
180
Entegris
ENTG
$22.8B
$3.09M 0.01%
33,043
-3,110
-9% -$265K
WSO icon
181
Watsco Inc
WSO
$13.2B
$3.01M 0.01%
7,526
+1,117
+17% +$478K
MAS icon
182
Masco
MAS
$14.9B
$2.89M 0.01%
41,264
-3,737
-8% -$263K
CUBE icon
183
CubeSmart
CUBE
$9.22B
$2.87M 0.01%
70,771
– –
BIDU icon
184
Baidu
BIDU
$36B
$2.87M 0.01%
21,278
+2,841
+15% +$281K
BRO icon
185
Brown & Brown
BRO
$23.9B
$2.86M 0.01%
30,798
-13,778
-31% -$1.34M
TDY icon
186
Teledyne Technologies
TDY
$31.4B
$2.85M 0.01%
4,917
+214
+5% +$117K
ZBRA icon
187
Zebra Technologies
ZBRA
$18B
$2.84M 0.01%
9,565
-925
-9% -$295K
GGG icon
188
Graco
GGG
$13.6B
$2.83M 0.01%
33,450
-3,179
-9% -$272K
AVY icon
189
Avery Dennison
AVY
$13.6B
$2.79M 0.01%
+17,363
New +$2.99M
TTEK icon
190
Tetra Tech
TTEK
$9.09B
$2.76M 0.01%
82,016
+24,673
+43% +$897K
PTC icon
191
PTC
PTC
$16.3B
$2.71M 0.01%
13,276
-1,178
-8% -$240K
TTWO icon
192
Take-Two Interactive
TTWO
$46.4B
$2.69M 0.01%
10,355
+339
+3% +$80.2K
DT icon
193
Dynatrace
DT
$14.4B
$2.5M 0.01%
50,682
+1,696
+3% +$85.8K
CW icon
194
Curtiss-Wright
CW
$26.1B
$2.33M ﹤0.01%
4,400
-1,625
-27% -$801K
HUBS icon
195
HubSpot
HUBS
$10.9B
$2.32M ﹤0.01%
4,462
+1,580
+55% +$795K
REXR icon
196
Rexford Industrial Realty
REXR
$8.12B
$2.26M ﹤0.01%
54,510
– –
BAH icon
197
Booz Allen Hamilton
BAH
$9.38B
$2.21M ﹤0.01%
22,340
-2,025
-8% -$216K
INSM icon
198
Insmed
INSM
$29.2B
$2.2M ﹤0.01%
15,500
-138,486
-90% -$17M
POOL icon
199
Pool Corp
POOL
$7.34B
$2.17M ﹤0.01%
6,974
-594
-8% -$186K
MOH icon
200
Molina Healthcare
MOH
$10.2B
$2.1M ﹤0.01%
10,908
+9,040
+484% +$1.66M
6 7
8
9 10

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WCM Investment Management's Q3 2025 Portfolio in Review

As of Q3 2025, WCM Investment Management held 252 positions worth $48.1B, up 9.7% from $43.8B the previous quarter. Its ten largest holdings account for 49% of the portfolio.

WCM Investment Management's Q3 2025 filing shows 33 new, 81 increased, 109 reduced and 24 closed positions. Its largest new stake was Seagate: 5,182,949 shares worth $1.19B. The largest sale was Atlassian, an estimated $686M.

By sector, the portfolio is most concentrated in Technology at 24% of assets, up from 21% a quarter earlier, followed by Consumer Discretionary and Financials.

  • WCM Investment Management's largest Q3 2025 buy was Seagate: 5,182,949 shares worth $1.19B.
  • WCM Investment Management added most to ASML in Q3 2025, an estimated $303M increase.
  • WCM Investment Management's biggest Q3 2025 reduction was Applovin, cutting an estimated $423M.
  • WCM Investment Management fully exited Atlassian in Q3 2025, selling an estimated $686M.
  • WCM Investment Management's ten largest holdings make up 49% of its $48.1B portfolio in Q3 2025.
  • WCM Investment Management opened 33 new positions and closed 24 in Q3 2025.
  • WCM Investment Management's portfolio value rose 9.7% quarter-over-quarter to $48.1B.

Based on WCM Investment Management's 13F filing for Q3 2025, filed 4 Nov 2025.