We are live on ! Find out more
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
+0.68%
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
$48.6B
AUM Growth
+$504M
Cap. Flow
+$1.61B
Cap. Flow %
3.31%
Top 10 Hldgs %
42.45%
Holding
263
New
35
Increased
56
Reduced
143
Closed
22

Top Buys

Rank Stock Value
1
SHOP icon
Shopify
SHOP
+$1.08B
2
FERG icon
Ferguson
FERG
+$1.05B
3
CAH icon
Cardinal Health
CAH
+$759M
4
WELL icon
Welltower
WELL
+$586M
5
TEVA icon
Teva Pharmaceuticals
TEVA
+$339M

Top Sells

Rank Stock Value
1
SPOT icon
Spotify
SPOT
+$561M
2
HOOD icon
Robinhood
HOOD
+$453M
3
UNH icon
UnitedHealth
UNH
+$433M
4
STE icon
Steris
STE
+$288M
5
APP icon
Applovin
APP
+$117M

Sector Composition

Rank Sector Weight
1 Technology 26.66%
2 Financials 17.64%
3 Consumer Discretionary 15.56%
4 Industrials 10.89%
5 Communication Services 9.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
GENI icon
176
Genius Sports
GENI
$2.1B
$5.43M 0.01%
+477,547
New +$5.21M
QCRH icon
177
QCR Holdings
QCRH
$1.7B
$5.05M 0.01%
+60,986
New +$4.8M
GRAB icon
178
Grab
GRAB
$15B
$4.9M 0.01%
967,125
+87,671
+10% +$484K
EWBC icon
179
East-West Bancorp
EWBC
$18.1B
$4.88M 0.01%
42,821
– –
RYTM icon
180
Rhythm Pharmaceuticals
RYTM
$7.95B
$4.78M 0.01%
44,805
-2,928
-6% -$311K
UUUU icon
181
Energy Fuels
UUUU
$3.57B
$4.59M 0.01%
+323,002
New +$5.48M
PAC icon
182
Grupo Aeroportuario del Pacifico
PAC
$12.9B
$4.5M 0.01%
17,112
+12,110
+242% +$2.81M
ICLR icon
183
Icon
ICLR
$12.8B
$4.42M 0.01%
24,145
-119,768
-83% -$21.3M
RBRK icon
184
Rubrik
RBRK
$20.2B
$4.28M 0.01%
54,990
-1,615
-3% -$124K
SLB icon
185
SLB Ltd
SLB
$78.9B
$4.14M 0.01%
107,410
+55,189
+106% +$2M
GIB icon
186
CGI
GIB
$15.6B
$3.92M 0.01%
42,176
+20,389
+94% +$1.82M
UEC icon
187
Uranium Energy
UEC
$5.63B
$3.73M 0.01%
+317,289
New +$4.16M
RARE icon
188
Ultragenyx Pharmaceutical
RARE
$2.64B
$3.72M 0.01%
163,272
-124,837
-43% -$4.11M
KLAR
189
Klarna Group
KLAR
$7.42B
$3.52M 0.01%
121,219
-296,062
-71% -$10.2M
BTI icon
190
British American Tobacco
BTI
$123B
$3.34M 0.01%
59,075
+28,562
+94% +$1.56M
BWXT icon
191
BWX Technologies
BWXT
$15.5B
$3.06M 0.01%
+17,536
New +$3.29M
JLL icon
192
Jones Lang LaSalle
JLL
$16.4B
$3.01M 0.01%
8,871
-9,465
-52% -$2.97M
MKSI icon
193
MKS Inc
MKSI
$19.8B
$3M 0.01%
18,556
-15,288
-45% -$2.27M
EMBJ
194
Embraer S.A. ADS
EMBJ
$13.1B
$2.73M 0.01%
+42,061
New +$2.64M
APG icon
195
APi Group
APG
$18.3B
$2.72M 0.01%
70,123
-81,918
-54% -$3.03M
TTWO icon
196
Take-Two Interactive
TTWO
$47.4B
$2.65M 0.01%
10,261
-94
-0.9% -$23.4K
CUBE icon
197
CubeSmart
CUBE
$9.23B
$2.57M 0.01%
70,771
– –
TDY icon
198
Teledyne Technologies
TDY
$32B
$2.53M 0.01%
4,884
-33
-0.7% -$17.4K
CW icon
199
Curtiss-Wright
CW
$25.6B
$2.45M 0.01%
4,378
-22
-0.5% -$12.3K
RKLB icon
200
Rocket Lab Corp
RKLB
$50B
$2.37M ﹤0.01%
33,674
+1,634
+5% +$93.7K
6 7
8
9 10

Similar funds

State of Wisconsin Investment Board
State of Wisconsin Investment Board Madison, Wisconsin $43.7B AUM 27.76% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return
PEAK6
PEAK6 Chicago, Illinois $42.6B AUM 66.24% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return
LP
LMR Partners London, United Kingdom $45.4B AUM 60.47% 1-Year Est. Return
Zurich Cantonal Bank
Zurich Cantonal Bank Zurich, Switzerland $46B AUM 27.59% 1-Year Est. Return
Holocene Advisors
Holocene Advisors New York $41.5B AUM 42.97% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

WCM Investment Management's Q4 2025 Portfolio in Review

As of Q4 2025, WCM Investment Management held 263 positions worth $48.6B, up 1% from $48.1B the previous quarter. Its ten largest holdings account for 42% of the portfolio.

WCM Investment Management deployed $1.61B of net new capital in Q4 2025, opening 35 new positions and adding to 56 existing holdings. Its largest new stake was Shopify: 6,700,679 shares worth $1.1B.

By sector, the portfolio is most concentrated in Technology at 27% of assets, up from 24% a quarter earlier, followed by Financials and Consumer Discretionary.

On the sell side, the largest reduction was Spotify, an estimated $561M trimmed.

  • WCM Investment Management's largest Q4 2025 buy was Shopify: 6,700,679 shares worth $1.1B.
  • WCM Investment Management added most to Welltower in Q4 2025, an estimated $586M increase.
  • WCM Investment Management's biggest Q4 2025 reduction was Spotify, cutting an estimated $561M.
  • WCM Investment Management fully exited UnitedHealth in Q4 2025, selling an estimated $433M.
  • WCM Investment Management's ten largest holdings make up 42% of its $48.6B portfolio in Q4 2025.
  • WCM Investment Management opened 35 new positions and closed 22 in Q4 2025.
  • WCM Investment Management's portfolio value rose 1% quarter-over-quarter to $48.6B.

Based on WCM Investment Management's 13F filing for Q4 2025, filed 9 Feb 2026.