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WCM Investment Management

WCM Investment Management Portfolio holdings

AUM $55.2B
1-Year Est. Return 57.07%
This Fund
S&P 500
This Quarter Est. Return
+33.29%
1 Year Est. Return
+57.07%
3 Year Est. Return
+206.72%
5 Year Est. Return
+229.02%
10 Year Est. Return
+1,236.16%
AUM
$55.2B
AUM Growth
+$11.3B
Cap. Flow
-$571M
Cap. Flow %
-1.03%
Top 10 Hldgs %
45.66%
Holding
296
New
33
Increased
104
Reduced
120
Closed
30

Top Buys

Rank Stock Value
1
META icon
Meta Platforms (Facebook)
META
+$1.1B
2
STX icon
Seagate
STX
+$743M
3
VTR icon
Ventas
VTR
+$667M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$340M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$340M

Top Sells

Rank Stock Value
1
WDC icon
Western Digital
WDC
+$2.4B
2
SHOP icon
Shopify
SHOP
+$762M
3
APP icon
Applovin
APP
+$624M
4
GLW icon
Corning
GLW
+$396M
5
GDDY icon
GoDaddy
GDDY
+$279M

Sector Composition

Rank Sector Weight
1 Technology 30.96%
2 Financials 14.13%
3 Healthcare 12.97%
4 Consumer Discretionary 9.59%
5 Industrials 9.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CHDN icon
201
Churchill Downs
CHDN
$6.07B
$2.15M ﹤0.01%
23,643
– –
ITRI icon
202
Itron
ITRI
$4.25B
$2.12M ﹤0.01%
25,314
-61,861
-71% -$5.28M
CASH icon
203
Pathward Financial
CASH
$1.73B
$2.02M ﹤0.01%
23,416
-39,047
-63% -$3.38M
INSM icon
204
Insmed
INSM
$27.6B
$1.99M ﹤0.01%
19,033
+3,326
+21% +$403K
KAI icon
205
Kadant
KAI
$3.53B
$1.94M ﹤0.01%
6,198
-16,887
-73% -$5.26M
ENTG icon
206
Entegris
ENTG
$21.2B
$1.91M ﹤0.01%
11,178
-8,482
-43% -$1.22M
EVO icon
207
Evotec
EVO
$661M
$1.88M ﹤0.01%
671,884
+44,624
+7% +$129K
TTMI icon
208
TTM Technologies
TTMI
$13.2B
$1.88M ﹤0.01%
+10,069
New +$1.62M
TOST icon
209
Toast
TOST
$19.6B
$1.87M ﹤0.01%
66,440
+11,381
+21% +$297K
REXR icon
210
Rexford Industrial Realty
REXR
$8.2B
$1.86M ﹤0.01%
54,510
– –
APG icon
211
APi Group
APG
$17.3B
$1.68M ﹤0.01%
40,998
-30,596
-43% -$1.34M
JLL icon
212
Jones Lang LaSalle
JLL
$16.7B
$1.61M ﹤0.01%
5,134
-3,506
-41% -$1.09M
PLUS icon
213
ePlus
PLUS
$2.4B
$1.47M ﹤0.01%
18,237
-158,513
-90% -$13.2M
GWRE icon
214
Guidewire Software
GWRE
$13.5B
$1.4M ﹤0.01%
11,620
+2,036
+21% +$271K
JBTM
215
JBT Marel
JBTM
$6.11B
$1.34M ﹤0.01%
9,520
+3,026
+47% +$392K
BMRN icon
216
BioMarin Pharmaceuticals
BMRN
$12.9B
$1.32M ﹤0.01%
22,930
+4,100
+22% +$225K
WSO icon
217
Watsco Inc
WSO
$13B
$1.31M ﹤0.01%
3,184
-1,166
-27% -$469K
SKWD icon
218
Skyward Specialty Insurance
SKWD
$2.32B
$1.29M ﹤0.01%
21,406
-185,037
-90% -$8.73M
KWR icon
219
Quaker Houghton
KWR
$2.78B
$1.27M ﹤0.01%
8,127
-70,399
-90% -$9.89M
ICUI icon
220
ICU Medical
ICUI
$4.19B
$1.27M ﹤0.01%
8,567
-83,429
-91% -$10.9M
PNTG icon
221
Pennant Group
PNTG
$1.33B
$1.26M ﹤0.01%
34,605
-293,322
-89% -$9.58M
RLI icon
222
RLI Corp
RLI
$5.73B
$1.25M ﹤0.01%
21,426
-7,836
-27% -$421K
AVY icon
223
Avery Dennison
AVY
$13.3B
$1.21M ﹤0.01%
7,390
-2,609
-26% -$425K
MANH icon
224
Manhattan Associates
MANH
$12.5B
$1.2M ﹤0.01%
8,706
+1,196
+16% +$165K
HLMN icon
225
Hillman Solutions
HLMN
$1.49B
$1.19M ﹤0.01%
142,589
-1,240,337
-90% -$9.86M
7 8
9
10 11

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WCM Investment Management's Q2 2026 Portfolio in Review

As of Q2 2026, WCM Investment Management held 296 positions worth $55.2B, up 26% from $43.8B the previous quarter. Its ten largest holdings account for 46% of the portfolio.

WCM Investment Management's Q2 2026 filing shows 33 new, 104 increased, 120 reduced and 30 closed positions. Its largest new stake was Ventas: 7,824,883 shares worth $699M. The largest sale was Western Digital, an estimated $2.4B.

By sector, the portfolio is most concentrated in Technology at 31% of assets, up from 28% a quarter earlier, followed by Financials and Healthcare.

  • WCM Investment Management's largest Q2 2026 buy was Ventas: 7,824,883 shares worth $699M.
  • WCM Investment Management added most to Meta Platforms (Facebook) in Q2 2026, an estimated $1.1B increase.
  • WCM Investment Management's biggest Q2 2026 reduction was Western Digital, cutting an estimated $2.4B.
  • WCM Investment Management fully exited SAP in Q2 2026, selling an estimated $140M.
  • WCM Investment Management's ten largest holdings make up 46% of its $55.2B portfolio in Q2 2026.
  • WCM Investment Management opened 33 new positions and closed 30 in Q2 2026.
  • WCM Investment Management's portfolio value rose 26% quarter-over-quarter to $55.2B.

Based on WCM Investment Management's 13F filing for Q2 2026, filed 13 Aug 2026.