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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
(-8.5%)
Cap. Flow
-$3.35B
Cap. Flow
% of AUM
-8.61%
Top 10 Holdings %
Top 10 Hldgs %
42.64%
Holding
304
New
16
Increased
115
Reduced
142
Closed
26
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Pinduoduo
PDD
|
+$45.7M |
| 2 |
Tapestry
TPR
|
+$40.4M |
| 3 |
HealthEquity
HQY
|
+$23.9M |
| 4 |
Aaon
AAON
|
+$20.3M |
| 5 |
AstraZeneca
AZN
|
+$19.7M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
GE Vernova
GEV
|
+$502M |
| 2 |
GE Aerospace
GE
|
+$454M |
| 3 |
Canadian Pacific Kansas City
CP
|
+$429M |
| 4 |
Entegris
ENTG
|
+$417M |
| 5 |
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 | |
|---|---|---|---|---|---|---|
201
Union Pacific
UNP
$174B
| $3.3M | 0.01% |
14,230
-488
| -3% | -$117K |
|
202
RELX
RELX
$61.7B
| $3.28M | 0.01% |
65,422
+17,387
| +36% | +$851K |
|
203
Coca-Cola Femsa
KOF
$22.9B
| $3.26M | 0.01% |
35,364
-1,187
| -3% | -$98.5K |
|
204
Teva Pharmaceuticals
TEVA
$42.3B
| $3.21M | 0.01% |
213,157
+77,403
| +57% | +$1.38M |
|
205
Watsco Inc
WSO
$13.1B
| $3.21M | 0.01% |
6,398
+207
| +3% | +$102K |
|
206
Pfizer
PFE
$152B
| $3.18M | 0.01% |
125,964
+10,051
| +9% | +$263K |
|
207
Masco
MAS
$15B
| $3.07M | 0.01% |
44,675
+1,968
| +5% | +$147K |
|
208
CubeSmart
CUBE
$9.21B
| $3.06M | 0.01% |
72,809
-291
| -0.4% | -$12.2K |
|
209
Graco
GGG
$13.5B
| $3.04M | 0.01% |
36,473
+1,293
| +4% | +$109K |
|
210
MKS Inc
MKSI
$19.8B
| $2.97M | 0.01% |
36,422
+1,353
| +4% | +$137K |
|
211
CarMax
KMX
$8.32B
| $2.95M | 0.01% |
38,794
+1,411
| +4% | +$113K |
|
212
Chubb
CB
$134B
| $2.94M | 0.01% |
9,901
+2,502
| +34% | +$695K |
|
213
TotalEnergies
TTE
$196B
| $2.88M | 0.01% |
44,877
-859
| -2% | -$51.8K |
|
214
Immunovant
IMVT
$8.36B
| $2.86M | 0.01% |
155,937
-3,588
| -2% | -$75.1K |
|
215
Phillips 66
PSX
$89.4B
| $2.85M | 0.01% |
23,395
-838
| -3% | -$103K |
|
216
Home Depot
HD
$354B
| $2.83M | 0.01% |
7,909
-3,243
| -29% | -$1.26M |
|
217
Zebra Technologies
ZBRA
$18.2B
| $2.64M | 0.01% |
9,409
+353
| +4% | +$121K |
|
|
218
Booz Allen Hamilton
BAH
$9.46B
| $2.55M | 0.01% |
24,195
-2,680,181
| -99% | -$323M |
|
219
LyondellBasell Industries
LYB
$20.6B
| $2.46M | 0.01% |
35,200
-231
| -0.7% | -$17.4K |
|
220
Diageo
DEO
$52.8B
| $2.43M | 0.01% |
+23,046
| New | +$2.6M |
|
221
PTC
PTC
$16.3B
| $2.24M | 0.01% |
14,496
+720
| +5% | +$124K |
|
222
Elastic
ESTC
$7.95B
| $2.18M | 0.01% |
23,811
+169
| +0.7% | +$17.5K |
|
223
Rexford Industrial Realty
REXR
$8.08B
| $2.15M | 0.01% |
54,510
| – | – |
|
224
Nike
NKE
$61.4B
| $2.12M | 0.01% |
33,482
-328
| -1% | -$24.1K |
|
225
PepsiCo
PEP
$189B
| $2.1M | 0.01% |
14,048
-644
| -4% | -$95.9K |
|
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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.