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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
SGOV icon
201
iShares 0-3 Month Treasury Bond ETF
SGOV
$101B
$843K ﹤0.01%
8,377
+400
+5% +$40.2K
EFA icon
202
iShares MSCI EAFE ETF
EFA
$79.8B
$705K ﹤0.01%
7,891
-37,283
-83% -$3.18M
MOH icon
203
Molina Healthcare
MOH
$10.4B
$555K ﹤0.01%
1,868
+191
+11% +$60K
YMM icon
204
Full Truck Alliance
YMM
$10.1B
$545K ﹤0.01%
46,186
+19,151
+71% +$223K
CBRE icon
205
CBRE Group
CBRE
$41.7B
$528K ﹤0.01%
3,788
+401
+12% +$50.7K
MKL icon
206
Markel Group
MKL
$22.8B
$524K ﹤0.01%
264
+29
+12% +$54.4K
CDW icon
207
CDW
CDW
$17.1B
$515K ﹤0.01%
2,901
+245
+9% +$41.6K
BMRN icon
208
BioMarin Pharmaceuticals
BMRN
$13.3B
$513K ﹤0.01%
9,305
-8,048
-46% -$474K
CSL icon
209
Carlisle Companies
CSL
$15.3B
$409K ﹤0.01%
1,093
+113
+12% +$42K
CHE icon
210
Chemed
CHE
$7.18B
$356K ﹤0.01%
637
+66
+12% +$37.6K
IEX icon
211
IDEX
IEX
$17.2B
$319K ﹤0.01%
1,812
+189
+12% +$33.5K
BALL icon
212
Ball Corp
BALL
$16.6B
$274K ﹤0.01%
4,857
+508
+12% +$26.5K
TREX icon
213
Trex
TREX
$4.91B
$260K ﹤0.01%
4,741
+505
+12% +$28.6K
ORCL icon
214
Oracle
ORCL
$435B
$231K ﹤0.01%
+1,099
New +$177K
APH icon
215
Amphenol
APH
$207B
$205K ﹤0.01%
+2,094
New +$171K
ACWI icon
216
iShares MSCI ACWI ETF
ACWI
$33.3B
$181K ﹤0.01%
+1,412
New +$169K
LX
217
LexinFintech Holdings
LX
$242M
$144K ﹤0.01%
+19,731
New +$153K
VISN
218
Vistance Networks Inc
VISN
$2.63B
$137K ﹤0.01%
16,737
+637
+4% +$3.33K
KSA icon
219
iShares MSCI Saudi Arabia ETF
KSA
$625M
$53.8K ﹤0.01%
1,406
– –
AAPL icon
220
Apple
AAPL
$4.5T
– –
-1,592
Closed -$347K
ALSN icon
221
Allison Transmission
ALSN
$10.3B
– –
-2,355
Closed -$226K
AMGN icon
222
Amgen
AMGN
$226B
– –
-20,285
Closed -$6.23M
ANET icon
223
Arista Networks
ANET
$242B
– –
-6,038,570
Closed -$471M
AXON
224
Axon Enterprise
AXON
$48.4B
– –
-2,441
Closed -$1.31M
BKH icon
225
Black Hills Corp
BKH
$5.62B
– –
-70,437
Closed -$4.23M
7 8
9
10 11

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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.