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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
+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
FIG
201
Figma
FIG
$13.5B
$2.26M ﹤0.01%
60,000
– –
DT icon
202
Dynatrace
DT
$14.6B
$2.23M ﹤0.01%
50,646
-36
-0.1% -$1.68K
REXR icon
203
Rexford Industrial Realty
REXR
$8.13B
$2.17M ﹤0.01%
54,510
– –
TOST icon
204
Toast
TOST
$20.6B
$1.97M ﹤0.01%
54,367
+19,544
+56% +$705K
RLI icon
205
RLI Corp
RLI
$5.83B
$1.85M ﹤0.01%
28,607
-22,039
-44% -$1.38M
HUBS icon
206
HubSpot
HUBS
$10.8B
$1.82M ﹤0.01%
4,473
+11
+0.2% +$4.56K
INSM icon
207
Insmed
INSM
$29.4B
$1.8M ﹤0.01%
10,368
-5,132
-33% -$936K
AVY icon
208
Avery Dennison
AVY
$13.5B
$1.79M ﹤0.01%
9,764
-7,599
-44% -$1.31M
EVO icon
209
Evotec
EVO
$739M
$1.75M ﹤0.01%
559,343
+259,066
+86% +$889K
ENTG icon
210
Entegris
ENTG
$22B
$1.65M ﹤0.01%
19,045
-13,998
-42% -$1.22M
TTEK icon
211
Tetra Tech
TTEK
$8.97B
$1.61M ﹤0.01%
47,266
-34,750
-42% -$1.18M
GGG icon
212
Graco
GGG
$13.5B
$1.59M ﹤0.01%
19,181
-14,269
-43% -$1.17M
MAS icon
213
Masco
MAS
$14.7B
$1.56M ﹤0.01%
24,231
-17,033
-41% -$1.11M
BRO icon
214
Brown & Brown
BRO
$24B
$1.53M ﹤0.01%
19,065
-11,733
-38% -$979K
NTRA icon
215
Natera
NTRA
$45.9B
$1.53M ﹤0.01%
6,650
-36
-0.5% -$7.51K
WSO icon
216
Watsco Inc
WSO
$13.5B
$1.46M ﹤0.01%
4,250
-3,276
-44% -$1.17M
PTC icon
217
PTC
PTC
$16.4B
$1.38M ﹤0.01%
7,877
-5,399
-41% -$1M
ZBRA icon
218
Zebra Technologies
ZBRA
$17.9B
$1.34M ﹤0.01%
5,444
-4,121
-43% -$1.1M
IWF icon
219
iShares Russell 1000 Growth ETF
IWF
$127B
$1.23M ﹤0.01%
+10,320
New +$1.22M
BAH icon
220
Booz Allen Hamilton
BAH
$9.37B
$1.12M ﹤0.01%
13,120
-9,220
-41% -$825K
BMRN icon
221
BioMarin Pharmaceuticals
BMRN
$13.3B
$1.11M ﹤0.01%
18,876
+9,251
+96% +$504K
MOH icon
222
Molina Healthcare
MOH
$10.4B
$1.11M ﹤0.01%
6,514
-4,394
-40% -$722K
POOL icon
223
Pool Corp
POOL
$7.27B
$972K ﹤0.01%
4,208
-2,766
-40% -$719K
SGOV icon
224
iShares 0-3 Month Treasury Bond ETF
SGOV
$101B
$841K ﹤0.01%
8,377
– –
MKL icon
225
Markel Group
MKL
$22.8B
$574K ﹤0.01%
264
-10
-4% -$20.3K
7 8
9
10 11

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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.