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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
+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
Cap. Flow
-$3.35B
Cap. Flow %
-8.61%
Top 10 Hldgs %
42.64%
Holding
304
New
16
Increased
115
Reduced
142
Closed
26

Top Buys

Rank Stock Value
1
PDD icon
Pinduoduo
PDD
+$45.7M
2
TPR icon
Tapestry
TPR
+$40.4M
3
HQY icon
HealthEquity
HQY
+$23.9M
4
AAON icon
Aaon
AAON
+$20.3M
5
AZN icon
AstraZeneca
AZN
+$19.7M

Top Sells

Rank Stock Value
1
GEV icon
GE Vernova
GEV
+$502M
2
GE icon
GE Aerospace
GE
+$454M
3
CP icon
Canadian Pacific Kansas City
CP
+$429M
4
ENTG icon
Entegris
ENTG
+$417M
5
BAH icon
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
SE icon
1
Sea Limited
SE
$65.4B
$3.29B 8.45%
25,144,668
-518,999
-2% -$64.4M
SPOT icon
2
Spotify
SPOT
$103B
$1.9B 4.87%
3,378,875
-410,408
-11% -$229M
APP icon
3
Applovin
APP
$133B
$1.75B 4.5%
6,425,507
-502,051
-7% -$173M
IBN icon
4
ICICI Bank
IBN
$108B
$1.68B 4.32%
53,613,361
-75,462
-0.1% -$2.19M
TSM icon
5
TSMC
TSM
$2.1T
$1.61B 4.13%
9,734,044
+59,079
+0.6% +$11.5M
LIN icon
6
Linde
LIN
$221B
$1.53B 3.94%
3,339,761
+9,870
+0.3% +$4.44M
ACGL icon
7
Arch Capital
ACGL
$34.3B
$1.28B 3.29%
13,459,738
+33,525
+0.2% +$3.09M
WCN
8
Waste Connections
WCN
$42.2B
$1.23B 3.16%
6,383,780
+18,400
+0.3% +$3.41M
CP icon
9
Canadian Pacific Kansas City
CP
$78.1B
$1.18B 3.03%
16,955,412
-5,643,411
-25% -$429M
ICLR icon
10
Icon
ICLR
$12.6B
$1.14B 2.94%
6,389,671
+54,781
+0.9% +$10.6M
AMZN icon
11
Amazon
AMZN
$2.92T
$1.13B 2.9%
5,860,266
+44,129
+0.8% +$9.58M
CPNG icon
12
Coupang
CPNG
$29.3B
$1.11B 2.85%
49,663,297
+54,786
+0.1% +$1.27M
ASML icon
13
ASML
ASML
$626B
$1.05B 2.71%
1,560,421
+3,277
+0.2% +$2.38M
MELI icon
14
Mercado Libre
MELI
$95.2B
$1.02B 2.63%
500,290
+885
+0.2% +$1.76M
MNDY icon
15
monday.com
MNDY
$3.68B
$1.01B 2.59%
4,078,985
+17,371
+0.4% +$4.59M
STE icon
16
Steris
STE
$22.3B
$1B 2.58%
4,504,587
+7,396
+0.2% +$1.63M
AON icon
17
Aon
AON
$76.5B
$810M 2.08%
2,051,816
+6,038
+0.3% +$2.32M
NU icon
18
Nu Holdings
NU
$69.2B
$797M 2.05%
76,982,469
-1,168,882
-1% -$13.8M
AJG icon
19
Arthur J. Gallagher & Co
AJG
$64.1B
$796M 2.05%
2,336,591
+7,594
+0.3% +$2.4M
TEAM icon
20
Atlassian
TEAM
$25.6B
$745M 1.91%
3,417,713
-901,692
-21% -$238M
MSFT icon
21
Microsoft
MSFT
$3.45T
$726M 1.87%
1,917,245
+8,525
+0.4% +$3.48M
MCK icon
22
McKesson
MCK
$100B
$723M 1.86%
1,082,640
+603
+0.1% +$373K
V icon
23
Visa
V
$684B
$713M 1.83%
2,080,395
-34,980
-2% -$11.8M
NVDA icon
24
NVIDIA
NVDA
$4.86T
$671M 1.73%
6,121,714
+35,376
+0.6% +$4.48M
UNH icon
25
UnitedHealth
UNH
$376B
$628M 1.61%
1,216,132
+4,910
+0.4% +$2.51M
1
2 3 4 5

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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.