Wcm Investment Management, LLC Portfolio Holdings by Sector
Wcm Investment Management, LLC
- $34.4 Billion
- Q1 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
Internet Retail | Consumer Cyclical
SE AMZN CPNG MELI PDD BABA 6 stocks |
$6.51 Million
18.95% of portfolio
|
5
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Software—Application | Technology
APP MNDY SAP DDOG PLUS BILL MLNK CVLT 16 stocks |
$3.41 Million
9.92% of portfolio
|
10
|
6
|
1
|
- |
0
Calls
0
Puts
|
|
Semiconductors | Technology
TSM NVDA RMBS POWI SMTC TXN 6 stocks |
$2.33 Million
6.76% of portfolio
|
4
|
2
|
- | - |
0
Calls
0
Puts
|
|
Internet Content & Information | Communication Services
SPOT IAC META BIDU 4 stocks |
$1.89 Million
5.5% of portfolio
|
3
|
1
|
- | - |
0
Calls
0
Puts
|
|
Banks—Regional | Financial Services
IBN BAP INTR WAL CFR CMA 6 stocks |
$1.78 Million
5.19% of portfolio
|
- |
6
|
- | - |
0
Calls
0
Puts
|
|
Insurance Brokers | Financial Services
AON AJG BRO 3 stocks |
$1.63 Million
4.74% of portfolio
|
2
|
1
|
- | - |
0
Calls
0
Puts
|
|
Diagnostics & Research | Healthcare
ICLR ILMN RDNT NTRA DGX 5 stocks |
$1.46 Million
4.25% of portfolio
|
4
|
1
|
- | - |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
MSFT GDDY ACIW VRNS FIVN SPSC HOOD CINT 10 stocks |
$1.43 Million
4.17% of portfolio
|
5
|
4
|
1
|
- |
0
Calls
0
Puts
|
|
Insurance—Diversified | Financial Services
ACGL 1 stocks |
$1.29 Million
3.77% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Waste Management | Industrials
WCN CWST 2 stocks |
$1.27 Million
3.69% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Semiconductor Equipment & Materials | Technology
ASML ENTG 2 stocks |
$1.09 Million
3.17% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Medical Devices | Healthcare
STE IRTC INSP PEN GKOS MDT 6 stocks |
$1.07 Million
3.12% of portfolio
|
3
|
3
|
- | - |
0
Calls
0
Puts
|
|
Banks—Diversified | Financial Services
NU UBS JPM EWBC 4 stocks |
$960,876
2.79% of portfolio
|
1
|
2
|
- | - |
0
Calls
0
Puts
|
|
Biotechnology | Healthcare
VRTX NVO HALO AXSM INSM BBIO RVMD RARE 13 stocks |
$900,769
2.62% of portfolio
|
5
|
8
|
- | - |
0
Calls
0
Puts
|
|
Credit Services | Financial Services
V 1 stocks |
$729,095
2.12% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Medical Distribution | Healthcare
MCK ABC 2 stocks |
$729,094
2.12% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Specialty Industrial Machinery | Industrials
GE CSWI GTLS RRX GGG IEX 6 stocks |
$679,050
1.98% of portfolio
|
3
|
3
|
- | - |
0
Calls
0
Puts
|
|
Medical Instruments & Supplies | Healthcare
ISRG ICUI RGEN ATRC 4 stocks |
$641,833
1.87% of portfolio
|
3
|
1
|
- | - |
0
Calls
0
Puts
|
|
Healthcare Plans | Healthcare
UNH MOH 2 stocks |
$637,501
1.85% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Capital Markets | Financial Services
LPLA EVR 2 stocks |
$552,280
1.61% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Insurance—Reinsurance | Financial Services
RGA 1 stocks |
$495,014
1.44% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Agricultural Inputs | Basic Materials
CTVA 1 stocks |
$439,137
1.28% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Drug Manufacturers—General | Healthcare
AZN LLY AMGN JNJ PFE 5 stocks |
$322,376
0.94% of portfolio
|
3
|
2
|
- | - |
0
Calls
0
Puts
|
|
Auto Manufacturers | Consumer Cyclical
RACE 1 stocks |
$321,125
0.93% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Packaged Foods | Consumer Defensive
FRPT LANC INGR HRL 4 stocks |
$252,008
0.73% of portfolio
|
- |
4
|
- | - |
0
Calls
0
Puts
|
|
Oil & Gas E&P | Energy
CNQ VIST DVN 3 stocks |
$156,939
0.46% of portfolio
|
2
|
1
|
- | - |
0
Calls
0
Puts
|
|
Medical Care Facilities | Healthcare
ADUS ENSG SGRY DCGO CHE 5 stocks |
$102,115
0.3% of portfolio
|
2
|
3
|
1
|
- |
0
Calls
0
Puts
|
|
Building Products & Equipment | Industrials
BECN AZEK AAON TT MAS CSL TREX 7 stocks |
$101,515
0.3% of portfolio
|
5
|
2
|
2
|
- |
0
Calls
0
Puts
|
|
Specialty Chemicals | Basic Materials
ESI AVNT ASH KWR LYB EMN 6 stocks |
$87,411
0.25% of portfolio
|
- |
6
|
- | - |
0
Calls
0
Puts
|
|
Engineering & Construction | Industrials
FIX STRL AGX EME APG TTEK 6 stocks |
$45,467
0.13% of portfolio
|
4
|
2
|
- | - |
0
Calls
0
Puts
|
|
Aerospace & Defense | Industrials
MRCY CDRE GD LMT CW AXON HII 7 stocks |
$44,509
0.13% of portfolio
|
4
|
3
|
- | - |
0
Calls
0
Puts
|
|
Industrial Distribution | Industrials
AIT SITE WSO POOL MSM 5 stocks |
$42,489
0.12% of portfolio
|
4
|
1
|
- | - |
0
Calls
0
Puts
|
|
Infrastructure Operations | Industrials
VRRM 1 stocks |
$41,566
0.12% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Travel Services | Consumer Cyclical
TCOM 1 stocks |
$38,425
0.11% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Luxury Goods | Consumer Cyclical
TPR 1 stocks |
$37,580
0.11% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Leisure | Consumer Cyclical
PLNT YETI 2 stocks |
$37,109
0.11% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Electrical Equipment & Parts | Industrials
HAYW POWL 2 stocks |
$36,669
0.11% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Food Distribution | Consumer Defensive
CHEF PFGC 2 stocks |
$33,855
0.1% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Insurance—Property & Casualty | Financial Services
WTM RLI CB MKL 4 stocks |
$32,428
0.09% of portfolio
|
4
|
- | - | - |
0
Calls
0
Puts
|
|
Restaurants | Consumer Cyclical
FWRG TXRH 2 stocks |
$30,907
0.09% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Household & Personal Products | Consumer Defensive
IPAR UL PG CLX 4 stocks |
$29,312
0.09% of portfolio
|
- |
4
|
- | - |
0
Calls
0
Puts
|
|
Real Estate Services | Real Estate
CWK JLL CBRE 3 stocks |
$28,786
0.08% of portfolio
|
2
|
1
|
- | - |
0
Calls
0
Puts
|
|
Metal Fabrication | Industrials
CRS 1 stocks |
$28,553
0.08% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Trucking | Industrials
SAIA KNX 2 stocks |
$28,089
0.08% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Integrated Freight & Logistics | Industrials
LSTR UPS CHRW 3 stocks |
$27,437
0.08% of portfolio
|
- |
3
|
- | - |
0
Calls
0
Puts
|
|
Tools & Accessories | Industrials
HLMN LECO SWK SNA 4 stocks |
$27,254
0.08% of portfolio
|
- |
4
|
- | - |
0
Calls
0
Puts
|
|
Scientific & Technical Instruments | Technology
NOVT CGNX MKSI TDY 4 stocks |
$26,938
0.08% of portfolio
|
3
|
1
|
- | - |
0
Calls
0
Puts
|
|
Lodging | Consumer Cyclical
WH 1 stocks |
$26,301
0.08% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Staffing & Employment Services | Industrials
BZ RHI PAYX 3 stocks |
$24,682
0.07% of portfolio
|
1
|
2
|
- | - |
0
Calls
0
Puts
|
|
Auto Parts | Consumer Cyclical
DORM ALSN 2 stocks |
$24,602
0.07% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Residential Construction | Consumer Cyclical
IBP GRBK 2 stocks |
$23,778
0.07% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Apparel Retail | Consumer Cyclical
BOOT 1 stocks |
$23,767
0.07% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
REIT—Industrial | Real Estate
EGP CUBE REXR 3 stocks |
$22,102
0.06% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Asset Management | Financial Services
VRTS TROW PFG 3 stocks |
$21,626
0.06% of portfolio
|
1
|
2
|
- | - |
0
Calls
0
Puts
|
|
Health Information Services | Healthcare
HQY 1 stocks |
$20,558
0.06% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Drug Manufacturers—Specialty & Generic | Healthcare
LNTH HLN TEVA 3 stocks |
$20,032
0.06% of portfolio
|
2
|
1
|
- | - |
0
Calls
0
Puts
|
|
Education & Training Services | Consumer Defensive
LRN 1 stocks |
$18,742
0.05% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Discount Stores | Consumer Defensive
OLLI COST 2 stocks |
$17,591
0.05% of portfolio
|
1
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Electronics & Computer Distribution | Technology
NSIT 1 stocks |
$17,105
0.05% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Auto & Truck Dealerships | Consumer Cyclical
CRMT KMX 2 stocks |
$16,893
0.05% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Insurance—Life | Financial Services
PRI 1 stocks |
$16,484
0.05% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Gambling | Consumer Cyclical
CHDN 1 stocks |
$15,359
0.04% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Communication Equipment | Technology
CRDO CSCO ZBRA COMM 4 stocks |
$14,199
0.04% of portfolio
|
2
|
2
|
1
|
- |
0
Calls
0
Puts
|
|
Airlines | Industrials
VLRS 1 stocks |
$12,612
0.04% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Oil & Gas Integrated | Energy
CVX XOM TTE 3 stocks |
$11,860
0.03% of portfolio
|
- |
3
|
- | - |
0
Calls
0
Puts
|
|
Specialty Business Services | Industrials
UNF 1 stocks |
$11,165
0.03% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Consulting Services | Industrials
ICFI BAH 2 stocks |
$10,920
0.03% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Specialty Retail | Consumer Cyclical
RH 1 stocks |
$10,733
0.03% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Furnishings, Fixtures & Appliances | Consumer Cyclical
AMWD WHR 2 stocks |
$10,129
0.03% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Telecom Services | Communication Services
VZ CMCSA 2 stocks |
$9,499
0.03% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Footwear & Accessories | Consumer Cyclical
WWW NKE 2 stocks |
$9,372
0.03% of portfolio
|
1
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Tobacco | Consumer Defensive
PM 1 stocks |
$7,139
0.02% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Utilities—Regulated Electric | Utilities
ETR 1 stocks |
$6,180
0.02% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
ETFs | ETFs
EFA ESGE SGOV KSA 4 stocks |
$6,132
0.02% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
$5,846
0.02% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
|
Beverages—Non-Alcoholic | Consumer Defensive
KOF PEP 2 stocks |
$5,334
0.02% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
REIT—Retail | Real Estate
O 1 stocks |
$4,273
0.01% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Utilities—Diversified | Utilities
BKH 1 stocks |
$4,272
0.01% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
SONY AAPL 2 stocks |
$3,848
0.01% of portfolio
|
2
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Utilities—Regulated Water | Utilities
SBS 1 stocks |
$3,830
0.01% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Railroads | Industrials
UNP 1 stocks |
$3,361
0.01% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Entertainment | Communication Services
HUYA 1 stocks |
$3,342
0.01% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Publishing | Communication Services
RELX 1 stocks |
$3,297
0.01% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Information Technology Services | Technology
GIB JKHY CDW 3 stocks |
$3,029
0.01% of portfolio
|
1
|
2
|
- | - |
0
Calls
0
Puts
|
|
Home Improvement Retail | Consumer Cyclical
HD 1 stocks |
$2,898
0.01% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Oil & Gas Refining & Marketing | Energy
PSX 1 stocks |
$2,888
0.01% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
$2,414
0.01% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
|
Oil & Gas Equipment & Services | Energy
SLB 1 stocks |
$2,075
0.01% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Electronic Gaming & Multimedia | Communication Services
TTWO 1 stocks |
$1,958
0.01% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Airports & Air Services | Industrials
PAC 1 stocks |
$921
0.0% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Advertising Agencies | Communication Services
OMC 1 stocks |
$370
0.0% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Packaging & Containers | Consumer Cyclical
BALL 1 stocks |
$226
0.0% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|