WCM INVESTMENT MANAGEMENT/CA logo

WCM INVESTMENT MANAGEMENT/CA Portfolio Analytics

Investment Analysis & Holdings Breakdown

Comprehensive portfolio analytics for WCM INVESTMENT MANAGEMENT/CA with $48.1B in long positions as of Q3 2025, 29% allocated to Technology, and 49% concentrated in top 10 positions.

Portfolio Value
$48.1B
Top 10 Concentration
49%
Top Sector
Technology (29%)
US Exposure
61%
Market Cap Focus
Large Cap
Countries
17

Composition Analysis

Portfolio breakdown by sector, industry, and market capitalization

Sector Allocation

Technology: 28.80%TechnologyFinancial Services: 13.10%Financial ServicesConsumer Cyclical: 10.10%Consumer CyclicalIndustrials: 7.90%IndustrialsHealthcare: 5.70%Communication Services: 5.10%Basic Materials: 4.80%Consumer Defensive: 4.00%Utilities: 0.90%Energy: 0.30%Real Estate: 0.20%
Technology
28.80%
Financial Services
13.10%
Consumer Cyclical
10.10%
Industrials
7.90%
Healthcare
5.70%
Communication Services
5.10%
Basic Materials
4.80%
Consumer Defensive
4.00%
Utilities
0.90%
Energy
0.30%
Real Estate
0.20%

Industry Breakdown

75 industries across all sectors

Software - Application: 9.24%Software - ApplicationSpecialty Retail: 8.85%Specialty RetailSemiconductors: 7.65%SemiconductorsSoftware - Infrastructure: 5.85%Internet Content & Information: 5.12%Computer Hardware: 4.12%Tobacco: 3.82%Chemicals - Specialty: 3.52%Insurance - Brokers: 3.06%Banks - Diversified: 2.93%Railroads: 2.56%Insurance - Diversified: 2.53%Waste Management: 2.37%Hardware, Equipment & Parts: 1.86%Aerospace & Defense: 1.58%Medical - Distribution: 1.53%Financial - Credit Services: 1.51%Financial - Capital Markets: 1.31%Agricultural Inputs: 1.26%Biotechnology: 1.14%Insurance - Reinsurance: 1.08%Medical - Healthcare Plans: 0.91%Medical - Diagnostics & Research: 0.89%Renewable Utilities: 0.85%Medical - Devices: 0.68%Banks - Regional: 0.45%Auto - Manufacturers: 0.43%Medical - Care Facilities: 0.41%Engineering & Construction: 0.39%Oil & Gas Exploration & Production: 0.31%Luxury Goods: 0.19%Manufacturing - Metal Fabrication: 0.18%Furnishings, Fixtures & Appliances: 0.18%Construction: 0.13%Industrial - Distribution: 0.12%40 more: 1.83%
Software - Application
Technology
9.24%
Specialty Retail
Consumer Cyclical
8.85%
Semiconductors
Technology
7.65%
Software - Infrastructure
Technology
5.85%
Internet Content & Information
Communication Services
5.12%
Computer Hardware
Technology
4.12%
Tobacco
Consumer Defensive
3.82%
Chemicals - Specialty
Basic Materials
3.52%
Insurance - Brokers
Financial Services
3.06%
Banks - Diversified
Financial Services
2.93%
Railroads
Industrials
2.56%
Insurance - Diversified
Financial Services
2.53%

Filter by Sector

Select a sector to filter industries

Market Cap Distribution

Mega Cap (> $200B): 25.11%Mega Cap (> $200B)Large Cap ($10B - $200B): 44.83%Large Cap ($10B - $200B)Mid Cap ($2B - $10B): 4.93%Small Cap ($300M - $2B): 0.43%Micro Cap ($50M - $300M): 0.02%Nano Cap (< $50M): 0.05%N/A (ETF or Unknown): 24.64%N/A (ETF or Unknown)
Mega Cap (> $200B)
25.11%
Large Cap ($10B - $200B)
44.83%
Mid Cap ($2B - $10B)
4.93%
Small Cap ($300M - $2B)
0.43%
Micro Cap ($50M - $300M)
0.02%
Nano Cap (< $50M)
0.05%
N/A (ETF or Unknown)
24.64%

Portfolio Concentration

Top 10 Holdings %
48.66%
Top 20 Holdings %
71.66%
Top 50 Holdings %
95.19%
Top 100 Holdings %
98.06%

Geographic Exposure

Portfolio breakdown by country of incorporation

Domestic (US)
61.47%
International
38.53%
Countries
17
Largest Int'l Market
Taiwan - 5.74%
United States of America
61.46% ($29.5B)
196 holdings
Taiwan
5.74% ($2.8B)
1 holdings
Canada
5.59% ($2.7B)
6 holdings
Luxembourg
5.08% ($2.4B)
1 holdings
Ireland
4.63% ($2.2B)
5 holdings
United Kingdom
3.42% ($1.6B)
2 holdings
Korea (the Republic of)
3.35% ($1.6B)
1 holdings
Brazil
2.68% ($1.3B)
2 holdings
Uruguay
2.59% ($1.2B)
1 holdings
Bermuda
2.59% ($1.2B)
3 holdings
Israel
1.81% ($870.9M)
3 holdings
Switzerland
0.46% ($218.8M)
2 holdings

Holding Behavior

Investment patterns and position management analysis

Portfolio Stability & Commitment

Avg. Top 10
12.9 quarters
Avg. Top 20
14.4 quarters
Avg. All Positions
9.9 quarters
Median Holding Period
7 quarters
Persistence Rate
63.6%
Persistent Holdings Weight
84.14%
Persistent Positions
145
Longest Held
Mercado Libre, Inc logo
Mercado Libre, IncMELI - 50 quarters

Position Sizing & Influence

Current Quarter

Avg. New Position
0.25%
Avg. Position Weight
0.44%
Largest Position
Sea Limited American Depositary Shares, each representing one Class A Ordinary Share logo
Sea Limited American Depositary Shares, each representing one Class A Ordinary ShareSE - 9.84%
Largest Ownership Stake
monday.com Ltd. Ordinary Shares logo
monday.com Ltd. Ordinary SharesMNDY - 8.12%
Avg. Ownership Stake
1.11%
Ownership Stake >5%
1
Ownership Stake >1%
32

Historical (Since Q1 2013)

Avg. New Position
0.38%
Avg. Ownership Stake
2.26%
Largest Position
Chubb Limited logo
Chubb LimitedCB - 38.18% (Q1 2018)
Largest Ownership Stake
Core Laboratories Inc. logo
Core Laboratories Inc.CLB - 11.42% (Q2 2018)

Portfolio Turnover

Current Quarter

Turnover Ratio
7.4%
Value Traded
$3.54B
Positions Added
24
Positions Exited
24

Historical (Since Q1 2013)

Avg. Turnover Ratio
10.6%
Avg. Positions Added
17
Avg. Positions Exited
15
Highest Turnover
50.0%
Q1 2013
Lowest Turnover
2.3%
Q4 2021

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