WCM Investment Management

Wcm Investment Management as of Sept. 30, 2014

Portfolio Holdings for Wcm Investment Management

Wcm Investment Management holds 113 positions in its portfolio as reported in the September 2014 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Taiwan Semiconductor Mfg (TSM) 7.9 $256M 13M 20.18
Canadian Pacific Railway 7.6 $245M 1.2M 207.47
Canadian Natl Ry (CNI) 6.8 $222M 3.1M 70.96
Ace Limited Cmn 6.3 $205M 1.9M 104.87
Novo Nordisk A/S (NVO) 5.6 $182M 3.8M 47.62
Perrigo Company (PRGO) 5.6 $182M 1.2M 150.19
Sensata Technologies Hldg Bv 5.3 $171M 3.8M 44.53
Asml Holding (ASML) 5.2 $169M 1.7M 98.82
Coca-cola Enterprises 4.8 $154M 3.5M 44.36
Core Laboratories 4.6 $151M 1.0M 146.35
Lazard Ltd-cl A shs a 4.4 $143M 2.8M 50.70
ARM Holdings 3.3 $108M 2.5M 43.69
Yandex Nv-a (YNDX) 3.1 $100M 3.6M 27.80
Amazon (AMZN) 1.2 $40M 124k 322.44
Nike (NKE) 0.9 $30M 338k 89.20
TD Ameritrade Holding 0.8 $27M 801k 33.37
Linkedin Corp 0.7 $24M 115k 207.79
eBay (EBAY) 0.7 $23M 402k 56.63
Cooper Companies (COO) 0.7 $22M 143k 155.75
Costco Wholesale Corporation (COST) 0.7 $22M 173k 125.32
Monsanto Company 0.7 $21M 188k 112.51
Cme (CME) 0.6 $21M 261k 79.96
Cognex Corporation (CGNX) 0.6 $20M 499k 40.27
Group 1 Automotive (GPI) 0.6 $20M 272k 72.71
CVB Financial (CVBF) 0.6 $19M 1.4M 14.35
Google 0.6 $20M 33k 588.40
CNO Financial (CNO) 0.6 $19M 1.1M 16.96
Yum! Brands (YUM) 0.6 $19M 259k 71.98
Praxair 0.6 $19M 144k 129.00
Starbucks Corporation (SBUX) 0.6 $19M 246k 75.46
Express Scripts Holding 0.6 $18M 260k 70.63
Western Refining 0.5 $18M 419k 41.99
WellCare Health Plans 0.5 $17M 275k 60.34
East West Ban (EWBC) 0.5 $16M 482k 34.00
Brooks Automation (AZTA) 0.5 $17M 1.6M 10.51
Brinker International (EAT) 0.5 $16M 313k 50.79
Tuesday Morning Corporation 0.5 $15M 792k 19.40
DeVry 0.4 $14M 337k 42.81
Bbcn Ban 0.4 $14M 933k 14.59
Saia (SAIA) 0.4 $13M 268k 49.56
Cal-Maine Foods (CALM) 0.4 $13M 148k 89.33
Snap-on Incorporated (SNA) 0.4 $13M 106k 121.07
Triangle Petroleum Corporation 0.4 $13M 1.1M 11.01
Redwood Trust (RWT) 0.4 $12M 747k 16.58
Associated Banc- (ASB) 0.4 $12M 686k 17.42
Cowen 0.4 $12M 3.2M 3.75
Tripadvisor (TRIP) 0.4 $12M 131k 91.42
Montpelier Re Holdings/mrh 0.4 $12M 376k 31.09
Kadant (KAI) 0.4 $12M 296k 39.05
Hornbeck Offshore Services 0.4 $12M 358k 32.73
Cubic Corporation 0.3 $11M 244k 46.80
Blucora 0.3 $11M 736k 15.24
Barnes (B) 0.3 $11M 359k 30.35
GATX Corporation (GATX) 0.3 $11M 188k 58.37
Commercial Metals Company (CMC) 0.3 $11M 619k 17.07
Foot Locker (FL) 0.3 $9.9M 178k 55.65
Laclede 0.3 $10M 216k 46.40
Global Indemnity 0.3 $10M 398k 25.23
Teekay Tankers Ltd cl a 0.3 $9.9M 2.7M 3.73
Newport Corporation 0.3 $9.6M 543k 17.72
Regal-beloit Corporation (RRX) 0.3 $9.6M 150k 64.25
CBL & Associates Properties 0.3 $9.8M 549k 17.90
Take-Two Interactive Software (TTWO) 0.3 $9.3M 402k 23.07
Amerisafe (AMSF) 0.3 $9.5M 243k 39.11
Werner Enterprises (WERN) 0.3 $9.1M 360k 25.20
Gran Tierra Energy 0.3 $8.7M 1.6M 5.54
Calamos Asset Management 0.3 $8.4M 742k 11.27
Ofg Ban (OFG) 0.3 $8.5M 568k 14.98
Glacier Ban (GBCI) 0.2 $8.2M 319k 25.86
Douglas Emmett (DEI) 0.2 $7.6M 297k 25.67
Avista Corporation (AVA) 0.2 $7.3M 239k 30.53
Consolidated Communications Holdings (CNSL) 0.2 $6.9M 276k 25.05
Moog (MOG.A) 0.2 $6.9M 100k 68.41
Immunomedics 0.2 $6.9M 1.9M 3.72
Insight Enterprises (NSIT) 0.2 $6.4M 281k 22.63
Meritage Homes Corporation (MTH) 0.2 $6.4M 179k 35.50
Lindsay Corporation (LNN) 0.2 $6.3M 85k 74.75
Sensient Technologies Corporation (SXT) 0.2 $5.5M 106k 52.35
Portland General Electric Company (POR) 0.1 $4.9M 154k 32.12
Google Inc Class C 0.1 $4.5M 7.9k 577.41
Grupo Televisa (TV) 0.1 $4.1M 121k 33.88
Olin Corporation (OLN) 0.1 $3.9M 156k 25.25
MercadoLibre (MELI) 0.1 $3.5M 32k 108.63
Dr. Reddy's Laboratories (RDY) 0.1 $3.3M 63k 52.55
Embraer S A (ERJ) 0.1 $3.3M 84k 39.22
PriceSmart (PSMT) 0.1 $3.0M 35k 85.64
BRF Brasil Foods SA (BRFS) 0.1 $2.9M 123k 23.78
Ctrip.com International 0.1 $2.6M 46k 56.76
Ambev Sa- (ABEV) 0.0 $850k 130k 6.55
Berkshire Hathaway (BRK.B) 0.0 $639k 4.6k 138.16
Walt Disney Company (DIS) 0.0 $504k 5.7k 89.08
Chevron Corporation (CVX) 0.0 $607k 5.1k 119.32
General Electric Company 0.0 $489k 19k 25.60
Wells Fargo & Company (WFC) 0.0 $497k 9.6k 51.82
Intel Corporation (INTC) 0.0 $595k 17k 34.80
Clorox Company (CLX) 0.0 $620k 6.5k 96.12
Jazz Pharmaceuticals (JAZZ) 0.0 $562k 3.5k 160.57
Aon 0.0 $655k 7.5k 87.67
Coca-Cola Company (KO) 0.0 $473k 11k 42.67
McDonald's Corporation (MCD) 0.0 $339k 3.6k 94.93
Johnson & Johnson (JNJ) 0.0 $476k 4.5k 106.56
3M Company (MMM) 0.0 $436k 3.1k 141.70
Paychex (PAYX) 0.0 $404k 9.1k 44.18
Spectra Energy 0.0 $422k 11k 39.22
Automatic Data Processing (ADP) 0.0 $371k 4.5k 83.03
Emerson Electric (EMR) 0.0 $406k 6.5k 62.60
General Mills (GIS) 0.0 $390k 7.7k 50.45
GlaxoSmithKline 0.0 $300k 6.5k 45.98
Pepsi (PEP) 0.0 $409k 4.4k 93.04
Procter & Gamble Company (PG) 0.0 $416k 5.0k 83.70
ISIS Pharmaceuticals 0.0 $229k 5.9k 38.81
Unilever (UL) 0.0 $370k 8.8k 41.90
Embotelladora Andina SA (AKO.B) 0.0 $309k 16k 19.13