Wcm Investment Management as of Dec. 31, 2018
Portfolio Holdings for Wcm Investment Management
Wcm Investment Management holds 79 positions in its portfolio as reported in the December 2018 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
HDFC Bank (HDB) | 9.0 | $1.0B | 9.7M | 103.59 | |
Shopify Inc cl a (SHOP) | 8.2 | $914M | 6.6M | 138.45 | |
Taiwan Semiconductor Mfg (TSM) | 8.1 | $910M | 25M | 36.91 | |
Chubb (CB) | 8.1 | $904M | 7.0M | 129.18 | |
Canadian Pacific Railway | 7.9 | $879M | 4.9M | 177.62 | |
Accenture (ACN) | 7.8 | $878M | 6.2M | 141.01 | |
Mettler-Toledo International (MTD) | 7.6 | $847M | 1.5M | 565.58 | |
Icon (ICLR) | 6.1 | $681M | 5.3M | 129.21 | |
ResMed (RMD) | 4.4 | $492M | 4.3M | 113.87 | |
Asml Holding (ASML) | 3.8 | $427M | 2.7M | 155.62 | |
Ryanair Holdings (RYAAY) | 2.7 | $305M | 4.3M | 71.34 | |
Core Laboratories | 2.6 | $293M | 4.9M | 59.66 | |
Steris | 2.3 | $253M | 2.4M | 106.85 | |
Visa (V) | 1.3 | $143M | 1.1M | 131.94 | |
Costco Wholesale Corporation (COST) | 1.3 | $141M | 692k | 203.71 | |
Cooper Companies (COO) | 1.2 | $135M | 532k | 254.50 | |
Boston Scientific Corporation (BSX) | 1.2 | $134M | 3.8M | 35.34 | |
First Republic Bank/san F (FRCB) | 1.1 | $120M | 1.4M | 86.90 | |
Amphenol Corporation (APH) | 1.0 | $114M | 1.4M | 81.02 | |
Verisk Analytics (VRSK) | 1.0 | $112M | 1.0M | 109.04 | |
Ecolab (ECL) | 1.0 | $111M | 755k | 147.35 | |
West Pharmaceutical Services (WST) | 1.0 | $109M | 1.1M | 98.03 | |
Crown Castle Intl (CCI) | 0.9 | $103M | 945k | 108.63 | |
MercadoLibre (MELI) | 0.9 | $102M | 348k | 292.85 | |
Amazon (AMZN) | 0.9 | $97M | 65k | 1501.97 | |
Canadian Natl Ry (CNI) | 0.9 | $96M | 1.3M | 74.11 | |
Stryker Corporation (SYK) | 0.8 | $93M | 594k | 156.75 | |
iShares MSCI EAFE Index Fund (EFA) | 0.8 | $85M | 1.4M | 58.78 | |
Activision Blizzard | 0.8 | $85M | 1.8M | 46.57 | |
Agilent Technologies Inc C ommon (A) | 0.7 | $75M | 1.1M | 67.46 | |
Sherwin-Williams Company (SHW) | 0.6 | $72M | 182k | 393.46 | |
Gra (GGG) | 0.6 | $72M | 1.7M | 41.85 | |
Illumina (ILMN) | 0.6 | $67M | 225k | 299.93 | |
Charles Schwab Corporation (SCHW) | 0.6 | $63M | 1.5M | 41.53 | |
Schlumberger (SLB) | 0.4 | $40M | 1.1M | 36.08 | |
America's Car-Mart (CRMT) | 0.1 | $13M | 183k | 72.45 | |
UniFirst Corporation (UNF) | 0.1 | $11M | 79k | 143.07 | |
Cass Information Systems (CASS) | 0.1 | $11M | 211k | 52.92 | |
Alibaba Group Holding (BABA) | 0.1 | $11M | 80k | 137.07 | |
Manhattan Associates (MANH) | 0.1 | $9.6M | 226k | 42.37 | |
Brown & Brown (BRO) | 0.1 | $8.5M | 307k | 27.56 | |
Jones Lang LaSalle Incorporated (JLL) | 0.1 | $8.7M | 69k | 126.60 | |
EnerSys (ENS) | 0.1 | $8.4M | 108k | 77.61 | |
Sp Plus (SP) | 0.1 | $9.2M | 312k | 29.54 | |
Natus Medical | 0.1 | $8.1M | 239k | 34.03 | |
Crane | 0.1 | $6.3M | 87k | 72.18 | |
Enstar Group (ESGR) | 0.1 | $6.8M | 40k | 167.57 | |
Dycom Industries (DY) | 0.1 | $7.2M | 133k | 54.04 | |
Yandex Nv-a (YNDX) | 0.1 | $7.0M | 256k | 27.35 | |
Thermon Group Holdings (THR) | 0.1 | $6.5M | 322k | 20.28 | |
Versum Matls | 0.1 | $6.3M | 228k | 27.72 | |
WESCO International (WCC) | 0.1 | $5.7M | 120k | 48.00 | |
Beacon Roofing Supply (BECN) | 0.1 | $5.6M | 178k | 31.72 | |
Cabot Microelectronics Corporation | 0.1 | $5.7M | 60k | 95.34 | |
Dorman Products (DORM) | 0.1 | $5.8M | 65k | 90.02 | |
Virtus Investment Partners (VRTS) | 0.1 | $5.8M | 74k | 79.42 | |
Addus Homecare Corp (ADUS) | 0.1 | $5.5M | 82k | 67.88 | |
Emerald Expositions Events | 0.1 | $6.1M | 491k | 12.34 | |
Emcor (EME) | 0.0 | $4.6M | 76k | 59.69 | |
HFF | 0.0 | $4.6M | 137k | 33.16 | |
Hemisphere Media | 0.0 | $4.6M | 383k | 12.14 | |
American Woodmark Corporation (AMWD) | 0.0 | $2.9M | 53k | 55.69 | |
Credicorp (BAP) | 0.0 | $3.1M | 14k | 221.68 | |
John B. Sanfilippo & Son (JBSS) | 0.0 | $3.1M | 55k | 55.65 | |
PT Telekomunikasi Indonesia (TLK) | 0.0 | $2.6M | 98k | 26.21 | |
FLIR Systems | 0.0 | $2.8M | 64k | 43.53 | |
Grupo Aeroportuario del Sureste (ASR) | 0.0 | $2.7M | 18k | 150.63 | |
Sun Hydraulics Corporation | 0.0 | $2.1M | 62k | 33.19 | |
ePlus (PLUS) | 0.0 | $2.0M | 29k | 71.16 | |
Epam Systems (EPAM) | 0.0 | $2.3M | 19k | 116.00 | |
Control4 | 0.0 | $2.0M | 115k | 17.60 | |
Globant S A (GLOB) | 0.0 | $2.3M | 40k | 56.31 | |
Azul Sa (AZUL) | 0.0 | $2.2M | 79k | 27.69 | |
Elastic N V ord (ESTC) | 0.0 | $1.4M | 20k | 71.49 | |
Sony Corporation (SONY) | 0.0 | $203k | 4.2k | 48.36 | |
Group Cgi Cad Cl A | 0.0 | $209k | 3.4k | 61.29 | |
Vanguard FTSE All-World ex-US ETF (VEU) | 0.0 | $258k | 5.7k | 45.53 | |
iShares MSCI ACWI ex US Index Fund (ACWX) | 0.0 | $200k | 4.8k | 41.93 | |
Workday Inc cl a (WDAY) | 0.0 | $559k | 3.5k | 159.71 |