WCM Investment Management

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