Wcm Investment Management as of March 31, 2019
Portfolio Holdings for Wcm Investment Management
Wcm Investment Management holds 142 positions in its portfolio as reported in the March 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Chubb (CB) | 13.7 | $2.0B | 14M | 140.08 | |
| Shopify Inc cl a (SHOP) | 9.5 | $1.4B | 6.6M | 206.62 | |
| HDFC Bank (HDB) | 7.8 | $1.1B | 9.7M | 115.91 | |
| Accenture (ACN) | 7.6 | $1.1B | 6.2M | 176.02 | |
| Mettler-Toledo International (MTD) | 7.5 | $1.1B | 1.5M | 723.00 | |
| Canadian Pacific Railway | 7.1 | $1.0B | 5.0M | 206.03 | |
| Taiwan Semiconductor Mfg (TSM) | 7.1 | $1.0B | 25M | 40.96 | |
| ResMed (RMD) | 5.1 | $734M | 7.1M | 103.97 | |
| Asml Holding (ASML) | 4.1 | $586M | 3.1M | 188.05 | |
| Icon (ICLR) | 3.1 | $453M | 3.3M | 136.57 | |
| Ryanair Holdings (RYAAY) | 2.3 | $325M | 4.3M | 74.94 | |
| Steris Plc Ord equities (STE) | 2.1 | $303M | 2.4M | 127.02 | |
| Core Laboratories | 1.5 | $215M | 3.1M | 68.93 | |
| MercadoLibre (MELI) | 1.2 | $178M | 350k | 507.73 | |
| Visa (V) | 1.2 | $170M | 1.1M | 156.19 | |
| Costco Wholesale Corporation (COST) | 1.2 | $169M | 697k | 242.14 | |
| Cooper Companies | 1.1 | $159M | 535k | 296.17 | |
| Boston Scientific Corporation (BSX) | 1.0 | $147M | 3.8M | 38.38 | |
| First Republic Bank/san F (FRCB) | 1.0 | $140M | 1.4M | 100.46 | |
| Verisk Analytics (VRSK) | 0.9 | $137M | 1.0M | 133.00 | |
| Ecolab (ECL) | 0.9 | $134M | 760k | 176.54 | |
| Amphenol Corporation (APH) | 0.9 | $133M | 1.4M | 94.44 | |
| Charles Schwab Corporation (SCHW) | 0.9 | $132M | 3.1M | 42.76 | |
| West Pharmaceutical Services (WST) | 0.9 | $124M | 1.1M | 110.20 | |
| Crown Castle Intl (CCI) | 0.8 | $122M | 952k | 128.00 | |
| Stryker Corporation (SYK) | 0.8 | $118M | 598k | 197.52 | |
| Canadian Natl Ry (CNI) | 0.8 | $116M | 1.3M | 89.48 | |
| Netflix (NFLX) | 0.8 | $111M | 311k | 356.56 | |
| Ansys (ANSS) | 0.6 | $90M | 494k | 182.71 | |
| Agilent Technologies Inc C ommon (A) | 0.6 | $90M | 1.1M | 80.38 | |
| Gra (GGG) | 0.6 | $87M | 1.8M | 49.52 | |
| Activision Blizzard | 0.6 | $85M | 1.9M | 45.53 | |
| Sherwin-Williams Company (SHW) | 0.6 | $79M | 184k | 430.71 | |
| Illumina (ILMN) | 0.5 | $71M | 228k | 310.69 | |
| Schlumberger (SLB) | 0.3 | $49M | 1.1M | 43.57 | |
| America's Car-Mart (CRMT) | 0.2 | $28M | 304k | 91.34 | |
| Manhattan Associates (MANH) | 0.1 | $21M | 374k | 55.11 | |
| UniFirst Corporation (UNF) | 0.1 | $20M | 127k | 153.50 | |
| Jones Lang LaSalle Incorporated (JLL) | 0.1 | $17M | 113k | 154.18 | |
| Sp Plus (SP) | 0.1 | $17M | 511k | 34.12 | |
| Cass Information Systems (CASS) | 0.1 | $16M | 329k | 47.30 | |
| Alibaba Group Holding (BABA) | 0.1 | $15M | 84k | 182.45 | |
| Crane | 0.1 | $12M | 146k | 84.62 | |
| Thermon Group Holdings (THR) | 0.1 | $13M | 544k | 24.51 | |
| Enstar Group (ESGR) | 0.1 | $12M | 68k | 173.99 | |
| HFF | 0.1 | $11M | 233k | 47.75 | |
| EnerSys (ENS) | 0.1 | $12M | 182k | 65.16 | |
| Cabot Microelectronics Corporation | 0.1 | $11M | 101k | 111.96 | |
| Virtus Investment Partners (VRTS) | 0.1 | $12M | 125k | 97.55 | |
| Emcor (EME) | 0.1 | $9.4M | 128k | 73.08 | |
| WESCO International (WCC) | 0.1 | $11M | 203k | 53.01 | |
| Beacon Roofing Supply (BECN) | 0.1 | $9.6M | 300k | 32.16 | |
| Dycom Industries (DY) | 0.1 | $10M | 226k | 45.94 | |
| Dorman Products (DORM) | 0.1 | $9.6M | 109k | 88.09 | |
| Natus Medical | 0.1 | $10M | 403k | 25.38 | |
| Emerald Expositions Events | 0.1 | $11M | 829k | 12.70 | |
| Brown & Brown (BRO) | 0.1 | $8.8M | 299k | 29.51 | |
| Addus Homecare Corp (ADUS) | 0.1 | $8.8M | 139k | 63.59 | |
| Yandex Nv-a (YNDX) | 0.1 | $8.9M | 259k | 34.34 | |
| Hemisphere Media | 0.1 | $9.1M | 643k | 14.10 | |
| American Woodmark Corporation (AMWD) | 0.1 | $7.5M | 91k | 82.63 | |
| John B. Sanfilippo & Son (JBSS) | 0.1 | $6.8M | 95k | 71.87 | |
| FLIR Systems | 0.0 | $5.4M | 113k | 47.58 | |
| ePlus (PLUS) | 0.0 | $4.5M | 51k | 88.55 | |
| PT Telekomunikasi Indonesia (TLK) | 0.0 | $2.7M | 100k | 27.46 | |
| Grupo Aeroportuario del Sureste (ASR) | 0.0 | $2.9M | 18k | 161.77 | |
| Credicorp (BAP) | 0.0 | $3.3M | 14k | 239.95 | |
| Epam Systems (EPAM) | 0.0 | $3.3M | 20k | 169.14 | |
| Control4 | 0.0 | $3.5M | 206k | 16.93 | |
| Wix (WIX) | 0.0 | $2.8M | 23k | 120.85 | |
| Globant S A (GLOB) | 0.0 | $2.9M | 41k | 71.41 | |
| Charles River Laboratories (CRL) | 0.0 | $1.5M | 10k | 145.29 | |
| Tetra Tech (TTEK) | 0.0 | $1.1M | 19k | 59.56 | |
| Mercury Computer Systems (MRCY) | 0.0 | $1.7M | 26k | 64.07 | |
| Casey's General Stores (CASY) | 0.0 | $1.1M | 8.4k | 128.78 | |
| Callaway Golf Company (MODG) | 0.0 | $932k | 59k | 15.93 | |
| Primerica (PRI) | 0.0 | $1.5M | 12k | 122.13 | |
| Amazon (AMZN) | 0.0 | $1.9M | 1.1k | 1780.60 | |
| WNS | 0.0 | $1.4M | 26k | 53.26 | |
| Array BioPharma | 0.0 | $759k | 31k | 24.37 | |
| Oshkosh Corporation (OSK) | 0.0 | $1.2M | 17k | 75.08 | |
| Regal-beloit Corporation (RRX) | 0.0 | $1.4M | 17k | 81.88 | |
| Universal Forest Products | 0.0 | $1.5M | 49k | 29.90 | |
| Bruker Corporation (BRKR) | 0.0 | $1.6M | 42k | 38.43 | |
| Euronet Worldwide (EEFT) | 0.0 | $1.5M | 11k | 142.54 | |
| John Bean Technologies Corporation (JBT) | 0.0 | $1.8M | 20k | 91.89 | |
| Omnicell (OMCL) | 0.0 | $1.7M | 22k | 80.81 | |
| Texas Roadhouse (TXRH) | 0.0 | $1.3M | 21k | 62.17 | |
| Cubic Corporation | 0.0 | $1.3M | 23k | 56.21 | |
| ICU Medical, Incorporated (ICUI) | 0.0 | $1.5M | 6.3k | 239.39 | |
| Merit Medical Systems (MMSI) | 0.0 | $1.6M | 26k | 61.83 | |
| Woodward Governor Company (WWD) | 0.0 | $1.6M | 17k | 94.94 | |
| Brink's Company (BCO) | 0.0 | $1.4M | 18k | 75.40 | |
| PROS Holdings (PRO) | 0.0 | $1.6M | 37k | 42.24 | |
| Orbcomm | 0.0 | $720k | 106k | 6.77 | |
| LogMeIn | 0.0 | $1.1M | 14k | 80.10 | |
| Green Dot Corporation (GDOT) | 0.0 | $1.4M | 24k | 60.63 | |
| Inphi Corporation | 0.0 | $1.4M | 32k | 43.75 | |
| Ameris Ban (ABCB) | 0.0 | $895k | 26k | 34.33 | |
| AtriCure (ATRC) | 0.0 | $795k | 30k | 26.79 | |
| Marriott Vacations Wrldwde Cp (VAC) | 0.0 | $1.6M | 18k | 93.54 | |
| Yelp Inc cl a (YELP) | 0.0 | $775k | 23k | 34.50 | |
| Shutterstock (SSTK) | 0.0 | $1.3M | 27k | 46.61 | |
| Bright Horizons Fam Sol In D (BFAM) | 0.0 | $1.8M | 14k | 127.08 | |
| Biotelemetry | 0.0 | $2.1M | 33k | 62.60 | |
| Fireeye | 0.0 | $1.1M | 63k | 16.79 | |
| Rexford Industrial Realty Inc reit (REXR) | 0.0 | $1.5M | 41k | 35.81 | |
| Moelis & Co (MC) | 0.0 | $1.2M | 28k | 41.63 | |
| Five9 (FIVN) | 0.0 | $1.5M | 28k | 52.83 | |
| Eldorado Resorts | 0.0 | $1.7M | 36k | 46.71 | |
| Dave & Buster's Entertainmnt (PLAY) | 0.0 | $1.2M | 23k | 49.88 | |
| Etsy (ETSY) | 0.0 | $1.2M | 18k | 67.20 | |
| Wingstop (WING) | 0.0 | $1.6M | 21k | 76.02 | |
| Teladoc (TDOC) | 0.0 | $843k | 15k | 55.60 | |
| Planet Fitness Inc-cl A (PLNT) | 0.0 | $1.8M | 26k | 68.73 | |
| Penumbra (PEN) | 0.0 | $1.2M | 8.3k | 147.00 | |
| Livanova Plc Ord (LIVN) | 0.0 | $1.3M | 14k | 97.23 | |
| Ingevity (NGVT) | 0.0 | $1.5M | 15k | 105.62 | |
| Reata Pharmaceuticals Inc Cl A | 0.0 | $752k | 8.8k | 85.44 | |
| Centennial Resource Developmen cs | 0.0 | $791k | 90k | 8.79 | |
| Blackline (BL) | 0.0 | $1.1M | 25k | 46.31 | |
| Axon Enterprise (AXON) | 0.0 | $1.5M | 28k | 54.44 | |
| Azul Sa (AZUL) | 0.0 | $2.1M | 73k | 29.22 | |
| On Assignment (ASGN) | 0.0 | $1.3M | 21k | 63.50 | |
| Zuora Inc ordinary shares (ZUO) | 0.0 | $1.1M | 55k | 20.04 | |
| Nlight (LASR) | 0.0 | $1.1M | 48k | 22.28 | |
| Evo Pmts Inc cl a | 0.0 | $1.6M | 54k | 29.06 | |
| Elastic N V ord (ESTC) | 0.0 | $1.5M | 19k | 79.85 | |
| Anaplan | 0.0 | $1.3M | 34k | 39.36 | |
| Synopsys (SNPS) | 0.0 | $321k | 2.8k | 115.05 | |
| Ultimate Software | 0.0 | $343k | 1.0k | 329.81 | |
| Nice Systems (NICE) | 0.0 | $205k | 1.7k | 122.68 | |
| Halozyme Therapeutics (HALO) | 0.0 | $515k | 32k | 16.10 | |
| Oasis Petroleum | 0.0 | $591k | 98k | 6.04 | |
| Ligand Pharmaceuticals In (LGND) | 0.0 | $359k | 2.9k | 125.79 | |
| Workday Inc cl a (WDAY) | 0.0 | $675k | 3.5k | 192.86 | |
| Heron Therapeutics (HRTX) | 0.0 | $422k | 17k | 24.44 | |
| Inogen (INGN) | 0.0 | $609k | 6.4k | 95.41 | |
| Fibrogen (FGEN) | 0.0 | $497k | 9.1k | 54.34 | |
| Surgery Partners (SGRY) | 0.0 | $717k | 64k | 11.28 | |
| Kura Oncology (KURA) | 0.0 | $320k | 19k | 16.59 | |
| Biohaven Pharmaceutical Holding | 0.0 | $461k | 9.0k | 51.51 |
