Wcm Investment Management as of June 30, 2019
Portfolio Holdings for Wcm Investment Management
Wcm Investment Management holds 151 positions in its portfolio as reported in the June 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Chubb (CB) | 13.4 | $2.1B | 15M | 147.29 | |
| Shopify Inc cl a (SHOP) | 10.4 | $1.7B | 5.5M | 300.15 | |
| HDFC Bank (HDB) | 8.2 | $1.3B | 10M | 130.04 | |
| Mettler-Toledo International (MTD) | 8.2 | $1.3B | 1.5M | 840.00 | |
| Canadian Pacific Railway | 7.5 | $1.2B | 5.1M | 235.24 | |
| Accenture (ACN) | 7.3 | $1.2B | 6.3M | 184.77 | |
| Taiwan Semiconductor Mfg (TSM) | 6.3 | $1.0B | 26M | 39.17 | |
| ResMed (RMD) | 5.5 | $881M | 7.2M | 122.03 | |
| Asml Holding (ASML) | 4.2 | $663M | 3.2M | 207.93 | |
| Icon (ICLR) | 3.3 | $522M | 3.4M | 153.97 | |
| Steris Plc Ord equities (STE) | 2.4 | $384M | 2.6M | 147.12 | |
| Alcon (ALC) | 1.6 | $250M | 4.0M | 62.05 | |
| Visa (V) | 1.4 | $219M | 1.3M | 173.55 | |
| Costco Wholesale Corporation (COST) | 1.3 | $212M | 803k | 264.26 | |
| Boston Scientific Corporation (BSX) | 1.2 | $190M | 4.4M | 42.98 | |
| MercadoLibre (MELI) | 1.2 | $186M | 305k | 611.77 | |
| Ecolab (ECL) | 1.1 | $173M | 878k | 197.44 | |
| Verisk Analytics (VRSK) | 1.1 | $174M | 1.2M | 146.46 | |
| West Pharmaceutical Services (WST) | 1.0 | $162M | 1.3M | 125.15 | |
| Amphenol Corporation (APH) | 1.0 | $156M | 1.6M | 95.94 | |
| First Republic Bank/san F (FRCB) | 1.0 | $157M | 1.6M | 97.65 | |
| Illumina (ILMN) | 0.9 | $151M | 409k | 368.15 | |
| Crown Castle Intl (CCI) | 0.9 | $143M | 1.1M | 130.35 | |
| Stryker Corporation (SYK) | 0.9 | $142M | 691k | 205.58 | |
| Canadian Natl Ry (CNI) | 0.9 | $140M | 1.5M | 92.48 | |
| Netflix (NFLX) | 0.8 | $132M | 360k | 367.32 | |
| Cooper Companies | 0.7 | $118M | 351k | 336.89 | |
| Ansys (ANSS) | 0.7 | $117M | 569k | 204.82 | |
| Sherwin-Williams Company (SHW) | 0.6 | $98M | 213k | 458.29 | |
| Gra (GGG) | 0.6 | $97M | 1.9M | 50.18 | |
| Agilent Technologies Inc C ommon (A) | 0.6 | $96M | 1.3M | 74.67 | |
| Charles Schwab Corporation (SCHW) | 0.5 | $72M | 1.8M | 40.19 | |
| Schlumberger (SLB) | 0.3 | $51M | 1.3M | 39.74 | |
| UniFirst Corporation (UNF) | 0.1 | $23M | 123k | 188.57 | |
| Manhattan Associates (MANH) | 0.1 | $19M | 270k | 69.33 | |
| Jones Lang LaSalle Incorporated (JLL) | 0.1 | $15M | 109k | 140.69 | |
| America's Car-Mart (CRMT) | 0.1 | $16M | 188k | 86.08 | |
| Cass Information Systems (CASS) | 0.1 | $16M | 321k | 48.48 | |
| Sp Plus (SP) | 0.1 | $16M | 496k | 31.93 | |
| Alibaba Group Holding (BABA) | 0.1 | $16M | 773k | 21.18 | |
| Crane | 0.1 | $15M | 182k | 83.44 | |
| Dycom Industries (DY) | 0.1 | $15M | 249k | 58.87 | |
| EnerSys (ENS) | 0.1 | $14M | 202k | 68.50 | |
| Enstar Group (ESGR) | 0.1 | $13M | 75k | 174.28 | |
| Beacon Roofing Supply (BECN) | 0.1 | $12M | 332k | 36.72 | |
| Virtus Investment Partners (VRTS) | 0.1 | $13M | 122k | 107.40 | |
| Emcor (EME) | 0.1 | $11M | 124k | 88.10 | |
| Cabot Microelectronics Corporation | 0.1 | $11M | 98k | 110.08 | |
| Yandex Nv-a (YNDX) | 0.1 | $11M | 291k | 38.00 | |
| Brown & Brown (BRO) | 0.1 | $9.5M | 284k | 33.50 | |
| HFF | 0.1 | $10M | 226k | 45.48 | |
| WESCO International (WCC) | 0.1 | $10M | 197k | 50.65 | |
| Dorman Products (DORM) | 0.1 | $9.2M | 106k | 87.14 | |
| Natus Medical | 0.1 | $10M | 392k | 25.69 | |
| ePlus (PLUS) | 0.1 | $9.7M | 140k | 68.94 | |
| Addus Homecare Corp (ADUS) | 0.1 | $10M | 135k | 74.95 | |
| Thermon Group Holdings (THR) | 0.1 | $9.1M | 355k | 25.65 | |
| Emerald Expositions Events | 0.1 | $10M | 925k | 11.15 | |
| American Woodmark Corporation (AMWD) | 0.1 | $7.5M | 88k | 84.62 | |
| John B. Sanfilippo & Son (JBSS) | 0.1 | $7.3M | 92k | 79.69 | |
| Hemisphere Media | 0.1 | $8.1M | 625k | 12.92 | |
| FLIR Systems | 0.0 | $5.9M | 109k | 54.10 | |
| Neenah Paper | 0.0 | $4.0M | 60k | 67.55 | |
| Chase Corporation | 0.0 | $4.3M | 40k | 107.64 | |
| Control4 | 0.0 | $4.8M | 200k | 23.75 | |
| PT Telekomunikasi Indonesia (TLK) | 0.0 | $3.3M | 112k | 29.24 | |
| Grupo Aeroportuario del Sureste (ASR) | 0.0 | $3.3M | 20k | 162.12 | |
| Emergent BioSolutions (EBS) | 0.0 | $3.9M | 80k | 48.31 | |
| Credicorp (BAP) | 0.0 | $3.6M | 16k | 228.92 | |
| Epam Systems (EPAM) | 0.0 | $3.8M | 22k | 173.09 | |
| Wix (WIX) | 0.0 | $3.5M | 25k | 142.09 | |
| Globant S A (GLOB) | 0.0 | $2.9M | 28k | 101.05 | |
| Azul Sa (AZUL) | 0.0 | $2.5M | 75k | 33.45 | |
| Verra Mobility Corp verra mobility corp (VRRM) | 0.0 | $3.5M | 270k | 13.09 | |
| Charles River Laboratories (CRL) | 0.0 | $1.4M | 9.8k | 141.96 | |
| Tetra Tech (TTEK) | 0.0 | $1.4M | 18k | 78.51 | |
| Synopsys (SNPS) | 0.0 | $867k | 6.7k | 128.73 | |
| Mercury Computer Systems (MRCY) | 0.0 | $1.2M | 17k | 70.34 | |
| Casey's General Stores (CASY) | 0.0 | $1.3M | 8.1k | 156.08 | |
| Callaway Golf Company (MODG) | 0.0 | $1.4M | 84k | 17.17 | |
| Primerica (PRI) | 0.0 | $1.5M | 12k | 119.93 | |
| Amazon (AMZN) | 0.0 | $2.0M | 1.1k | 1893.60 | |
| Trex Company (TREX) | 0.0 | $1.3M | 18k | 71.69 | |
| WNS | 0.0 | $1.5M | 25k | 59.20 | |
| Array BioPharma | 0.0 | $1.4M | 30k | 46.31 | |
| Regal-beloit Corporation (RRX) | 0.0 | $1.4M | 17k | 81.75 | |
| Universal Forest Products | 0.0 | $1.3M | 34k | 38.05 | |
| Bruker Corporation (BRKR) | 0.0 | $1.5M | 30k | 49.93 | |
| Euronet Worldwide (EEFT) | 0.0 | $1.7M | 10k | 168.27 | |
| John Bean Technologies Corporation (JBT) | 0.0 | $1.8M | 15k | 121.12 | |
| LivePerson (LPSN) | 0.0 | $1.2M | 44k | 28.04 | |
| Omnicell (OMCL) | 0.0 | $1.8M | 21k | 86.03 | |
| Texas Roadhouse (TXRH) | 0.0 | $1.4M | 26k | 53.65 | |
| Cubic Corporation | 0.0 | $1.5M | 23k | 64.47 | |
| ICU Medical, Incorporated (ICUI) | 0.0 | $1.6M | 6.2k | 251.98 | |
| Merit Medical Systems (MMSI) | 0.0 | $1.5M | 26k | 59.56 | |
| Woodward Governor Company (WWD) | 0.0 | $1.3M | 11k | 113.21 | |
| Brink's Company (BCO) | 0.0 | $1.5M | 18k | 81.19 | |
| PROS Holdings (PRO) | 0.0 | $1.2M | 20k | 63.29 | |
| Simulations Plus (SLP) | 0.0 | $1.2M | 43k | 28.57 | |
| LogMeIn | 0.0 | $812k | 11k | 73.72 | |
| Green Dot Corporation (GDOT) | 0.0 | $1.6M | 33k | 48.89 | |
| Inphi Corporation | 0.0 | $1.5M | 31k | 50.09 | |
| Ameris Ban (ABCB) | 0.0 | $1.2M | 31k | 39.20 | |
| AtriCure (ATRC) | 0.0 | $1.4M | 47k | 29.83 | |
| Marriott Vacations Wrldwde Cp (VAC) | 0.0 | $1.7M | 17k | 96.38 | |
| Shutterstock (SSTK) | 0.0 | $838k | 21k | 39.20 | |
| Bright Horizons Fam Sol In D (BFAM) | 0.0 | $2.1M | 14k | 150.90 | |
| Biotelemetry | 0.0 | $1.6M | 32k | 48.17 | |
| Fireeye | 0.0 | $916k | 62k | 14.82 | |
| Rexford Industrial Realty Inc reit (REXR) | 0.0 | $1.6M | 40k | 40.38 | |
| Paylocity Holding Corporation (PCTY) | 0.0 | $1.6M | 17k | 94.49 | |
| Moelis & Co (MC) | 0.0 | $1.3M | 36k | 34.96 | |
| Five9 (FIVN) | 0.0 | $1.4M | 27k | 51.28 | |
| Eldorado Resorts | 0.0 | $1.8M | 38k | 46.07 | |
| Dave & Buster's Entertainmnt (PLAY) | 0.0 | $932k | 23k | 40.45 | |
| Etsy (ETSY) | 0.0 | $1.1M | 18k | 61.34 | |
| Wingstop (WING) | 0.0 | $1.5M | 16k | 94.77 | |
| Teladoc (TDOC) | 0.0 | $1.8M | 27k | 66.42 | |
| Planet Fitness Inc-cl A (PLNT) | 0.0 | $1.4M | 19k | 72.46 | |
| Penumbra (PEN) | 0.0 | $1.3M | 8.2k | 160.04 | |
| Livanova Plc Ord (LIVN) | 0.0 | $948k | 13k | 71.96 | |
| Ingevity (NGVT) | 0.0 | $1.5M | 14k | 105.18 | |
| Reata Pharmaceuticals Inc Cl A | 0.0 | $804k | 8.5k | 94.27 | |
| Blackline (BL) | 0.0 | $1.3M | 24k | 53.52 | |
| Axon Enterprise (AXON) | 0.0 | $1.3M | 21k | 64.19 | |
| Tandem Diabetes Care (TNDM) | 0.0 | $1.2M | 18k | 64.53 | |
| On Assignment (ASGN) | 0.0 | $1.3M | 21k | 60.59 | |
| Americold Rlty Tr (COLD) | 0.0 | $1.2M | 38k | 32.43 | |
| Nlight (LASR) | 0.0 | $902k | 47k | 19.20 | |
| Evo Pmts Inc cl a | 0.0 | $1.3M | 43k | 31.53 | |
| Elastic N V ord (ESTC) | 0.0 | $1.6M | 21k | 74.64 | |
| Anaplan | 0.0 | $1.3M | 25k | 50.45 | |
| Headhunter Group | 0.0 | $2.0M | 123k | 16.25 | |
| Sony Corporation (SONY) | 0.0 | $208k | 4.0k | 52.29 | |
| Chevron Corporation (CVX) | 0.0 | $200k | 1.6k | 124.22 | |
| iShares MSCI EAFE Index Fund (EFA) | 0.0 | $432k | 6.6k | 65.70 | |
| Nice Systems (NICE) | 0.0 | $229k | 1.7k | 137.04 | |
| Halozyme Therapeutics (HALO) | 0.0 | $541k | 32k | 17.17 | |
| Ligand Pharmaceuticals In (LGND) | 0.0 | $666k | 5.8k | 114.22 | |
| Yelp Inc cl a (YELP) | 0.0 | $756k | 22k | 34.18 | |
| Workday Inc cl a (WDAY) | 0.0 | $720k | 3.5k | 205.71 | |
| Acceleron Pharma | 0.0 | $528k | 13k | 41.09 | |
| Heron Therapeutics (HRTX) | 0.0 | $316k | 17k | 18.58 | |
| Fibrogen (FGEN) | 0.0 | $407k | 9.0k | 45.19 | |
| Blueprint Medicines (BPMC) | 0.0 | $518k | 5.5k | 94.27 | |
| Surgery Partners (SGRY) | 0.0 | $505k | 62k | 8.14 | |
| Kura Oncology (KURA) | 0.0 | $374k | 19k | 19.69 | |
| Biohaven Pharmaceutical Holding | 0.0 | $386k | 8.8k | 43.77 | |
| Cgi Inc Cl A Sub Vtg (GIB) | 0.0 | $204k | 2.7k | 76.69 | |
| Tradeweb Markets (TW) | 0.0 | $777k | 18k | 43.84 |
