Wcm Investment Management as of Sept. 30, 2019
Portfolio Holdings for Wcm Investment Management
Wcm Investment Management holds 152 positions in its portfolio as reported in the September 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Chubb (CB) | 15.6 | $2.6B | 16M | 161.44 | |
| Shopify Inc cl a (SHOP) | 8.8 | $1.5B | 4.7M | 311.66 | |
| Accenture (ACN) | 7.7 | $1.3B | 6.7M | 192.35 | |
| Taiwan Semiconductor Mfg (TSM) | 7.6 | $1.3B | 27M | 46.48 | |
| HDFC Bank (HDB) | 7.3 | $1.2B | 21M | 57.05 | |
| Canadian Pacific Railway | 7.2 | $1.2B | 5.4M | 222.46 | |
| ResMed (RMD) | 6.2 | $1.0B | 7.7M | 135.11 | |
| Asml Holding (ASML) | 5.0 | $836M | 3.4M | 248.42 | |
| Mettler-Toledo International (MTD) | 5.0 | $827M | 1.2M | 704.40 | |
| Icon (ICLR) | 3.2 | $530M | 3.6M | 147.34 | |
| Steris Plc Ord equities (STE) | 2.3 | $391M | 2.7M | 144.49 | |
| Alcon (ALC) | 1.5 | $257M | 4.4M | 58.29 | |
| Visa (V) | 1.4 | $228M | 1.3M | 172.01 | |
| West Pharmaceutical Services (WST) | 1.1 | $192M | 1.4M | 141.82 | |
| Boston Scientific Corporation (BSX) | 1.1 | $189M | 4.7M | 40.69 | |
| MercadoLibre (MELI) | 1.1 | $186M | 338k | 551.23 | |
| Ecolab (ECL) | 1.1 | $183M | 921k | 198.04 | |
| Costco Wholesale Corporation (COST) | 1.1 | $179M | 623k | 288.11 | |
| McDonald's Corporation (MCD) | 1.0 | $165M | 766k | 214.71 | |
| First Republic Bank/san F (FRCB) | 1.0 | $164M | 1.7M | 96.70 | |
| Crown Castle Intl (CCI) | 1.0 | $161M | 1.2M | 139.01 | |
| Stryker Corporation (SYK) | 0.9 | $158M | 729k | 216.30 | |
| Canadian Natl Ry (CNI) | 0.8 | $141M | 1.6M | 89.86 | |
| Verisk Analytics (VRSK) | 0.8 | $137M | 866k | 158.14 | |
| Ansys (ANSS) | 0.8 | $133M | 601k | 221.36 | |
| Amphenol Corporation (APH) | 0.8 | $134M | 1.4M | 96.50 | |
| Illumina (ILMN) | 0.8 | $131M | 429k | 304.22 | |
| Sherwin-Williams Company (SHW) | 0.7 | $124M | 225k | 549.87 | |
| Smith & Nephew (SNN) | 0.7 | $123M | 2.6M | 48.13 | |
| Cooper Companies | 0.7 | $110M | 370k | 297.00 | |
| Agilent Technologies Inc C ommon (A) | 0.6 | $104M | 1.4M | 76.63 | |
| Netflix (NFLX) | 0.6 | $102M | 381k | 267.62 | |
| Gra (GGG) | 0.6 | $94M | 2.0M | 46.04 | |
| Charles Schwab Corporation (SCHW) | 0.5 | $78M | 1.9M | 41.83 | |
| Schlumberger (SLB) | 0.3 | $47M | 1.4M | 34.17 | |
| Cabot Microelectronics Corporation | 0.1 | $21M | 146k | 141.21 | |
| Jones Lang LaSalle Incorporated (JLL) | 0.1 | $19M | 133k | 139.06 | |
| Alibaba Group Holding (BABA) | 0.1 | $18M | 105k | 167.23 | |
| America's Car-Mart (CRMT) | 0.1 | $16M | 177k | 91.70 | |
| UniFirst Corporation (UNF) | 0.1 | $17M | 87k | 195.12 | |
| Cass Information Systems (CASS) | 0.1 | $17M | 307k | 53.99 | |
| Sp Plus (SP) | 0.1 | $17M | 464k | 37.00 | |
| ePlus (PLUS) | 0.1 | $15M | 199k | 76.09 | |
| Crane | 0.1 | $14M | 172k | 80.63 | |
| Enstar Group (ESGR) | 0.1 | $14M | 71k | 189.92 | |
| EnerSys (ENS) | 0.1 | $13M | 191k | 65.94 | |
| Dycom Industries (DY) | 0.1 | $12M | 236k | 51.05 | |
| Natus Medical | 0.1 | $12M | 361k | 31.84 | |
| Virtus Investment Partners (VRTS) | 0.1 | $12M | 112k | 110.57 | |
| Yandex Nv-a (YNDX) | 0.1 | $11M | 310k | 35.01 | |
| Emcor (EME) | 0.1 | $9.9M | 115k | 86.12 | |
| Beacon Roofing Supply (BECN) | 0.1 | $11M | 315k | 33.53 | |
| Manhattan Associates (MANH) | 0.1 | $10M | 126k | 80.67 | |
| Addus Homecare Corp (ADUS) | 0.1 | $9.8M | 124k | 79.28 | |
| KAR Auction Services (KAR) | 0.1 | $9.5M | 388k | 24.55 | |
| Verra Mobility Corp verra mobility corp (VRRM) | 0.1 | $9.5M | 659k | 14.35 | |
| WESCO International (WCC) | 0.1 | $8.7M | 182k | 47.77 | |
| Dorman Products (DORM) | 0.1 | $7.8M | 98k | 79.54 | |
| Healthcare Services (HCSG) | 0.1 | $9.1M | 375k | 24.29 | |
| Emerald Expositions Events | 0.1 | $8.5M | 875k | 9.73 | |
| American Woodmark Corporation (AMWD) | 0.0 | $7.2M | 81k | 88.91 | |
| Thermon Group Holdings (THR) | 0.0 | $6.1M | 266k | 22.98 | |
| Hemisphere Media | 0.0 | $7.0M | 576k | 12.22 | |
| Cyberark Software (CYBR) | 0.0 | $6.2M | 62k | 99.81 | |
| Elastic N V ord (ESTC) | 0.0 | $6.6M | 80k | 82.34 | |
| FLIR Systems | 0.0 | $5.3M | 101k | 52.59 | |
| WNS | 0.0 | $5.5M | 94k | 58.76 | |
| Epam Systems (EPAM) | 0.0 | $4.3M | 24k | 182.32 | |
| Wix (WIX) | 0.0 | $5.5M | 47k | 116.74 | |
| Azul Sa (AZUL) | 0.0 | $4.6M | 129k | 35.82 | |
| Headhunter Group | 0.0 | $5.2M | 270k | 19.29 | |
| PT Telekomunikasi Indonesia (TLK) | 0.0 | $3.6M | 119k | 30.11 | |
| Grupo Aeroportuario del Sureste (ASR) | 0.0 | $3.3M | 22k | 152.49 | |
| Neenah Paper | 0.0 | $3.7M | 57k | 65.13 | |
| Emergent BioSolutions (EBS) | 0.0 | $3.9M | 75k | 52.28 | |
| Credicorp (BAP) | 0.0 | $3.5M | 17k | 208.41 | |
| Chase Corporation | 0.0 | $4.0M | 37k | 109.38 | |
| Globant S A (GLOB) | 0.0 | $2.7M | 30k | 91.59 | |
| Charles River Laboratories (CRL) | 0.0 | $1.3M | 9.9k | 132.38 | |
| ACI Worldwide (ACIW) | 0.0 | $1.7M | 55k | 31.33 | |
| Regis Corporation | 0.0 | $1.4M | 72k | 20.22 | |
| Tetra Tech (TTEK) | 0.0 | $1.6M | 18k | 86.80 | |
| Synopsys (SNPS) | 0.0 | $1.7M | 12k | 137.23 | |
| Mercury Computer Systems (MRCY) | 0.0 | $1.4M | 17k | 81.16 | |
| Casey's General Stores (CASY) | 0.0 | $1.3M | 8.1k | 161.09 | |
| Callaway Golf Company (MODG) | 0.0 | $1.6M | 84k | 19.41 | |
| iShares MSCI EAFE Index Fund (EFA) | 0.0 | $1.2M | 18k | 65.23 | |
| Primerica (PRI) | 0.0 | $1.5M | 12k | 127.26 | |
| Amazon (AMZN) | 0.0 | $1.8M | 1.1k | 1736.35 | |
| Trex Company (TREX) | 0.0 | $1.5M | 16k | 90.94 | |
| AMN Healthcare Services (AMN) | 0.0 | $1.3M | 23k | 57.56 | |
| Universal Forest Products | 0.0 | $1.3M | 34k | 39.90 | |
| Bruker Corporation (BRKR) | 0.0 | $1.3M | 30k | 43.93 | |
| Euronet Worldwide (EEFT) | 0.0 | $1.5M | 10k | 146.23 | |
| John Bean Technologies Corporation (JBT) | 0.0 | $1.5M | 15k | 99.43 | |
| LivePerson (LPSN) | 0.0 | $1.6M | 44k | 35.69 | |
| Omnicell (OMCL) | 0.0 | $1.5M | 21k | 72.27 | |
| Rogers Corporation (ROG) | 0.0 | $1.2M | 8.9k | 136.71 | |
| Texas Roadhouse (TXRH) | 0.0 | $1.4M | 26k | 52.53 | |
| Cubic Corporation | 0.0 | $1.7M | 24k | 70.42 | |
| Woodward Governor Company (WWD) | 0.0 | $1.2M | 11k | 107.81 | |
| Brink's Company (BCO) | 0.0 | $1.5M | 18k | 82.93 | |
| PROS Holdings (PRO) | 0.0 | $1.2M | 20k | 59.60 | |
| Simulations Plus (SLP) | 0.0 | $1.5M | 44k | 34.70 | |
| Inphi Corporation | 0.0 | $1.3M | 21k | 61.05 | |
| Ameris Ban (ABCB) | 0.0 | $1.3M | 31k | 40.26 | |
| Marriott Vacations Wrldwde Cp (VAC) | 0.0 | $1.2M | 12k | 103.62 | |
| Fireeye | 0.0 | $1.1M | 84k | 13.35 | |
| Rexford Industrial Realty Inc reit (REXR) | 0.0 | $1.8M | 40k | 44.01 | |
| Msa Safety Inc equity (MSA) | 0.0 | $1.4M | 13k | 109.10 | |
| Paylocity Holding Corporation (PCTY) | 0.0 | $1.1M | 11k | 97.53 | |
| Moelis & Co (MC) | 0.0 | $1.2M | 36k | 32.86 | |
| Eldorado Resorts | 0.0 | $1.5M | 38k | 39.87 | |
| Dave & Buster's Entertainmnt (PLAY) | 0.0 | $1.1M | 28k | 38.95 | |
| Etsy (ETSY) | 0.0 | $1.3M | 24k | 56.47 | |
| Bwx Technologies (BWXT) | 0.0 | $1.3M | 23k | 57.19 | |
| Teladoc (TDOC) | 0.0 | $1.3M | 19k | 67.75 | |
| Planet Fitness Inc-cl A (PLNT) | 0.0 | $1.4M | 25k | 57.89 | |
| Penumbra (PEN) | 0.0 | $1.5M | 11k | 134.42 | |
| Performance Food (PFGC) | 0.0 | $1.6M | 36k | 46.03 | |
| Ingevity (NGVT) | 0.0 | $1.2M | 14k | 84.84 | |
| Tabula Rasa Healthcare | 0.0 | $1.4M | 26k | 54.95 | |
| Blackline (BL) | 0.0 | $1.1M | 24k | 47.81 | |
| Tandem Diabetes Care (TNDM) | 0.0 | $1.4M | 24k | 58.98 | |
| On Assignment (ASGN) | 0.0 | $1.3M | 21k | 62.87 | |
| Americold Rlty Tr (COLD) | 0.0 | $1.4M | 38k | 37.06 | |
| Evo Pmts Inc cl a | 0.0 | $1.5M | 53k | 28.12 | |
| Onespaworld Holdings Ltd onespaworld hold (OSW) | 0.0 | $1.7M | 108k | 15.53 | |
| Sony Corporation (SONY) | 0.0 | $235k | 4.0k | 59.07 | |
| ICU Medical, Incorporated (ICUI) | 0.0 | $805k | 5.0k | 159.60 | |
| Merit Medical Systems (MMSI) | 0.0 | $632k | 21k | 30.48 | |
| Nice Systems (NICE) | 0.0 | $240k | 1.7k | 143.63 | |
| Repligen Corporation (RGEN) | 0.0 | $771k | 10k | 76.70 | |
| Halozyme Therapeutics (HALO) | 0.0 | $489k | 32k | 15.52 | |
| LogMeIn | 0.0 | $782k | 11k | 71.00 | |
| Ligand Pharmaceuticals In (LGND) | 0.0 | $580k | 5.8k | 99.47 | |
| ACADIA Pharmaceuticals (ACAD) | 0.0 | $456k | 13k | 35.97 | |
| AtriCure (ATRC) | 0.0 | $580k | 23k | 24.95 | |
| Yelp Inc cl a (YELP) | 0.0 | $769k | 22k | 34.76 | |
| Workday Inc cl a (WDAY) | 0.0 | $595k | 3.5k | 170.00 | |
| Ishares Inc msci india index (INDA) | 0.0 | $202k | 6.0k | 33.61 | |
| Acceleron Pharma | 0.0 | $508k | 13k | 39.53 | |
| Fibrogen (FGEN) | 0.0 | $333k | 9.0k | 36.98 | |
| Blueprint Medicines (BPMC) | 0.0 | $404k | 5.5k | 73.52 | |
| Kura Oncology (KURA) | 0.0 | $288k | 19k | 15.16 | |
| Reata Pharmaceuticals Inc Cl A | 0.0 | $507k | 6.3k | 80.36 | |
| Iovance Biotherapeutics (IOVA) | 0.0 | $387k | 21k | 18.18 | |
| Biohaven Pharmaceutical Holding | 0.0 | $660k | 16k | 41.75 | |
| Inspire Med Sys (INSP) | 0.0 | $624k | 10k | 61.06 | |
| Cgi Inc Cl A Sub Vtg (GIB) | 0.0 | $211k | 2.7k | 79.32 | |
| Shockwave Med (SWAV) | 0.0 | $575k | 19k | 29.92 | |
| Tradeweb Markets (TW) | 0.0 | $728k | 20k | 36.98 |
