Wcm Investment Management as of Dec. 31, 2019
Portfolio Holdings for Wcm Investment Management
Wcm Investment Management holds 157 positions in its portfolio as reported in the December 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Shopify Inc cl a (SHOP) | 10.2 | $1.9B | 4.8M | 397.58 | |
| Taiwan Semiconductor Mfg (TSM) | 8.6 | $1.6B | 28M | 58.10 | |
| Accenture (ACN) | 7.7 | $1.4B | 6.8M | 210.57 | |
| Canadian Pacific Railway | 7.5 | $1.4B | 5.5M | 254.95 | |
| HDFC Bank (HDB) | 7.4 | $1.4B | 22M | 63.37 | |
| Chubb (CB) | 6.8 | $1.3B | 8.2M | 155.66 | |
| ResMed (RMD) | 6.5 | $1.2B | 7.8M | 154.97 | |
| Asml Holding (ASML) | 6.2 | $1.1B | 3.9M | 295.94 | |
| Mettler-Toledo International (MTD) | 5.1 | $944M | 1.2M | 793.28 | |
| Lululemon Athletica (LULU) | 4.1 | $764M | 3.3M | 231.67 | |
| Icon (ICLR) | 3.4 | $628M | 3.6M | 172.23 | |
| Steris Plc Ord equities (STE) | 1.9 | $357M | 2.3M | 152.42 | |
| Visa (V) | 1.3 | $245M | 1.3M | 187.90 | |
| Alcon (ALC) | 1.2 | $226M | 4.0M | 56.57 | |
| West Pharmaceutical Services (WST) | 1.1 | $201M | 1.3M | 150.33 | |
| Smith & Nephew (SNN) | 1.1 | $202M | 4.2M | 48.07 | |
| First Republic Bank/san F (FRCB) | 1.1 | $195M | 1.7M | 117.45 | |
| MercadoLibre (MELI) | 1.0 | $192M | 335k | 571.94 | |
| Costco Wholesale Corporation (COST) | 1.0 | $180M | 614k | 293.92 | |
| Ecolab (ECL) | 0.9 | $174M | 904k | 192.99 | |
| Crown Castle Intl (CCI) | 0.9 | $162M | 1.1M | 142.15 | |
| Gra (GGG) | 0.9 | $161M | 3.1M | 52.00 | |
| Ansys (ANSS) | 0.8 | $152M | 589k | 257.41 | |
| Stryker Corporation (SYK) | 0.8 | $151M | 721k | 209.94 | |
| McDonald's Corporation (MCD) | 0.8 | $149M | 755k | 197.61 | |
| Boston Scientific Corporation (BSX) | 0.8 | $148M | 3.3M | 45.22 | |
| Amphenol Corporation (APH) | 0.8 | $148M | 1.4M | 108.23 | |
| Illumina (ILMN) | 0.8 | $141M | 424k | 331.74 | |
| Canadian Natl Ry (CNI) | 0.8 | $139M | 1.5M | 90.45 | |
| Sherwin-Williams Company (SHW) | 0.7 | $129M | 221k | 583.54 | |
| Verisk Analytics (VRSK) | 0.7 | $128M | 854k | 149.34 | |
| Netflix (NFLX) | 0.7 | $121M | 373k | 323.57 | |
| Cooper Companies | 0.6 | $118M | 366k | 321.29 | |
| Intercontinental Exchange (ICE) | 0.6 | $110M | 1.2M | 92.55 | |
| Church & Dwight (CHD) | 0.6 | $105M | 1.5M | 70.34 | |
| iShares MSCI EAFE Index Fund (EFA) | 0.2 | $32M | 454k | 69.44 | |
| Jones Lang LaSalle Incorporated (JLL) | 0.1 | $28M | 160k | 174.09 | |
| Alibaba Group Holding (BABA) | 0.1 | $26M | 121k | 212.10 | |
| EnerSys (ENS) | 0.1 | $23M | 313k | 74.83 | |
| America's Car-Mart (CRMT) | 0.1 | $24M | 214k | 109.66 | |
| WNS | 0.1 | $23M | 346k | 66.15 | |
| UniFirst Corporation (UNF) | 0.1 | $22M | 106k | 201.98 | |
| ePlus (PLUS) | 0.1 | $20M | 241k | 84.29 | |
| Crane | 0.1 | $18M | 207k | 86.38 | |
| Enstar Group (ESGR) | 0.1 | $18M | 86k | 206.86 | |
| Cabot Microelectronics Corporation | 0.1 | $17M | 115k | 144.32 | |
| Healthcare Services (HCSG) | 0.1 | $18M | 719k | 24.32 | |
| Virtus Investment Partners (VRTS) | 0.1 | $16M | 134k | 121.72 | |
| Verra Mobility Corp verra mobility corp (VRRM) | 0.1 | $17M | 1.2M | 13.99 | |
| Natus Medical | 0.1 | $14M | 433k | 32.99 | |
| Addus Homecare Corp (ADUS) | 0.1 | $14M | 148k | 97.22 | |
| KAR Auction Services (KAR) | 0.1 | $16M | 725k | 21.79 | |
| Yandex Nv-a (YNDX) | 0.1 | $16M | 362k | 43.49 | |
| Focus Finl Partners | 0.1 | $15M | 500k | 29.47 | |
| WESCO International (WCC) | 0.1 | $13M | 217k | 59.39 | |
| Beacon Roofing Supply (BECN) | 0.1 | $12M | 380k | 31.98 | |
| Dycom Industries (DY) | 0.1 | $13M | 284k | 47.15 | |
| Sp Plus (SP) | 0.1 | $13M | 309k | 42.43 | |
| Emcor (EME) | 0.1 | $12M | 139k | 86.30 | |
| Hemisphere Media | 0.1 | $10M | 695k | 14.85 | |
| Emerald Expositions Events | 0.1 | $11M | 1.1M | 10.55 | |
| American Woodmark Corporation (AMWD) | 0.1 | $10M | 96k | 104.51 | |
| Dorman Products (DORM) | 0.1 | $8.9M | 117k | 75.72 | |
| Cass Information Systems (CASS) | 0.1 | $9.3M | 160k | 57.74 | |
| Manhattan Associates (MANH) | 0.0 | $8.2M | 103k | 79.75 | |
| Interxion Holding | 0.0 | $7.5M | 89k | 83.81 | |
| Msa Safety Inc equity (MSA) | 0.0 | $6.9M | 55k | 126.35 | |
| Cyberark Software (CYBR) | 0.0 | $8.2M | 71k | 116.58 | |
| Planet Fitness Inc-cl A (PLNT) | 0.0 | $6.8M | 90k | 74.68 | |
| Performance Food (PFGC) | 0.0 | $6.7M | 130k | 51.48 | |
| Elastic N V ord (ESTC) | 0.0 | $6.9M | 108k | 64.30 | |
| Onespaworld Holdings Ltd onespaworld hold (OSW) | 0.0 | $6.6M | 392k | 16.84 | |
| Charles River Laboratories (CRL) | 0.0 | $5.5M | 36k | 152.76 | |
| ACI Worldwide (ACIW) | 0.0 | $5.8M | 154k | 37.88 | |
| Regis Corporation | 0.0 | $4.7M | 262k | 17.87 | |
| Tetra Tech (TTEK) | 0.0 | $5.8M | 67k | 86.17 | |
| Casey's General Stores (CASY) | 0.0 | $4.9M | 31k | 158.99 | |
| Callaway Golf Company (MODG) | 0.0 | $6.5M | 305k | 21.20 | |
| FLIR Systems | 0.0 | $6.0M | 115k | 52.07 | |
| Primerica (PRI) | 0.0 | $5.8M | 45k | 130.55 | |
| Trex Company (TREX) | 0.0 | $5.4M | 60k | 89.89 | |
| AMN Healthcare Services (AMN) | 0.0 | $5.1M | 82k | 62.31 | |
| Grupo Aeroportuario del Sureste (ASR) | 0.0 | $4.7M | 25k | 187.39 | |
| Neenah Paper | 0.0 | $4.8M | 68k | 70.43 | |
| Universal Forest Products | 0.0 | $5.9M | 123k | 47.70 | |
| Emergent BioSolutions (EBS) | 0.0 | $4.9M | 91k | 53.96 | |
| Euronet Worldwide (EEFT) | 0.0 | $5.8M | 37k | 157.55 | |
| John Bean Technologies Corporation (JBT) | 0.0 | $6.1M | 54k | 112.66 | |
| LivePerson (LPSN) | 0.0 | $6.0M | 162k | 37.00 | |
| Omnicell (OMCL) | 0.0 | $6.3M | 77k | 81.72 | |
| Semtech Corporation (SMTC) | 0.0 | $4.9M | 93k | 52.90 | |
| NuVasive | 0.0 | $5.1M | 66k | 77.33 | |
| Texas Roadhouse (TXRH) | 0.0 | $5.5M | 99k | 56.32 | |
| Cubic Corporation | 0.0 | $5.5M | 86k | 63.58 | |
| Woodward Governor Company (WWD) | 0.0 | $4.8M | 41k | 118.44 | |
| Brink's Company (BCO) | 0.0 | $6.1M | 67k | 90.68 | |
| Chase Corporation | 0.0 | $5.4M | 46k | 118.48 | |
| PROS Holdings (PRO) | 0.0 | $5.0M | 84k | 59.92 | |
| Ameris Ban (ABCB) | 0.0 | $5.0M | 117k | 42.54 | |
| Marriott Vacations Wrldwde Cp (VAC) | 0.0 | $5.5M | 43k | 128.76 | |
| Epam Systems (EPAM) | 0.0 | $5.9M | 28k | 212.17 | |
| Fireeye | 0.0 | $5.1M | 308k | 16.53 | |
| Rexford Industrial Realty Inc reit (REXR) | 0.0 | $5.3M | 115k | 45.68 | |
| Wix (WIX) | 0.0 | $6.3M | 51k | 122.38 | |
| Paylocity Holding Corporation (PCTY) | 0.0 | $5.0M | 41k | 120.83 | |
| Eldorado Resorts | 0.0 | $5.9M | 99k | 59.64 | |
| Etsy (ETSY) | 0.0 | $4.8M | 108k | 44.30 | |
| Bwx Technologies (BWXT) | 0.0 | $5.1M | 82k | 62.09 | |
| Penumbra (PEN) | 0.0 | $5.0M | 31k | 164.29 | |
| Ingevity (NGVT) | 0.0 | $4.7M | 54k | 87.38 | |
| Tabula Rasa Healthcare | 0.0 | $6.3M | 130k | 48.68 | |
| Axon Enterprise (AXON) | 0.0 | $5.8M | 79k | 73.27 | |
| Azul Sa (AZUL) | 0.0 | $6.0M | 141k | 42.80 | |
| Tandem Diabetes Care (TNDM) | 0.0 | $5.4M | 90k | 59.61 | |
| On Assignment (ASGN) | 0.0 | $5.4M | 76k | 70.97 | |
| Americold Rlty Tr (COLD) | 0.0 | $4.8M | 137k | 35.06 | |
| Inspire Med Sys (INSP) | 0.0 | $4.8M | 65k | 74.21 | |
| Evo Pmts Inc cl a | 0.0 | $4.9M | 185k | 26.41 | |
| Headhunter Group | 0.0 | $6.0M | 281k | 21.45 | |
| Mercury Computer Systems (MRCY) | 0.0 | $4.4M | 64k | 69.11 | |
| PT Telekomunikasi Indonesia (TLK) | 0.0 | $4.0M | 139k | 28.50 | |
| Maximus (MMS) | 0.0 | $4.6M | 62k | 74.38 | |
| Rogers Corporation (ROG) | 0.0 | $4.1M | 33k | 124.73 | |
| Credicorp (BAP) | 0.0 | $4.2M | 20k | 213.12 | |
| ICU Medical, Incorporated (ICUI) | 0.0 | $4.2M | 23k | 187.11 | |
| Repligen Corporation (RGEN) | 0.0 | $3.5M | 38k | 92.50 | |
| LogMeIn | 0.0 | $4.3M | 50k | 85.74 | |
| ACADIA Pharmaceuticals (ACAD) | 0.0 | $3.0M | 69k | 42.78 | |
| AtriCure (ATRC) | 0.0 | $3.2M | 98k | 32.51 | |
| Moelis & Co (MC) | 0.0 | $4.2M | 132k | 31.92 | |
| Globant S A (GLOB) | 0.0 | $3.7M | 35k | 106.05 | |
| Dave & Buster's Entertainmnt (PLAY) | 0.0 | $4.2M | 104k | 40.17 | |
| Teladoc (TDOC) | 0.0 | $3.3M | 39k | 83.71 | |
| Blueprint Medicines (BPMC) | 0.0 | $3.0M | 37k | 80.10 | |
| Blackline (BL) | 0.0 | $4.5M | 87k | 51.56 | |
| Iovance Biotherapeutics (IOVA) | 0.0 | $3.7M | 133k | 27.68 | |
| Shockwave Med (SWAV) | 0.0 | $3.6M | 82k | 43.92 | |
| Xp Inc cl a (XP) | 0.0 | $2.9M | 74k | 38.52 | |
| Synopsys (SNPS) | 0.0 | $1.7M | 12k | 139.17 | |
| Amazon (AMZN) | 0.0 | $2.0M | 1.1k | 1847.46 | |
| Halozyme Therapeutics (HALO) | 0.0 | $2.4M | 137k | 17.73 | |
| Simulations Plus (SLP) | 0.0 | $1.3M | 43k | 29.07 | |
| Ligand Pharmaceuticals In (LGND) | 0.0 | $2.5M | 24k | 104.29 | |
| Ishares Inc msci india index (INDA) | 0.0 | $2.3M | 66k | 35.15 | |
| Acceleron Pharma | 0.0 | $1.6M | 30k | 53.03 | |
| Fate Therapeutics (FATE) | 0.0 | $1.6M | 81k | 19.57 | |
| Fibrogen (FGEN) | 0.0 | $1.7M | 39k | 42.89 | |
| Zogenix | 0.0 | $1.6M | 31k | 52.14 | |
| Natera (NTRA) | 0.0 | $2.8M | 82k | 33.69 | |
| Kura Oncology (KURA) | 0.0 | $2.3M | 167k | 13.75 | |
| Arrowhead Pharmaceuticals (ARWR) | 0.0 | $2.2M | 34k | 63.43 | |
| Reata Pharmaceuticals Inc Cl A | 0.0 | $1.7M | 8.4k | 204.42 | |
| Biohaven Pharmaceutical Holding | 0.0 | $2.3M | 42k | 54.43 | |
| Sony Corporation (SONY) | 0.0 | $271k | 4.0k | 68.12 | |
| Workday Inc cl a (WDAY) | 0.0 | $576k | 3.5k | 164.57 | |
| Cgi Inc Cl A Sub Vtg (GIB) | 0.0 | $223k | 2.7k | 83.83 | |
| Tradeweb Markets (TW) | 0.0 | $924k | 20k | 46.37 |
