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 |
|---|---|---|---|---|---|
| Chubb (CB) | 12.8 | $2.5B | 16M | 155.66 | |
| Shopify Inc cl a (SHOP) | 9.5 | $1.9B | 4.8M | 397.58 | |
| Taiwan Semiconductor Mfg (TSM) | 8.1 | $1.6B | 28M | 58.10 | |
| Accenture (ACN) | 7.2 | $1.4B | 6.8M | 210.57 | |
| Canadian Pacific Railway | 7.0 | $1.4B | 5.5M | 254.95 | |
| HDFC Bank (HDB) | 6.9 | $1.4B | 22M | 63.37 | |
| ResMed (RMD) | 6.1 | $1.2B | 7.8M | 154.97 | |
| Asml Holding (ASML) | 5.8 | $1.1B | 3.9M | 295.94 | |
| Mettler-Toledo International (MTD) | 4.8 | $944M | 1.2M | 793.28 | |
| Lululemon Athletica (LULU) | 3.8 | $764M | 3.3M | 231.67 | |
| Icon (ICLR) | 3.2 | $628M | 3.6M | 172.23 | |
| Steris Plc Ord equities (STE) | 1.8 | $357M | 2.3M | 152.42 | |
| Visa (V) | 1.2 | $245M | 1.3M | 187.90 | |
| Alcon (ALC) | 1.1 | $226M | 4.0M | 56.57 | |
| West Pharmaceutical Services (WST) | 1.0 | $201M | 1.3M | 150.33 | |
| Smith & Nephew (SNN) | 1.0 | $202M | 4.2M | 48.07 | |
| First Republic Bank/san F (FRCB) | 1.0 | $195M | 1.7M | 117.45 | |
| MercadoLibre (MELI) | 1.0 | $192M | 335k | 571.94 | |
| Costco Wholesale Corporation (COST) | 0.9 | $180M | 614k | 293.92 | |
| Ecolab (ECL) | 0.9 | $174M | 904k | 192.99 | |
| Gra (GGG) | 0.8 | $161M | 3.1M | 52.00 | |
| Crown Castle Intl (CCI) | 0.8 | $162M | 1.1M | 142.15 | |
| 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 | |
| Amphenol Corporation (APH) | 0.8 | $148M | 1.4M | 108.23 | |
| Boston Scientific Corporation (BSX) | 0.7 | $148M | 3.3M | 45.22 | |
| Illumina (ILMN) | 0.7 | $141M | 424k | 331.74 | |
| Canadian Natl Ry (CNI) | 0.7 | $139M | 1.5M | 90.45 | |
| Sherwin-Williams Company (SHW) | 0.7 | $129M | 221k | 583.54 | |
| Verisk Analytics (VRSK) | 0.6 | $128M | 854k | 149.34 | |
| Netflix (NFLX) | 0.6 | $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) | 0.5 | $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 | |
| WNS | 0.1 | $23M | 346k | 66.15 | |
| EnerSys (ENS) | 0.1 | $23M | 313k | 74.83 | |
| America's Car-Mart (CRMT) | 0.1 | $24M | 214k | 109.66 | |
| 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 | |
| Healthcare Services (HCSG) | 0.1 | $18M | 719k | 24.32 | |
| Verra Mobility Corp verra mobility corp (VRRM) | 0.1 | $17M | 1.2M | 13.99 | |
| Cabot Microelectronics Corporation | 0.1 | $17M | 115k | 144.32 | |
| Virtus Investment Partners (VRTS) | 0.1 | $16M | 134k | 121.72 | |
| KAR Auction Services (KAR) | 0.1 | $16M | 725k | 21.79 | |
| Yandex Nv-a (YNDX) | 0.1 | $16M | 362k | 43.49 | |
| Dycom Industries (DY) | 0.1 | $13M | 284k | 47.15 | |
| Natus Medical | 0.1 | $14M | 433k | 32.99 | |
| Addus Homecare Corp (ADUS) | 0.1 | $14M | 148k | 97.22 | |
| Sp Plus (SP) | 0.1 | $13M | 309k | 42.43 | |
| Focus Finl Partners | 0.1 | $15M | 500k | 29.47 | |
| Emcor (EME) | 0.1 | $12M | 139k | 86.30 | |
| WESCO International (WCC) | 0.1 | $13M | 217k | 59.39 | |
| Beacon Roofing Supply (BECN) | 0.1 | $12M | 380k | 31.98 | |
| Emerald Expositions Events | 0.1 | $11M | 1.1M | 10.55 | |
| American Woodmark Corporation (AMWD) | 0.1 | $10M | 96k | 104.51 | |
| Cass Information Systems (CASS) | 0.1 | $9.3M | 160k | 57.74 | |
| Hemisphere Media | 0.1 | $10M | 695k | 14.85 | |
| Dorman Products (DORM) | 0.0 | $8.9M | 117k | 75.72 | |
| Manhattan Associates (MANH) | 0.0 | $8.2M | 103k | 79.75 | |
| Interxion Holding | 0.0 | $7.5M | 89k | 83.81 | |
| Cyberark Software (CYBR) | 0.0 | $8.2M | 71k | 116.58 | |
| Charles River Laboratories (CRL) | 0.0 | $5.5M | 36k | 152.76 | |
| ACI Worldwide (ACIW) | 0.0 | $5.8M | 154k | 37.88 | |
| Tetra Tech (TTEK) | 0.0 | $5.8M | 67k | 86.17 | |
| 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 | |
| Universal Forest Products | 0.0 | $5.9M | 123k | 47.70 | |
| 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 | |
| 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 | |
| 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 | |
| Msa Safety Inc equity (MSA) | 0.0 | $6.9M | 55k | 126.35 | |
| Paylocity Holding Corporation (PCTY) | 0.0 | $5.0M | 41k | 120.83 | |
| Eldorado Resorts | 0.0 | $5.9M | 99k | 59.64 | |
| Bwx Technologies (BWXT) | 0.0 | $5.1M | 82k | 62.09 | |
| Planet Fitness Inc-cl A (PLNT) | 0.0 | $6.8M | 90k | 74.68 | |
| Penumbra (PEN) | 0.0 | $5.0M | 31k | 164.29 | |
| Performance Food (PFGC) | 0.0 | $6.7M | 130k | 51.48 | |
| 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 | |
| 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 | |
| Headhunter Group | 0.0 | $6.0M | 281k | 21.45 | |
| Regis Corporation | 0.0 | $4.7M | 262k | 17.87 | |
| Mercury Computer Systems (MRCY) | 0.0 | $4.4M | 64k | 69.11 | |
| Casey's General Stores (CASY) | 0.0 | $4.9M | 31k | 158.99 | |
| PT Telekomunikasi Indonesia (TLK) | 0.0 | $4.0M | 139k | 28.50 | |
| Maximus (MMS) | 0.0 | $4.6M | 62k | 74.38 | |
| Grupo Aeroportuario del Sureste (ASR) | 0.0 | $4.7M | 25k | 187.39 | |
| Neenah Paper | 0.0 | $4.8M | 68k | 70.43 | |
| Emergent BioSolutions (EBS) | 0.0 | $4.9M | 91k | 53.96 | |
| Rogers Corporation (ROG) | 0.0 | $4.1M | 33k | 124.73 | |
| Semtech Corporation (SMTC) | 0.0 | $4.9M | 93k | 52.90 | |
| 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 | |
| Woodward Governor Company (WWD) | 0.0 | $4.8M | 41k | 118.44 | |
| LogMeIn | 0.0 | $4.3M | 50k | 85.74 | |
| 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 | |
| Etsy (ETSY) | 0.0 | $4.8M | 108k | 44.30 | |
| Teladoc (TDOC) | 0.0 | $3.3M | 39k | 83.71 | |
| Blueprint Medicines (BPMC) | 0.0 | $3.0M | 37k | 80.10 | |
| Ingevity (NGVT) | 0.0 | $4.7M | 54k | 87.38 | |
| Blackline (BL) | 0.0 | $4.5M | 87k | 51.56 | |
| Iovance Biotherapeutics (IOVA) | 0.0 | $3.7M | 133k | 27.68 | |
| 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 | |
| Shockwave Med (SWAV) | 0.0 | $3.6M | 82k | 43.92 | |
| 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 | |
| ACADIA Pharmaceuticals (ACAD) | 0.0 | $3.0M | 69k | 42.78 | |
| 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 | |
| Xp Inc cl a (XP) | 0.0 | $2.9M | 74k | 38.52 | |
| 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 |
