Wcm Investment Management as of March 31, 2020
Portfolio Holdings for Wcm Investment Management
Wcm Investment Management holds 180 positions in its portfolio as reported in the March 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Taiwan Semiconductor Mfg (TSM) | 7.6 | $1.4B | 29M | 47.79 | |
| Shopify Inc cl a (SHOP) | 7.6 | $1.4B | 3.3M | 416.93 | |
| Lululemon Athletica (LULU) | 7.0 | $1.3B | 6.7M | 189.55 | |
| Canadian Pacific Railway | 7.0 | $1.3B | 5.8M | 219.59 | |
| ResMed (RMD) | 6.6 | $1.2B | 8.2M | 147.29 | |
| Accenture (ACN) | 6.4 | $1.2B | 7.1M | 163.26 | |
| Asml Holding (ASML) | 5.9 | $1.1B | 4.1M | 261.64 | |
| MercadoLibre (MELI) | 5.6 | $1.0B | 2.1M | 488.58 | |
| Chubb (CB) | 5.3 | $955M | 8.6M | 111.69 | |
| HDFC Bank (HDB) | 4.9 | $880M | 23M | 38.46 | |
| Mettler-Toledo International (MTD) | 4.8 | $864M | 1.3M | 690.51 | |
| Steris Plc Ord equities (STE) | 3.9 | $711M | 5.1M | 139.97 | |
| Icon (ICLR) | 2.9 | $520M | 3.8M | 136.00 | |
| Stryker Corporation (SYK) | 1.3 | $237M | 1.4M | 166.49 | |
| Smith & Nephew (SNN) | 1.3 | $236M | 6.6M | 35.87 | |
| Alcon (ALC) | 1.3 | $234M | 4.6M | 50.82 | |
| Visa (V) | 1.2 | $221M | 1.4M | 161.12 | |
| West Pharmaceutical Services (WST) | 1.2 | $215M | 1.4M | 152.25 | |
| Crown Castle Intl (CCI) | 0.9 | $172M | 1.2M | 144.40 | |
| Gra (GGG) | 0.9 | $162M | 3.3M | 48.73 | |
| Ecolab (ECL) | 0.8 | $149M | 953k | 155.83 | |
| Ansys (ANSS) | 0.8 | $145M | 623k | 232.47 | |
| First Republic Bank/san F (FRCB) | 0.8 | $144M | 1.7M | 82.28 | |
| Thermo Fisher Scientific (TMO) | 0.8 | $137M | 482k | 283.60 | |
| Costco Wholesale Corporation (COST) | 0.7 | $131M | 459k | 285.13 | |
| Canadian Natl Ry (CNI) | 0.7 | $128M | 1.6M | 77.63 | |
| Msci (MSCI) | 0.7 | $127M | 441k | 288.96 | |
| Verisk Analytics (VRSK) | 0.7 | $126M | 903k | 139.38 | |
| Illumina (ILMN) | 0.7 | $124M | 452k | 273.12 | |
| Ferrari Nv Ord (RACE) | 0.6 | $116M | 740k | 156.39 | |
| Boston Scientific Corporation (BSX) | 0.6 | $110M | 3.4M | 32.63 | |
| Cooper Companies | 0.6 | $107M | 389k | 275.67 | |
| Sherwin-Williams Company (SHW) | 0.6 | $107M | 233k | 459.52 | |
| Amphenol Corporation (APH) | 0.6 | $105M | 1.4M | 72.88 | |
| Church & Dwight (CHD) | 0.6 | $102M | 1.6M | 64.18 | |
| Intercontinental Exchange (ICE) | 0.6 | $101M | 1.2M | 80.75 | |
| HEICO Corporation (HEI.A) | 0.5 | $94M | 1.5M | 63.90 | |
| IDEXX Laboratories (IDXX) | 0.4 | $71M | 291k | 242.24 | |
| Fair Isaac Corporation (FICO) | 0.4 | $66M | 214k | 307.69 | |
| Alibaba Group Holding (BABA) | 0.2 | $35M | 178k | 194.48 | |
| WNS | 0.1 | $21M | 476k | 42.98 | |
| Yandex Nv-a (YNDX) | 0.1 | $20M | 583k | 34.05 | |
| Healthcare Services (HCSG) | 0.1 | $19M | 783k | 23.91 | |
| Jones Lang LaSalle Incorporated (JLL) | 0.1 | $18M | 177k | 100.98 | |
| UniFirst Corporation (UNF) | 0.1 | $17M | 115k | 151.09 | |
| Focus Finl Partners | 0.1 | $16M | 698k | 23.01 | |
| ePlus (PLUS) | 0.1 | $16M | 250k | 62.62 | |
| EnerSys (ENS) | 0.1 | $15M | 309k | 49.52 | |
| Enstar Group (ESGR) | 0.1 | $15M | 92k | 159.05 | |
| Cabot Microelectronics Corporation | 0.1 | $14M | 125k | 114.14 | |
| America's Car-Mart (CRMT) | 0.1 | $13M | 226k | 56.35 | |
| Crane | 0.1 | $11M | 222k | 49.18 | |
| Virtus Investment Partners (VRTS) | 0.1 | $11M | 141k | 76.11 | |
| Addus Homecare Corp (ADUS) | 0.1 | $11M | 155k | 67.60 | |
| Natus Medical | 0.1 | $10M | 450k | 23.13 | |
| iShares MSCI EAFE Index Fund (EFA) | 0.1 | $10M | 194k | 53.46 | |
| Manhattan Associates (MANH) | 0.1 | $9.7M | 194k | 49.82 | |
| Verra Mobility Corp verra mobility corp (VRRM) | 0.1 | $9.6M | 1.3M | 7.14 | |
| KAR Auction Services (KAR) | 0.1 | $9.5M | 791k | 12.00 | |
| Beacon Roofing Supply (BECN) | 0.1 | $9.5M | 572k | 16.54 | |
| Globant S A (GLOB) | 0.1 | $9.3M | 106k | 87.88 | |
| Emcor (EME) | 0.1 | $9.2M | 150k | 61.32 | |
| Sp Plus (SP) | 0.0 | $9.1M | 436k | 20.75 | |
| Epam Systems (EPAM) | 0.0 | $9.0M | 49k | 185.67 | |
| Semtech Corporation (SMTC) | 0.0 | $8.0M | 212k | 37.50 | |
| Axon Enterprise (AXON) | 0.0 | $7.7M | 109k | 70.77 | |
| Wingstop (WING) | 0.0 | $7.6M | 96k | 79.70 | |
| Tandem Diabetes Care (TNDM) | 0.0 | $7.5M | 116k | 64.35 | |
| LHC | 0.0 | $7.2M | 52k | 140.19 | |
| Dorman Products (DORM) | 0.0 | $7.1M | 128k | 55.27 | |
| Penumbra (PEN) | 0.0 | $6.9M | 43k | 161.32 | |
| Tetra Tech (TTEK) | 0.0 | $6.6M | 94k | 70.62 | |
| Rexford Industrial Realty Inc reit (REXR) | 0.0 | $6.6M | 160k | 41.01 | |
| Landstar System (LSTR) | 0.0 | $6.5M | 68k | 95.85 | |
| Tabula Rasa Healthcare | 0.0 | $6.5M | 124k | 52.29 | |
| Netflix (NFLX) | 0.0 | $6.5M | 17k | 375.51 | |
| Americold Rlty Tr (COLD) | 0.0 | $6.5M | 190k | 34.04 | |
| LivePerson (LPSN) | 0.0 | $6.4M | 282k | 22.75 | |
| Blackline (BL) | 0.0 | $6.4M | 121k | 52.61 | |
| Charles River Laboratories (CRL) | 0.0 | $6.4M | 50k | 126.20 | |
| Universal Forest Products | 0.0 | $6.3M | 170k | 37.20 | |
| Brink's Company (BCO) | 0.0 | $6.3M | 121k | 52.06 | |
| Mercury Computer Systems (MRCY) | 0.0 | $6.3M | 88k | 71.34 | |
| Elastic N V ord (ESTC) | 0.0 | $6.3M | 112k | 55.81 | |
| Hemisphere Media | 0.0 | $6.2M | 728k | 8.54 | |
| Planet Fitness Inc-cl A (PLNT) | 0.0 | $6.1M | 125k | 48.70 | |
| Performance Food (PFGC) | 0.0 | $6.1M | 247k | 24.72 | |
| Merit Medical Systems (MMSI) | 0.0 | $6.0M | 193k | 31.25 | |
| Omnicell (OMCL) | 0.0 | $6.0M | 91k | 65.58 | |
| Cass Information Systems (CASS) | 0.0 | $5.9M | 169k | 35.16 | |
| Casey's General Stores (CASY) | 0.0 | $5.9M | 44k | 132.48 | |
| EXACT Sciences Corporation (EXAS) | 0.0 | $5.8M | 101k | 58.00 | |
| Iovance Biotherapeutics (IOVA) | 0.0 | $5.8M | 194k | 29.93 | |
| Etsy (ETSY) | 0.0 | $5.8M | 150k | 38.44 | |
| Emergent BioSolutions (EBS) | 0.0 | $5.7M | 99k | 57.86 | |
| Texas Roadhouse (TXRH) | 0.0 | $5.6M | 137k | 41.30 | |
| John Bean Technologies Corporation (JBT) | 0.0 | $5.6M | 76k | 74.27 | |
| Marriott Vacations Wrldwde Cp (VAC) | 0.0 | $5.6M | 100k | 55.58 | |
| Primerica (PRI) | 0.0 | $5.5M | 62k | 88.49 | |
| Inspire Med Sys (INSP) | 0.0 | $5.4M | 90k | 60.28 | |
| Brightview Holdings (BV) | 0.0 | $5.2M | 466k | 11.06 | |
| Repligen Corporation (RGEN) | 0.0 | $5.0M | 52k | 96.54 | |
| ACI Worldwide (ACIW) | 0.0 | $5.0M | 206k | 24.15 | |
| Ishares Inc msci india index (INDA) | 0.0 | $4.9M | 204k | 24.11 | |
| Paylocity Holding Corporation (PCTY) | 0.0 | $4.9M | 55k | 88.32 | |
| Cyberark Software (CYBR) | 0.0 | $4.8M | 56k | 85.56 | |
| Trex Company (TREX) | 0.0 | $4.8M | 60k | 80.15 | |
| Maximus (MMS) | 0.0 | $4.8M | 82k | 58.20 | |
| Boot Barn Hldgs (BOOT) | 0.0 | $4.8M | 369k | 12.93 | |
| Us Ecology | 0.0 | $4.7M | 154k | 30.40 | |
| AtriCure (ATRC) | 0.0 | $4.6M | 138k | 33.59 | |
| American Woodmark Corporation (AMWD) | 0.0 | $4.6M | 100k | 45.57 | |
| Ingevity (NGVT) | 0.0 | $4.5M | 128k | 35.20 | |
| Medallia | 0.0 | $4.5M | 223k | 20.04 | |
| NuVasive | 0.0 | $4.5M | 88k | 50.66 | |
| Grupo Aeroportuario del Sureste (ASR) | 0.0 | $4.4M | 47k | 94.13 | |
| Callaway Golf Company (MODG) | 0.0 | $4.3M | 423k | 10.22 | |
| Credicorp (BAP) | 0.0 | $4.3M | 30k | 143.08 | |
| Wix (WIX) | 0.0 | $4.3M | 42k | 100.81 | |
| ACADIA Pharmaceuticals (ACAD) | 0.0 | $4.1M | 98k | 42.25 | |
| Rogers Corporation (ROG) | 0.0 | $4.1M | 44k | 94.41 | |
| Chase Corporation | 0.0 | $4.0M | 49k | 82.28 | |
| Evo Pmts Inc cl a | 0.0 | $4.0M | 260k | 15.30 | |
| FLIR Systems | 0.0 | $3.9M | 124k | 31.89 | |
| Teladoc (TDOC) | 0.0 | $3.9M | 25k | 155.00 | |
| Pluralsight Inc Cl A | 0.0 | $3.9M | 356k | 10.98 | |
| Shockwave Med (SWAV) | 0.0 | $3.8M | 115k | 33.18 | |
| Headhunter Group | 0.0 | $3.7M | 233k | 15.97 | |
| Msa Safety Inc equity (MSA) | 0.0 | $3.7M | 37k | 101.19 | |
| PROS Holdings (PRO) | 0.0 | $3.5M | 113k | 31.03 | |
| Halozyme Therapeutics (HALO) | 0.0 | $3.5M | 194k | 17.99 | |
| AMN Healthcare Services (AMN) | 0.0 | $3.5M | 60k | 57.81 | |
| Proofpoint | 0.0 | $3.5M | 34k | 102.60 | |
| Natera (NTRA) | 0.0 | $3.4M | 115k | 29.86 | |
| Woodward Governor Company (WWD) | 0.0 | $3.2M | 55k | 59.43 | |
| Arrowhead Pharmaceuticals (ARWR) | 0.0 | $3.1M | 109k | 28.77 | |
| Neenah Paper | 0.0 | $3.1M | 72k | 43.13 | |
| Azul Sa (AZUL) | 0.0 | $3.0M | 295k | 10.19 | |
| Regis Corporation | 0.0 | $2.8M | 472k | 5.91 | |
| Ultragenyx Pharmaceutical (RARE) | 0.0 | $2.7M | 62k | 44.44 | |
| Far Pt Acquisition Corp cl a founders sh | 0.0 | $2.5M | 249k | 10.12 | |
| Fate Therapeutics (FATE) | 0.0 | $2.5M | 114k | 22.21 | |
| Eldorado Resorts | 0.0 | $2.4M | 169k | 14.40 | |
| Ligand Pharmaceuticals In (LGND) | 0.0 | $2.4M | 33k | 72.73 | |
| Kura Oncology (KURA) | 0.0 | $2.3M | 235k | 9.95 | |
| Xp Inc cl a (XP) | 0.0 | $2.2M | 114k | 19.29 | |
| Axsome Therapeutics (AXSM) | 0.0 | $2.1M | 36k | 58.84 | |
| Amazon (AMZN) | 0.0 | $2.1M | 1.1k | 1950.09 | |
| Biohaven Pharmaceutical Holding | 0.0 | $2.0M | 60k | 34.02 | |
| Coherus Biosciences (CHRS) | 0.0 | $2.0M | 122k | 16.22 | |
| Bridgebio Pharma (BBIO) | 0.0 | $1.9M | 66k | 28.99 | |
| Reata Pharmaceuticals Inc Cl A | 0.0 | $1.7M | 12k | 144.34 | |
| Insmed (INSM) | 0.0 | $1.6M | 101k | 16.03 | |
| Simulations Plus (SLP) | 0.0 | $1.5M | 43k | 34.93 | |
| Synopsys (SNPS) | 0.0 | $1.1M | 8.5k | 128.83 | |
| Brown & Brown (BRO) | 0.0 | $696k | 19k | 36.22 | |
| Tradeweb Markets (TW) | 0.0 | $578k | 14k | 42.06 | |
| Emerald Holding (EEX) | 0.0 | $557k | 215k | 2.59 | |
| A. O. Smith Corporation (AOS) | 0.0 | $541k | 14k | 37.79 | |
| Workday Inc cl a (WDAY) | 0.0 | $456k | 3.5k | 130.29 | |
| Globe Life (GL) | 0.0 | $420k | 5.8k | 71.89 | |
| Zebra Technologies (ZBRA) | 0.0 | $416k | 2.3k | 183.66 | |
| Godaddy Inc cl a (GDDY) | 0.0 | $401k | 7.0k | 57.15 | |
| Graphic Packaging Holding Company (GPK) | 0.0 | $391k | 32k | 12.20 | |
| Watsco, Incorporated (WSO) | 0.0 | $376k | 2.4k | 157.85 | |
| Aramark Hldgs (ARMK) | 0.0 | $367k | 18k | 19.97 | |
| CarMax (KMX) | 0.0 | $350k | 6.5k | 53.80 | |
| Affiliated Managers (AMG) | 0.0 | $346k | 5.9k | 59.15 | |
| Cdk Global Inc equities | 0.0 | $333k | 10k | 32.83 | |
| Lincoln Electric Holdings (LECO) | 0.0 | $333k | 4.8k | 68.90 | |
| Markel Corporation (MKL) | 0.0 | $318k | 343.00 | 927.11 | |
| Vail Resorts (MTN) | 0.0 | $315k | 2.1k | 147.82 | |
| SEI Investments Company (SEIC) | 0.0 | $311k | 6.7k | 46.31 | |
| FMC Corporation (FMC) | 0.0 | $281k | 3.4k | 81.64 | |
| Sony Corporation (SONY) | 0.0 | $268k | 4.5k | 59.19 | |
| Carlisle Companies (CSL) | 0.0 | $258k | 2.1k | 125.12 | |
| Ptc (PTC) | 0.0 | $253k | 4.1k | 61.32 | |
| IDEX Corporation (IEX) | 0.0 | $238k | 1.7k | 138.13 | |
| Helen Of Troy (HELE) | 0.0 | $206k | 1.4k | 143.96 | |
| Nice Systems (NICE) | 0.0 | $202k | 1.4k | 143.26 |
