Wcm Investment Management as of Sept. 30, 2020
Portfolio Holdings for Wcm Investment Management
Wcm Investment Management holds 179 positions in its portfolio as reported in the September 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 9.2 | $2.6B | 32M | 81.07 | |
| MercadoLibre (MELI) | 9.0 | $2.6B | 2.4M | 1082.48 | |
| Shopify Cl A (SHOP) | 6.6 | $1.9B | 1.9M | 1022.97 | |
| Canadian Pacific Railway | 6.5 | $1.9B | 6.1M | 304.43 | |
| Accenture Plc Ireland Shs Class A (ACN) | 6.0 | $1.7B | 7.6M | 225.99 | |
| Lululemon Athletica (LULU) | 5.8 | $1.7B | 5.1M | 329.37 | |
| Asml Holding N V N Y Registry Shs (ASML) | 5.6 | $1.6B | 4.3M | 369.27 | |
| ResMed (RMD) | 5.2 | $1.5B | 8.7M | 171.43 | |
| Mettler-Toledo International (MTD) | 4.6 | $1.3B | 1.4M | 965.75 | |
| Hdfc Bank Sponsored Ads (HDB) | 4.4 | $1.3B | 25M | 49.96 | |
| Steris Shs Usd (STE) | 4.0 | $1.1B | 6.5M | 176.19 | |
| Aon Shs Cl A (AON) | 3.2 | $898M | 4.4M | 206.30 | |
| Icon SHS (ICLR) | 2.7 | $756M | 4.0M | 191.09 | |
| West Pharmaceutical Services (WST) | 1.3 | $377M | 1.4M | 274.90 | |
| Stryker Corporation (SYK) | 1.3 | $366M | 1.8M | 208.37 | |
| Visa Com Cl A (V) | 1.2 | $332M | 1.7M | 199.97 | |
| Alcon Ord Shs (ALC) | 1.1 | $310M | 5.4M | 56.95 | |
| Smith & Nephew Group Spdn Adr New (SNN) | 1.0 | $290M | 7.4M | 39.10 | |
| Sherwin-Williams Company (SHW) | 1.0 | $281M | 403k | 696.74 | |
| Amphenol Corp Cl A (APH) | 1.0 | $279M | 2.6M | 108.27 | |
| Thermo Fisher Scientific (TMO) | 0.9 | $258M | 585k | 441.52 | |
| Gra (GGG) | 0.9 | $247M | 4.0M | 61.35 | |
| Ansys (ANSS) | 0.9 | $246M | 751k | 327.23 | |
| Crown Castle Intl (CCI) | 0.8 | $240M | 1.4M | 166.50 | |
| Ferrari Nv Ord (RACE) | 0.8 | $240M | 1.3M | 184.09 | |
| First Republic Bank/san F (FRCB) | 0.8 | $231M | 2.1M | 109.06 | |
| Ecolab (ECL) | 0.8 | $229M | 1.1M | 199.84 | |
| IDEXX Laboratories (IDXX) | 0.8 | $215M | 546k | 393.11 | |
| Canadian Natl Ry (CNI) | 0.7 | $213M | 2.0M | 106.46 | |
| Verisk Analytics (VRSK) | 0.7 | $202M | 1.1M | 185.31 | |
| Servicenow (NOW) | 0.7 | $200M | 412k | 485.00 | |
| Costco Wholesale Corporation (COST) | 0.7 | $197M | 556k | 355.00 | |
| Msci (MSCI) | 0.7 | $190M | 534k | 356.78 | |
| Fair Isaac Corporation (FICO) | 0.7 | $189M | 444k | 425.38 | |
| Church & Dwight (CHD) | 0.6 | $178M | 1.9M | 93.71 | |
| Illumina (ILMN) | 0.6 | $167M | 541k | 309.08 | |
| Heico Corp Cl A (HEI.A) | 0.6 | $159M | 1.8M | 88.66 | |
| Cooper Cos Com New | 0.6 | $158M | 470k | 337.12 | |
| Boston Scientific Corporation (BSX) | 0.6 | $158M | 4.1M | 38.21 | |
| Intercontinental Exchange (ICE) | 0.5 | $152M | 1.5M | 100.05 | |
| Alibaba Group Hldg Sponsored Ads (BABA) | 0.5 | $138M | 468k | 293.98 | |
| Yandex N V Shs Class A (YNDX) | 0.3 | $76M | 1.2M | 65.25 | |
| WNS HLDGS Spon Adr | 0.2 | $57M | 895k | 63.96 | |
| Epam Systems (EPAM) | 0.2 | $46M | 142k | 323.28 | |
| Globant S A (GLOB) | 0.1 | $31M | 171k | 179.22 | |
| Focus Finl Partners Com Cl A | 0.1 | $28M | 867k | 32.79 | |
| UniFirst Corporation (UNF) | 0.1 | $26M | 138k | 189.37 | |
| Virtus Investment Partners (VRTS) | 0.1 | $26M | 185k | 138.65 | |
| Manhattan Associates (MANH) | 0.1 | $24M | 253k | 95.49 | |
| ePlus (PLUS) | 0.1 | $23M | 318k | 73.20 | |
| Cabot Microelectronics Corporation | 0.1 | $23M | 162k | 142.81 | |
| Jones Lang LaSalle Incorporated (JLL) | 0.1 | $20M | 210k | 95.66 | |
| Enstar Group SHS (ESGR) | 0.1 | $19M | 119k | 161.50 | |
| Addus Homecare Corp (ADUS) | 0.1 | $19M | 201k | 94.51 | |
| America's Car-Mart (CRMT) | 0.1 | $18M | 211k | 84.88 | |
| Landstar System (LSTR) | 0.1 | $16M | 130k | 125.49 | |
| Verra Mobility Corp verra mobility corp (VRRM) | 0.1 | $16M | 1.7M | 9.66 | |
| FLIR Systems | 0.1 | $16M | 443k | 35.85 | |
| EnerSys (ENS) | 0.1 | $16M | 232k | 67.12 | |
| Beacon Roofing Supply (BECN) | 0.1 | $16M | 498k | 31.07 | |
| Dorman Products (DORM) | 0.1 | $15M | 169k | 90.38 | |
| KAR Auction Services (KAR) | 0.1 | $15M | 1.0M | 14.40 | |
| Crane | 0.1 | $15M | 289k | 50.13 | |
| Grupo Aeroportuario Del Sure Spon Adr Ser B (ASR) | 0.1 | $14M | 124k | 116.03 | |
| Emcor (EME) | 0.0 | $13M | 194k | 67.71 | |
| Healthcare Services (HCSG) | 0.0 | $13M | 607k | 21.53 | |
| XP Cl A (XP) | 0.0 | $13M | 302k | 41.69 | |
| Mercury Computer Systems (MRCY) | 0.0 | $13M | 162k | 77.46 | |
| Brightview Holdings (BV) | 0.0 | $12M | 1.1M | 11.40 | |
| Marriott Vacations Wrldwde Cp (VAC) | 0.0 | $12M | 133k | 90.81 | |
| Semtech Corporation (SMTC) | 0.0 | $12M | 225k | 52.96 | |
| Us Ecology | 0.0 | $12M | 362k | 32.67 | |
| LivePerson (LPSN) | 0.0 | $12M | 227k | 51.99 | |
| Elastic N V Ord Shs (ESTC) | 0.0 | $12M | 109k | 107.89 | |
| Topbuild (BLD) | 0.0 | $12M | 69k | 170.69 | |
| LHC | 0.0 | $12M | 55k | 212.56 | |
| Charles River Laboratories (CRL) | 0.0 | $11M | 49k | 226.46 | |
| Boot Barn Hldgs (BOOT) | 0.0 | $11M | 391k | 28.14 | |
| Natera (NTRA) | 0.0 | $11M | 149k | 72.24 | |
| Caesars Entertainment (CZR) | 0.0 | $11M | 192k | 56.06 | |
| Axon Enterprise (AXON) | 0.0 | $11M | 117k | 90.70 | |
| American Woodmark Corporation (AMWD) | 0.0 | $11M | 133k | 78.54 | |
| Ufp Industries (UFPI) | 0.0 | $10M | 183k | 56.51 | |
| Azul S A Sponsr Adr Pfd (AZUL) | 0.0 | $10M | 769k | 13.16 | |
| Headhunter Group Sponsored Ads | 0.0 | $10M | 408k | 24.48 | |
| Credicorp (BAP) | 0.0 | $9.8M | 79k | 123.99 | |
| ACI Worldwide (ACIW) | 0.0 | $9.5M | 365k | 26.13 | |
| Tetra Tech (TTEK) | 0.0 | $9.5M | 100k | 95.50 | |
| Science App Int'l (SAIC) | 0.0 | $9.4M | 119k | 78.42 | |
| Woodward Governor Company (WWD) | 0.0 | $9.3M | 116k | 80.16 | |
| Performance Food (PFGC) | 0.0 | $9.1M | 262k | 34.62 | |
| John Bean Technologies Corporation (JBT) | 0.0 | $9.0M | 98k | 91.89 | |
| Wyndham Hotels And Resorts (WH) | 0.0 | $9.0M | 177k | 50.50 | |
| Cass Information Systems (CASS) | 0.0 | $8.9M | 222k | 40.24 | |
| Sp Plus (SP) | 0.0 | $8.9M | 498k | 17.95 | |
| Merit Medical Systems (MMSI) | 0.0 | $8.9M | 205k | 43.50 | |
| Pluralsight Com Cl A | 0.0 | $8.9M | 518k | 17.13 | |
| Blackline (BL) | 0.0 | $8.8M | 99k | 89.63 | |
| Shockwave Med (SWAV) | 0.0 | $8.8M | 116k | 75.80 | |
| Brunswick Corporation (BC) | 0.0 | $8.7M | 148k | 58.91 | |
| Repligen Corporation (RGEN) | 0.0 | $8.5M | 58k | 147.53 | |
| Casey's General Stores (CASY) | 0.0 | $8.4M | 47k | 177.65 | |
| Helen Of Troy (HELE) | 0.0 | $8.3M | 43k | 193.52 | |
| Planet Fitness Cl A (PLNT) | 0.0 | $8.2M | 134k | 61.62 | |
| NuVasive | 0.0 | $8.2M | 170k | 48.57 | |
| Hemisphere Media Group Cl A | 0.0 | $8.2M | 946k | 8.69 | |
| Tandem Diabetes Care Com New (TNDM) | 0.0 | $8.2M | 72k | 113.50 | |
| Proofpoint | 0.0 | $8.1M | 77k | 105.55 | |
| Surgery Partners (SGRY) | 0.0 | $8.0M | 364k | 21.90 | |
| Pinnacle Financial Partners (PNFP) | 0.0 | $7.9M | 222k | 35.59 | |
| Rexford Industrial Realty Inc reit (REXR) | 0.0 | $7.8M | 170k | 45.76 | |
| Trex Company (TREX) | 0.0 | $7.7M | 107k | 71.60 | |
| Momenta Pharmaceuticals | 0.0 | $7.4M | 142k | 52.48 | |
| Primerica (PRI) | 0.0 | $7.4M | 66k | 113.15 | |
| Americold Rlty Tr (COLD) | 0.0 | $7.4M | 206k | 35.75 | |
| Evo Pmts Cl A Com | 0.0 | $7.1M | 285k | 24.85 | |
| Iovance Biotherapeutics (IOVA) | 0.0 | $7.0M | 212k | 32.92 | |
| Ingevity (NGVT) | 0.0 | $7.0M | 141k | 49.44 | |
| Vectrus (VVX) | 0.0 | $6.9M | 182k | 38.00 | |
| Emergent BioSolutions (EBS) | 0.0 | $6.8M | 66k | 103.34 | |
| Medallia | 0.0 | $6.8M | 247k | 27.42 | |
| Arrowhead Pharmaceuticals (ARWR) | 0.0 | $6.5M | 151k | 43.06 | |
| Penumbra (PEN) | 0.0 | $6.4M | 33k | 194.37 | |
| Wright Express (WEX) | 0.0 | $6.3M | 45k | 138.98 | |
| Maximus (MMS) | 0.0 | $6.2M | 91k | 68.41 | |
| AtriCure (ATRC) | 0.0 | $6.2M | 155k | 39.90 | |
| Chase Corporation | 0.0 | $6.0M | 63k | 95.41 | |
| Glaukos (GKOS) | 0.0 | $5.9M | 119k | 49.52 | |
| Ultragenyx Pharmaceutical (RARE) | 0.0 | $5.6M | 68k | 82.18 | |
| Msa Safety Inc equity (MSA) | 0.0 | $5.4M | 40k | 134.17 | |
| Myokardia | 0.0 | $5.2M | 38k | 136.33 | |
| Axsome Therapeutics (AXSM) | 0.0 | $5.1M | 72k | 71.26 | |
| Gan Ord Shs (GAN) | 0.0 | $5.0M | 296k | 16.90 | |
| Fate Therapeutics (FATE) | 0.0 | $5.0M | 125k | 39.97 | |
| Insmed Com Par $.01 (INSM) | 0.0 | $5.0M | 156k | 32.14 | |
| Wingstop (WING) | 0.0 | $4.7M | 34k | 136.65 | |
| Kodiak Sciences (KOD) | 0.0 | $4.6M | 78k | 59.21 | |
| Synopsys (SNPS) | 0.0 | $4.6M | 21k | 213.96 | |
| Kura Oncology (KURA) | 0.0 | $4.3M | 140k | 30.64 | |
| Biohaven Pharmaceutical Holding | 0.0 | $4.3M | 66k | 65.01 | |
| Chemocentryx | 0.0 | $4.1M | 74k | 54.80 | |
| Tabula Rasa Healthcare | 0.0 | $4.0M | 99k | 40.77 | |
| Bridgebio Pharma (BBIO) | 0.0 | $4.0M | 106k | 37.52 | |
| Ligand Pharmaceuticals Com New (LGND) | 0.0 | $3.7M | 39k | 95.32 | |
| Halozyme Therapeutics (HALO) | 0.0 | $3.5M | 132k | 26.28 | |
| Regis Corporation | 0.0 | $3.4M | 550k | 6.14 | |
| Amazon (AMZN) | 0.0 | $3.3M | 1.1k | 3148.78 | |
| Simulations Plus (SLP) | 0.0 | $3.2M | 42k | 75.37 | |
| Turning Point Therapeutics I | 0.0 | $3.1M | 35k | 87.35 | |
| ACADIA Pharmaceuticals (ACAD) | 0.0 | $3.0M | 73k | 41.25 | |
| Netflix (NFLX) | 0.0 | $3.0M | 6.0k | 500.00 | |
| Reata Pharmaceuticals Cl A | 0.0 | $2.6M | 26k | 97.42 | |
| Tradeweb Mkts Cl A (TW) | 0.0 | $2.0M | 34k | 58.00 | |
| Ishares Tr Msci Acwi Ex Us (ACWX) | 0.0 | $1.1M | 24k | 46.00 | |
| Cdk Global Inc equities | 0.0 | $884k | 20k | 43.58 | |
| Brown & Brown (BRO) | 0.0 | $870k | 19k | 45.28 | |
| Workday Cl A (WDAY) | 0.0 | $753k | 3.5k | 215.14 | |
| CarMax (KMX) | 0.0 | $598k | 6.5k | 91.93 | |
| Zebra Technologies Corporati Cl A (ZBRA) | 0.0 | $572k | 2.3k | 252.54 | |
| Watsco, Incorporated (WSO) | 0.0 | $555k | 2.4k | 233.00 | |
| A. O. Smith Corporation (AOS) | 0.0 | $535k | 10k | 52.78 | |
| Godaddy Cl A (GDDY) | 0.0 | $533k | 7.0k | 75.96 | |
| Carlisle Companies (CSL) | 0.0 | $488k | 4.0k | 122.49 | |
| Aramark Hldgs (ARMK) | 0.0 | $486k | 18k | 26.44 | |
| Vail Resorts (MTN) | 0.0 | $484k | 2.3k | 213.88 | |
| Globe Life (GL) | 0.0 | $467k | 5.8k | 79.94 | |
| Lincoln Electric Holdings (LECO) | 0.0 | $445k | 4.8k | 92.08 | |
| Affiliated Managers (AMG) | 0.0 | $400k | 5.9k | 68.38 | |
| Sony Corp Sponsored Adr (SONY) | 0.0 | $366k | 4.8k | 76.68 | |
| F M C Corp Com New (FMC) | 0.0 | $365k | 3.4k | 106.04 | |
| SEI Investments Company (SEIC) | 0.0 | $341k | 6.7k | 50.77 | |
| Ptc (PTC) | 0.0 | $341k | 4.1k | 82.65 | |
| Nice Sponsored Adr (NICE) | 0.0 | $335k | 1.5k | 227.12 | |
| Markel Corporation (MKL) | 0.0 | $334k | 343.00 | 973.76 | |
| Ishares Tr Msci Eafe Etf (EFA) | 0.0 | $331k | 5.2k | 63.74 | |
| IDEX Corporation (IEX) | 0.0 | $314k | 1.7k | 182.24 | |
| Brookfield Asset Mgmt Cl A Ltd Vt Sh | 0.0 | $243k | 7.4k | 33.03 | |
| Netease Sponsored Ads (NTES) | 0.0 | $230k | 506.00 | 454.55 | |
| Graphic Packaging Holding Company (GPK) | 0.0 | $229k | 16k | 14.11 |
