Wcm Investment Management as of Dec. 31, 2020
Portfolio Holdings for Wcm Investment Management
Wcm Investment Management holds 193 positions in its portfolio as reported in the December 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| MercadoLibre (MELI) | 11.3 | $4.1B | 2.5M | 1675.22 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 9.9 | $3.6B | 33M | 109.04 | |
| Hdfc Bank Sponsored Ads (HDB) | 6.8 | $2.5B | 35M | 72.26 | |
| Shopify Cl A (SHOP) | 6.0 | $2.2B | 1.9M | 1131.95 | |
| Asml Holding N V N Y Registry Shs (ASML) | 5.8 | $2.1B | 4.4M | 487.72 | |
| Canadian Pacific Railway | 5.8 | $2.1B | 6.2M | 346.69 | |
| Accenture Plc Ireland Shs Class A (ACN) | 5.5 | $2.0B | 7.7M | 261.21 | |
| ResMed (RMD) | 5.1 | $1.9B | 8.8M | 212.56 | |
| Lululemon Athletica (LULU) | 4.9 | $1.8B | 5.2M | 348.03 | |
| Mettler-Toledo International (MTD) | 4.3 | $1.6B | 1.4M | 1139.68 | |
| Steris Shs Usd (STE) | 3.4 | $1.2B | 6.6M | 189.54 | |
| Aon Shs Cl A (AON) | 2.5 | $937M | 4.4M | 211.27 | |
| Icon SHS (ICLR) | 2.1 | $775M | 4.0M | 194.98 | |
| Stryker Corporation (SYK) | 1.4 | $509M | 2.1M | 245.04 | |
| West Pharmaceutical Services (WST) | 1.2 | $457M | 1.6M | 283.31 | |
| Visa Com Cl A (V) | 1.2 | $427M | 2.0M | 218.73 | |
| Amphenol Corp Cl A (APH) | 1.1 | $398M | 3.0M | 130.77 | |
| Alcon Ord Shs (ALC) | 1.0 | $377M | 5.7M | 65.98 | |
| First Republic Bank/san F (FRCB) | 1.0 | $364M | 2.5M | 146.93 | |
| Sherwin-Williams Company (SHW) | 1.0 | $351M | 477k | 734.91 | |
| Gra (GGG) | 0.9 | $341M | 4.7M | 72.35 | |
| IDEXX Laboratories (IDXX) | 0.9 | $320M | 641k | 499.87 | |
| Thermo Fisher Scientific (TMO) | 0.9 | $320M | 687k | 465.78 | |
| Smith & Nephew Spdn Adr New (SNN) | 0.9 | $319M | 7.6M | 42.17 | |
| Ferrari Nv Ord (RACE) | 0.9 | $313M | 1.4M | 229.52 | |
| Church & Dwight (CHD) | 0.8 | $300M | 3.4M | 87.23 | |
| Ecolab (ECL) | 0.8 | $287M | 1.3M | 216.36 | |
| Msci (MSCI) | 0.8 | $277M | 621k | 446.53 | |
| Synopsys (SNPS) | 0.7 | $270M | 1.0M | 259.24 | |
| Servicenow (NOW) | 0.7 | $269M | 489k | 550.43 | |
| Fair Isaac Corporation (FICO) | 0.7 | $268M | 525k | 511.04 | |
| Verisk Analytics (VRSK) | 0.7 | $264M | 1.3M | 207.59 | |
| Canadian Natl Ry (CNI) | 0.7 | $259M | 2.4M | 109.85 | |
| Nike CL B (NKE) | 0.7 | $257M | 1.8M | 141.47 | |
| Costco Wholesale Corporation (COST) | 0.7 | $247M | 655k | 376.78 | |
| Heico Corp Cl A (HEI.A) | 0.7 | $246M | 2.1M | 117.06 | |
| Intercontinental Exchange (ICE) | 0.6 | $208M | 1.8M | 115.29 | |
| Ansys (ANSS) | 0.5 | $201M | 553k | 363.80 | |
| Alibaba Group Hldg Sponsored Ads (BABA) | 0.4 | $139M | 597k | 232.73 | |
| Yandex N V Shs Class A (YNDX) | 0.3 | $103M | 1.5M | 69.58 | |
| WNS HLDGS Spon Adr | 0.2 | $84M | 1.2M | 72.05 | |
| Epam Systems (EPAM) | 0.2 | $66M | 184k | 358.35 | |
| Globant S A (GLOB) | 0.1 | $42M | 193k | 217.61 | |
| Virtus Investment Partners (VRTS) | 0.1 | $39M | 179k | 217.00 | |
| Focus Finl Partners Com Cl A | 0.1 | $37M | 842k | 43.50 | |
| Grupo Aeroportuario Del Sure Spon Adr Ser B (ASR) | 0.1 | $32M | 194k | 164.93 | |
| Jones Lang LaSalle Incorporated (JLL) | 0.1 | $32M | 214k | 148.37 | |
| UniFirst Corporation (UNF) | 0.1 | $30M | 140k | 211.69 | |
| ePlus (PLUS) | 0.1 | $28M | 323k | 87.95 | |
| Credicorp (BAP) | 0.1 | $28M | 171k | 164.02 | |
| Manhattan Associates (MANH) | 0.1 | $27M | 257k | 105.18 | |
| CMC Materials | 0.1 | $25M | 165k | 151.30 | |
| Enstar Group SHS (ESGR) | 0.1 | $25M | 121k | 204.89 | |
| Addus Homecare Corp (ADUS) | 0.1 | $24M | 205k | 117.09 | |
| Crane | 0.1 | $23M | 294k | 77.66 | |
| Verra Mobility Corp verra mobility corp (VRRM) | 0.1 | $23M | 1.7M | 13.42 | |
| America's Car-Mart (CRMT) | 0.1 | $22M | 200k | 109.84 | |
| Beacon Roofing Supply (BECN) | 0.1 | $20M | 506k | 40.19 | |
| FLIR Systems | 0.1 | $20M | 451k | 43.83 | |
| EnerSys (ENS) | 0.1 | $20M | 236k | 83.06 | |
| KAR Auction Services (KAR) | 0.1 | $19M | 1.0M | 18.61 | |
| Emcor (EME) | 0.0 | $18M | 197k | 91.46 | |
| Global Blue Group Holding Ord Shs (GB) | 0.0 | $18M | 1.4M | 13.00 | |
| Landstar System (LSTR) | 0.0 | $18M | 133k | 134.66 | |
| Healthcare Services (HCSG) | 0.0 | $17M | 617k | 28.10 | |
| Azul S A Sponsr Adr Pfd (AZUL) | 0.0 | $17M | 747k | 22.82 | |
| Brightview Holdings (BV) | 0.0 | $17M | 1.1M | 15.12 | |
| Inter Parfums (IPAR) | 0.0 | $15M | 248k | 60.49 | |
| XP Cl A (XP) | 0.0 | $15M | 378k | 39.67 | |
| Natera (NTRA) | 0.0 | $15M | 150k | 99.52 | |
| Dorman Products (DORM) | 0.0 | $15M | 172k | 86.82 | |
| Sp Plus (SP) | 0.0 | $15M | 507k | 28.83 | |
| Axon Enterprise (AXON) | 0.0 | $14M | 117k | 122.53 | |
| Pinnacle Financial Partners (PNFP) | 0.0 | $14M | 222k | 64.40 | |
| Mercury Computer Systems (MRCY) | 0.0 | $14M | 162k | 88.06 | |
| Caesars Entertainment (CZR) | 0.0 | $14M | 191k | 74.27 | |
| LivePerson (LPSN) | 0.0 | $14M | 227k | 62.23 | |
| Headhunter Group Sponsored Ads | 0.0 | $14M | 467k | 30.25 | |
| Woodward Governor Company (WWD) | 0.0 | $14M | 116k | 121.53 | |
| ACI Worldwide (ACIW) | 0.0 | $14M | 366k | 38.43 | |
| Helen Of Troy (HELE) | 0.0 | $14M | 61k | 222.19 | |
| Us Ecology | 0.0 | $13M | 368k | 36.33 | |
| Blackline (BL) | 0.0 | $13M | 99k | 133.38 | |
| Marriott Vacations Wrldwde Cp (VAC) | 0.0 | $13M | 95k | 137.22 | |
| American Woodmark Corporation (AMWD) | 0.0 | $13M | 136k | 93.85 | |
| M/a (MTSI) | 0.0 | $13M | 231k | 55.04 | |
| Boot Barn Hldgs (BOOT) | 0.0 | $13M | 291k | 43.36 | |
| Performance Food (PFGC) | 0.0 | $13M | 263k | 47.61 | |
| Charles River Laboratories (CRL) | 0.0 | $12M | 49k | 249.87 | |
| LHC | 0.0 | $12M | 55k | 213.33 | |
| Semtech Corporation (SMTC) | 0.0 | $12M | 162k | 72.09 | |
| Arrowhead Pharmaceuticals (ARWR) | 0.0 | $12M | 152k | 76.73 | |
| Tetra Tech (TTEK) | 0.0 | $12M | 100k | 115.78 | |
| NuVasive | 0.0 | $11M | 203k | 56.33 | |
| Merit Medical Systems (MMSI) | 0.0 | $11M | 205k | 55.51 | |
| Brunswick Corporation (BC) | 0.0 | $11M | 149k | 76.24 | |
| Science App Int'l (SAIC) | 0.0 | $11M | 120k | 94.64 | |
| John Bean Technologies Corporation (JBT) | 0.0 | $11M | 98k | 113.87 | |
| Americold Rlty Tr (COLD) | 0.0 | $11M | 300k | 37.33 | |
| Pluralsight Com Cl A | 0.0 | $11M | 519k | 20.96 | |
| Gan Ord Shs (GAN) | 0.0 | $11M | 532k | 20.28 | |
| Ingevity (NGVT) | 0.0 | $11M | 142k | 75.73 | |
| Wyndham Hotels And Resorts (WH) | 0.0 | $11M | 180k | 59.44 | |
| Proofpoint | 0.0 | $11M | 77k | 136.41 | |
| Avient Corp (AVNT) | 0.0 | $10M | 258k | 40.28 | |
| Planet Fitness Cl A (PLNT) | 0.0 | $10M | 134k | 77.63 | |
| Medallia | 0.0 | $10M | 312k | 33.22 | |
| Ufp Industries (UFPI) | 0.0 | $10M | 184k | 55.55 | |
| Timken Company (TKR) | 0.0 | $10M | 132k | 77.36 | |
| Casey's General Stores (CASY) | 0.0 | $10M | 57k | 178.61 | |
| Bridgebio Pharma (BBIO) | 0.0 | $10M | 142k | 71.11 | |
| Hemisphere Media Group Cl A | 0.0 | $10M | 963k | 10.36 | |
| Ultragenyx Pharmaceutical (RARE) | 0.0 | $9.9M | 72k | 138.42 | |
| Topbuild (BLD) | 0.0 | $9.8M | 53k | 184.08 | |
| Upland Software (UPLD) | 0.0 | $9.4M | 205k | 45.89 | |
| Boston Scientific Corporation (BSX) | 0.0 | $9.2M | 256k | 35.95 | |
| Wright Express (WEX) | 0.0 | $9.2M | 45k | 203.54 | |
| Vectrus (VVX) | 0.0 | $9.2M | 185k | 49.72 | |
| Trex Company (TREX) | 0.0 | $9.0M | 107k | 83.72 | |
| Glaukos (GKOS) | 0.0 | $9.0M | 119k | 75.26 | |
| Shockwave Med (SWAV) | 0.0 | $8.8M | 85k | 103.72 | |
| Primerica (PRI) | 0.0 | $8.8M | 66k | 133.93 | |
| Cass Information Systems (CASS) | 0.0 | $8.8M | 226k | 38.91 | |
| AtriCure (ATRC) | 0.0 | $8.6M | 155k | 55.67 | |
| Fate Therapeutics (FATE) | 0.0 | $8.6M | 94k | 90.93 | |
| Rexford Industrial Realty Inc reit (REXR) | 0.0 | $8.4M | 171k | 49.11 | |
| Repligen Corporation (RGEN) | 0.0 | $8.2M | 43k | 191.64 | |
| Evo Pmts Cl A Com | 0.0 | $7.7M | 286k | 27.01 | |
| Iovance Biotherapeutics (IOVA) | 0.0 | $7.2M | 155k | 46.40 | |
| Surgery Partners (SGRY) | 0.0 | $6.9M | 239k | 29.01 | |
| Biohaven Pharmaceutical Holding | 0.0 | $6.9M | 81k | 85.71 | |
| Tandem Diabetes Care Com New (TNDM) | 0.0 | $6.9M | 72k | 95.68 | |
| Ligand Pharmaceuticals Com New (LGND) | 0.0 | $6.7M | 68k | 99.45 | |
| Maximus (MMS) | 0.0 | $6.6M | 91k | 73.19 | |
| Kodiak Sciences (KOD) | 0.0 | $6.6M | 45k | 146.91 | |
| Turning Point Therapeutics I | 0.0 | $6.5M | 53k | 121.86 | |
| Chase Corporation | 0.0 | $6.5M | 64k | 101.01 | |
| Nanostring Technologies (NSTGQ) | 0.0 | $6.4M | 95k | 66.88 | |
| Emergent BioSolutions (EBS) | 0.0 | $6.0M | 67k | 89.60 | |
| Axsome Therapeutics (AXSM) | 0.0 | $5.9M | 72k | 81.48 | |
| Halozyme Therapeutics (HALO) | 0.0 | $5.7M | 133k | 42.71 | |
| Cooper Cos Com New | 0.0 | $5.5M | 15k | 363.34 | |
| Rocket Pharmaceuticals (RCKT) | 0.0 | $5.2M | 95k | 54.84 | |
| Insmed Com Par $.01 (INSM) | 0.0 | $5.2M | 156k | 33.29 | |
| Regis Corporation | 0.0 | $5.1M | 551k | 9.19 | |
| Chemocentryx | 0.0 | $4.6M | 74k | 61.92 | |
| Wingstop (WING) | 0.0 | $4.5M | 34k | 132.55 | |
| ACADIA Pharmaceuticals (ACAD) | 0.0 | $3.9M | 74k | 53.46 | |
| Cryoport Com Par $0.001 (CYRX) | 0.0 | $3.8M | 87k | 43.88 | |
| Tradeweb Mkts Cl A (TW) | 0.0 | $3.7M | 60k | 62.45 | |
| Amazon (AMZN) | 0.0 | $3.5M | 1.1k | 3257.06 | |
| Penumbra (PEN) | 0.0 | $3.4M | 20k | 175.00 | |
| Reata Pharmaceuticals Cl A | 0.0 | $3.3M | 26k | 123.63 | |
| Netflix (NFLX) | 0.0 | $3.2M | 6.0k | 540.67 | |
| Ishares Tr Msci India Etf (INDA) | 0.0 | $2.9M | 72k | 40.22 | |
| Simulations Plus (SLP) | 0.0 | $2.9M | 40k | 71.91 | |
| Ishares Tr Msci Eafe Etf (EFA) | 0.0 | $2.6M | 36k | 72.95 | |
| Owens & Minor (OMI) | 0.0 | $2.1M | 77k | 27.05 | |
| Illumina (ILMN) | 0.0 | $1.2M | 3.3k | 370.10 | |
| Cdk Global Inc equities | 0.0 | $1.1M | 21k | 51.81 | |
| Crown Castle Intl (CCI) | 0.0 | $1.1M | 6.6k | 159.13 | |
| Brown & Brown (BRO) | 0.0 | $938k | 20k | 47.41 | |
| Zebra Technologies Corporati Cl A (ZBRA) | 0.0 | $896k | 2.3k | 384.22 | |
| Workday Cl A (WDAY) | 0.0 | $839k | 3.5k | 239.71 | |
| Aramark Hldgs (ARMK) | 0.0 | $728k | 19k | 38.48 | |
| Carlisle Companies (CSL) | 0.0 | $641k | 4.1k | 156.27 | |
| Ihs Markit SHS | 0.0 | $641k | 7.1k | 89.83 | |
| CarMax (KMX) | 0.0 | $632k | 6.7k | 94.40 | |
| Vail Resorts (MTN) | 0.0 | $620k | 2.2k | 278.90 | |
| Affiliated Managers (AMG) | 0.0 | $614k | 6.0k | 101.72 | |
| Godaddy Cl A (GDDY) | 0.0 | $599k | 7.2k | 82.94 | |
| Elastic N V Ord Shs (ESTC) | 0.0 | $582k | 4.0k | 146.19 | |
| Lincoln Electric Holdings (LECO) | 0.0 | $580k | 5.0k | 116.28 | |
| A. O. Smith Corporation (AOS) | 0.0 | $572k | 10k | 54.80 | |
| Globe Life (GL) | 0.0 | $571k | 6.0k | 94.96 | |
| Watsco, Incorporated (WSO) | 0.0 | $556k | 2.5k | 226.75 | |
| Ptc (PTC) | 0.0 | $508k | 4.2k | 119.64 | |
| Sony Corp Sponsored Adr (SONY) | 0.0 | $484k | 4.8k | 101.02 | |
| Fmc Corp Com New (FMC) | 0.0 | $407k | 3.5k | 114.94 | |
| SEI Investments Company (SEIC) | 0.0 | $397k | 6.9k | 57.49 | |
| Markel Corporation (MKL) | 0.0 | $365k | 353.00 | 1033.99 | |
| Brookfield Asset Mgmt Cl A Ltd Vt Sh | 0.0 | $362k | 8.8k | 41.23 | |
| IDEX Corporation (IEX) | 0.0 | $353k | 1.8k | 198.99 | |
| Graphic Packaging Holding Company (GPK) | 0.0 | $285k | 17k | 16.93 | |
| Nice Sponsored Adr (NICE) | 0.0 | $278k | 981.00 | 283.38 | |
| HEICO Corporation (HEI) | 0.0 | $267k | 2.0k | 132.44 | |
| Koninklijke Philips N V Ny Reg Sh New (PHG) | 0.0 | $266k | 4.9k | 54.20 | |
| Netease Sponsored Ads (NTES) | 0.0 | $263k | 2.7k | 95.78 | |
| Trane Technologies SHS (TT) | 0.0 | $262k | 1.8k | 144.99 | |
| Relx Sponsored Adr (RELX) | 0.0 | $258k | 11k | 24.62 | |
| Medtronic SHS (MDT) | 0.0 | $248k | 2.1k | 117.31 | |
| Cgi Cl A Sub Vtg (GIB) | 0.0 | $225k | 2.8k | 79.14 | |
| Chubb (CB) | 0.0 | $214k | 1.4k | 153.96 |
