Wcm Investment Management as of March 31, 2021
Portfolio Holdings for Wcm Investment Management
Wcm Investment Management holds 190 positions in its portfolio as reported in the March 2021 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 10.3 | $3.8B | 32M | 118.28 | |
Hdfc Bank Sponsored Ads (HDB) | 7.6 | $2.8B | 36M | 77.69 | |
Asml Holding N V N Y Registry Shs (ASML) | 7.6 | $2.8B | 4.5M | 617.36 | |
MercadoLibre (MELI) | 7.2 | $2.6B | 1.8M | 1472.14 | |
Canadian Pacific Railway | 6.5 | $2.4B | 6.3M | 379.29 | |
Shopify Cl A (SHOP) | 6.0 | $2.2B | 2.0M | 1106.50 | |
Accenture Plc Ireland Shs Class A (ACN) | 6.0 | $2.2B | 7.9M | 276.25 | |
ResMed (RMD) | 4.8 | $1.7B | 9.0M | 194.02 | |
Mettler-Toledo International (MTD) | 4.5 | $1.7B | 1.4M | 1155.69 | |
Lululemon Athletica (LULU) | 4.5 | $1.6B | 5.4M | 306.71 | |
Steris Shs Usd (STE) | 3.5 | $1.3B | 6.8M | 190.48 | |
Aon Shs Cl A (AON) | 2.9 | $1.0B | 4.6M | 230.11 | |
Icon SHS (ICLR) | 2.2 | $795M | 4.0M | 196.37 | |
Stryker Corporation (SYK) | 1.4 | $524M | 2.2M | 243.58 | |
West Pharmaceutical Services (WST) | 1.3 | $471M | 1.7M | 281.78 | |
Visa Com Cl A (V) | 1.2 | $428M | 2.0M | 211.73 | |
First Republic Bank/san F (FRCB) | 1.2 | $428M | 2.6M | 166.75 | |
Alcon Ord Shs (ALC) | 1.2 | $422M | 6.0M | 70.18 | |
Amphenol Corp Cl A (APH) | 1.1 | $417M | 6.3M | 65.97 | |
Nike CL B (NKE) | 1.0 | $371M | 2.8M | 132.89 | |
Sherwin-Williams Company (SHW) | 1.0 | $366M | 496k | 738.01 | |
Gra (GGG) | 1.0 | $349M | 4.9M | 71.62 | |
Ferrari Nv Ord (RACE) | 0.9 | $346M | 1.7M | 209.28 | |
Thermo Fisher Scientific (TMO) | 0.9 | $326M | 713k | 456.38 | |
Church & Dwight (CHD) | 0.9 | $314M | 3.6M | 87.35 | |
Ecolab (ECL) | 0.8 | $294M | 1.4M | 214.07 | |
Canadian Natl Ry (CNI) | 0.8 | $283M | 2.4M | 115.98 | |
Smith & Nephew Spdn Adr New (SNN) | 0.8 | $278M | 7.3M | 37.90 | |
Old Dominion Freight Line (ODFL) | 0.8 | $276M | 1.1M | 240.41 | |
Msci (MSCI) | 0.7 | $269M | 641k | 419.28 | |
Synopsys (SNPS) | 0.7 | $267M | 1.1M | 247.78 | |
Fair Isaac Corporation (FICO) | 0.7 | $265M | 544k | 486.05 | |
Servicenow (NOW) | 0.7 | $253M | 506k | 500.11 | |
Heico Corp Cl A (HEI.A) | 0.7 | $247M | 2.2M | 113.60 | |
Costco Wholesale Corporation (COST) | 0.7 | $239M | 678k | 352.48 | |
Alibaba Group Hldg Sponsored Ads (BABA) | 0.5 | $178M | 786k | 226.73 | |
Yandex N V Shs Class A (YNDX) | 0.3 | $124M | 1.9M | 64.06 | |
WNS HLDGS Spon Adr | 0.3 | $110M | 1.5M | 72.44 | |
Epam Systems (EPAM) | 0.3 | $94M | 238k | 396.69 | |
Globant S A (GLOB) | 0.1 | $48M | 229k | 207.61 | |
Grupo Aeroportuario Del Sure Spon Adr Ser B (ASR) | 0.1 | $46M | 256k | 177.79 | |
Jones Lang LaSalle Incorporated (JLL) | 0.1 | $44M | 245k | 179.04 | |
Focus Finl Partners Com Cl A | 0.1 | $39M | 940k | 41.62 | |
XP Cl A (XP) | 0.1 | $38M | 1.0M | 37.67 | |
ePlus (PLUS) | 0.1 | $37M | 370k | 99.64 | |
UniFirst Corporation (UNF) | 0.1 | $36M | 160k | 223.71 | |
America's Car-Mart (CRMT) | 0.1 | $35M | 228k | 152.37 | |
Enstar Group SHS (ESGR) | 0.1 | $34M | 139k | 246.73 | |
CMC Materials | 0.1 | $33M | 188k | 176.79 | |
Crane | 0.1 | $32M | 337k | 93.91 | |
Credicorp (BAP) | 0.1 | $31M | 227k | 136.57 | |
Beacon Roofing Supply (BECN) | 0.1 | $30M | 578k | 52.32 | |
Inter Parfums (IPAR) | 0.1 | $28M | 398k | 70.93 | |
Wyndham Hotels And Resorts (WH) | 0.1 | $27M | 386k | 69.78 | |
Virtus Investment Partners (VRTS) | 0.1 | $27M | 114k | 235.50 | |
Verra Mobility Corp verra mobility corp (VRRM) | 0.1 | $26M | 1.9M | 13.53 | |
Emcor (EME) | 0.1 | $25M | 225k | 112.16 | |
Landstar System (LSTR) | 0.1 | $25M | 152k | 165.06 | |
Addus Homecare Corp (ADUS) | 0.1 | $25M | 235k | 104.59 | |
EnerSys (ENS) | 0.1 | $25M | 269k | 90.80 | |
Element Solutions (ESI) | 0.1 | $23M | 1.2M | 18.29 | |
Global Blue Group Holding Ord Shs (GB) | 0.1 | $22M | 1.8M | 12.18 | |
Brightview Holdings (BV) | 0.1 | $21M | 1.3M | 16.87 | |
Manhattan Associates (MANH) | 0.1 | $20M | 172k | 117.38 | |
Dorman Products (DORM) | 0.1 | $20M | 196k | 102.64 | |
Healthcare Services (HCSG) | 0.1 | $20M | 705k | 28.03 | |
Sp Plus | 0.1 | $19M | 581k | 32.79 | |
Headhunter Group Sponsored Ads | 0.1 | $19M | 552k | 33.92 | |
Azul S A Sponsr Adr Pfd (AZUL) | 0.0 | $18M | 890k | 20.19 | |
Us Ecology | 0.0 | $18M | 422k | 41.64 | |
Ufp Industries (UFPI) | 0.0 | $17M | 219k | 75.84 | |
Caesars Entertainment (CZR) | 0.0 | $16M | 187k | 87.45 | |
Helen Of Troy (HELE) | 0.0 | $16M | 75k | 210.66 | |
American Woodmark Corporation (AMWD) | 0.0 | $15M | 156k | 98.58 | |
Pinnacle Financial Partners (PNFP) | 0.0 | $14M | 161k | 88.66 | |
Casey's General Stores (CASY) | 0.0 | $14M | 65k | 216.19 | |
Adapthealth Corp Com Cl A (AHCO) | 0.0 | $14M | 379k | 36.76 | |
Alaska Air (ALK) | 0.0 | $14M | 199k | 69.21 | |
Woodward Governor Company (WWD) | 0.0 | $14M | 114k | 120.63 | |
Brunswick Corporation (BC) | 0.0 | $14M | 143k | 95.37 | |
ACI Worldwide (ACIW) | 0.0 | $14M | 359k | 38.05 | |
Tetra Tech (TTEK) | 0.0 | $13M | 98k | 135.72 | |
Boot Barn Hldgs (BOOT) | 0.0 | $13M | 211k | 62.31 | |
Planet Fitness Cl A (PLNT) | 0.0 | $13M | 169k | 77.30 | |
NuVasive | 0.0 | $13M | 199k | 65.56 | |
Hemisphere Media Group Cl A | 0.0 | $13M | 1.1M | 11.65 | |
John Bean Technologies Corporation (JBT) | 0.0 | $13M | 96k | 133.34 | |
M/a (MTSI) | 0.0 | $13M | 220k | 58.02 | |
Marriott Vacations Wrldwde Cp (VAC) | 0.0 | $13M | 73k | 174.18 | |
Upland Software (UPLD) | 0.0 | $12M | 259k | 47.19 | |
Merit Medical Systems (MMSI) | 0.0 | $12M | 202k | 59.88 | |
Cass Information Systems (CASS) | 0.0 | $12M | 259k | 46.27 | |
Timken Company (TKR) | 0.0 | $12M | 147k | 81.17 | |
Avient Corp (AVNT) | 0.0 | $12M | 247k | 47.27 | |
Performance Food (PFGC) | 0.0 | $12M | 202k | 57.61 | |
Proofpoint | 0.0 | $12M | 92k | 125.79 | |
LivePerson (LPSN) | 0.0 | $12M | 217k | 52.74 | |
Vectrus (VVX) | 0.0 | $11M | 212k | 53.44 | |
Mercury Computer Systems (MRCY) | 0.0 | $11M | 159k | 70.65 | |
Rexford Industrial Realty Inc reit (REXR) | 0.0 | $11M | 219k | 50.40 | |
Q2 Holdings (QTWO) | 0.0 | $11M | 110k | 100.20 | |
Semtech Corporation (SMTC) | 0.0 | $11M | 158k | 69.00 | |
Topbuild (BLD) | 0.0 | $11M | 52k | 209.42 | |
Wright Express (WEX) | 0.0 | $11M | 52k | 209.22 | |
Axon Enterprise (AXON) | 0.0 | $11M | 76k | 142.41 | |
Ingevity (NGVT) | 0.0 | $11M | 139k | 75.53 | |
Euronet Worldwide (EEFT) | 0.0 | $11M | 76k | 138.30 | |
Surgery Partners (SGRY) | 0.0 | $10M | 233k | 44.26 | |
LHC | 0.0 | $10M | 54k | 191.20 | |
Natera (NTRA) | 0.0 | $10M | 101k | 101.54 | |
AtriCure (ATRC) | 0.0 | $10M | 152k | 65.52 | |
Servisfirst Bancshares (SFBS) | 0.0 | $9.8M | 161k | 61.33 | |
Primerica (PRI) | 0.0 | $9.8M | 67k | 147.82 | |
Glaukos (GKOS) | 0.0 | $9.8M | 117k | 83.93 | |
Trex Company (TREX) | 0.0 | $9.6M | 105k | 91.54 | |
Science App Int'l (SAIC) | 0.0 | $9.6M | 115k | 83.59 | |
Boston Scientific Corporation (BSX) | 0.0 | $9.0M | 234k | 38.65 | |
Chase Corporation | 0.0 | $8.6M | 74k | 116.39 | |
Wingstop (WING) | 0.0 | $8.5M | 67k | 127.17 | |
Repligen Corporation (RGEN) | 0.0 | $8.3M | 43k | 194.42 | |
Blackline (BL) | 0.0 | $8.3M | 76k | 108.39 | |
Ultragenyx Pharmaceutical (RARE) | 0.0 | $8.0M | 70k | 113.87 | |
Maximus (MMS) | 0.0 | $7.9M | 89k | 89.04 | |
1life Healthcare | 0.0 | $7.8M | 200k | 39.08 | |
Sprout Social Com Cl A (SPT) | 0.0 | $7.8M | 135k | 57.76 | |
Shockwave Med | 0.0 | $7.5M | 58k | 130.26 | |
Medallia | 0.0 | $7.4M | 265k | 27.89 | |
Fate Therapeutics (FATE) | 0.0 | $7.4M | 89k | 82.45 | |
Cryoport Com Par $0.001 (CYRX) | 0.0 | $7.0M | 134k | 52.01 | |
Charles River Laboratories (CRL) | 0.0 | $6.8M | 23k | 289.85 | |
Bridgebio Pharma (BBIO) | 0.0 | $6.5M | 105k | 61.60 | |
Tandem Diabetes Care Com New (TNDM) | 0.0 | $6.2M | 70k | 88.25 | |
Nanostring Technologies (NSTGQ) | 0.0 | $6.1M | 93k | 65.71 | |
Arrowhead Pharmaceuticals (ARWR) | 0.0 | $5.6M | 84k | 66.31 | |
Halozyme Therapeutics (HALO) | 0.0 | $5.4M | 130k | 41.69 | |
Biohaven Pharmaceutical Holding | 0.0 | $5.4M | 79k | 68.35 | |
Insmed Com Par $.01 (INSM) | 0.0 | $5.2M | 153k | 34.06 | |
Turning Point Therapeutics I | 0.0 | $4.9M | 52k | 94.60 | |
Tradeweb Mkts Cl A (TW) | 0.0 | $4.7M | 64k | 74.01 | |
Ligand Pharmaceuticals Com New (LGND) | 0.0 | $4.4M | 29k | 152.47 | |
Rocket Pharmaceuticals (RCKT) | 0.0 | $4.1M | 93k | 44.37 | |
Reata Pharmaceuticals Cl A | 0.0 | $4.1M | 41k | 99.71 | |
Axsome Therapeutics (AXSM) | 0.0 | $4.0M | 71k | 56.62 | |
Ansys (ANSS) | 0.0 | $3.7M | 11k | 339.59 | |
ACADIA Pharmaceuticals (ACAD) | 0.0 | $3.3M | 130k | 25.80 | |
Amazon (AMZN) | 0.0 | $3.3M | 1.1k | 3094.48 | |
Netflix (NFLX) | 0.0 | $3.1M | 6.0k | 521.67 | |
Simulations Plus (SLP) | 0.0 | $2.5M | 40k | 63.25 | |
Iovance Biotherapeutics (IOVA) | 0.0 | $2.1M | 67k | 31.66 | |
Cdk Global Inc equities | 0.0 | $1.6M | 30k | 54.06 | |
Illumina (ILMN) | 0.0 | $1.3M | 3.3k | 383.92 | |
Sony Corp Sponsored Adr (SONY) | 0.0 | $1.1M | 10k | 105.99 | |
Brown & Brown (BRO) | 0.0 | $1.0M | 22k | 45.71 | |
CarMax (KMX) | 0.0 | $996k | 7.5k | 132.71 | |
Workday Cl A (WDAY) | 0.0 | $870k | 3.5k | 248.57 | |
Aramark Hldgs (ARMK) | 0.0 | $802k | 21k | 37.80 | |
Cae (CAE) | 0.0 | $794k | 28k | 28.47 | |
A. O. Smith Corporation (AOS) | 0.0 | $793k | 12k | 67.59 | |
Carlisle Companies (CSL) | 0.0 | $759k | 4.6k | 164.61 | |
Godaddy Cl A (GDDY) | 0.0 | $750k | 9.7k | 77.59 | |
Vail Resorts (MTN) | 0.0 | $743k | 2.5k | 291.49 | |
Zebra Technologies Corporati Cl A (ZBRA) | 0.0 | $727k | 1.5k | 485.31 | |
Watsco, Incorporated (WSO) | 0.0 | $720k | 2.8k | 260.87 | |
Lincoln Electric Holdings (LECO) | 0.0 | $708k | 5.8k | 122.98 | |
Trane Technologies SHS (TT) | 0.0 | $666k | 4.0k | 165.51 | |
Ptc (PTC) | 0.0 | $655k | 4.8k | 137.58 | |
Globe Life (GL) | 0.0 | $652k | 6.7k | 96.64 | |
Brookfield Asset Mgmt Cl A Ltd Vt Sh | 0.0 | $641k | 14k | 44.50 | |
Koninklijke Philips N V Ny Reg Sh New (PHG) | 0.0 | $621k | 11k | 57.00 | |
Baidu Spon Adr Rep A (BIDU) | 0.0 | $600k | 2.8k | 217.71 | |
Medtronic SHS (MDT) | 0.0 | $569k | 4.8k | 118.20 | |
Cgi Cl A Sub Vtg (GIB) | 0.0 | $551k | 6.6k | 83.16 | |
Chubb (CB) | 0.0 | $524k | 3.3k | 157.88 | |
Elastic N V Ord Shs (ESTC) | 0.0 | $499k | 4.5k | 111.19 | |
SEI Investments Company (SEIC) | 0.0 | $466k | 7.7k | 60.88 | |
Open Text Corp (OTEX) | 0.0 | $464k | 9.7k | 47.74 | |
Booz Allen Hamilton Hldg Cor Cl A (BAH) | 0.0 | $461k | 5.7k | 80.55 | |
Nice Sponsored Adr (NICE) | 0.0 | $461k | 2.1k | 217.97 | |
Markel Corporation (MKL) | 0.0 | $454k | 398.00 | 1140.70 | |
Te Connectivity Reg Shs (TEL) | 0.0 | $441k | 3.4k | 128.99 | |
Fmc Corp Com New (FMC) | 0.0 | $438k | 4.0k | 110.58 | |
IDEX Corporation (IEX) | 0.0 | $418k | 2.0k | 209.10 | |
Grupo Aeroportuario Del Cent Spon Adr (OMAB) | 0.0 | $403k | 8.0k | 50.51 | |
Ihs Markit SHS | 0.0 | $382k | 3.9k | 96.88 | |
Relx Sponsored Adr (RELX) | 0.0 | $378k | 15k | 25.18 | |
Graphic Packaging Holding Company (GPK) | 0.0 | $371k | 20k | 18.18 | |
Netease Sponsored Ads (NTES) | 0.0 | $301k | 2.9k | 103.29 | |
HEICO Corporation (HEI) | 0.0 | $269k | 2.1k | 125.70 | |
Parker-Hannifin Corporation (PH) | 0.0 | $249k | 788.00 | 315.99 | |
Callaway Golf Company (MODG) | 0.0 | $0 | 241k | 0.00 |