Wcm Investment Management as of June 30, 2021
Portfolio Holdings for Wcm Investment Management
Wcm Investment Management holds 196 positions in its portfolio as reported in the June 2021 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 7.9 | $3.1B | 26M | 120.16 | |
Shopify Cl A (SHOP) | 7.4 | $2.9B | 2.0M | 1460.98 | |
MercadoLibre (MELI) | 6.8 | $2.7B | 1.7M | 1557.79 | |
Asml Holding N V N Y Registry Shs (ASML) | 6.3 | $2.5B | 3.6M | 690.84 | |
Canadian Pacific Railway | 6.2 | $2.5B | 32M | 76.91 | |
ResMed (RMD) | 5.7 | $2.2B | 9.1M | 246.52 | |
Hdfc Bank Sponsored Ads (HDB) | 5.4 | $2.1B | 29M | 73.12 | |
Mettler-Toledo International (MTD) | 5.1 | $2.0B | 1.4M | 1385.34 | |
Lululemon Athletica (LULU) | 5.0 | $2.0B | 5.4M | 364.97 | |
Accenture Plc Ireland Shs Class A (ACN) | 4.6 | $1.8B | 6.1M | 294.79 | |
Epam Systems (EPAM) | 4.0 | $1.6B | 3.1M | 510.96 | |
Steris Shs Usd (STE) | 3.6 | $1.4B | 6.9M | 206.30 | |
Aon Shs Cl A (AON) | 2.8 | $1.1B | 4.6M | 238.76 | |
Icon SHS (ICLR) | 2.2 | $847M | 4.1M | 206.71 | |
Stryker Corporation (SYK) | 1.8 | $707M | 2.7M | 259.73 | |
West Pharmaceutical Services (WST) | 1.5 | $603M | 1.7M | 359.10 | |
Sherwin-Williams Company (SHW) | 1.4 | $549M | 2.0M | 272.45 | |
Thermo Fisher Scientific (TMO) | 1.3 | $503M | 997k | 504.47 | |
First Republic Bank/san F (FRCB) | 1.2 | $483M | 2.6M | 187.17 | |
Ferrari Nv Ord (RACE) | 1.2 | $477M | 2.3M | 206.05 | |
Visa Com Cl A (V) | 1.2 | $473M | 2.0M | 233.82 | |
Alcon Ord Shs (ALC) | 1.1 | $445M | 6.3M | 70.26 | |
Nike CL B (NKE) | 1.1 | $432M | 2.8M | 154.49 | |
Old Dominion Freight Line (ODFL) | 1.1 | $431M | 1.7M | 253.80 | |
Amphenol Corp Cl A (APH) | 1.1 | $431M | 6.3M | 68.41 | |
Gra (GGG) | 0.9 | $369M | 4.9M | 75.70 | |
Msci (MSCI) | 0.9 | $341M | 639k | 533.08 | |
Entegris (ENTG) | 0.8 | $309M | 2.5M | 122.97 | |
Church & Dwight (CHD) | 0.8 | $305M | 3.6M | 85.22 | |
Synopsys (SNPS) | 0.7 | $294M | 1.1M | 275.79 | |
Servicenow (NOW) | 0.7 | $277M | 504k | 549.55 | |
Fair Isaac Corporation (FICO) | 0.7 | $273M | 542k | 502.68 | |
Costco Wholesale Corporation (COST) | 0.7 | $267M | 674k | 395.79 | |
Heico Corp Cl A (HEI.A) | 0.7 | $267M | 2.1M | 124.18 | |
Alibaba Group Hldg Sponsored Ads (BABA) | 0.4 | $172M | 757k | 226.78 | |
Yandex N V Shs Class A (YNDX) | 0.4 | $152M | 2.2M | 70.75 | |
WNS HLDGS Spon Adr | 0.3 | $133M | 1.7M | 79.87 | |
Grupo Aeroportuario Del Sure Spon Adr Ser B (ASR) | 0.1 | $53M | 285k | 184.90 | |
XP Cl A (XP) | 0.1 | $49M | 1.1M | 43.55 | |
Focus Finl Partners Com Cl A | 0.1 | $48M | 993k | 48.50 | |
Globant S A (GLOB) | 0.1 | $44M | 201k | 219.18 | |
ePlus (PLUS) | 0.1 | $42M | 488k | 86.69 | |
UniFirst Corporation (UNF) | 0.1 | $40M | 171k | 234.64 | |
Procore Technologies (PCOR) | 0.1 | $38M | 403k | 94.95 | |
Enstar Group SHS (ESGR) | 0.1 | $35M | 148k | 238.92 | |
Headhunter Group Sponsored Ads | 0.1 | $35M | 821k | 42.37 | |
America's Car-Mart (CRMT) | 0.1 | $35M | 243k | 141.72 | |
Virtus Investment Partners (VRTS) | 0.1 | $34M | 121k | 277.77 | |
Crane | 0.1 | $33M | 359k | 92.37 | |
Beacon Roofing Supply (BECN) | 0.1 | $33M | 615k | 53.25 | |
Verra Mobility Corp verra mobility corp (VRRM) | 0.1 | $32M | 2.1M | 15.37 | |
Element Solutions (ESI) | 0.1 | $31M | 1.3M | 23.38 | |
Addus Homecare Corp (ADUS) | 0.1 | $31M | 352k | 87.24 | |
Inter Parfums (IPAR) | 0.1 | $31M | 425k | 72.00 | |
Credicorp (BAP) | 0.1 | $31M | 252k | 121.11 | |
CMC Materials | 0.1 | $30M | 200k | 150.74 | |
Wyndham Hotels And Resorts (WH) | 0.1 | $30M | 412k | 72.29 | |
Emcor (EME) | 0.1 | $30M | 240k | 123.19 | |
EnerSys (ENS) | 0.1 | $28M | 287k | 97.73 | |
Manhattan Associates (MANH) | 0.1 | $26M | 182k | 144.84 | |
Landstar System (LSTR) | 0.1 | $26M | 161k | 158.02 | |
Neogames S A SHS | 0.1 | $24M | 395k | 61.47 | |
Healthcare Services (HCSG) | 0.1 | $24M | 750k | 31.57 | |
Grocery Outlet Hldg Corp (GO) | 0.1 | $23M | 663k | 34.66 | |
Global E Online SHS (GLBE) | 0.1 | $23M | 402k | 57.08 | |
Dorman Products (DORM) | 0.1 | $22M | 209k | 103.67 | |
Cushman Wakefield SHS (CWK) | 0.1 | $21M | 1.2M | 17.47 | |
Global Blue Group Holding Ord Shs (GB) | 0.1 | $21M | 2.1M | 9.92 | |
Azul S A Sponsr Adr Pfd (AZUL) | 0.1 | $20M | 748k | 26.40 | |
Jones Lang LaSalle Incorporated (JLL) | 0.0 | $19M | 98k | 195.46 | |
Sp Plus | 0.0 | $19M | 620k | 30.59 | |
LivePerson (LPSN) | 0.0 | $19M | 298k | 63.24 | |
Helen Of Troy (HELE) | 0.0 | $18M | 80k | 228.12 | |
Us Ecology | 0.0 | $17M | 450k | 37.52 | |
M/a (MTSI) | 0.0 | $15M | 229k | 64.08 | |
Woodward Governor Company (WWD) | 0.0 | $15M | 118k | 122.88 | |
John Bean Technologies Corporation (JBT) | 0.0 | $14M | 100k | 142.62 | |
NuVasive | 0.0 | $14M | 207k | 67.78 | |
Boot Barn Hldgs (BOOT) | 0.0 | $14M | 166k | 84.05 | |
Axon Enterprise (AXON) | 0.0 | $14M | 79k | 176.80 | |
Hemisphere Media Group Cl A | 0.0 | $14M | 1.2M | 11.80 | |
ACI Worldwide (ACIW) | 0.0 | $14M | 373k | 37.14 | |
Anaplan | 0.0 | $14M | 260k | 53.30 | |
Medallia | 0.0 | $14M | 410k | 33.75 | |
Wingstop (WING) | 0.0 | $14M | 87k | 157.63 | |
American Woodmark Corporation (AMWD) | 0.0 | $14M | 166k | 81.69 | |
Merit Medical Systems (MMSI) | 0.0 | $14M | 210k | 64.66 | |
Planet Fitness Cl A (PLNT) | 0.0 | $13M | 177k | 75.25 | |
ICU Medical, Incorporated (ICUI) | 0.0 | $13M | 64k | 205.81 | |
Casey's General Stores (CASY) | 0.0 | $13M | 68k | 194.64 | |
Adapthealth Corp Com Cl A (AHCO) | 0.0 | $13M | 480k | 27.41 | |
Rexford Industrial Realty Inc reit (REXR) | 0.0 | $13M | 229k | 56.95 | |
Avient Corp (AVNT) | 0.0 | $13M | 257k | 49.16 | |
AtriCure (ATRC) | 0.0 | $13M | 158k | 79.33 | |
Repligen Corporation (RGEN) | 0.0 | $13M | 63k | 199.61 | |
Sprout Social Com Cl A (SPT) | 0.0 | $13M | 140k | 89.42 | |
Tetra Tech (TTEK) | 0.0 | $13M | 102k | 122.04 | |
Ufp Industries (UFPI) | 0.0 | $12M | 167k | 74.34 | |
Timken Company (TKR) | 0.0 | $12M | 153k | 80.59 | |
1life Healthcare | 0.0 | $12M | 370k | 33.06 | |
Marriott Vacations Wrldwde Cp (VAC) | 0.0 | $12M | 76k | 159.30 | |
Natera (NTRA) | 0.0 | $12M | 105k | 113.53 | |
Blackline (BL) | 0.0 | $12M | 106k | 111.27 | |
Q2 Holdings (QTWO) | 0.0 | $12M | 115k | 102.58 | |
Ingevity (NGVT) | 0.0 | $12M | 145k | 81.36 | |
Servisfirst Bancshares (SFBS) | 0.0 | $12M | 172k | 67.98 | |
LHC | 0.0 | $12M | 57k | 200.26 | |
Shockwave Med | 0.0 | $11M | 60k | 189.73 | |
Semtech Corporation (SMTC) | 0.0 | $11M | 165k | 68.80 | |
Cass Information Systems (CASS) | 0.0 | $11M | 277k | 40.75 | |
Brunswick Corporation (BC) | 0.0 | $11M | 112k | 99.62 | |
Upland Software (UPLD) | 0.0 | $11M | 269k | 41.17 | |
Mercury Computer Systems (MRCY) | 0.0 | $11M | 166k | 66.28 | |
Pinnacle Financial Partners (PNFP) | 0.0 | $11M | 124k | 88.29 | |
Vectrus (VVX) | 0.0 | $11M | 226k | 47.59 | |
Topbuild (BLD) | 0.0 | $11M | 54k | 197.78 | |
Euronet Worldwide (EEFT) | 0.0 | $11M | 79k | 135.35 | |
Primerica (PRI) | 0.0 | $11M | 69k | 153.14 | |
Pacific Biosciences of California (PACB) | 0.0 | $11M | 303k | 34.97 | |
Wright Express (WEX) | 0.0 | $11M | 54k | 193.90 | |
Science App Int'l (SAIC) | 0.0 | $11M | 119k | 87.73 | |
Glaukos (GKOS) | 0.0 | $10M | 122k | 84.83 | |
Surgery Partners (SGRY) | 0.0 | $10M | 154k | 66.62 | |
Performance Food (PFGC) | 0.0 | $10M | 211k | 48.49 | |
Alaska Air (ALK) | 0.0 | $10M | 166k | 60.31 | |
Tandem Diabetes Care Com New (TNDM) | 0.0 | $10M | 103k | 97.40 | |
Api Group Corp Com Stk (APG) | 0.0 | $9.2M | 442k | 20.89 | |
Cryoport Com Par $0.001 (CYRX) | 0.0 | $8.9M | 142k | 63.10 | |
Maximus (MMS) | 0.0 | $8.1M | 93k | 87.97 | |
Fate Therapeutics (FATE) | 0.0 | $8.1M | 93k | 86.79 | |
Chase Corporation | 0.0 | $8.0M | 78k | 102.61 | |
Biohaven Pharmaceutical Holding | 0.0 | $8.0M | 82k | 97.08 | |
Nanostring Technologies (NSTGQ) | 0.0 | $7.9M | 121k | 64.79 | |
Caesars Entertainment (CZR) | 0.0 | $7.5M | 73k | 103.75 | |
Arrowhead Pharmaceuticals (ARWR) | 0.0 | $7.2M | 87k | 82.82 | |
Ultragenyx Pharmaceutical (RARE) | 0.0 | $7.0M | 73k | 95.36 | |
Elastic N V Ord Shs (ESTC) | 0.0 | $6.2M | 43k | 145.76 | |
Halozyme Therapeutics (HALO) | 0.0 | $6.1M | 135k | 45.41 | |
Axsome Therapeutics (AXSM) | 0.0 | $5.0M | 74k | 67.46 | |
Insmed Com Par $.01 (INSM) | 0.0 | $4.5M | 160k | 28.46 | |
Rocket Pharmaceuticals (RCKT) | 0.0 | $4.3M | 97k | 44.29 | |
Turning Point Therapeutics I | 0.0 | $4.2M | 54k | 78.03 | |
Bridgebio Pharma (BBIO) | 0.0 | $4.0M | 65k | 60.96 | |
Ligand Pharmaceuticals Com New (LGND) | 0.0 | $3.9M | 30k | 131.18 | |
Iovance Biotherapeutics (IOVA) | 0.0 | $3.9M | 151k | 26.02 | |
Reata Pharmaceuticals Cl A | 0.0 | $3.8M | 27k | 141.52 | |
Brooks Automation (AZTA) | 0.0 | $3.7M | 39k | 95.27 | |
Amazon (AMZN) | 0.0 | $3.7M | 1.1k | 3440.60 | |
Phathom Pharmaceuticals (PHAT) | 0.0 | $3.5M | 104k | 33.85 | |
Netease Sponsored Ads (NTES) | 0.0 | $3.3M | 29k | 115.24 | |
Netflix (NFLX) | 0.0 | $3.2M | 6.0k | 528.17 | |
Snap Cl A (SNAP) | 0.0 | $3.0M | 44k | 68.14 | |
HEICO Corporation (HEI) | 0.0 | $2.9M | 21k | 139.42 | |
Bill Com Holdings Ord (BILL) | 0.0 | $2.5M | 14k | 183.21 | |
Square Cl A (SQ) | 0.0 | $2.4M | 9.8k | 243.79 | |
Simulations Plus (SLP) | 0.0 | $2.2M | 40k | 54.92 | |
Maravai Lifesciences Hldgs I Com Cl A (MRVI) | 0.0 | $2.1M | 50k | 41.73 | |
Dex (DXCM) | 0.0 | $2.1M | 4.8k | 427.03 | |
Novanta (NOVT) | 0.0 | $1.8M | 13k | 134.73 | |
Illumina (ILMN) | 0.0 | $1.6M | 3.3k | 473.10 | |
Cdk Global Inc equities | 0.0 | $1.5M | 30k | 49.70 | |
Sony Group Corporation Sponsored Adr (SONY) | 0.0 | $1.4M | 15k | 97.23 | |
Cae (CAE) | 0.0 | $1.2M | 39k | 30.80 | |
Brown & Brown (BRO) | 0.0 | $1.2M | 22k | 53.14 | |
Trane Technologies SHS (TT) | 0.0 | $1.1M | 5.7k | 184.19 | |
Brookfield Asset Mgmt Cl A Ltd Vt Sh | 0.0 | $1.0M | 20k | 50.98 | |
Smith & Nephew Spdn Adr New (SNN) | 0.0 | $980k | 23k | 43.43 | |
CarMax (KMX) | 0.0 | $969k | 7.5k | 129.11 | |
Icici Bank Adr (IBN) | 0.0 | $931k | 55k | 17.10 | |
Godaddy Cl A (GDDY) | 0.0 | $888k | 10k | 86.96 | |
Carlisle Companies (CSL) | 0.0 | $882k | 4.6k | 191.28 | |
Cgi Cl A Sub Vtg (GIB) | 0.0 | $871k | 9.6k | 90.63 | |
Vail Resorts (MTN) | 0.0 | $862k | 2.7k | 316.68 | |
Booz Allen Hamilton Hldg Cor Cl A (BAH) | 0.0 | $857k | 10k | 85.17 | |
A. O. Smith Corporation (AOS) | 0.0 | $845k | 12k | 72.03 | |
Medtronic SHS (MDT) | 0.0 | $840k | 6.8k | 124.11 | |
Workday Cl A (WDAY) | 0.0 | $836k | 3.5k | 238.86 | |
Zebra Technologies Corporati Cl A (ZBRA) | 0.0 | $793k | 1.5k | 529.37 | |
Watsco, Incorporated (WSO) | 0.0 | $791k | 2.8k | 286.59 | |
Chubb (CB) | 0.0 | $775k | 4.9k | 158.84 | |
Baidu Spon Adr Rep A (BIDU) | 0.0 | $765k | 3.8k | 203.84 | |
Koninklijke Philips N V Ny Regis Shs New (PHG) | 0.0 | $761k | 15k | 49.68 | |
Lincoln Electric Holdings (LECO) | 0.0 | $758k | 5.8k | 131.67 | |
Nice Sponsored Adr (NICE) | 0.0 | $751k | 3.0k | 247.53 | |
Open Text Corp (OTEX) | 0.0 | $723k | 14k | 50.83 | |
Ptc (PTC) | 0.0 | $673k | 4.8k | 141.36 | |
Te Connectivity Reg Shs (TEL) | 0.0 | $673k | 5.0k | 135.28 | |
Grupo Aeroportuario Del Cent Spon Adr (OMAB) | 0.0 | $606k | 12k | 52.21 | |
Relx Sponsored Adr (RELX) | 0.0 | $552k | 21k | 26.66 | |
Markel Corporation (MKL) | 0.0 | $511k | 431.00 | 1185.61 | |
IDEX Corporation (IEX) | 0.0 | $440k | 2.0k | 220.11 | |
Fmc Corp Com New (FMC) | 0.0 | $429k | 4.0k | 108.31 | |
American Tower Reit (AMT) | 0.0 | $265k | 982.00 | 269.86 | |
Astrazeneca Sponsored Adr (AZN) | 0.0 | $264k | 4.4k | 59.88 | |
Descartes Sys Grp (DSGX) | 0.0 | $209k | 3.0k | 69.16 | |
Callaway Golf Company (MODG) | 0.0 | $0 | 403k | 0.00 |