Wcm Investment Management as of Dec. 31, 2021
Portfolio Holdings for Wcm Investment Management
Wcm Investment Management holds 205 positions in its portfolio as reported in the December 2021 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 7.1 | $3.2B | 26M | 120.31 | |
| Asml Holding N V N Y Registry Shs (ASML) | 6.4 | $2.8B | 3.6M | 796.14 | |
| Shopify Cl A (SHOP) | 6.4 | $2.8B | 2.1M | 1377.39 | |
| Accenture Plc Ireland Shs Class A (ACN) | 5.6 | $2.5B | 6.0M | 414.55 | |
| Mettler-Toledo International (MTD) | 5.6 | $2.5B | 1.5M | 1697.21 | |
| ResMed (RMD) | 5.3 | $2.4B | 9.0M | 260.48 | |
| Canadian Pacific Railway | 5.2 | $2.3B | 32M | 71.94 | |
| Icon SHS (ICLR) | 5.0 | $2.2B | 7.2M | 309.70 | |
| Lululemon Athletica (LULU) | 4.9 | $2.2B | 5.5M | 391.45 | |
| Epam Systems (EPAM) | 4.6 | $2.0B | 3.0M | 668.45 | |
| Steris Shs Usd (STE) | 3.8 | $1.7B | 6.9M | 243.41 | |
| Atlassian Corp Cl A | 3.2 | $1.4B | 3.8M | 381.29 | |
| Aon Shs Cl A (AON) | 3.1 | $1.4B | 4.6M | 300.56 | |
| Stryker Corporation (SYK) | 1.9 | $823M | 3.1M | 267.42 | |
| Sherwin-Williams Company (SHW) | 1.8 | $802M | 2.3M | 352.16 | |
| Thermo Fisher Scientific (TMO) | 1.7 | $751M | 1.1M | 667.24 | |
| West Pharmaceutical Services (WST) | 1.6 | $711M | 1.5M | 469.01 | |
| Old Dominion Freight Line (ODFL) | 1.6 | $693M | 1.9M | 358.38 | |
| Ferrari Nv Ord (RACE) | 1.4 | $629M | 2.4M | 258.82 | |
| Amphenol Corp Cl A (APH) | 1.4 | $621M | 7.1M | 87.46 | |
| First Republic Bank/san F (FRCB) | 1.4 | $603M | 2.9M | 206.51 | |
| Alcon Ord Shs (ALC) | 1.3 | $575M | 6.6M | 87.12 | |
| Lam Research Corporation (LRCX) | 1.3 | $559M | 777k | 719.15 | |
| Servicenow (NOW) | 1.2 | $549M | 846k | 649.11 | |
| Nike CL B (NKE) | 1.2 | $527M | 3.2M | 166.67 | |
| Visa Com Cl A (V) | 1.1 | $493M | 2.3M | 216.71 | |
| Gra (GGG) | 1.0 | $443M | 5.5M | 80.62 | |
| Msci (MSCI) | 1.0 | $441M | 719k | 612.69 | |
| Costco Wholesale Corporation (COST) | 1.0 | $428M | 754k | 567.70 | |
| Church & Dwight (CHD) | 0.9 | $418M | 4.1M | 102.50 | |
| Floor & Decor Hldgs Cl A (FND) | 0.9 | $399M | 3.1M | 130.01 | |
| Entegris (ENTG) | 0.9 | $398M | 2.9M | 138.58 | |
| Repligen Corporation (RGEN) | 0.8 | $361M | 1.4M | 264.84 | |
| Heico Corp Cl A (HEI.A) | 0.7 | $310M | 2.4M | 128.52 | |
| Novo-nordisk A S Adr (NVO) | 0.6 | $278M | 2.5M | 112.00 | |
| Fair Isaac Corporation (FICO) | 0.6 | $265M | 612k | 433.67 | |
| WNS HLDGS Spon Adr | 0.3 | $150M | 1.7M | 88.22 | |
| Ishares Tr Msci Eafe Etf (EFA) | 0.3 | $138M | 1.8M | 78.68 | |
| Nu Hldgs Ord Shs Cl A (NU) | 0.3 | $114M | 12M | 9.38 | |
| Globant S A (GLOB) | 0.2 | $104M | 332k | 314.09 | |
| Yandex N V Shs Class A (YNDX) | 0.2 | $81M | 1.3M | 60.50 | |
| Alibaba Group Hldg Sponsored Ads (BABA) | 0.1 | $65M | 544k | 118.79 | |
| Grupo Aeroportuario Del Sure Spon Adr Ser B (ASR) | 0.1 | $61M | 297k | 206.16 | |
| Focus Finl Partners Com Cl A | 0.1 | $57M | 945k | 59.72 | |
| ePlus (PLUS) | 0.1 | $54M | 1.0M | 53.88 | |
| Grocery Outlet Hldg Corp (GO) | 0.1 | $52M | 1.8M | 28.28 | |
| Addus Homecare Corp (ADUS) | 0.1 | $50M | 533k | 93.51 | |
| Stevanato Group S P A Ord Shs (STVN) | 0.1 | $49M | 2.2M | 22.45 | |
| Element Solutions (ESI) | 0.1 | $47M | 1.9M | 24.28 | |
| Inter Parfums (IPAR) | 0.1 | $46M | 434k | 106.90 | |
| CMC Materials | 0.1 | $45M | 232k | 191.69 | |
| Cushman Wakefield SHS (CWK) | 0.1 | $40M | 1.8M | 22.24 | |
| Coupang Cl A (CPNG) | 0.1 | $40M | 1.4M | 29.38 | |
| Endava Ads (DAVA) | 0.1 | $40M | 235k | 167.92 | |
| Wyndham Hotels And Resorts (WH) | 0.1 | $38M | 421k | 89.65 | |
| Enstar Group SHS (ESGR) | 0.1 | $38M | 151k | 247.59 | |
| Virtus Investment Partners (VRTS) | 0.1 | $37M | 125k | 297.10 | |
| Beacon Roofing Supply (BECN) | 0.1 | $36M | 633k | 57.35 | |
| Procore Technologies (PCOR) | 0.1 | $36M | 444k | 79.97 | |
| XP Cl A (XP) | 0.1 | $34M | 1.2M | 28.74 | |
| Verra Mobility Corp verra mobility corp (VRRM) | 0.1 | $33M | 2.1M | 15.43 | |
| Ci&t Com Cl A (CINT) | 0.1 | $33M | 2.7M | 11.89 | |
| TDCX Ads (TDCX) | 0.1 | $32M | 1.7M | 19.15 | |
| Controladora Vuela Comp De A Spon Adr Rp 10 (VLRS) | 0.1 | $31M | 1.7M | 17.97 | |
| Emcor (EME) | 0.1 | $31M | 245k | 127.39 | |
| Landstar System (LSTR) | 0.1 | $30M | 165k | 179.02 | |
| ICU Medical, Incorporated (ICUI) | 0.1 | $28M | 116k | 237.34 | |
| Brooks Automation (AZTA) | 0.1 | $27M | 258k | 103.11 | |
| UniFirst Corporation (UNF) | 0.1 | $26M | 124k | 210.40 | |
| America's Car-Mart (CRMT) | 0.1 | $26M | 249k | 102.40 | |
| Crane | 0.1 | $24M | 239k | 101.73 | |
| Freshworks Class A Com (FRSH) | 0.1 | $24M | 924k | 26.26 | |
| Dorman Products (DORM) | 0.1 | $24M | 213k | 113.01 | |
| Cian Ads | 0.1 | $23M | 1.9M | 12.33 | |
| EnerSys (ENS) | 0.1 | $23M | 285k | 79.06 | |
| Headhunter Group Sponsored Ads | 0.0 | $20M | 393k | 51.09 | |
| American Woodmark Corporation (AMWD) | 0.0 | $20M | 308k | 65.20 | |
| Neogames S A SHS (NGMS) | 0.0 | $20M | 719k | 27.78 | |
| Rexford Industrial Realty Inc reit (REXR) | 0.0 | $20M | 246k | 81.11 | |
| Anaplan | 0.0 | $19M | 423k | 45.85 | |
| M/a (MTSI) | 0.0 | $18M | 235k | 78.30 | |
| Smartsheet Com Cl A (SMAR) | 0.0 | $18M | 231k | 77.45 | |
| Sp Plus (SP) | 0.0 | $18M | 634k | 28.22 | |
| Planet Fitness Cl A (PLNT) | 0.0 | $18M | 195k | 90.58 | |
| Global Blue Group Holding Ord Shs (GB) | 0.0 | $18M | 2.8M | 6.39 | |
| Ollies Bargain Outlt Hldgs I (OLLI) | 0.0 | $18M | 343k | 51.19 | |
| Performance Food (PFGC) | 0.0 | $17M | 380k | 45.89 | |
| Willscot Mobil Mini Hldng Com Cl A (WSC) | 0.0 | $17M | 426k | 40.84 | |
| Helen Of Troy (HELE) | 0.0 | $17M | 71k | 244.48 | |
| Ufp Industries (UFPI) | 0.0 | $17M | 183k | 92.01 | |
| Thoughtworks Holding (TWKS) | 0.0 | $16M | 599k | 26.81 | |
| Avient Corp (AVNT) | 0.0 | $16M | 287k | 55.95 | |
| Texas Roadhouse (TXRH) | 0.0 | $16M | 180k | 89.28 | |
| Leslies (LESL) | 0.0 | $16M | 677k | 23.66 | |
| John Bean Technologies Corporation (JBT) | 0.0 | $16M | 104k | 153.56 | |
| Wingstop (WING) | 0.0 | $16M | 92k | 172.80 | |
| Tetra Tech (TTEK) | 0.0 | $16M | 92k | 169.80 | |
| Saia (SAIA) | 0.0 | $16M | 46k | 337.04 | |
| Boot Barn Hldgs (BOOT) | 0.0 | $16M | 126k | 123.05 | |
| Us Ecology | 0.0 | $15M | 460k | 31.94 | |
| Tandem Diabetes Care Com New (TNDM) | 0.0 | $15M | 96k | 150.52 | |
| Semtech Corporation (SMTC) | 0.0 | $14M | 162k | 88.93 | |
| MercadoLibre (MELI) | 0.0 | $14M | 11k | 1348.43 | |
| Casey's General Stores (CASY) | 0.0 | $14M | 73k | 197.35 | |
| Callaway Golf Company (MODG) | 0.0 | $14M | 520k | 27.44 | |
| Marriott Vacations Wrldwde Cp (VAC) | 0.0 | $14M | 81k | 168.98 | |
| ACI Worldwide (ACIW) | 0.0 | $14M | 391k | 34.70 | |
| Timken Company (TKR) | 0.0 | $14M | 195k | 69.29 | |
| Surgery Partners (SGRY) | 0.0 | $14M | 253k | 53.41 | |
| Axon Enterprise (AXON) | 0.0 | $13M | 85k | 157.01 | |
| Healthcare Services (HCSG) | 0.0 | $13M | 745k | 17.79 | |
| Blackline (BL) | 0.0 | $13M | 126k | 103.54 | |
| Clarus Corp (CLAR) | 0.0 | $13M | 463k | 27.72 | |
| Shift4 Pmts Cl A (FOUR) | 0.0 | $13M | 220k | 57.93 | |
| Pinnacle Financial Partners (PNFP) | 0.0 | $13M | 133k | 95.50 | |
| Euronet Worldwide (EEFT) | 0.0 | $13M | 106k | 119.17 | |
| Five9 (FIVN) | 0.0 | $13M | 91k | 137.32 | |
| Brunswick Corporation (BC) | 0.0 | $12M | 122k | 100.73 | |
| NuVasive | 0.0 | $12M | 228k | 52.48 | |
| Api Group Corp Com Stk (APG) | 0.0 | $12M | 459k | 25.77 | |
| Wright Express (WEX) | 0.0 | $12M | 84k | 140.39 | |
| Topbuild (BLD) | 0.0 | $12M | 42k | 275.92 | |
| Primerica (PRI) | 0.0 | $12M | 75k | 153.28 | |
| Ingevity (NGVT) | 0.0 | $11M | 158k | 71.70 | |
| Adapthealth Corp Common Stock (AHCO) | 0.0 | $11M | 459k | 24.46 | |
| LHC | 0.0 | $11M | 82k | 137.23 | |
| Hdfc Bank Sponsored Ads (HDB) | 0.0 | $11M | 172k | 65.07 | |
| Vectrus (VVX) | 0.0 | $11M | 231k | 45.77 | |
| Elastic N V Ord Shs (ESTC) | 0.0 | $10M | 85k | 123.09 | |
| Science App Int'l (SAIC) | 0.0 | $10M | 124k | 83.59 | |
| Health Catalyst (HCAT) | 0.0 | $10M | 252k | 39.62 | |
| Mercury Computer Systems (MRCY) | 0.0 | $9.9M | 180k | 55.06 | |
| Nanostring Technologies (NSTGQ) | 0.0 | $9.3M | 221k | 42.23 | |
| Shockwave Med (SWAV) | 0.0 | $9.2M | 52k | 178.34 | |
| Biohaven Pharmaceutical Holding | 0.0 | $8.9M | 65k | 137.81 | |
| Cryoport Com Par $0.001 (CYRX) | 0.0 | $8.8M | 149k | 59.17 | |
| Sprout Social Com Cl A (SPT) | 0.0 | $8.7M | 96k | 90.69 | |
| Arrowhead Pharmaceuticals (ARWR) | 0.0 | $8.6M | 130k | 66.30 | |
| AtriCure (ATRC) | 0.0 | $8.3M | 120k | 69.53 | |
| LivePerson (LPSN) | 0.0 | $8.1M | 228k | 35.72 | |
| Natera (NTRA) | 0.0 | $8.0M | 86k | 93.39 | |
| Chase Corporation | 0.0 | $8.0M | 80k | 99.56 | |
| Upland Software (UPLD) | 0.0 | $7.1M | 397k | 17.94 | |
| Pacific Biosciences of California (PACB) | 0.0 | $6.9M | 338k | 20.46 | |
| 1life Healthcare | 0.0 | $6.9M | 393k | 17.57 | |
| Insmed Com Par $.01 (INSM) | 0.0 | $6.6M | 242k | 27.24 | |
| Ultragenyx Pharmaceutical (RARE) | 0.0 | $6.4M | 77k | 84.08 | |
| Toast Cl A (TOST) | 0.0 | $6.0M | 173k | 34.71 | |
| Fate Therapeutics (FATE) | 0.0 | $5.9M | 101k | 58.51 | |
| HEICO Corporation (HEI) | 0.0 | $5.9M | 41k | 144.22 | |
| Netease Sponsored Ads (NTES) | 0.0 | $5.7M | 56k | 101.78 | |
| Beam Therapeutics (BEAM) | 0.0 | $5.6M | 71k | 79.68 | |
| Dex (DXCM) | 0.0 | $4.9M | 9.2k | 536.91 | |
| Axsome Therapeutics (AXSM) | 0.0 | $4.5M | 120k | 37.78 | |
| Novanta (NOVT) | 0.0 | $4.5M | 26k | 176.32 | |
| Rocket Pharmaceuticals (RCKT) | 0.0 | $4.2M | 193k | 21.83 | |
| Maravai Lifesciences Hldgs I Com Cl A (MRVI) | 0.0 | $4.1M | 98k | 41.90 | |
| Snap Cl A (SNAP) | 0.0 | $4.0M | 85k | 47.03 | |
| Mirati Therapeutics | 0.0 | $3.9M | 27k | 146.70 | |
| Bill Com Holdings Ord (BILL) | 0.0 | $3.8M | 15k | 249.12 | |
| Netflix (NFLX) | 0.0 | $3.6M | 6.0k | 602.50 | |
| Amazon (AMZN) | 0.0 | $3.6M | 1.1k | 3333.96 | |
| Iovance Biotherapeutics (IOVA) | 0.0 | $3.2M | 167k | 19.09 | |
| Block Cl A (SQ) | 0.0 | $3.1M | 19k | 161.52 | |
| Icici Bank Adr (IBN) | 0.0 | $2.3M | 115k | 19.79 | |
| Bridgebio Pharma (BBIO) | 0.0 | $2.1M | 126k | 16.68 | |
| Sony Group Corporation Sponsored Adr (SONY) | 0.0 | $2.1M | 17k | 126.40 | |
| Simulations Plus (SLP) | 0.0 | $1.9M | 40k | 47.31 | |
| Relx Sponsored Adr (RELX) | 0.0 | $1.7M | 53k | 32.61 | |
| Brown & Brown (BRO) | 0.0 | $1.6M | 23k | 70.28 | |
| Cae (CAE) | 0.0 | $1.5M | 58k | 25.24 | |
| Brookfield Asset Mgmt Cl A Ltd Vt Sh | 0.0 | $1.4M | 23k | 60.38 | |
| Trane Technologies SHS (TT) | 0.0 | $1.3M | 6.7k | 202.04 | |
| Jones Lang LaSalle Incorporated (JLL) | 0.0 | $1.3M | 4.8k | 269.25 | |
| Cdk Global Inc equities | 0.0 | $1.3M | 30k | 41.74 | |
| Illumina (ILMN) | 0.0 | $1.3M | 3.3k | 380.30 | |
| Godaddy Cl A (GDDY) | 0.0 | $1.2M | 14k | 84.84 | |
| Carlisle Companies (CSL) | 0.0 | $1.2M | 4.7k | 248.13 | |
| Baidu Spon Adr Rep A (BIDU) | 0.0 | $1.1M | 7.4k | 148.80 | |
| Chubb (CB) | 0.0 | $1.1M | 5.6k | 193.30 | |
| Nice Sponsored Adr (NICE) | 0.0 | $997k | 3.3k | 303.69 | |
| CarMax (KMX) | 0.0 | $991k | 7.6k | 130.17 | |
| Cgi Cl A Sub Vtg (GIB) | 0.0 | $979k | 11k | 88.51 | |
| Workday Cl A (WDAY) | 0.0 | $956k | 3.5k | 273.14 | |
| Te Connectivity SHS (TEL) | 0.0 | $929k | 5.8k | 161.28 | |
| Booz Allen Hamilton Hldg Cor Cl A (BAH) | 0.0 | $925k | 11k | 84.83 | |
| Watsco, Incorporated (WSO) | 0.0 | $876k | 2.8k | 312.75 | |
| Lincoln Electric Holdings (LECO) | 0.0 | $817k | 5.9k | 139.44 | |
| Open Text Corp (OTEX) | 0.0 | $781k | 17k | 47.48 | |
| Medtronic SHS (MDT) | 0.0 | $773k | 7.5k | 103.44 | |
| Grupo Aeroportuario Del Cent Spon Adr (OMAB) | 0.0 | $711k | 13k | 53.67 | |
| Vail Resorts (MTN) | 0.0 | $680k | 2.1k | 327.87 | |
| Ptc (PTC) | 0.0 | $585k | 4.8k | 121.14 | |
| Markel Corporation (MKL) | 0.0 | $543k | 440.00 | 1234.09 | |
| IDEX Corporation (IEX) | 0.0 | $479k | 2.0k | 236.08 | |
| Fmc Corp Com New (FMC) | 0.0 | $441k | 4.0k | 109.81 | |
| Descartes Sys Grp (DSGX) | 0.0 | $431k | 5.2k | 82.71 | |
| Mastercard Incorporated Cl A (MA) | 0.0 | $367k | 1.0k | 359.45 | |
| Ryanair Holdings Sponsored Ads (RYAAY) | 0.0 | $358k | 3.5k | 102.23 | |
| Kanzhun Sponsored Ads (BZ) | 0.0 | $318k | 9.1k | 34.86 | |
| Astrazeneca Sponsored Adr (AZN) | 0.0 | $283k | 4.9k | 58.29 | |
| Ceridian Hcm Hldg (DAY) | 0.0 | $223k | 2.1k | 104.60 | |
| Cdw (CDW) | 0.0 | $214k | 1.0k | 205.18 | |
| Wix SHS (WIX) | 0.0 | $204k | 1.3k | 157.41 | |
| American Tower Reit (AMT) | 0.0 | $204k | 697.00 | 292.68 |
