Wcm Investment Management as of March 31, 2022
Portfolio Holdings for Wcm Investment Management
Wcm Investment Management holds 201 positions in its portfolio as reported in the March 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Canadian Pacific Railway | 7.8 | $2.8B | 34M | 82.54 | |
| Asml Holding N V N Y Registry Shs (ASML) | 6.4 | $2.3B | 3.4M | 667.93 | |
| ResMed (RMD) | 5.8 | $2.1B | 8.6M | 242.51 | |
| Mettler-Toledo International (MTD) | 5.5 | $2.0B | 1.4M | 1373.19 | |
| Accenture Plc Ireland Shs Class A (ACN) | 5.4 | $1.9B | 5.7M | 337.23 | |
| Aon Shs Cl A (AON) | 5.3 | $1.9B | 5.9M | 325.63 | |
| Lululemon Athletica (LULU) | 4.6 | $1.7B | 4.5M | 365.33 | |
| Icon SHS (ICLR) | 4.6 | $1.7B | 6.8M | 243.22 | |
| Steris Shs Usd (STE) | 4.4 | $1.6B | 6.5M | 241.77 | |
| Shopify Cl A (SHOP) | 3.4 | $1.2B | 1.8M | 675.96 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 3.4 | $1.2B | 12M | 104.26 | |
| Atlassian Corp Cl A | 2.9 | $1.0B | 3.6M | 293.83 | |
| Epam Systems (EPAM) | 2.4 | $845M | 2.8M | 296.61 | |
| Thermo Fisher Scientific (TMO) | 1.9 | $675M | 1.1M | 590.65 | |
| West Pharmaceutical Services (WST) | 1.8 | $627M | 1.5M | 410.71 | |
| Old Dominion Freight Line (ODFL) | 1.6 | $585M | 2.0M | 298.68 | |
| Sherwin-Williams Company (SHW) | 1.6 | $576M | 2.3M | 249.62 | |
| Amphenol Corp Cl A (APH) | 1.5 | $545M | 7.2M | 75.35 | |
| Visa Com Cl A (V) | 1.4 | $513M | 2.3M | 221.77 | |
| Stryker Corporation (SYK) | 1.3 | $483M | 1.8M | 267.35 | |
| First Republic Bank/san F (FRCB) | 1.3 | $482M | 3.0M | 162.10 | |
| Ferrari Nv Ord (RACE) | 1.3 | $478M | 2.2M | 218.09 | |
| Servicenow (NOW) | 1.3 | $478M | 858k | 556.89 | |
| Alcon Ord Shs (ALC) | 1.3 | $472M | 6.0M | 79.33 | |
| Costco Wholesale Corporation (COST) | 1.2 | $441M | 765k | 575.85 | |
| Nike CL B (NKE) | 1.2 | $432M | 3.2M | 134.56 | |
| Lam Research Corporation (LRCX) | 1.2 | $424M | 789k | 537.16 | |
| Church & Dwight (CHD) | 1.1 | $412M | 4.1M | 99.38 | |
| Microsoft Corporation (MSFT) | 1.1 | $403M | 1.3M | 308.95 | |
| Gra (GGG) | 1.1 | $389M | 5.6M | 69.72 | |
| Entegris (ENTG) | 1.1 | $385M | 2.9M | 131.26 | |
| Msci (MSCI) | 1.0 | $367M | 729k | 502.88 | |
| Novo-nordisk A S Adr (NVO) | 0.9 | $317M | 2.9M | 111.05 | |
| Heico Corp Cl A (HEI.A) | 0.9 | $312M | 2.5M | 126.83 | |
| Bill Com Holdings Ord (BILL) | 0.9 | $309M | 1.4M | 226.79 | |
| Fair Isaac Corporation (FICO) | 0.8 | $290M | 621k | 466.46 | |
| Repligen Corporation (RGEN) | 0.7 | $262M | 1.4M | 188.09 | |
| Floor & Decor Hldgs Cl A (FND) | 0.7 | $252M | 3.1M | 81.00 | |
| Ferguson SHS (FERG) | 0.6 | $232M | 1.7M | 134.12 | |
| WNS HLDGS Spon Adr | 0.4 | $140M | 1.6M | 85.49 | |
| Globant S A (GLOB) | 0.2 | $88M | 336k | 262.07 | |
| Ishares Tr Msci Eafe Etf (EFA) | 0.2 | $75M | 1.0M | 73.60 | |
| Endava Ads (DAVA) | 0.2 | $71M | 531k | 133.03 | |
| Grupo Aeroportuario Del Sure Spon Adr Ser B (ASR) | 0.2 | $66M | 300k | 221.60 | |
| Zto Express Cayman Sponsored Ads A (ZTO) | 0.2 | $61M | 2.4M | 25.00 | |
| ePlus (PLUS) | 0.2 | $58M | 1.0M | 56.06 | |
| Stevanato Group S P A Ord Shs (STVN) | 0.1 | $53M | 2.7M | 20.12 | |
| Addus Homecare Corp (ADUS) | 0.1 | $51M | 544k | 93.29 | |
| Focus Finl Partners Com Cl A | 0.1 | $46M | 1.0M | 45.74 | |
| Grocery Outlet Hldg Corp (GO) | 0.1 | $44M | 1.3M | 32.78 | |
| Element Solutions (ESI) | 0.1 | $43M | 2.0M | 21.90 | |
| Beacon Roofing Supply (BECN) | 0.1 | $39M | 649k | 59.28 | |
| Cushman Wakefield SHS (CWK) | 0.1 | $38M | 1.9M | 20.51 | |
| Ci&t Com Cl A (CINT) | 0.1 | $36M | 2.2M | 16.02 | |
| XP Cl A (XP) | 0.1 | $36M | 1.2M | 30.10 | |
| Enstar Group SHS (ESGR) | 0.1 | $36M | 136k | 261.15 | |
| Verra Mobility Corp verra mobility corp (VRRM) | 0.1 | $35M | 2.2M | 16.28 | |
| Inter Parfums (IPAR) | 0.1 | $34M | 391k | 88.05 | |
| Procore Technologies (PCOR) | 0.1 | $34M | 582k | 57.96 | |
| Virtus Investment Partners (VRTS) | 0.1 | $31M | 129k | 239.99 | |
| Controladora Vuela Comp De A Spon Adr Rp 10 (VLRS) | 0.1 | $31M | 1.7M | 18.19 | |
| Dorman Products (DORM) | 0.1 | $30M | 311k | 95.03 | |
| Brooks Automation (AZTA) | 0.1 | $29M | 349k | 82.84 | |
| Emcor (EME) | 0.1 | $28M | 250k | 112.63 | |
| Wyndham Hotels And Resorts (WH) | 0.1 | $27M | 319k | 84.69 | |
| Fiverr Intl Ord Shs (FVRR) | 0.1 | $27M | 349k | 76.07 | |
| ICU Medical, Incorporated (ICUI) | 0.1 | $26M | 119k | 222.64 | |
| Crane | 0.1 | $26M | 239k | 108.28 | |
| Landstar System (LSTR) | 0.1 | $25M | 168k | 150.83 | |
| Coupang Cl A (CPNG) | 0.1 | $24M | 1.4M | 17.68 | |
| America's Car-Mart (CRMT) | 0.1 | $24M | 298k | 80.56 | |
| American Woodmark Corporation (AMWD) | 0.1 | $24M | 481k | 48.95 | |
| Ollies Bargain Outlt Hldgs I (OLLI) | 0.1 | $23M | 537k | 42.96 | |
| UniFirst Corporation (UNF) | 0.1 | $23M | 124k | 184.28 | |
| Leslies (LESL) | 0.1 | $22M | 1.2M | 19.36 | |
| Texas Roadhouse (TXRH) | 0.1 | $21M | 254k | 83.73 | |
| Rexford Industrial Realty Inc reit (REXR) | 0.1 | $20M | 273k | 74.59 | |
| Sp Plus (SP) | 0.1 | $20M | 633k | 31.36 | |
| Willscot Mobil Mini Hldng Com Cl A (WSC) | 0.1 | $19M | 488k | 39.13 | |
| Planet Fitness Cl A (PLNT) | 0.1 | $19M | 223k | 84.48 | |
| Performance Food (PFGC) | 0.1 | $18M | 361k | 50.91 | |
| TDCX Ads (TDCX) | 0.0 | $18M | 1.5M | 12.15 | |
| Tetra Tech (TTEK) | 0.0 | $17M | 106k | 164.94 | |
| EnerSys (ENS) | 0.0 | $17M | 231k | 74.57 | |
| Wright Express (WEX) | 0.0 | $17M | 96k | 178.45 | |
| Freshworks Class A Com (FRSH) | 0.0 | $17M | 923k | 17.92 | |
| Casey's General Stores (CASY) | 0.0 | $17M | 83k | 198.17 | |
| Ufp Industries (UFPI) | 0.0 | $16M | 210k | 77.16 | |
| LHC | 0.0 | $16M | 95k | 168.60 | |
| Smartsheet Com Cl A (SMAR) | 0.0 | $16M | 291k | 54.78 | |
| Global Blue Group Holding Ord Shs (GB) | 0.0 | $16M | 2.9M | 5.50 | |
| Euronet Worldwide (EEFT) | 0.0 | $16M | 121k | 130.15 | |
| Avient Corp (AVNT) | 0.0 | $16M | 326k | 48.00 | |
| Shift4 Pmts Cl A (FOUR) | 0.0 | $16M | 250k | 61.93 | |
| Surgery Partners (SGRY) | 0.0 | $15M | 279k | 55.05 | |
| Helen Of Troy (HELE) | 0.0 | $15M | 78k | 195.84 | |
| Blackline (BL) | 0.0 | $15M | 203k | 73.22 | |
| Marriott Vacations Wrldwde Cp (VAC) | 0.0 | $15M | 93k | 157.70 | |
| Five9 (FIVN) | 0.0 | $15M | 132k | 110.40 | |
| Mercury Computer Systems (MRCY) | 0.0 | $14M | 222k | 64.45 | |
| John Bean Technologies Corporation (JBT) | 0.0 | $14M | 119k | 118.47 | |
| Boot Barn Hldgs (BOOT) | 0.0 | $14M | 148k | 94.79 | |
| NuVasive | 0.0 | $14M | 246k | 56.70 | |
| Callaway Golf Company (MODG) | 0.0 | $14M | 594k | 23.42 | |
| Thoughtworks Holding (TWKS) | 0.0 | $14M | 663k | 20.81 | |
| Axon Enterprise (AXON) | 0.0 | $14M | 100k | 137.73 | |
| SPS Commerce (SPSC) | 0.0 | $14M | 104k | 131.20 | |
| Timken Company (TKR) | 0.0 | $14M | 224k | 60.70 | |
| Anaplan | 0.0 | $14M | 208k | 65.05 | |
| ACI Worldwide (ACIW) | 0.0 | $13M | 417k | 31.49 | |
| Saia (SAIA) | 0.0 | $13M | 52k | 243.83 | |
| MercadoLibre (MELI) | 0.0 | $13M | 11k | 1189.50 | |
| Wingstop (WING) | 0.0 | $12M | 106k | 117.35 | |
| Tandem Diabetes Care Com New (TNDM) | 0.0 | $12M | 106k | 116.29 | |
| AtriCure (ATRC) | 0.0 | $12M | 186k | 65.67 | |
| Semtech Corporation (SMTC) | 0.0 | $12M | 175k | 69.34 | |
| Shockwave Med (SWAV) | 0.0 | $12M | 59k | 207.35 | |
| Primerica (PRI) | 0.0 | $12M | 89k | 136.82 | |
| Clarus Corp (CLAR) | 0.0 | $12M | 533k | 22.76 | |
| Pinnacle Financial Partners (PNFP) | 0.0 | $12M | 131k | 92.08 | |
| M/a (MTSI) | 0.0 | $12M | 200k | 59.87 | |
| Ingevity (NGVT) | 0.0 | $12M | 181k | 64.07 | |
| Science App Int'l (SAIC) | 0.0 | $11M | 122k | 92.17 | |
| Health Catalyst (HCAT) | 0.0 | $11M | 407k | 26.13 | |
| Elastic N V Ord Shs (ESTC) | 0.0 | $9.7M | 109k | 88.95 | |
| Api Group Corp Com Stk (APG) | 0.0 | $9.6M | 458k | 21.03 | |
| Sprout Social Com Cl A (SPT) | 0.0 | $9.1M | 113k | 80.12 | |
| Neogames S A SHS (NGMS) | 0.0 | $9.0M | 585k | 15.43 | |
| Hdfc Bank Sponsored Ads (HDB) | 0.0 | $8.8M | 143k | 61.33 | |
| Topbuild (BLD) | 0.0 | $8.8M | 48k | 181.39 | |
| Yandex N V Shs Class A (YNDX) | 0.0 | $8.5M | 1.4M | 6.25 | |
| Nanostring Technologies (NSTGQ) | 0.0 | $8.5M | 243k | 34.75 | |
| Adapthealth Corp Common Stock (AHCO) | 0.0 | $8.4M | 523k | 16.03 | |
| HEICO Corporation (HEI) | 0.0 | $7.8M | 51k | 153.54 | |
| Vectrus (VVX) | 0.0 | $7.5M | 209k | 35.86 | |
| Upland Software (UPLD) | 0.0 | $7.4M | 420k | 17.61 | |
| Biohaven Pharmaceutical Holding | 0.0 | $6.7M | 57k | 118.58 | |
| Arrowhead Pharmaceuticals (ARWR) | 0.0 | $6.4M | 139k | 45.99 | |
| Pacific Biosciences of California (PACB) | 0.0 | $6.2M | 680k | 9.10 | |
| Ultragenyx Pharmaceutical (RARE) | 0.0 | $6.1M | 84k | 72.63 | |
| Insmed Com Par $.01 (INSM) | 0.0 | $5.9M | 252k | 23.50 | |
| Dex (DXCM) | 0.0 | $5.9M | 12k | 511.61 | |
| Cryoport Com Par $0.001 (CYRX) | 0.0 | $5.8M | 166k | 34.91 | |
| Axsome Therapeutics (AXSM) | 0.0 | $5.3M | 129k | 41.36 | |
| Zoominfo Technologies Com Cl A (ZI) | 0.0 | $5.3M | 88k | 59.74 | |
| Chase Corporation | 0.0 | $5.1M | 59k | 86.90 | |
| Natera (NTRA) | 0.0 | $5.1M | 126k | 40.68 | |
| 1life Healthcare | 0.0 | $4.9M | 446k | 11.08 | |
| Omnicell (OMCL) | 0.0 | $4.7M | 37k | 129.48 | |
| Novanta (NOVT) | 0.0 | $4.6M | 32k | 142.28 | |
| Beam Therapeutics (BEAM) | 0.0 | $4.5M | 78k | 57.29 | |
| Fate Therapeutics (FATE) | 0.0 | $4.4M | 113k | 38.77 | |
| Amazon (AMZN) | 0.0 | $3.5M | 1.1k | 3264.43 | |
| Bridgebio Pharma (BBIO) | 0.0 | $3.5M | 343k | 10.15 | |
| Rocket Pharmaceuticals (RCKT) | 0.0 | $3.3M | 207k | 15.86 | |
| Block Cl A (SQ) | 0.0 | $3.3M | 24k | 135.62 | |
| Iovance Biotherapeutics (IOVA) | 0.0 | $3.1M | 185k | 16.65 | |
| East West Ban (EWBC) | 0.0 | $2.9M | 37k | 79.03 | |
| Brookfield Asset Mgmt Cl A Ltd Vt Sh | 0.0 | $2.9M | 51k | 56.56 | |
| Icici Bank Adr (IBN) | 0.0 | $2.6M | 138k | 18.94 | |
| Mirati Therapeutics | 0.0 | $2.5M | 31k | 82.22 | |
| Cubesmart (CUBE) | 0.0 | $2.4M | 47k | 52.02 | |
| Netflix (NFLX) | 0.0 | $2.2M | 6.0k | 374.67 | |
| Cian Ads | 0.0 | $2.1M | 1.9M | 1.12 | |
| Sony Group Corporation Sponsored Adr (SONY) | 0.0 | $2.0M | 20k | 102.72 | |
| Simulations Plus (SLP) | 0.0 | $2.0M | 40k | 50.98 | |
| Independent Bank (IBTX) | 0.0 | $2.0M | 28k | 71.16 | |
| Relx Sponsored Adr (RELX) | 0.0 | $2.0M | 63k | 31.10 | |
| Cae (CAE) | 0.0 | $1.9M | 71k | 26.07 | |
| Ishares Tr Msci India Etf (INDA) | 0.0 | $1.7M | 38k | 44.58 | |
| Headhunter Group Sponsored Ads | 0.0 | $1.7M | 336k | 4.96 | |
| Chubb (CB) | 0.0 | $1.5M | 7.0k | 213.94 | |
| Brown & Brown (BRO) | 0.0 | $1.3M | 19k | 72.28 | |
| Trane Technologies SHS (TT) | 0.0 | $1.2M | 8.1k | 152.74 | |
| Godaddy Cl A (GDDY) | 0.0 | $1.2M | 14k | 83.72 | |
| Illumina (ILMN) | 0.0 | $1.2M | 3.3k | 349.39 | |
| Jones Lang LaSalle Incorporated (JLL) | 0.0 | $1.1M | 4.8k | 239.45 | |
| Cgi Cl A Sub Vtg (GIB) | 0.0 | $1.1M | 13k | 79.81 | |
| Booz Allen Hamilton Hldg Cor Cl A (BAH) | 0.0 | $958k | 11k | 87.86 | |
| Te Connectivity SHS (TEL) | 0.0 | $891k | 6.8k | 130.93 | |
| Carlisle Companies (CSL) | 0.0 | $884k | 3.6k | 246.03 | |
| Baidu Spon Adr Rep A (BIDU) | 0.0 | $882k | 6.7k | 132.23 | |
| Watsco, Incorporated (WSO) | 0.0 | $853k | 2.8k | 304.53 | |
| Nice Sponsored Adr (NICE) | 0.0 | $842k | 3.8k | 219.10 | |
| Workday Cl A (WDAY) | 0.0 | $838k | 3.5k | 239.43 | |
| Open Text Corp (OTEX) | 0.0 | $830k | 20k | 42.42 | |
| Lincoln Electric Holdings (LECO) | 0.0 | $807k | 5.9k | 137.74 | |
| CarMax (KMX) | 0.0 | $775k | 8.0k | 96.51 | |
| Ptc (PTC) | 0.0 | $768k | 7.1k | 107.65 | |
| Fmc Corp Com New (FMC) | 0.0 | $528k | 4.0k | 131.47 | |
| Mastercard Incorporated Cl A (MA) | 0.0 | $477k | 1.3k | 357.57 | |
| Ryanair Holdings Sponsored Ads (RYAAY) | 0.0 | $433k | 5.0k | 87.09 | |
| Descartes Sys Grp (DSGX) | 0.0 | $390k | 5.3k | 73.29 | |
| IDEX Corporation (IEX) | 0.0 | $389k | 2.0k | 191.72 | |
| Alibaba Group Hldg Sponsored Ads (BABA) | 0.0 | $359k | 3.3k | 108.69 | |
| Astrazeneca Sponsored Adr (AZN) | 0.0 | $352k | 5.3k | 66.36 | |
| Chevron Corporation (CVX) | 0.0 | $303k | 1.9k | 162.90 | |
| Credicorp (BAP) | 0.0 | $289k | 1.7k | 171.82 | |
| Cdk Global Inc equities | 0.0 | $242k | 5.0k | 48.71 | |
| Unilever Spon Adr New (UL) | 0.0 | $212k | 4.7k | 45.58 | |
| Ceridian Hcm Hldg (DAY) | 0.0 | $208k | 3.0k | 68.38 |
