Wcm Investment Management as of June 30, 2022
Portfolio Holdings for Wcm Investment Management
Wcm Investment Management holds 202 positions in its portfolio as reported in the June 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Canadian Pacific Railway | 8.1 | $2.3B | 32M | 70.97 | |
| Asml Holding N V N Y Registry Shs (ASML) | 5.6 | $1.6B | 3.2M | 484.62 | |
| Accenture Plc Ireland Shs Class A (ACN) | 5.4 | $1.5B | 5.4M | 279.81 | |
| Aon Shs Cl A (AON) | 5.4 | $1.5B | 5.6M | 268.88 | |
| Icon SHS (ICLR) | 5.0 | $1.4B | 6.4M | 217.27 | |
| ResMed (RMD) | 4.9 | $1.4B | 6.4M | 212.91 | |
| Steris Shs Usd (STE) | 4.6 | $1.3B | 6.1M | 208.33 | |
| Lululemon Athletica (LULU) | 4.3 | $1.2B | 4.3M | 282.98 | |
| Mettler-Toledo International (MTD) | 4.2 | $1.2B | 1.0M | 1146.02 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 3.3 | $933M | 11M | 83.65 | |
| Epam Systems (EPAM) | 2.9 | $817M | 2.7M | 307.37 | |
| Atlassian Corp Cl A | 2.3 | $646M | 3.4M | 192.36 | |
| Thermo Fisher Scientific (TMO) | 2.1 | $590M | 1.1M | 535.92 | |
| Shopify Cl A (SHOP) | 1.8 | $488M | 15M | 33.05 | |
| Amphenol Corp Cl A (APH) | 1.6 | $451M | 7.0M | 64.37 | |
| Visa Com Cl A (V) | 1.6 | $445M | 2.2M | 199.50 | |
| Novo-nordisk A S Adr (NVO) | 1.5 | $424M | 3.9M | 110.08 | |
| UnitedHealth (UNH) | 1.5 | $415M | 805k | 515.71 | |
| Servicenow (NOW) | 1.4 | $395M | 827k | 477.79 | |
| Alcon Ord Shs (ALC) | 1.4 | $393M | 5.7M | 69.22 | |
| Ferrari Nv Ord (RACE) | 1.4 | $381M | 2.1M | 184.80 | |
| Church & Dwight (CHD) | 1.3 | $369M | 4.0M | 92.36 | |
| Waste Connections (WCN) | 1.3 | $367M | 2.9M | 124.62 | |
| Old Dominion Freight Line (ODFL) | 1.3 | $351M | 1.4M | 255.29 | |
| Stryker Corporation (SYK) | 1.2 | $347M | 1.7M | 199.43 | |
| West Pharmaceutical Services (WST) | 1.2 | $330M | 1.1M | 299.52 | |
| Microsoft Corporation (MSFT) | 1.2 | $328M | 1.3M | 260.26 | |
| Lam Research Corporation (LRCX) | 1.2 | $325M | 761k | 427.05 | |
| Gra (GGG) | 1.2 | $321M | 5.4M | 59.77 | |
| Nike CL B (NKE) | 1.1 | $319M | 3.1M | 103.25 | |
| Sherwin-Williams Company (SHW) | 1.1 | $293M | 1.3M | 225.41 | |
| Msci (MSCI) | 1.0 | $290M | 699k | 415.26 | |
| Lpl Financial Holdings (LPLA) | 1.0 | $286M | 1.5M | 186.35 | |
| Entegris (ENTG) | 1.0 | $266M | 2.8M | 93.89 | |
| Heico Corp Cl A (HEI.A) | 0.8 | $227M | 2.2M | 104.89 | |
| Union Pacific Corporation (UNP) | 0.8 | $226M | 1.1M | 213.15 | |
| Repligen Corporation (RGEN) | 0.8 | $224M | 1.4M | 165.85 | |
| Costco Wholesale Corporation (COST) | 0.8 | $218M | 463k | 469.84 | |
| Datadog Cl A Com (DDOG) | 0.7 | $205M | 2.1M | 98.37 | |
| Floor & Decor Hldgs Cl A (FND) | 0.7 | $198M | 3.0M | 66.27 | |
| Ferguson SHS (FERG) | 0.7 | $198M | 1.7M | 113.95 | |
| Snowflake Cl A (SNOW) | 0.7 | $187M | 1.3M | 143.03 | |
| Ishares Tr Msci Eafe Etf (EFA) | 0.6 | $180M | 2.9M | 62.83 | |
| Bill Com Holdings Ord (BILL) | 0.6 | $162M | 1.4M | 114.55 | |
| WNS HLDGS Spon Adr | 0.4 | $117M | 1.6M | 74.20 | |
| Globant S A (GLOB) | 0.2 | $69M | 381k | 182.13 | |
| Zto Express Cayman Sponsored Ads A (ZTO) | 0.2 | $60M | 2.3M | 25.95 | |
| Grupo Aeroportuario Del Sure Spon Adr Ser B (ASR) | 0.2 | $57M | 278k | 204.83 | |
| Grocery Outlet Hldg Corp (GO) | 0.2 | $48M | 1.1M | 42.90 | |
| Addus Homecare Corp (ADUS) | 0.2 | $46M | 537k | 85.06 | |
| Endava Ads (DAVA) | 0.2 | $43M | 463k | 93.31 | |
| ePlus (PLUS) | 0.2 | $42M | 792k | 52.84 | |
| Focus Finl Partners Com Cl A | 0.1 | $35M | 1.0M | 35.16 | |
| Element Solutions (ESI) | 0.1 | $35M | 1.9M | 18.00 | |
| Verra Mobility Corp Cl A Com Stk (VRRM) | 0.1 | $34M | 2.1M | 15.79 | |
| Dorman Products (DORM) | 0.1 | $33M | 307k | 107.18 | |
| Beacon Roofing Supply (BECN) | 0.1 | $33M | 641k | 50.98 | |
| Ollies Bargain Outlt Hldgs I (OLLI) | 0.1 | $32M | 531k | 60.32 | |
| America's Car-Mart (CRMT) | 0.1 | $30M | 294k | 101.92 | |
| Procore Technologies (PCOR) | 0.1 | $30M | 629k | 47.40 | |
| Enstar Group SHS (ESGR) | 0.1 | $28M | 134k | 210.58 | |
| Inter Parfums (IPAR) | 0.1 | $28M | 387k | 71.61 | |
| Cushman Wakefield SHS (CWK) | 0.1 | $28M | 1.8M | 15.03 | |
| Fabrinet SHS (FN) | 0.1 | $26M | 320k | 81.93 | |
| Brooks Automation (AZTA) | 0.1 | $25M | 355k | 71.57 | |
| Emcor (EME) | 0.1 | $25M | 247k | 101.96 | |
| Leslies (LESL) | 0.1 | $24M | 1.6M | 15.34 | |
| Landstar System (LSTR) | 0.1 | $24M | 166k | 145.00 | |
| Stevanato Group S P A Ord Shs (STVN) | 0.1 | $23M | 1.5M | 15.90 | |
| Virtus Investment Partners (VRTS) | 0.1 | $23M | 128k | 179.94 | |
| Wyndham Hotels And Resorts (WH) | 0.1 | $21M | 315k | 66.67 | |
| American Woodmark Corporation (AMWD) | 0.1 | $21M | 475k | 44.08 | |
| Crane Holdings (CXT) | 0.1 | $20M | 236k | 86.38 | |
| XP Cl A (XP) | 0.1 | $20M | 1.1M | 18.29 | |
| UniFirst Corporation (UNF) | 0.1 | $20M | 123k | 163.49 | |
| ICU Medical, Incorporated (ICUI) | 0.1 | $20M | 117k | 168.11 | |
| Controladora Vuela Comp De A Spon Adr Rp 10 (VLRS) | 0.1 | $20M | 1.8M | 10.78 | |
| Ci&t Com Cl A (CINT) | 0.1 | $19M | 1.8M | 10.50 | |
| Coupang Cl A (CPNG) | 0.1 | $17M | 1.3M | 12.98 | |
| Dlocal Class A Com (DLO) | 0.1 | $16M | 613k | 26.66 | |
| Firstservice Cad Sub Vtg | 0.1 | $16M | 135k | 120.41 | |
| Planet Fitness Cl A (PLNT) | 0.1 | $15M | 223k | 68.35 | |
| Wright Express (WEX) | 0.1 | $15M | 96k | 157.70 | |
| Sp Plus (SP) | 0.1 | $15M | 493k | 30.11 | |
| Casey's General Stores (CASY) | 0.1 | $15M | 78k | 186.46 | |
| Tetra Tech (TTEK) | 0.1 | $14M | 106k | 134.89 | |
| Shockwave Med (SWAV) | 0.1 | $14M | 72k | 194.37 | |
| Performance Food (PFGC) | 0.0 | $14M | 295k | 46.32 | |
| Mercury Computer Systems (MRCY) | 0.0 | $14M | 222k | 61.03 | |
| Willscot Mobil Mini Hldng Com Cl A (WSC) | 0.0 | $14M | 419k | 32.41 | |
| Texas Roadhouse (TXRH) | 0.0 | $13M | 181k | 74.20 | |
| Primerica (PRI) | 0.0 | $13M | 113k | 118.95 | |
| John Bean Technologies Corporation (JBT) | 0.0 | $13M | 119k | 109.68 | |
| Sprout Social Com Cl A (SPT) | 0.0 | $13M | 221k | 58.85 | |
| Axon Enterprise (AXON) | 0.0 | $13M | 136k | 95.64 | |
| Rexford Industrial Realty Inc reit (REXR) | 0.0 | $13M | 223k | 57.90 | |
| Science App Int'l (SAIC) | 0.0 | $13M | 139k | 91.96 | |
| Global Blue Group Holding Ord Shs (GB) | 0.0 | $13M | 2.5M | 5.03 | |
| Euronet Worldwide (EEFT) | 0.0 | $12M | 121k | 102.97 | |
| E2open Parent Holdings Com Cl A (ETWO) | 0.0 | $12M | 1.5M | 8.10 | |
| Five9 (FIVN) | 0.0 | $12M | 132k | 93.60 | |
| Lancaster Colony (LANC) | 0.0 | $12M | 95k | 130.17 | |
| NuVasive | 0.0 | $12M | 246k | 49.98 | |
| Callaway Golf Company (MODG) | 0.0 | $12M | 594k | 20.44 | |
| Adapthealth Corp Common Stock (AHCO) | 0.0 | $12M | 653k | 18.51 | |
| Timken Company (TKR) | 0.0 | $12M | 224k | 53.37 | |
| SPS Commerce (SPSC) | 0.0 | $12M | 104k | 114.47 | |
| Ufp Industries (UFPI) | 0.0 | $12M | 177k | 66.99 | |
| Avient Corp (AVNT) | 0.0 | $12M | 289k | 40.66 | |
| Saia (SAIA) | 0.0 | $12M | 63k | 183.75 | |
| Wingstop (WING) | 0.0 | $12M | 150k | 76.25 | |
| Five Below (FIVE) | 0.0 | $11M | 99k | 116.16 | |
| Caesars Entertainment (CZR) | 0.0 | $11M | 284k | 40.27 | |
| Ingevity (NGVT) | 0.0 | $11M | 181k | 62.97 | |
| Blackline (BL) | 0.0 | $11M | 165k | 68.95 | |
| Avalara | 0.0 | $11M | 154k | 73.34 | |
| Freshworks Class A Com (FRSH) | 0.0 | $11M | 864k | 13.08 | |
| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.0 | $11M | 224k | 50.17 | |
| Csw Industrials (CSWI) | 0.0 | $11M | 109k | 101.20 | |
| Smartsheet Com Cl A (SMAR) | 0.0 | $11M | 350k | 31.37 | |
| ACI Worldwide (ACIW) | 0.0 | $11M | 417k | 25.97 | |
| Azek Cl A (AZEK) | 0.0 | $11M | 634k | 17.05 | |
| Boot Barn Hldgs (BOOT) | 0.0 | $11M | 148k | 72.79 | |
| Surgery Partners (SGRY) | 0.0 | $11M | 354k | 30.11 | |
| Clarus Corp (CLAR) | 0.0 | $10M | 534k | 19.14 | |
| Semtech Corporation (SMTC) | 0.0 | $9.7M | 176k | 55.12 | |
| Pinnacle Financial Partners (PNFP) | 0.0 | $9.5M | 131k | 72.79 | |
| M/a (MTSI) | 0.0 | $9.4M | 200k | 47.30 | |
| Health Catalyst (HCAT) | 0.0 | $8.9M | 574k | 15.52 | |
| Shift4 Pmts Cl A (FOUR) | 0.0 | $8.9M | 250k | 35.54 | |
| Tandem Diabetes Care Com New (TNDM) | 0.0 | $8.6M | 142k | 60.19 | |
| Penumbra (PEN) | 0.0 | $8.5M | 65k | 130.24 | |
| Elastic N V Ord Shs (ESTC) | 0.0 | $8.4M | 115k | 72.65 | |
| Cryoport Com Par $0.001 (CYRX) | 0.0 | $8.3M | 263k | 31.61 | |
| Matador Resources (MTDR) | 0.0 | $8.2M | 168k | 48.93 | |
| Meridianlink Common Stock (MLNK) | 0.0 | $8.0M | 470k | 16.99 | |
| TDCX Ads (TDCX) | 0.0 | $8.0M | 835k | 9.53 | |
| Thoughtworks Holding (TWKS) | 0.0 | $7.8M | 564k | 13.81 | |
| AtriCure (ATRC) | 0.0 | $7.6M | 186k | 40.78 | |
| Hdfc Bank Sponsored Ads (HDB) | 0.0 | $7.2M | 130k | 55.56 | |
| Yandex N V Shs Class A (YNDX) | 0.0 | $6.9M | 1.4M | 5.08 | |
| Api Group Corp Com Stk (APG) | 0.0 | $6.8M | 453k | 15.10 | |
| Vectrus (VVX) | 0.0 | $6.8M | 207k | 32.83 | |
| MercadoLibre (MELI) | 0.0 | $6.5M | 9.8k | 660.16 | |
| Helen Of Troy (HELE) | 0.0 | $5.4M | 34k | 159.63 | |
| HEICO Corporation (HEI) | 0.0 | $5.1M | 39k | 130.31 | |
| Insmed Com Par $.01 (INSM) | 0.0 | $5.0M | 251k | 20.07 | |
| Ultragenyx Pharmaceutical (RARE) | 0.0 | $5.0M | 83k | 60.24 | |
| Rocket Pharmaceuticals (RCKT) | 0.0 | $4.8M | 371k | 13.03 | |
| Axsome Therapeutics (AXSM) | 0.0 | $4.7M | 129k | 36.49 | |
| Natera (NTRA) | 0.0 | $4.6M | 126k | 36.87 | |
| Fate Therapeutics (FATE) | 0.0 | $4.4M | 179k | 24.88 | |
| CSX Corporation (CSX) | 0.0 | $4.4M | 152k | 29.12 | |
| Omnicell (OMCL) | 0.0 | $4.3M | 37k | 115.19 | |
| Novanta (NOVT) | 0.0 | $4.1M | 33k | 124.84 | |
| 1life Healthcare | 0.0 | $3.7M | 445k | 8.34 | |
| Dex (DXCM) | 0.0 | $3.6M | 47k | 75.44 | |
| Zoominfo Technologies Common Stock (ZI) | 0.0 | $3.1M | 91k | 34.19 | |
| Nanostring Technologies (NSTGQ) | 0.0 | $3.1M | 243k | 12.72 | |
| Bridgebio Pharma (BBIO) | 0.0 | $3.0M | 343k | 8.84 | |
| Icici Bank Adr (IBN) | 0.0 | $2.5M | 140k | 17.75 | |
| Arrowhead Pharmaceuticals (ARWR) | 0.0 | $2.5M | 71k | 34.56 | |
| East West Ban (EWBC) | 0.0 | $2.4M | 37k | 66.43 | |
| Amazon (AMZN) | 0.0 | $2.3M | 21k | 108.92 | |
| Brookfield Asset Mgmt Cl A Ltd Vt Sh | 0.0 | $2.3M | 51k | 44.69 | |
| Cubesmart (CUBE) | 0.0 | $2.2M | 51k | 43.35 | |
| Sony Group Corporation Sponsored Adr (SONY) | 0.0 | $2.2M | 26k | 83.41 | |
| Simulations Plus (SLP) | 0.0 | $1.9M | 40k | 48.63 | |
| Independent Bank (IBTX) | 0.0 | $1.9M | 28k | 67.51 | |
| Chubb (CB) | 0.0 | $1.8M | 9.2k | 193.75 | |
| Relx Sponsored Adr (RELX) | 0.0 | $1.7M | 64k | 27.07 | |
| Cae (CAE) | 0.0 | $1.7M | 71k | 24.12 | |
| Cian Ads | 0.0 | $1.7M | 1.9M | 0.87 | |
| Cgi Cl A Sub Vtg (GIB) | 0.0 | $1.4M | 18k | 79.31 | |
| Trane Technologies SHS (TT) | 0.0 | $1.4M | 11k | 130.04 | |
| Headhunter Group Sponsored Ads | 0.0 | $1.3M | 340k | 3.95 | |
| Ishares Tr Msci India Etf (INDA) | 0.0 | $1.2M | 31k | 39.39 | |
| Brown & Brown (BRO) | 0.0 | $1.1M | 19k | 58.02 | |
| Baidu Spon Adr Rep A (BIDU) | 0.0 | $1.1M | 7.1k | 151.31 | |
| Netflix (NFLX) | 0.0 | $1.1M | 6.0k | 178.33 | |
| Te Connectivity SHS (TEL) | 0.0 | $1.0M | 9.2k | 112.90 | |
| Nice Sponsored Adr (NICE) | 0.0 | $1.0M | 5.2k | 197.91 | |
| Godaddy Cl A (GDDY) | 0.0 | $1.0M | 14k | 70.29 | |
| Open Text Corp (OTEX) | 0.0 | $1.0M | 26k | 38.10 | |
| Booz Allen Hamilton Hldg Cor Cl A (BAH) | 0.0 | $969k | 11k | 88.57 | |
| Carlisle Companies (CSL) | 0.0 | $865k | 3.6k | 239.81 | |
| Jones Lang LaSalle Incorporated (JLL) | 0.0 | $845k | 4.8k | 176.67 | |
| CarMax (KMX) | 0.0 | $798k | 8.5k | 93.52 | |
| Ptc (PTC) | 0.0 | $766k | 7.2k | 107.04 | |
| Lincoln Electric Holdings (LECO) | 0.0 | $722k | 5.9k | 122.77 | |
| Watsco, Incorporated (WSO) | 0.0 | $669k | 2.8k | 238.08 | |
| Illumina (ILMN) | 0.0 | $615k | 3.3k | 186.36 | |
| Ryanair Holdings Sponsored Ads (RYAAY) | 0.0 | $584k | 8.4k | 69.51 | |
| Workday Cl A (WDAY) | 0.0 | $512k | 3.5k | 146.29 | |
| Fmc Corp Com New (FMC) | 0.0 | $436k | 4.0k | 108.24 | |
| IDEX Corporation (IEX) | 0.0 | $369k | 2.0k | 181.24 | |
| Fiverr Intl Ord Shs (FVRR) | 0.0 | $351k | 9.7k | 36.11 | |
| Mastercard Incorporated Cl A (MA) | 0.0 | $344k | 1.1k | 322.40 | |
| Descartes Sys Grp (DSGX) | 0.0 | $331k | 5.3k | 62.04 | |
| Astrazeneca Sponsored Adr (AZN) | 0.0 | $309k | 4.6k | 67.07 | |
| Chevron Corporation (CVX) | 0.0 | $278k | 1.9k | 147.09 | |
| Credicorp (BAP) | 0.0 | $251k | 2.0k | 122.50 |
