Wcm Investment Management as of Sept. 30, 2022
Portfolio Holdings for Wcm Investment Management
Wcm Investment Management holds 195 positions in its portfolio as reported in the September 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Canadian Pacific Railway | 7.7 | $2.1B | 31M | 68.62 | |
| Aon Shs Cl A (AON) | 5.1 | $1.4B | 5.3M | 270.95 | |
| Accenture Plc Ireland Shs Class A (ACN) | 4.8 | $1.3B | 5.2M | 258.27 | |
| Asml Holding N V N Y Registry Shs (ASML) | 4.7 | $1.3B | 3.1M | 427.78 | |
| Epam Systems (EPAM) | 4.7 | $1.3B | 3.6M | 362.14 | |
| ResMed (RMD) | 4.6 | $1.3B | 5.8M | 218.46 | |
| Atlassian Corp Cl A | 4.5 | $1.2B | 5.9M | 212.33 | |
| Lululemon Athletica (LULU) | 4.4 | $1.2B | 4.1M | 300.22 | |
| Waste Connections (WCN) | 4.3 | $1.2B | 8.6M | 137.03 | |
| Icon SHS (ICLR) | 4.1 | $1.1B | 6.2M | 184.02 | |
| Mettler-Toledo International (MTD) | 3.8 | $1.1B | 970k | 1096.88 | |
| Steris Shs Usd (STE) | 3.5 | $968M | 5.8M | 167.11 | |
| Thermo Fisher Scientific (TMO) | 2.3 | $631M | 1.2M | 516.61 | |
| UnitedHealth (UNH) | 2.1 | $598M | 1.2M | 508.83 | |
| Amphenol Corp Cl A (APH) | 1.9 | $534M | 7.9M | 67.92 | |
| Lpl Financial Holdings (LPLA) | 1.9 | $518M | 2.4M | 216.47 | |
| Visa Com Cl A (V) | 1.6 | $445M | 2.5M | 180.06 | |
| Arthur J. Gallagher & Co. (AJG) | 1.6 | $436M | 2.5M | 171.14 | |
| Stryker Corporation (SYK) | 1.4 | $398M | 1.9M | 205.48 | |
| Old Dominion Freight Line (ODFL) | 1.4 | $394M | 1.6M | 254.18 | |
| Novo-nordisk A S Adr (NVO) | 1.4 | $378M | 3.8M | 100.39 | |
| Ferrari Nv Ord (RACE) | 1.3 | $367M | 2.0M | 186.42 | |
| Amazon (AMZN) | 1.3 | $366M | 3.2M | 114.80 | |
| Gra (GGG) | 1.3 | $360M | 6.0M | 60.26 | |
| Microsoft Corporation (MSFT) | 1.2 | $333M | 1.4M | 237.50 | |
| Msci (MSCI) | 1.2 | $330M | 779k | 423.22 | |
| Lam Research Corporation (LRCX) | 1.1 | $314M | 847k | 370.55 | |
| West Pharmaceutical Services (WST) | 1.1 | $311M | 1.2M | 251.27 | |
| Floor & Decor Hldgs Cl A (FND) | 1.1 | $307M | 4.3M | 71.15 | |
| McKesson Corporation (MCK) | 1.1 | $303M | 885k | 342.00 | |
| Alcon Ord Shs (ALC) | 1.1 | $299M | 5.2M | 56.96 | |
| Repligen Corporation (RGEN) | 1.0 | $290M | 1.5M | 191.06 | |
| Entegris (ENTG) | 1.0 | $282M | 3.2M | 87.85 | |
| Heico Corp Cl A (HEI.A) | 1.0 | $279M | 2.4M | 114.45 | |
| Astrazeneca Sponsored Adr (AZN) | 1.0 | $266M | 4.8M | 54.91 | |
| Snowflake Cl A (SNOW) | 0.9 | $251M | 1.5M | 170.34 | |
| Costco Wholesale Corporation (COST) | 0.9 | $247M | 516k | 478.98 | |
| Union Pacific Corporation (UNP) | 0.9 | $238M | 1.2M | 199.20 | |
| Bill Com Holdings Ord (BILL) | 0.8 | $211M | 1.6M | 135.22 | |
| Datadog Cl A Com (DDOG) | 0.7 | $203M | 2.3M | 87.45 | |
| Ferguson SHS (FERG) | 0.6 | $177M | 1.7M | 104.03 | |
| Servicenow (NOW) | 0.6 | $177M | 458k | 385.50 | |
| WNS HLDGS Spon Adr | 0.4 | $119M | 1.5M | 80.21 | |
| Globant S A (GLOB) | 0.2 | $69M | 367k | 187.14 | |
| Zto Express Cayman Sponsored Ads A (ZTO) | 0.2 | $53M | 2.2M | 24.03 | |
| Grupo Aeroportuario Del Sure Spon Adr Ser B | 0.2 | $52M | 261k | 199.28 | |
| Addus Homecare Corp (ADUS) | 0.2 | $52M | 545k | 95.12 | |
| Procore Technologies (PCOR) | 0.1 | $38M | 749k | 50.45 | |
| Endava Ads (DAVA) | 0.1 | $36M | 454k | 80.26 | |
| Fabrinet SHS (FN) | 0.1 | $36M | 378k | 94.95 | |
| Elastic N V Ord Shs (ESTC) | 0.1 | $34M | 470k | 71.75 | |
| Verra Mobility Corp Cl A Com Stk (VRRM) | 0.1 | $34M | 2.2M | 15.57 | |
| ePlus (PLUS) | 0.1 | $33M | 806k | 41.48 | |
| Focus Finl Partners Com Cl A | 0.1 | $33M | 1.0M | 32.32 | |
| Element Solutions (ESI) | 0.1 | $32M | 2.0M | 16.36 | |
| Ishares Tr Msci Eafe Etf (EFA) | 0.1 | $31M | 543k | 56.21 | |
| Grocery Outlet Hldg Corp (GO) | 0.1 | $30M | 911k | 33.15 | |
| Emcor (EME) | 0.1 | $29M | 250k | 115.96 | |
| Inter Parfums (IPAR) | 0.1 | $29M | 390k | 73.78 | |
| Leslies (LESL) | 0.1 | $29M | 2.0M | 14.47 | |
| ICU Medical, Incorporated (ICUI) | 0.1 | $27M | 177k | 151.48 | |
| Beacon Roofing Supply (BECN) | 0.1 | $26M | 481k | 53.69 | |
| Dorman Products (DORM) | 0.1 | $26M | 311k | 82.65 | |
| Landstar System (LSTR) | 0.1 | $24M | 168k | 145.75 | |
| Enstar Group SHS (ESGR) | 0.1 | $24M | 136k | 176.49 | |
| Brooks Automation (AZTA) | 0.1 | $23M | 515k | 43.96 | |
| American Woodmark Corporation (AMWD) | 0.1 | $21M | 481k | 44.35 | |
| Virtus Investment Partners (VRTS) | 0.1 | $21M | 130k | 162.20 | |
| UniFirst Corporation (UNF) | 0.1 | $21M | 124k | 167.73 | |
| Cushman Wakefield SHS (CWK) | 0.1 | $21M | 1.9M | 11.16 | |
| Ollies Bargain Outlt Hldgs I (OLLI) | 0.1 | $21M | 403k | 51.47 | |
| Stevanato Group S P A Ord Shs (STVN) | 0.1 | $20M | 1.2M | 17.52 | |
| Wyndham Hotels And Resorts (WH) | 0.1 | $20M | 318k | 62.03 | |
| Coupang Cl A (CPNG) | 0.1 | $20M | 1.2M | 16.30 | |
| Controladora Vuela Comp De A Spon Adr Rp 10 | 0.1 | $19M | 2.6M | 7.33 | |
| Ci&t Com Cl A (CINT) | 0.1 | $18M | 1.8M | 9.98 | |
| America's Car-Mart (CRMT) | 0.1 | $17M | 278k | 61.94 | |
| Willscot Mobil Mini Hldng Com Cl A (WSC) | 0.1 | $17M | 420k | 39.83 | |
| Texas Roadhouse (TXRH) | 0.1 | $16M | 184k | 89.03 | |
| Shockwave Med (SWAV) | 0.1 | $16M | 60k | 275.85 | |
| Casey's General Stores (CASY) | 0.1 | $16M | 79k | 204.29 | |
| E2open Parent Holdings Com Cl A (ETWO) | 0.1 | $16M | 2.6M | 6.12 | |
| Axon Enterprise (AXON) | 0.1 | $16M | 137k | 114.16 | |
| Lancaster Colony (LANC) | 0.1 | $15M | 96k | 152.06 | |
| Hillman Solutions Corp (HLMN) | 0.1 | $14M | 1.9M | 7.59 | |
| Primerica (PRI) | 0.1 | $14M | 115k | 124.19 | |
| Pinnacle Financial Partners (PNFP) | 0.1 | $14M | 174k | 81.08 | |
| Five Below (FIVE) | 0.1 | $14M | 101k | 138.40 | |
| Crane Holdings (CXT) | 0.0 | $14M | 159k | 87.42 | |
| Tetra Tech (TTEK) | 0.0 | $14M | 109k | 126.96 | |
| SPS Commerce (SPSC) | 0.0 | $14M | 107k | 127.37 | |
| Timken Company (TKR) | 0.0 | $14M | 230k | 58.85 | |
| Wingstop (WING) | 0.0 | $13M | 105k | 125.89 | |
| Ufp Industries (UFPI) | 0.0 | $13M | 182k | 72.02 | |
| Planet Fitness Cl A (PLNT) | 0.0 | $13M | 229k | 56.96 | |
| Performance Food (PFGC) | 0.0 | $13M | 300k | 43.31 | |
| Adapthealth Corp Common Stock (AHCO) | 0.0 | $13M | 673k | 19.11 | |
| Wright Express (WEX) | 0.0 | $13M | 98k | 130.78 | |
| Meridianlink Common Stock (MLNK) | 0.0 | $13M | 740k | 17.33 | |
| Penumbra (PEN) | 0.0 | $13M | 67k | 191.82 | |
| Science App Int'l (SAIC) | 0.0 | $13M | 143k | 88.69 | |
| Saia (SAIA) | 0.0 | $13M | 65k | 194.65 | |
| Smartsheet Com Cl A (SMAR) | 0.0 | $12M | 360k | 34.30 | |
| Dlocal Class A Com (DLO) | 0.0 | $12M | 591k | 20.60 | |
| Rexford Industrial Realty Inc reit (REXR) | 0.0 | $12M | 237k | 50.66 | |
| Matador Resources (MTDR) | 0.0 | $12M | 240k | 49.16 | |
| Five9 (FIVN) | 0.0 | $12M | 154k | 76.31 | |
| Global Blue Group Holding Ord Shs (GB) | 0.0 | $12M | 2.5M | 4.66 | |
| Sp Plus (SP) | 0.0 | $12M | 374k | 31.31 | |
| Shift4 Pmts Cl A (FOUR) | 0.0 | $11M | 256k | 44.61 | |
| NuVasive | 0.0 | $11M | 255k | 44.82 | |
| Ingevity (NGVT) | 0.0 | $11M | 186k | 61.15 | |
| Thoughtworks Holding | 0.0 | $11M | 1.1M | 10.70 | |
| Boot Barn Hldgs (BOOT) | 0.0 | $11M | 188k | 59.68 | |
| Sprout Social Com Cl A (SPT) | 0.0 | $11M | 183k | 60.09 | |
| M/a (MTSI) | 0.0 | $11M | 206k | 53.01 | |
| Csw Industrials (CSWI) | 0.0 | $11M | 90k | 120.71 | |
| Azek Cl A (AZEK) | 0.0 | $11M | 646k | 16.65 | |
| Freshworks Class A Com (FRSH) | 0.0 | $11M | 793k | 13.50 | |
| John Bean Technologies Corporation (JBT) | 0.0 | $11M | 123k | 86.41 | |
| Blackline (BL) | 0.0 | $10M | 168k | 60.27 | |
| Iac Com New (IAC) | 0.0 | $9.8M | 174k | 56.47 | |
| HEICO Corporation (HEI) | 0.0 | $9.8M | 68k | 143.73 | |
| Surgery Partners (SGRY) | 0.0 | $9.7M | 392k | 24.83 | |
| Mercury Computer Systems (MRCY) | 0.0 | $9.6M | 230k | 41.71 | |
| Euronet Worldwide (EEFT) | 0.0 | $9.6M | 124k | 77.25 | |
| Caesars Entertainment (CZR) | 0.0 | $9.4M | 291k | 32.42 | |
| Avient Corp (AVNT) | 0.0 | $9.2M | 299k | 30.62 | |
| ACI Worldwide (ACIW) | 0.0 | $9.1M | 432k | 21.07 | |
| MercadoLibre (MELI) | 0.0 | $8.2M | 9.9k | 829.64 | |
| Clarus Corp (CLAR) | 0.0 | $7.9M | 633k | 12.47 | |
| Tandem Diabetes Care Com New (TNDM) | 0.0 | $7.6M | 153k | 49.75 | |
| AtriCure (ATRC) | 0.0 | $7.6M | 192k | 39.54 | |
| Corteva (CTVA) | 0.0 | $7.6M | 133k | 57.21 | |
| Hdfc Bank Sponsored Ads (HDB) | 0.0 | $7.4M | 131k | 56.85 | |
| CSX Corporation (CSX) | 0.0 | $7.3M | 267k | 27.19 | |
| Novanta (NOVT) | 0.0 | $7.0M | 59k | 118.52 | |
| Dex (DXCM) | 0.0 | $6.8M | 83k | 82.10 | |
| Zoominfo Technologies Common Stock (ZI) | 0.0 | $6.7M | 160k | 41.65 | |
| Cryoport Com Par $0.001 (CYRX) | 0.0 | $6.6M | 272k | 24.10 | |
| Api Group Corp Com Stk (APG) | 0.0 | $6.2M | 457k | 13.67 | |
| Health Catalyst (HCAT) | 0.0 | $6.1M | 600k | 10.17 | |
| Axsome Therapeutics (AXSM) | 0.0 | $5.9M | 134k | 44.15 | |
| Natera (NTRA) | 0.0 | $5.8M | 131k | 44.47 | |
| Omnicell (OMCL) | 0.0 | $5.8M | 66k | 87.84 | |
| Insmed Com Par $.01 (INSM) | 0.0 | $5.8M | 263k | 21.87 | |
| Rocket Pharmaceuticals (RCKT) | 0.0 | $5.5M | 391k | 14.04 | |
| Semtech Corporation (SMTC) | 0.0 | $5.4M | 177k | 30.60 | |
| Shopify Cl A (SHOP) | 0.0 | $4.3M | 159k | 26.77 | |
| Fate Therapeutics (FATE) | 0.0 | $4.2M | 188k | 22.34 | |
| Bridgebio Pharma (BBIO) | 0.0 | $3.8M | 372k | 10.20 | |
| Ultragenyx Pharmaceutical (RARE) | 0.0 | $3.7M | 90k | 40.55 | |
| Nanostring Technologies (NSTGQ) | 0.0 | $3.3M | 262k | 12.72 | |
| Icici Bank Adr (IBN) | 0.0 | $2.9M | 139k | 20.71 | |
| Arrowhead Pharmaceuticals (ARWR) | 0.0 | $2.6M | 77k | 33.29 | |
| East West Ban (EWBC) | 0.0 | $2.5M | 37k | 67.61 | |
| Brookfield Asset Mgmt Cl A Ltd Vt Sh | 0.0 | $2.1M | 51k | 40.73 | |
| Cubesmart (CUBE) | 0.0 | $2.0M | 52k | 39.46 | |
| Simulations Plus (SLP) | 0.0 | $1.9M | 40k | 48.23 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.0 | $1.8M | 27k | 69.28 | |
| Independent Bank (IBTX) | 0.0 | $1.8M | 29k | 62.01 | |
| Chubb (CB) | 0.0 | $1.7M | 9.3k | 183.79 | |
| Sony Group Corporation Sponsored Adr (SONY) | 0.0 | $1.7M | 26k | 65.08 | |
| Relx Sponsored Adr (RELX) | 0.0 | $1.6M | 64k | 24.16 | |
| Trane Technologies SHS (TT) | 0.0 | $1.5M | 11k | 145.91 | |
| Netflix (NFLX) | 0.0 | $1.4M | 6.0k | 239.67 | |
| Ishares Tr Msci India Etf (INDA) | 0.0 | $1.4M | 35k | 40.45 | |
| Cgi Cl A Sub Vtg (GIB) | 0.0 | $1.3M | 18k | 75.34 | |
| Schlumberger Com Stk (SLB) | 0.0 | $1.2M | 33k | 35.97 | |
| Brown & Brown (BRO) | 0.0 | $1.2M | 19k | 60.90 | |
| Canadian Natural Resources (CNQ) | 0.0 | $1.1M | 24k | 46.74 | |
| Cae (CAE) | 0.0 | $1.1M | 70k | 15.76 | |
| Godaddy Cl A (GDDY) | 0.0 | $1.1M | 15k | 72.06 | |
| Te Connectivity SHS (TEL) | 0.0 | $1.0M | 9.2k | 112.57 | |
| Booz Allen Hamilton Hldg Cor Cl A (BAH) | 0.0 | $1.0M | 11k | 92.20 | |
| Nice Sponsored Adr (NICE) | 0.0 | $995k | 5.2k | 192.31 | |
| Carlisle Companies (CSL) | 0.0 | $861k | 3.1k | 280.36 | |
| Baidu Spon Adr Rep A (BIDU) | 0.0 | $837k | 7.1k | 117.70 | |
| Ptc (PTC) | 0.0 | $770k | 7.3k | 105.64 | |
| Lincoln Electric Holdings (LECO) | 0.0 | $764k | 6.0k | 127.14 | |
| Watsco, Incorporated (WSO) | 0.0 | $733k | 2.9k | 256.11 | |
| Helen Of Troy (HELE) | 0.0 | $720k | 7.2k | 99.34 | |
| Open Text Corp (OTEX) | 0.0 | $714k | 26k | 27.01 | |
| Jones Lang LaSalle Incorporated (JLL) | 0.0 | $705k | 4.7k | 148.73 | |
| Illumina (ILMN) | 0.0 | $640k | 3.3k | 193.94 | |
| CarMax (KMX) | 0.0 | $572k | 8.8k | 65.11 | |
| Workday Cl A (WDAY) | 0.0 | $547k | 3.5k | 156.29 | |
| Ryanair Holdings Sponsored Ads (RYAAY) | 0.0 | $455k | 7.9k | 57.58 | |
| Descartes Sys Grp (DSGX) | 0.0 | $343k | 5.3k | 64.29 | |
| Mastercard Incorporated Cl A (MA) | 0.0 | $316k | 1.1k | 286.49 | |
| Chevron Corporation (CVX) | 0.0 | $274k | 1.9k | 144.97 | |
| Credicorp (BAP) | 0.0 | $270k | 2.2k | 122.45 | |
| Yandex N V Shs Class A (YNDX) | 0.0 | $0 | 1.4M | 0.00 | |
| Headhunter Group Sponsored Ads | 0.0 | $0 | 340k | 0.00 | |
| Cian Ads | 0.0 | $0 | 1.9M | 0.00 |
