Wcm Investment Management as of Dec. 31, 2022
Portfolio Holdings for Wcm Investment Management
Wcm Investment Management holds 213 positions in its portfolio as reported in the December 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Canadian Pacific Railway | 7.5 | $2.3B | 30M | 74.59 | |
| Aon Shs Cl A (AON) | 5.1 | $1.5B | 5.1M | 300.14 | |
| Mettler-Toledo International (MTD) | 4.6 | $1.4B | 962k | 1445.45 | |
| Accenture Plc Ireland Shs Class A (ACN) | 4.4 | $1.3B | 5.0M | 266.84 | |
| Icici Bank Adr (IBN) | 4.3 | $1.3B | 58M | 21.89 | |
| Atlassian Corporation Cl A (TEAM) | 4.1 | $1.2B | 9.5M | 128.68 | |
| Waste Connections (WCN) | 4.0 | $1.2B | 9.0M | 132.56 | |
| Asml Holding N V N Y Registry Shs (ASML) | 3.8 | $1.2B | 2.1M | 546.40 | |
| Icon SHS (ICLR) | 3.8 | $1.1B | 5.9M | 194.25 | |
| Epam Systems (EPAM) | 3.7 | $1.1B | 3.4M | 327.74 | |
| Steris Shs Usd (STE) | 3.4 | $1.0B | 5.6M | 184.69 | |
| Lululemon Athletica (LULU) | 2.7 | $815M | 2.5M | 320.38 | |
| ResMed (RMD) | 2.7 | $798M | 3.8M | 208.13 | |
| Thermo Fisher Scientific (TMO) | 2.4 | $709M | 1.3M | 550.69 | |
| UnitedHealth (UNH) | 2.2 | $660M | 1.2M | 530.18 | |
| Amphenol Corp Cl A (APH) | 2.1 | $634M | 8.3M | 76.14 | |
| Lpl Financial Holdings (LPLA) | 1.8 | $553M | 2.6M | 216.17 | |
| Visa Com Cl A (V) | 1.8 | $548M | 2.6M | 207.76 | |
| Arthur J. Gallagher & Co. (AJG) | 1.7 | $507M | 2.7M | 188.54 | |
| Stryker Corporation (SYK) | 1.7 | $496M | 2.0M | 244.49 | |
| Novo-nordisk A S Adr (NVO) | 1.6 | $485M | 3.6M | 135.34 | |
| Ferrari Nv Ord (RACE) | 1.3 | $394M | 1.8M | 214.22 | |
| Msci (MSCI) | 1.3 | $379M | 816k | 465.17 | |
| Lam Research Corporation | 1.2 | $370M | 881k | 420.30 | |
| Microsoft Corporation (MSFT) | 1.2 | $363M | 1.5M | 239.82 | |
| Datadog Cl A Com (DDOG) | 1.2 | $360M | 4.9M | 73.50 | |
| McKesson Corporation (MCK) | 1.2 | $352M | 939k | 375.12 | |
| Floor & Decor Hldgs Cl A (FND) | 1.1 | $320M | 4.6M | 69.63 | |
| Alcon Ord Shs (ALC) | 1.1 | $319M | 4.7M | 68.55 | |
| Astrazeneca Sponsored Adr (AZN) | 1.1 | $317M | 4.7M | 67.80 | |
| Old Dominion Freight Line (ODFL) | 1.1 | $317M | 1.1M | 283.78 | |
| Amazon (AMZN) | 1.0 | $309M | 3.7M | 84.00 | |
| Heico Corp Cl A (HEI.A) | 1.0 | $308M | 2.6M | 119.85 | |
| Booz Allen Hamilton Hldg Cor Cl A (BAH) | 0.9 | $283M | 2.7M | 104.52 | |
| Corteva (CTVA) | 0.9 | $272M | 4.6M | 58.78 | |
| Repligen Corporation (RGEN) | 0.9 | $271M | 1.6M | 169.31 | |
| Union Pacific Corporation (UNP) | 0.9 | $260M | 1.3M | 207.07 | |
| Costco Wholesale Corporation (COST) | 0.8 | $250M | 548k | 456.50 | |
| Snowflake Cl A (SNOW) | 0.8 | $229M | 1.6M | 143.54 | |
| Entegris (ENTG) | 0.8 | $228M | 3.5M | 65.59 | |
| Thomson Reuters Corp. Com New | 0.7 | $203M | 1.8M | 114.07 | |
| Ferguson SHS | 0.6 | $194M | 1.5M | 126.97 | |
| Ishares Tr Msci Eafe Etf (EFA) | 0.6 | $189M | 2.9M | 65.64 | |
| Bill Com Holdings Ord (BILL) | 0.6 | $188M | 1.7M | 108.96 | |
| Servicenow (NOW) | 0.6 | $185M | 477k | 388.27 | |
| Linde SHS | 0.4 | $123M | 378k | 326.18 | |
| WNS HLDGS Spon Adr | 0.4 | $111M | 1.4M | 79.99 | |
| Globant S A (GLOB) | 0.2 | $61M | 360k | 168.16 | |
| Grupo Aeroportuario Del Sure Spon Adr Ser B (ASR) | 0.2 | $58M | 248k | 232.99 | |
| Zto Express Cayman Sponsored Ads A (ZTO) | 0.2 | $56M | 2.1M | 26.87 | |
| Addus Homecare Corp (ADUS) | 0.2 | $51M | 515k | 99.49 | |
| Brooks Automation (AZTA) | 0.2 | $51M | 875k | 58.22 | |
| Fabrinet SHS (FN) | 0.2 | $46M | 358k | 128.22 | |
| Endava Ads (DAVA) | 0.1 | $40M | 517k | 76.50 | |
| Focus Finl Partners Com Cl A | 0.1 | $38M | 1.0M | 37.27 | |
| Inter Parfums (IPAR) | 0.1 | $37M | 380k | 96.52 | |
| Element Solutions (ESI) | 0.1 | $36M | 2.0M | 18.19 | |
| Procore Technologies (PCOR) | 0.1 | $33M | 695k | 47.18 | |
| ePlus (PLUS) | 0.1 | $31M | 705k | 44.28 | |
| Enstar Group SHS (ESGR) | 0.1 | $31M | 134k | 231.04 | |
| Emcor (EME) | 0.1 | $31M | 206k | 148.11 | |
| Verra Mobility Corp Cl A Com Stk (VRRM) | 0.1 | $30M | 2.1M | 13.83 | |
| ICU Medical, Incorporated (ICUI) | 0.1 | $28M | 178k | 157.48 | |
| Landstar System (LSTR) | 0.1 | $28M | 172k | 162.90 | |
| Grocery Outlet Hldg Corp (GO) | 0.1 | $27M | 913k | 29.19 | |
| Beacon Roofing Supply (BECN) | 0.1 | $26M | 486k | 52.79 | |
| UniFirst Corporation (UNF) | 0.1 | $25M | 130k | 192.99 | |
| Leslies (LESL) | 0.1 | $25M | 2.0M | 12.21 | |
| Dorman Products (DORM) | 0.1 | $24M | 298k | 80.87 | |
| Ishares Tr Msci Acwi Etf (ACWI) | 0.1 | $23M | 273k | 84.88 | |
| Wyndham Hotels And Resorts (WH) | 0.1 | $23M | 321k | 71.31 | |
| Cushman Wakefield SHS (CWK) | 0.1 | $23M | 1.8M | 12.46 | |
| Virtus Investment Partners (VRTS) | 0.1 | $22M | 114k | 191.44 | |
| Controladora Vuela Comp De A Spon Adr Rp 10 (VLRS) | 0.1 | $21M | 2.5M | 8.36 | |
| American Woodmark Corporation (AMWD) | 0.1 | $21M | 423k | 48.86 | |
| Ollies Bargain Outlt Hldgs I (OLLI) | 0.1 | $19M | 414k | 46.84 | |
| Lancaster Colony (LANC) | 0.1 | $19M | 98k | 197.30 | |
| Planet Fitness Cl A (PLNT) | 0.1 | $18M | 224k | 78.80 | |
| America's Car-Mart (CRMT) | 0.1 | $18M | 243k | 72.26 | |
| Five9 (FIVN) | 0.1 | $18M | 257k | 67.86 | |
| Coupang Cl A (CPNG) | 0.1 | $17M | 1.2M | 14.71 | |
| Performance Food (PFGC) | 0.1 | $17M | 296k | 58.39 | |
| Dex (DXCM) | 0.1 | $17M | 146k | 113.24 | |
| Rexford Industrial Realty Inc reit (REXR) | 0.1 | $16M | 294k | 54.64 | |
| Primerica (PRI) | 0.1 | $16M | 112k | 141.82 | |
| Wright Express (WEX) | 0.1 | $16M | 96k | 163.65 | |
| E2open Parent Holdings Com Cl A (ETWO) | 0.1 | $16M | 2.7M | 5.87 | |
| Willscot Mobil Mini Hldng Com Cl A (WSC) | 0.1 | $15M | 342k | 45.17 | |
| Tetra Tech (TTEK) | 0.1 | $15M | 106k | 145.19 | |
| Stevanato Group S P A Ord Shs (STVN) | 0.1 | $15M | 856k | 17.97 | |
| Casey's General Stores (CASY) | 0.0 | $15M | 66k | 224.35 | |
| Penumbra (PEN) | 0.0 | $15M | 66k | 222.46 | |
| Five Below (FIVE) | 0.0 | $15M | 83k | 176.87 | |
| Smartsheet Com Cl A (SMAR) | 0.0 | $14M | 365k | 39.36 | |
| Ufp Industries (UFPI) | 0.0 | $14M | 178k | 79.25 | |
| Shift4 Pmts Cl A (FOUR) | 0.0 | $14M | 252k | 55.93 | |
| Elastic N V Ord Shs (ESTC) | 0.0 | $14M | 274k | 51.50 | |
| Wingstop (WING) | 0.0 | $14M | 101k | 137.62 | |
| Matador Resources (MTDR) | 0.0 | $14M | 236k | 57.24 | |
| Meridianlink Common Stock (MLNK) | 0.0 | $14M | 984k | 13.73 | |
| Saia (SAIA) | 0.0 | $14M | 64k | 209.68 | |
| Axon Enterprise (AXON) | 0.0 | $13M | 81k | 165.93 | |
| Azek Cl A (AZEK) | 0.0 | $13M | 659k | 20.32 | |
| SPS Commerce (SPSC) | 0.0 | $13M | 104k | 128.43 | |
| Ingevity (NGVT) | 0.0 | $13M | 183k | 70.44 | |
| Texas Roadhouse (TXRH) | 0.0 | $13M | 140k | 90.95 | |
| M/a (MTSI) | 0.0 | $13M | 201k | 62.98 | |
| Adapthealth Corp Common Stock (AHCO) | 0.0 | $13M | 659k | 19.22 | |
| Pinnacle Financial Partners (PNFP) | 0.0 | $13M | 171k | 73.40 | |
| Trex Company (TREX) | 0.0 | $13M | 295k | 42.33 | |
| Advanced Micro Devices (AMD) | 0.0 | $12M | 192k | 64.77 | |
| Paycom Software (PAYC) | 0.0 | $12M | 40k | 310.31 | |
| Timken Company (TKR) | 0.0 | $12M | 175k | 70.67 | |
| Hillman Solutions Corp (HLMN) | 0.0 | $12M | 1.7M | 7.21 | |
| Caesars Entertainment (CZR) | 0.0 | $12M | 284k | 41.60 | |
| Callaway Golf Company (MODG) | 0.0 | $12M | 596k | 19.75 | |
| Avient Corp (AVNT) | 0.0 | $12M | 348k | 33.76 | |
| Mercury Computer Systems (MRCY) | 0.0 | $12M | 262k | 44.74 | |
| CSX Corporation (CSX) | 0.0 | $12M | 376k | 30.98 | |
| Ci&t Com Cl A (CINT) | 0.0 | $12M | 1.8M | 6.50 | |
| Boot Barn Hldgs (BOOT) | 0.0 | $12M | 185k | 62.52 | |
| Fox Factory Hldg (FOXF) | 0.0 | $12M | 126k | 91.23 | |
| Euronet Worldwide (EEFT) | 0.0 | $12M | 122k | 94.38 | |
| Sp Plus | 0.0 | $11M | 328k | 34.72 | |
| Global Blue Group Holding Ord Shs (GB) | 0.0 | $11M | 2.5M | 4.63 | |
| Freshworks Class A Com (FRSH) | 0.0 | $11M | 751k | 14.71 | |
| John Bean Technologies Corporation | 0.0 | $11M | 121k | 91.33 | |
| Iac Com New (IAC) | 0.0 | $11M | 248k | 44.40 | |
| Surgery Partners (SGRY) | 0.0 | $11M | 385k | 27.86 | |
| NuVasive | 0.0 | $10M | 250k | 41.24 | |
| Sprout Social Com Cl A (SPT) | 0.0 | $10M | 181k | 56.46 | |
| Power Integrations (POWI) | 0.0 | $10M | 142k | 71.72 | |
| ACI Worldwide (ACIW) | 0.0 | $9.8M | 426k | 23.00 | |
| Shockwave Med | 0.0 | $9.7M | 47k | 205.61 | |
| Science App Int'l (SAIC) | 0.0 | $9.7M | 87k | 110.93 | |
| Veeva Sys Cl A Com (VEEV) | 0.0 | $9.6M | 60k | 161.38 | |
| Crane Holdings (CXT) | 0.0 | $9.4M | 94k | 100.45 | |
| Csw Industrials (CSWI) | 0.0 | $9.1M | 79k | 115.93 | |
| MercadoLibre (MELI) | 0.0 | $8.7M | 10k | 846.24 | |
| AtriCure (ATRC) | 0.0 | $8.4M | 190k | 44.38 | |
| Api Group Corp Com Stk (APG) | 0.0 | $7.6M | 406k | 18.81 | |
| Permian Resources Corp Class A Com (PR) | 0.0 | $7.4M | 790k | 9.40 | |
| Novanta (NOVT) | 0.0 | $7.4M | 55k | 135.87 | |
| Hayward Hldgs (HAYW) | 0.0 | $7.3M | 775k | 9.40 | |
| Docgo (DCGO) | 0.0 | $7.3M | 1.0M | 7.07 | |
| Intuitive Surgical Com New (ISRG) | 0.0 | $7.0M | 26k | 265.35 | |
| Axsome Therapeutics (AXSM) | 0.0 | $6.8M | 89k | 77.13 | |
| Tandem Diabetes Care Com New (TNDM) | 0.0 | $6.8M | 151k | 44.95 | |
| Zoominfo Technologies Common Stock (ZI) | 0.0 | $6.8M | 225k | 30.11 | |
| Thoughtworks Holding (TWKS) | 0.0 | $6.7M | 661k | 10.19 | |
| R1 RCM (RCM) | 0.0 | $6.4M | 588k | 10.95 | |
| Health Catalyst (HCAT) | 0.0 | $6.3M | 589k | 10.63 | |
| Arrowhead Pharmaceuticals (ARWR) | 0.0 | $6.0M | 147k | 40.56 | |
| Shopify Cl A (SHOP) | 0.0 | $5.8M | 168k | 34.71 | |
| Godaddy Cl A (GDDY) | 0.0 | $5.6M | 75k | 74.82 | |
| Brown & Brown (BRO) | 0.0 | $5.5M | 96k | 56.97 | |
| Insmed Com Par $.01 (INSM) | 0.0 | $5.2M | 260k | 19.98 | |
| Natera (NTRA) | 0.0 | $5.2M | 129k | 40.17 | |
| Ishares Tr Eafe Grwth Etf (EFG) | 0.0 | $5.1M | 61k | 83.76 | |
| Rocket Pharmaceuticals (RCKT) | 0.0 | $4.9M | 252k | 19.57 | |
| Clarus Corp (CLAR) | 0.0 | $4.9M | 625k | 7.84 | |
| Cryoport Com Par $0.001 (CYRX) | 0.0 | $4.8M | 277k | 17.35 | |
| Ultragenyx Pharmaceutical (RARE) | 0.0 | $4.5M | 97k | 46.33 | |
| Yeti Hldgs (YETI) | 0.0 | $4.4M | 107k | 41.31 | |
| Lincoln Electric Holdings (LECO) | 0.0 | $4.3M | 30k | 144.49 | |
| Keros Therapeutics (KROS) | 0.0 | $4.0M | 83k | 48.02 | |
| Gra (GGG) | 0.0 | $3.9M | 58k | 67.26 | |
| Ptc (PTC) | 0.0 | $3.9M | 32k | 120.04 | |
| Nanostring Technologies (NSTGQ) | 0.0 | $3.8M | 477k | 7.97 | |
| MKS Instruments (MKSI) | 0.0 | $3.8M | 44k | 84.73 | |
| Jones Lang LaSalle Incorporated (JLL) | 0.0 | $3.7M | 23k | 159.37 | |
| Watsco, Incorporated (WSO) | 0.0 | $3.7M | 15k | 249.40 | |
| Monster Beverage Corp (MNST) | 0.0 | $3.5M | 35k | 101.53 | |
| Masco Corporation (MAS) | 0.0 | $3.3M | 71k | 46.67 | |
| Ishares Esg Awr Msci Em (ESGE) | 0.0 | $3.0M | 100k | 30.07 | |
| Siteone Landscape Supply (SITE) | 0.0 | $3.0M | 25k | 117.32 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.0 | $2.9M | 39k | 74.49 | |
| Bridgebio Pharma (BBIO) | 0.0 | $2.8M | 368k | 7.62 | |
| Ashland (ASH) | 0.0 | $2.8M | 26k | 107.53 | |
| Hdfc Bank Sponsored Ads (HDB) | 0.0 | $2.7M | 39k | 68.41 | |
| CarMax (KMX) | 0.0 | $2.5M | 41k | 60.89 | |
| Mastercard Incorporated Cl A (MA) | 0.0 | $2.4M | 7.0k | 347.73 | |
| East West Ban (EWBC) | 0.0 | $2.3M | 36k | 65.90 | |
| Baker Hughes Company Cl A (BKR) | 0.0 | $2.3M | 78k | 29.53 | |
| Cubesmart (CUBE) | 0.0 | $2.1M | 52k | 40.25 | |
| Chubb (CB) | 0.0 | $1.9M | 8.8k | 220.60 | |
| Sony Group Corporation Sponsored Adr (SONY) | 0.0 | $1.9M | 25k | 76.28 | |
| Fate Therapeutics (FATE) | 0.0 | $1.9M | 185k | 10.09 | |
| Credicorp (BAP) | 0.0 | $1.8M | 14k | 135.66 | |
| Netflix (NFLX) | 0.0 | $1.8M | 6.0k | 294.88 | |
| Schlumberger Com Stk (SLB) | 0.0 | $1.7M | 32k | 53.46 | |
| Relx Sponsored Adr (RELX) | 0.0 | $1.7M | 61k | 27.72 | |
| Trane Technologies SHS (TT) | 0.0 | $1.7M | 10k | 168.09 | |
| Simulations Plus (SLP) | 0.0 | $1.5M | 40k | 36.57 | |
| Cgi Cl A Sub Vtg (GIB) | 0.0 | $1.4M | 17k | 86.13 | |
| Canadian Natural Resources (CNQ) | 0.0 | $1.3M | 23k | 55.53 | |
| Brookfield Corp Cl A Ltd Vt Sh (BN) | 0.0 | $1.1M | 34k | 31.46 | |
| American Tower Reit (AMT) | 0.0 | $1.0M | 4.6k | 215.74 | |
| Te Connectivity SHS | 0.0 | $1.0M | 8.7k | 114.80 | |
| Nice Sponsored Adr (NICE) | 0.0 | $954k | 5.0k | 192.30 | |
| Baidu Spon Adr Rep A (BIDU) | 0.0 | $779k | 6.8k | 114.38 | |
| Brookfield Asset Managmt Cl A Lmt Vtg Shs (BAM) | 0.0 | $775k | 27k | 28.67 | |
| Ishares Tr Msci India Etf (INDA) | 0.0 | $769k | 18k | 41.78 | |
| Illumina (ILMN) | 0.0 | $667k | 3.3k | 202.20 | |
| Workday Cl A (WDAY) | 0.0 | $586k | 3.5k | 167.33 | |
| Ryanair Holdings Sponsored Ads (RYAAY) | 0.0 | $473k | 6.3k | 74.76 | |
| Unilever Spon Adr New (UL) | 0.0 | $460k | 9.1k | 50.35 | |
| Cdw (CDW) | 0.0 | $212k | 1.2k | 178.58 | |
| Descartes Sys Grp (DSGX) | 0.0 | $206k | 3.0k | 69.65 | |
| HEICO Corporation (HEI) | 0.0 | $111k | 724.00 | 153.64 | |
| Yandex N V Shs Class A (NBIS) | 0.0 | $0 | 1.4M | 0.00 | |
| Headhunter Group Sponsored Ads | 0.0 | $0 | 340k | 0.00 | |
| Cian Ads (CANPY) | 0.0 | $0 | 1.9M | 0.00 |
