Wcm Investment Management as of March 31, 2023
Portfolio Holdings for Wcm Investment Management
Wcm Investment Management holds 213 positions in its portfolio as reported in the March 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Canadian Pacific Railway | 7.2 | $2.3B | 29M | 76.94 | |
| Atlassian Corporation Cl A (TEAM) | 5.2 | $1.6B | 9.5M | 171.17 | |
| Aon Shs Cl A (AON) | 5.0 | $1.6B | 5.0M | 315.29 | |
| Icici Bank Adr (IBN) | 4.9 | $1.5B | 71M | 21.58 | |
| Mettler-Toledo International (MTD) | 4.5 | $1.4B | 925k | 1530.21 | |
| Asml Holding N V N Y Registry Shs (ASML) | 4.5 | $1.4B | 2.1M | 680.71 | |
| Linde SHS (LIN) | 4.3 | $1.3B | 3.7M | 355.44 | |
| Icon SHS (ICLR) | 4.0 | $1.2B | 5.8M | 213.59 | |
| Waste Connections (WCN) | 3.9 | $1.2B | 8.7M | 139.07 | |
| Steris Shs Usd (STE) | 3.3 | $1.0B | 5.5M | 191.28 | |
| Accenture Plc Ireland Shs Class A (ACN) | 2.9 | $915M | 3.2M | 285.81 | |
| Arch Cap Group Ord (ACGL) | 2.8 | $867M | 13M | 67.87 | |
| Epam Systems (EPAM) | 2.7 | $836M | 2.8M | 299.00 | |
| ResMed (RMD) | 2.4 | $762M | 3.5M | 218.99 | |
| Amphenol Corp Cl A (APH) | 2.1 | $642M | 7.9M | 81.72 | |
| Thermo Fisher Scientific (TMO) | 1.8 | $566M | 981k | 576.37 | |
| UnitedHealth (UNH) | 1.8 | $563M | 1.2M | 472.59 | |
| Visa Com Cl A (V) | 1.8 | $559M | 2.5M | 225.46 | |
| Novo-nordisk A S Adr (NVO) | 1.8 | $557M | 3.5M | 159.14 | |
| Stryker Corporation (SYK) | 1.8 | $553M | 1.9M | 285.47 | |
| Lpl Financial Holdings (LPLA) | 1.6 | $499M | 2.5M | 202.40 | |
| Arthur J. Gallagher & Co. (AJG) | 1.6 | $492M | 2.6M | 191.31 | |
| Ferrari Nv Ord (RACE) | 1.5 | $484M | 1.8M | 270.94 | |
| Lam Research Corporation (LRCX) | 1.4 | $450M | 848k | 530.12 | |
| Floor & Decor Hldgs Cl A (FND) | 1.4 | $436M | 4.4M | 98.22 | |
| Msci (MSCI) | 1.4 | $435M | 777k | 559.69 | |
| Microsoft Corporation (MSFT) | 1.3 | $421M | 1.5M | 288.30 | |
| Booz Allen Hamilton Hldg Cor Cl A (BAH) | 1.2 | $384M | 4.1M | 92.69 | |
| Amazon (AMZN) | 1.2 | $369M | 3.6M | 103.29 | |
| Old Dominion Freight Line (ODFL) | 1.2 | $361M | 1.1M | 340.84 | |
| Astrazeneca Sponsored Adr (AZN) | 1.1 | $357M | 5.1M | 69.41 | |
| Datadog Cl A Com (DDOG) | 1.1 | $346M | 4.8M | 72.66 | |
| Heico Corp Cl A (HEI.A) | 1.1 | $332M | 2.4M | 135.90 | |
| McKesson Corporation (MCK) | 1.0 | $320M | 900k | 356.05 | |
| Entegris (ENTG) | 0.9 | $276M | 3.4M | 82.01 | |
| Corteva (CTVA) | 0.9 | $269M | 4.5M | 60.31 | |
| Costco Wholesale Corporation (COST) | 0.8 | $261M | 524k | 496.87 | |
| Snowflake Cl A (SNOW) | 0.8 | $238M | 1.5M | 154.29 | |
| Thomson Reuters Corp. Com New | 0.7 | $231M | 1.8M | 130.12 | |
| Servicenow (NOW) | 0.7 | $214M | 461k | 464.72 | |
| Ferguson SHS | 0.7 | $211M | 1.6M | 133.75 | |
| Bill Com Holdings Ord (BILL) | 0.4 | $140M | 1.7M | 81.14 | |
| WNS HLDGS Spon Adr | 0.4 | $130M | 1.4M | 93.17 | |
| Grupo Aeroportuario Del Sure Spon Adr Ser B (ASR) | 0.2 | $78M | 255k | 306.47 | |
| Globant S A (GLOB) | 0.2 | $66M | 405k | 164.01 | |
| Zto Express Cayman Sponsored Ads A (ZTO) | 0.2 | $61M | 2.1M | 28.66 | |
| Addus Homecare Corp (ADUS) | 0.2 | $55M | 513k | 106.76 | |
| Alcon Ord Shs (ALC) | 0.2 | $53M | 745k | 70.54 | |
| Fabrinet SHS (FN) | 0.1 | $44M | 368k | 118.76 | |
| Brooks Automation (AZTA) | 0.1 | $42M | 931k | 44.62 | |
| Element Solutions (ESI) | 0.1 | $38M | 2.0M | 19.31 | |
| Verra Mobility Corp Cl A Com Stk (VRRM) | 0.1 | $36M | 2.1M | 16.92 | |
| ePlus (PLUS) | 0.1 | $34M | 698k | 49.04 | |
| Enstar Group SHS (ESGR) | 0.1 | $31M | 134k | 231.79 | |
| Landstar System (LSTR) | 0.1 | $31M | 172k | 179.26 | |
| ICU Medical, Incorporated (ICUI) | 0.1 | $29M | 176k | 164.96 | |
| Beacon Roofing Supply (BECN) | 0.1 | $28M | 483k | 58.85 | |
| Focus Finl Partners Com Cl A | 0.1 | $27M | 521k | 51.87 | |
| Inter Parfums (IPAR) | 0.1 | $26M | 182k | 142.24 | |
| Dorman Products (DORM) | 0.1 | $26M | 298k | 86.26 | |
| Grocery Outlet Hldg Corp (GO) | 0.1 | $26M | 902k | 28.26 | |
| Emcor (EME) | 0.1 | $25M | 154k | 162.59 | |
| Kanzhun Sponsored Ads (BZ) | 0.1 | $25M | 1.3M | 19.03 | |
| Ollies Bargain Outlt Hldgs I (OLLI) | 0.1 | $24M | 409k | 57.94 | |
| UniFirst Corporation (UNF) | 0.1 | $23M | 130k | 176.23 | |
| Leslies (LESL) | 0.1 | $22M | 2.0M | 11.01 | |
| American Woodmark Corporation (AMWD) | 0.1 | $22M | 422k | 52.07 | |
| Wyndham Hotels And Resorts (WH) | 0.1 | $22M | 319k | 67.85 | |
| Virtus Investment Partners (VRTS) | 0.1 | $21M | 112k | 190.39 | |
| Repligen Corporation (RGEN) | 0.1 | $21M | 125k | 168.36 | |
| Controladora Vuela Comp De A Spon Adr Rp 10 (VLRS) | 0.1 | $20M | 1.6M | 12.44 | |
| Advanced Micro Devices (AMD) | 0.1 | $20M | 204k | 98.01 | |
| Lancaster Colony (LANC) | 0.1 | $20M | 98k | 202.88 | |
| Coupang Cl A (CPNG) | 0.1 | $20M | 1.2M | 16.00 | |
| America's Car-Mart (CRMT) | 0.1 | $19M | 245k | 79.21 | |
| Cushman Wakefield SHS (CWK) | 0.1 | $19M | 1.8M | 10.54 | |
| Five9 (FIVN) | 0.1 | $19M | 263k | 72.29 | |
| Api Group Corp Com Stk (APG) | 0.1 | $19M | 842k | 22.48 | |
| E2open Parent Holdings Com Cl A (ETWO) | 0.1 | $19M | 3.2M | 5.82 | |
| Wingstop (WING) | 0.1 | $18M | 100k | 183.58 | |
| Shift4 Pmts Cl A (FOUR) | 0.1 | $18M | 239k | 75.80 | |
| Performance Food (PFGC) | 0.1 | $18M | 297k | 60.34 | |
| Wright Express (WEX) | 0.1 | $18M | 96k | 183.89 | |
| Rexford Industrial Realty Inc reit (REXR) | 0.1 | $18M | 296k | 59.65 | |
| Saia (SAIA) | 0.1 | $18M | 65k | 272.08 | |
| Smartsheet Com Cl A (SMAR) | 0.1 | $18M | 367k | 47.80 | |
| Dex (DXCM) | 0.1 | $17M | 150k | 116.18 | |
| Stevanato Group S P A Ord Shs (STVN) | 0.1 | $17M | 664k | 25.90 | |
| Meridianlink Common Stock (MLNK) | 0.1 | $17M | 982k | 17.30 | |
| Elastic N V Ord Shs (ESTC) | 0.1 | $16M | 283k | 57.90 | |
| Willscot Mobil Mini Hldng Com Cl A (WSC) | 0.1 | $16M | 344k | 46.88 | |
| SPS Commerce (SPSC) | 0.1 | $16M | 104k | 152.30 | |
| Endava Ads (DAVA) | 0.1 | $16M | 235k | 67.18 | |
| John Bean Technologies Corporation (JBT) | 0.1 | $16M | 144k | 109.29 | |
| Tetra Tech (TTEK) | 0.1 | $16M | 107k | 146.91 | |
| Fox Factory Hldg (FOXF) | 0.0 | $15M | 127k | 121.37 | |
| Azek Cl A (AZEK) | 0.0 | $15M | 653k | 23.54 | |
| Texas Roadhouse (TXRH) | 0.0 | $15M | 141k | 108.06 | |
| Matador Resources (MTDR) | 0.0 | $15M | 314k | 47.65 | |
| Primerica (PRI) | 0.0 | $15M | 87k | 172.24 | |
| Planet Fitness Cl A (PLNT) | 0.0 | $15M | 188k | 77.67 | |
| Trex Company (TREX) | 0.0 | $15M | 298k | 48.67 | |
| Applied Industrial Technologies (AIT) | 0.0 | $15M | 102k | 142.13 | |
| Casey's General Stores (CASY) | 0.0 | $15M | 67k | 216.46 | |
| Avient Corp (AVNT) | 0.0 | $14M | 349k | 41.16 | |
| M/a (MTSI) | 0.0 | $14M | 202k | 70.84 | |
| Ufp Industries (UFPI) | 0.0 | $14M | 179k | 79.47 | |
| Timken Company (TKR) | 0.0 | $14M | 172k | 81.72 | |
| Boot Barn Hldgs (BOOT) | 0.0 | $14M | 183k | 76.64 | |
| Hillman Solutions Corp (HLMN) | 0.0 | $14M | 1.6M | 8.42 | |
| Five Below (FIVE) | 0.0 | $14M | 67k | 205.97 | |
| Caesars Entertainment (CZR) | 0.0 | $14M | 281k | 48.81 | |
| Mercury Computer Systems (MRCY) | 0.0 | $14M | 263k | 51.12 | |
| Surgery Partners (SGRY) | 0.0 | $13M | 388k | 34.47 | |
| Euronet Worldwide (EEFT) | 0.0 | $13M | 120k | 111.90 | |
| Callaway Golf Company (MODG) | 0.0 | $13M | 617k | 21.62 | |
| Ingevity (NGVT) | 0.0 | $13M | 184k | 71.52 | |
| MercadoLibre (MELI) | 0.0 | $13M | 9.9k | 1318.06 | |
| Evercore Class A (EVR) | 0.0 | $13M | 113k | 115.38 | |
| Iac Com New (IAC) | 0.0 | $13M | 249k | 51.60 | |
| Shockwave Med | 0.0 | $13M | 59k | 216.83 | |
| Global Blue Group Holding Ord Shs (GB) | 0.0 | $13M | 2.1M | 6.00 | |
| Thoughtworks Holding (TWKS) | 0.0 | $13M | 1.7M | 7.36 | |
| Paycom Software (PAYC) | 0.0 | $12M | 41k | 304.01 | |
| Permian Resources Corp Class A Com (PR) | 0.0 | $12M | 1.2M | 10.50 | |
| Procore Technologies (PCOR) | 0.0 | $12M | 193k | 62.63 | |
| Power Integrations (POWI) | 0.0 | $12M | 143k | 84.64 | |
| CSX Corporation (CSX) | 0.0 | $12M | 388k | 29.94 | |
| ACI Worldwide (ACIW) | 0.0 | $12M | 426k | 26.98 | |
| Veeva Sys Cl A Com (VEEV) | 0.0 | $11M | 62k | 183.79 | |
| Sp Plus | 0.0 | $11M | 325k | 34.29 | |
| Csw Industrials (CSWI) | 0.0 | $11M | 78k | 138.93 | |
| Chipotle Mexican Grill (CMG) | 0.0 | $9.8M | 5.9k | 1672.17 | |
| Privia Health Group (PRVA) | 0.0 | $9.3M | 336k | 27.61 | |
| Science App Int'l (SAIC) | 0.0 | $9.3M | 86k | 107.46 | |
| Hayward Hldgs (HAYW) | 0.0 | $9.0M | 771k | 11.72 | |
| Novanta (NOVT) | 0.0 | $8.9M | 56k | 159.09 | |
| Docgo (DCGO) | 0.0 | $8.9M | 1.0M | 8.65 | |
| R1 RCM (RCM) | 0.0 | $8.9M | 591k | 15.00 | |
| Halozyme Therapeutics (HALO) | 0.0 | $8.4M | 220k | 38.19 | |
| Adapthealth Corp Common Stock (AHCO) | 0.0 | $8.3M | 664k | 12.43 | |
| Ci&t Com Cl A (CINT) | 0.0 | $8.0M | 1.5M | 5.51 | |
| Shopify Cl A (SHOP) | 0.0 | $7.9M | 164k | 47.94 | |
| AtriCure (ATRC) | 0.0 | $7.9M | 190k | 41.45 | |
| Clarus Corp (CLAR) | 0.0 | $7.6M | 801k | 9.45 | |
| Health Catalyst (HCAT) | 0.0 | $6.9M | 591k | 11.67 | |
| Intuitive Surgical Com New (ISRG) | 0.0 | $6.7M | 26k | 255.47 | |
| Cryoport Com Par $0.001 (CYRX) | 0.0 | $6.6M | 277k | 24.00 | |
| Bridgebio Pharma (BBIO) | 0.0 | $6.2M | 373k | 16.58 | |
| Tandem Diabetes Care Com New (TNDM) | 0.0 | $6.1M | 151k | 40.61 | |
| Godaddy Cl A (GDDY) | 0.0 | $5.9M | 75k | 77.72 | |
| Zoominfo Technologies Common Stock (ZI) | 0.0 | $5.7M | 232k | 24.71 | |
| Brown & Brown (BRO) | 0.0 | $5.6M | 97k | 57.42 | |
| Axsome Therapeutics (AXSM) | 0.0 | $5.5M | 89k | 61.68 | |
| Ishares Tr Msci Eafe Etf (EFA) | 0.0 | $5.1M | 71k | 71.52 | |
| Nanostring Technologies (NSTGQ) | 0.0 | $4.7M | 479k | 9.90 | |
| Watsco, Incorporated (WSO) | 0.0 | $4.7M | 15k | 318.16 | |
| Insmed Com Par $.01 (INSM) | 0.0 | $4.4M | 260k | 17.05 | |
| Rocket Pharmaceuticals (RCKT) | 0.0 | $4.3M | 254k | 17.13 | |
| Gra (GGG) | 0.0 | $4.3M | 60k | 73.01 | |
| Yeti Hldgs (YETI) | 0.0 | $4.3M | 107k | 40.00 | |
| Ptc (PTC) | 0.0 | $4.2M | 32k | 128.23 | |
| Lincoln Electric Holdings (LECO) | 0.0 | $4.0M | 24k | 169.10 | |
| MKS Instruments (MKSI) | 0.0 | $3.9M | 45k | 88.62 | |
| Ultragenyx Pharmaceutical (RARE) | 0.0 | $3.9M | 98k | 40.10 | |
| Natera (NTRA) | 0.0 | $3.6M | 66k | 55.52 | |
| Arrowhead Pharmaceuticals (ARWR) | 0.0 | $3.6M | 141k | 25.40 | |
| Keros Therapeutics (KROS) | 0.0 | $3.6M | 84k | 42.70 | |
| Masco Corporation (MAS) | 0.0 | $3.5M | 71k | 49.72 | |
| Siteone Landscape Supply (SITE) | 0.0 | $3.5M | 25k | 136.87 | |
| Jones Lang LaSalle Incorporated (JLL) | 0.0 | $3.4M | 23k | 145.49 | |
| EOG Resources (EOG) | 0.0 | $2.7M | 24k | 113.54 | |
| CarMax (KMX) | 0.0 | $2.7M | 41k | 64.28 | |
| Ashland (ASH) | 0.0 | $2.7M | 26k | 102.71 | |
| Mastercard Incorporated Cl A (MA) | 0.0 | $2.6M | 7.1k | 363.41 | |
| Hdfc Bank Sponsored Ads (HDB) | 0.0 | $2.6M | 39k | 66.67 | |
| Cubesmart (CUBE) | 0.0 | $2.6M | 56k | 46.22 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.0 | $2.4M | 26k | 93.02 | |
| EastGroup Properties (EGP) | 0.0 | $2.3M | 14k | 162.49 | |
| Baker Hughes Company Cl A (BKR) | 0.0 | $2.3M | 80k | 28.86 | |
| East West Ban (EWBC) | 0.0 | $2.1M | 39k | 55.50 | |
| Netflix (NFLX) | 0.0 | $2.1M | 6.0k | 345.48 | |
| Sony Group Corporation Sponsored Adr (SONY) | 0.0 | $2.1M | 23k | 90.65 | |
| Schlumberger Com Stk (SLB) | 0.0 | $2.0M | 40k | 49.10 | |
| Ishares Tr Msci India Etf (INDA) | 0.0 | $1.9M | 48k | 39.36 | |
| Monster Beverage Corp (MNST) | 0.0 | $1.9M | 35k | 54.01 | |
| Credicorp (BAP) | 0.0 | $1.8M | 14k | 132.39 | |
| Simulations Plus (SLP) | 0.0 | $1.8M | 40k | 43.94 | |
| Trane Technologies SHS (TT) | 0.0 | $1.7M | 9.2k | 183.98 | |
| Baidu Spon Adr Rep A (BIDU) | 0.0 | $1.7M | 11k | 153.82 | |
| Ishares Esg Awr Msci Em (ESGE) | 0.0 | $1.7M | 53k | 31.48 | |
| International Flavors & Fragrances (IFF) | 0.0 | $1.6M | 18k | 90.52 | |
| Canadian Natural Resources (CNQ) | 0.0 | $1.2M | 21k | 55.35 | |
| Relx Sponsored Adr (RELX) | 0.0 | $1.2M | 36k | 32.44 | |
| Chubb (CB) | 0.0 | $1.1M | 5.7k | 194.18 | |
| Grupo Aeropuerto Del Pacific Spon Adr B (PAC) | 0.0 | $1.1M | 5.6k | 195.07 | |
| Cgi Cl A Sub Vtg (GIB) | 0.0 | $1.0M | 11k | 96.27 | |
| Nice Sponsored Adr (NICE) | 0.0 | $1.0M | 4.5k | 228.89 | |
| Brookfield Asset Managmt Cl A Lmt Vtg Shs (BAM) | 0.0 | $937k | 29k | 32.72 | |
| Brookfield Corp Cl A Ltd Vt Sh (BN) | 0.0 | $867k | 27k | 32.59 | |
| Ryanair Holdings Sponsored Ads (RYAAY) | 0.0 | $837k | 8.9k | 94.29 | |
| Illumina (ILMN) | 0.0 | $767k | 3.3k | 232.55 | |
| Workday Cl A (WDAY) | 0.0 | $723k | 3.5k | 206.54 | |
| Unilever Spon Adr New (UL) | 0.0 | $481k | 9.3k | 51.93 | |
| Lululemon Athletica (LULU) | 0.0 | $290k | 795.00 | 364.19 | |
| Ishares Tr Msci Acwi Etf (ACWI) | 0.0 | $263k | 2.9k | 91.16 | |
| Cdw (CDW) | 0.0 | $243k | 1.2k | 194.89 | |
| Descartes Sys Grp (DSGX) | 0.0 | $221k | 2.7k | 80.61 | |
| HEICO Corporation (HEI) | 0.0 | $126k | 736.00 | 171.04 | |
| Ishares Tr Msci Saudi Arbia (KSA) | 0.0 | $72k | 1.9k | 38.66 | |
| Canadian Natl Ry (CNI) | 0.0 | $18k | 156.00 | 117.97 | |
| Yandex N V Shs Class A (YNDX) | 0.0 | $0 | 1.4M | 0.00 | |
| Headhunter Group Sponsored Ads | 0.0 | $0 | 340k | 0.00 |
