Wcm Investment Management as of June 30, 2013
Portfolio Holdings for Wcm Investment Management
Wcm Investment Management holds 141 positions in its portfolio as reported in the June 2013 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Taiwan Semiconductor Mfg (TSM) | 5.1 | $95M | 5.2M | 18.31 | |
| Ace Limited Cmn | 4.0 | $74M | 822k | 89.85 | |
| Core Laboratories | 3.6 | $67M | 439k | 152.39 | |
| Canadian Natl Ry (CNI) | 3.5 | $66M | 673k | 97.46 | |
| Asml Holding (ASML) | 3.4 | $62M | 777k | 79.94 | |
| Potash Corp. Of Saskatchewan I | 3.3 | $62M | 1.6M | 38.28 | |
| Covidien | 3.2 | $59M | 949k | 62.07 | |
| Coca-cola Enterprises | 3.1 | $57M | 1.6M | 35.29 | |
| BRF Brasil Foods SA (BRFS) | 2.9 | $54M | 2.5M | 21.62 | |
| Arcos Dorados Holdings (ARCO) | 2.9 | $54M | 4.6M | 11.67 | |
| Sensata Technologies Hldg Bv | 2.8 | $52M | 1.5M | 35.09 | |
| Lazard Ltd-cl A shs a | 2.8 | $52M | 1.6M | 32.17 | |
| Novo Nordisk A/S (NVO) | 2.5 | $47M | 301k | 156.13 | |
| MercadoLibre (MELI) | 2.0 | $37M | 341k | 108.07 | |
| ARM Holdings | 1.9 | $36M | 975k | 36.57 | |
| Sgs Sa | 1.9 | $35M | 16k | 2147.19 | |
| Sgs Soc Gen Surveillance - (SGSOY) | 1.8 | $34M | 1.6M | 21.69 | |
| Nestle Sa | 1.8 | $33M | 507k | 65.56 | |
| Nestle SA Reg Shs. Ser. B Spons (NSRGY) | 1.8 | $32M | 494k | 65.70 | |
| Tencent Holdings Ltd - (TCEHY) | 1.3 | $25M | 627k | 39.06 | |
| Novozymes A/s Unspons (NVZMY) | 1.2 | $23M | 718k | 32.37 | |
| Fanuc Ltd-unpons (FANUY) | 1.2 | $23M | 948k | 24.30 | |
| Hornbeck Offshore Services | 1.2 | $22M | 415k | 53.59 | |
| Svenska Cellulosa Aktiebol | 1.2 | $22M | 867k | 25.49 | |
| Wal-mart de Mexico S A B de C V (WMMVY) | 1.1 | $21M | 743k | 27.97 | |
| L'Oreal (LRLCY) | 1.1 | $20M | 596k | 32.97 | |
| Western Refining | 1.0 | $18M | 655k | 28.04 | |
| ViroPharma Incorporated | 1.0 | $18M | 634k | 28.67 | |
| WellCare Health Plans | 0.9 | $17M | 312k | 55.60 | |
| Shoprite Hldngs Adr F Unsponso | 0.9 | $17M | 466k | 36.98 | |
| CNO Financial (CNO) | 0.9 | $17M | 1.3M | 13.00 | |
| LVMH Moet Hennessy Louis Vuitton SA (LVMUY) | 0.9 | $17M | 508k | 33.01 | |
| Cognex Corporation (CGNX) | 0.9 | $17M | 368k | 45.36 | |
| Sysmex Corp for (SSMXY) | 0.9 | $17M | 510k | 32.54 | |
| Blucora | 0.8 | $16M | 842k | 18.58 | |
| Redwood Trust (RWT) | 0.8 | $15M | 895k | 17.00 | |
| East West Ban (EWBC) | 0.8 | $15M | 549k | 27.53 | |
| Bbcn Ban | 0.8 | $15M | 1.1M | 14.26 | |
| Asos Plc-unsp (ASOMY) | 0.8 | $15M | 233k | 62.70 | |
| Brinker International (EAT) | 0.8 | $14M | 360k | 39.49 | |
| Jeronimo Martins Sgps Sa (JRONY) | 0.8 | $14M | 336k | 41.70 | |
| CBL & Associates Properties | 0.8 | $14M | 651k | 21.42 | |
| Corporate Executive Board Company | 0.7 | $13M | 203k | 63.29 | |
| CVB Financial (CVBF) | 0.7 | $13M | 1.1M | 11.78 | |
| Barnes (B) | 0.7 | $12M | 408k | 30.06 | |
| Group 1 Automotive (GPI) | 0.7 | $12M | 187k | 64.43 | |
| Want Want China Hldgs | 0.6 | $12M | 172k | 69.20 | |
| Shangdong Weigao | 0.6 | $11M | 2.6M | 4.25 | |
| Snap-on Incorporated (SNA) | 0.6 | $11M | 125k | 89.45 | |
| Cabela's Incorporated | 0.6 | $11M | 171k | 64.85 | |
| Regal-beloit Corporation (RRX) | 0.6 | $11M | 171k | 64.85 | |
| Laclede | 0.6 | $11M | 245k | 45.67 | |
| Adrindustria Ded (IDEXY) | 0.6 | $11M | 442k | 24.98 | |
| ProAssurance Corporation (PRA) | 0.6 | $11M | 211k | 52.21 | |
| Montpelier Re Holdings/mrh | 0.6 | $11M | 429k | 25.04 | |
| Gran Tierra Energy | 0.6 | $11M | 1.8M | 6.01 | |
| Ofg Ban (OFG) | 0.6 | $11M | 580k | 18.11 | |
| GATX Corporation (GATX) | 0.6 | $10M | 215k | 47.38 | |
| Werner Enterprises (WERN) | 0.5 | $10M | 414k | 24.18 | |
| Tuesday Morning Corporation | 0.5 | $9.5M | 911k | 10.39 | |
| Andersons (ANDE) | 0.5 | $9.4M | 176k | 53.23 | |
| Saia (SAIA) | 0.5 | $9.2M | 306k | 30.10 | |
| Amerisafe (AMSF) | 0.5 | $9.0M | 278k | 32.55 | |
| Meritage Homes Corporation (MTH) | 0.5 | $8.8M | 203k | 43.34 | |
| Douglas Emmett (DEI) | 0.5 | $8.9M | 356k | 24.95 | |
| Helen Of Troy (HELE) | 0.5 | $8.6M | 224k | 38.52 | |
| Susquehanna Bancshares | 0.5 | $8.5M | 657k | 12.87 | |
| Shfl Entertainment | 0.4 | $8.1M | 458k | 17.73 | |
| Glacier Ban (GBCI) | 0.4 | $7.9M | 355k | 22.19 | |
| Foot Locker (FL) | 0.4 | $7.4M | 212k | 35.18 | |
| Cal-Maine Foods (CALM) | 0.4 | $7.4M | 159k | 46.61 | |
| Lindsay Corporation (LNN) | 0.4 | $7.3M | 97k | 75.07 | |
| Cubic Corporation | 0.4 | $7.3M | 151k | 48.18 | |
| Avista Corporation (AVA) | 0.4 | $7.0M | 261k | 27.02 | |
| Safety Insurance (SAFT) | 0.3 | $6.5M | 133k | 48.62 | |
| American Capital | 0.3 | $5.7M | 449k | 12.68 | |
| Insight Enterprises (NSIT) | 0.3 | $5.7M | 321k | 17.79 | |
| Moog (MOG.A) | 0.3 | $5.7M | 110k | 51.53 | |
| Popular (BPOP) | 0.3 | $5.8M | 190k | 30.37 | |
| Celestica (CLS) | 0.3 | $5.1M | 544k | 9.45 | |
| Brooks Automation (AZTA) | 0.3 | $5.1M | 524k | 9.75 | |
| Portland General Electric Company (POR) | 0.3 | $5.0M | 165k | 30.59 | |
| Kadant (KAI) | 0.3 | $5.0M | 166k | 30.17 | |
| Titan Machinery (TITN) | 0.3 | $4.9M | 251k | 19.63 | |
| Sensient Technologies Corporation (SXT) | 0.3 | $4.8M | 117k | 40.47 | |
| Hi-Tech Pharmacal | 0.3 | $4.8M | 145k | 33.20 | |
| Olin Corporation (OLN) | 0.2 | $4.1M | 171k | 23.92 | |
| Global Indemnity | 0.2 | $4.1M | 173k | 23.55 | |
| Newport Corporation | 0.2 | $3.9M | 279k | 13.93 | |
| Amazon (AMZN) | 0.2 | $3.4M | 12k | 277.69 | |
| VAALCO Energy (EGY) | 0.2 | $3.1M | 545k | 5.76 | |
| Immunomedics | 0.1 | $2.7M | 494k | 5.43 | |
| Monsanto Company | 0.1 | $1.8M | 19k | 98.79 | |
| Yum! Brands (YUM) | 0.1 | $1.8M | 27k | 69.34 | |
| 3M Company (MMM) | 0.1 | $1.6M | 15k | 109.34 | |
| National-Oilwell Var | 0.1 | $1.7M | 25k | 68.91 | |
| 0.1 | $1.6M | 1.9k | 880.34 | ||
| eBay (EBAY) | 0.1 | $1.5M | 28k | 51.72 | |
| Nike (NKE) | 0.1 | $1.4M | 22k | 63.69 | |
| American Tower Reit (AMT) | 0.1 | $1.6M | 21k | 73.19 | |
| TD Ameritrade Holding | 0.1 | $1.3M | 54k | 24.29 | |
| Celgene Corporation | 0.1 | $1.4M | 12k | 116.97 | |
| Pfizer (PFE) | 0.1 | $1.1M | 38k | 28.00 | |
| PriceSmart (PSMT) | 0.1 | $1.1M | 12k | 87.63 | |
| Chevron Corporation (CVX) | 0.1 | $1.0M | 8.5k | 118.31 | |
| Philip Morris International (PM) | 0.1 | $921k | 11k | 86.64 | |
| Perrigo Company | 0.1 | $877k | 7.2k | 120.98 | |
| Tsingtao Brewery Company (TSGTY) | 0.1 | $916k | 13k | 71.04 | |
| Exxon Mobil Corporation (XOM) | 0.0 | $735k | 8.1k | 90.29 | |
| Home Depot (HD) | 0.0 | $670k | 8.7k | 77.46 | |
| General Electric Company | 0.0 | $742k | 32k | 23.18 | |
| Berkshire Hathaway (BRK.B) | 0.0 | $523k | 4.7k | 111.87 | |
| Johnson & Johnson (JNJ) | 0.0 | $558k | 6.5k | 85.93 | |
| Procter & Gamble Company (PG) | 0.0 | $517k | 6.7k | 76.93 | |
| Aon | 0.0 | $481k | 7.5k | 64.38 | |
| Charles Schwab Corporation (SCHW) | 0.0 | $338k | 16k | 21.24 | |
| Coca-Cola Company (KO) | 0.0 | $439k | 11k | 40.11 | |
| Costco Wholesale Corporation (COST) | 0.0 | $436k | 3.9k | 110.66 | |
| McDonald's Corporation (MCD) | 0.0 | $352k | 3.6k | 98.99 | |
| Walt Disney Company (DIS) | 0.0 | $413k | 6.5k | 63.22 | |
| Paychex (PAYX) | 0.0 | $300k | 8.2k | 36.48 | |
| SYSCO Corporation (SYY) | 0.0 | $319k | 9.3k | 34.21 | |
| Wells Fargo & Company (WFC) | 0.0 | $386k | 9.4k | 41.28 | |
| Automatic Data Processing (ADP) | 0.0 | $287k | 4.2k | 68.94 | |
| Intel Corporation (INTC) | 0.0 | $380k | 16k | 24.20 | |
| Emerson Electric (EMR) | 0.0 | $350k | 6.4k | 54.51 | |
| Apple (AAPL) | 0.0 | $454k | 1.1k | 396.16 | |
| General Mills (GIS) | 0.0 | $349k | 7.2k | 48.57 | |
| GlaxoSmithKline | 0.0 | $316k | 6.3k | 50.00 | |
| Pepsi (PEP) | 0.0 | $343k | 4.2k | 81.74 | |
| Rogers Communications -cl B (RCI) | 0.0 | $284k | 7.3k | 39.15 | |
| MedCath Corporation | 0.0 | $408k | 285k | 1.43 | |
| Yandex Nv-a (YNDX) | 0.0 | $299k | 11k | 27.61 | |
| Grupo Televisa (TV) | 0.0 | $200k | 8.1k | 24.80 | |
| Genworth Financial (GNW) | 0.0 | $204k | 18k | 11.40 | |
| Spectra Energy | 0.0 | $252k | 7.3k | 34.43 | |
| Colgate-Palmolive Company (CL) | 0.0 | $227k | 4.0k | 57.31 | |
| Starbucks Corporation (SBUX) | 0.0 | $203k | 3.1k | 65.48 | |
| Whole Foods Market | 0.0 | $206k | 4.0k | 51.50 | |
| Embraer S A (ERJ) | 0.0 | $213k | 5.8k | 36.86 | |
| Jazz Pharmaceuticals (JAZZ) | 0.0 | $241k | 3.5k | 68.86 |
