WCM Investment Management

Wcm Investment Management as of Sept. 30, 2013

Portfolio Holdings for Wcm Investment Management

Wcm Investment Management holds 126 positions in its portfolio as reported in the September 2013 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Taiwan Semiconductor Mfg (TSM) 4.7 $90M 5.3M 17.06
Ace Limited Cmn 4.1 $78M 834k 93.71
Asml Holding (ASML) 4.1 $78M 792k 98.33
Core Laboratories 4.0 $76M 445k 170.40
Canadian Pacific Railway 3.7 $70M 562k 124.73
Canadian Natl Ry (CNI) 3.6 $69M 675k 102.04
Coca-cola Enterprises 3.4 $66M 1.6M 40.32
Covidien 3.4 $65M 1.1M 61.15
BRF Brasil Foods SA (BRFS) 3.3 $62M 2.6M 24.44
Perrigo Company 3.1 $60M 482k 124.61
Sensata Technologies Hldg Bv 3.1 $59M 1.5M 38.23
Lazard Ltd-cl A shs a 3.0 $57M 1.6M 36.09
Novo Nordisk A/S (NVO) 2.7 $52M 305k 168.80
MercadoLibre (MELI) 2.5 $49M 361k 134.89
ARM Holdings 2.5 $48M 996k 48.01
Sgs Soc Gen Surveillance - (SGSOY) 1.6 $31M 1.3M 23.79
Nestle SA Reg Shs. Ser. B Spons (NSRGY) 1.5 $29M 409k 69.96
Tencent Holdings Ltd - (TCEHY) 1.5 $29M 540k 52.87
ViroPharma Incorporated 1.4 $26M 662k 39.24
Hornbeck Offshore Services 1.3 $25M 430k 57.19
Cognex Corporation (CGNX) 1.3 $24M 770k 31.25
Novozymes A/s Unspons (NVZMY) 1.2 $23M 603k 38.63
WellCare Health Plans 1.2 $23M 325k 69.26
Adrindustria Ded (IDEXY) 1.2 $22M 712k 31.14
Fanuc Ltd-unpons (FANUY) 1.1 $22M 792k 27.33
Western Refining 1.1 $21M 679k 30.20
Blucora 1.1 $20M 874k 23.03
CNO Financial (CNO) 1.0 $20M 1.3M 14.48
Svenska Cellulosa Aktiebol 1.0 $19M 725k 25.91
East West Ban (EWBC) 1.0 $18M 572k 32.06
Redwood Trust (RWT) 0.9 $18M 896k 19.69
Asos Plc-unsp (ASOMY) 0.9 $18M 204k 85.97
LVMH Moet Hennessy Louis Vuitton SA (LVMUY) 0.8 $16M 413k 39.19
Wal-mart de Mexico S A B de C V (WMMVY) 0.8 $16M 625k 26.04
Corporate Executive Board Company 0.8 $15M 210k 72.58
Brinker International (EAT) 0.8 $15M 375k 40.81
Bbcn Ban 0.8 $15M 1.1M 13.81
CVB Financial (CVBF) 0.8 $15M 1.1M 13.57
Barnes (B) 0.8 $15M 426k 34.96
Shangdong Weigao 0.8 $15M 3.8M 3.91
Group 1 Automotive (GPI) 0.8 $15M 193k 76.79
Tuesday Morning Corporation 0.8 $14M 944k 15.14
Sysmex Corp for (SSMXY) 0.7 $13M 423k 31.82
Gran Tierra Energy 0.7 $13M 1.9M 7.13
Shoprite Hldngs Adr F Unsponso 0.7 $13M 389k 33.84
Andersons (ANDE) 0.7 $13M 184k 70.19
Snap-on Incorporated (SNA) 0.7 $13M 125k 99.81
CBL & Associates Properties 0.7 $12M 649k 19.10
Regal-beloit Corporation (RRX) 0.6 $12M 177k 68.27
Montpelier Re Holdings/mrh 0.6 $12M 445k 26.16
Laclede 0.6 $11M 253k 45.13
Jeronimo Martins Sgps Sa (JRONY) 0.6 $11M 280k 40.29
Cabela's Incorporated 0.6 $11M 178k 62.75
GATX Corporation (GATX) 0.6 $11M 223k 47.82
Ofg Ban (OFG) 0.6 $11M 670k 16.11
Helen Of Troy (HELE) 0.5 $10M 232k 44.35
Amerisafe (AMSF) 0.5 $10M 289k 35.78
ProAssurance Corporation (PRA) 0.5 $9.9M 219k 45.06
Saia (SAIA) 0.5 $10M 319k 31.25
Werner Enterprises (WERN) 0.5 $10M 429k 23.32
Glacier Ban (GBCI) 0.5 $9.4M 380k 24.89
Meritage Homes Corporation (MTH) 0.5 $9.1M 211k 43.04
Douglas Emmett (DEI) 0.4 $8.3M 356k 23.47
Cubic Corporation 0.4 $8.4M 157k 53.62
Susquehanna Bancshares 0.4 $8.5M 681k 12.48
Lindsay Corporation (LNN) 0.4 $8.2M 102k 81.25
Cal-Maine Foods (CALM) 0.4 $8.0M 165k 48.20
Avista Corporation (AVA) 0.4 $7.4M 280k 26.50
Foot Locker (FL) 0.4 $7.5M 221k 34.01
Safety Insurance (SAFT) 0.4 $7.3M 138k 53.01
Moog (MOG.A) 0.4 $7.0M 119k 58.70
Celestica (CLS) 0.3 $6.5M 590k 11.01
American Capital 0.3 $6.4M 465k 13.77
Insight Enterprises (NSIT) 0.3 $6.3M 333k 19.03
Sensient Technologies Corporation (SXT) 0.3 $6.0M 125k 48.12
Kadant (KAI) 0.3 $6.0M 177k 33.74
Popular (BPOP) 0.3 $5.3M 203k 26.24
Brooks Automation (AZTA) 0.3 $5.1M 547k 9.32
Portland General Electric Company (POR) 0.3 $5.0M 178k 28.31
Newport Corporation 0.2 $4.7M 301k 15.69
Global Indemnity 0.2 $4.7M 185k 25.41
Olin Corporation (OLN) 0.2 $4.2M 181k 23.04
Amazon (AMZN) 0.2 $3.8M 12k 312.65
Immunomedics 0.2 $3.1M 517k 6.03
Titan Machinery (TITN) 0.1 $2.5M 157k 16.19
Cowen 0.1 $2.5M 741k 3.44
Monsanto Company 0.1 $1.9M 18k 104.36
National-Oilwell Var 0.1 $1.9M 25k 78.13
Yum! Brands (YUM) 0.1 $1.9M 27k 71.39
Celgene Corporation 0.1 $1.9M 12k 154.11
3M Company (MMM) 0.1 $1.8M 15k 119.44
Nike (NKE) 0.1 $1.6M 23k 72.66
Google 0.1 $1.7M 1.9k 875.86
eBay (EBAY) 0.1 $1.6M 28k 55.78
TD Ameritrade Holding 0.1 $1.4M 54k 26.18
Cme (CME) 0.1 $1.2M 16k 73.85
PriceSmart (PSMT) 0.1 $1.2M 12k 95.25
Philip Morris International (PM) 0.1 $936k 11k 86.59
Tsingtao Brewery Company (TSGTY) 0.1 $983k 13k 76.02
Berkshire Hathaway (BRK.B) 0.0 $531k 4.7k 113.58
Chevron Corporation (CVX) 0.0 $590k 4.9k 121.57
General Electric Company 0.0 $482k 20k 23.89
MedCath Corporation 0.0 $534k 297k 1.80
Aon 0.0 $556k 7.5k 74.42
Coca-Cola Company (KO) 0.0 $325k 8.6k 37.92
McDonald's Corporation (MCD) 0.0 $362k 3.8k 96.25
Johnson & Johnson (JNJ) 0.0 $373k 4.3k 86.60
Walt Disney Company (DIS) 0.0 $364k 5.6k 64.50
Paychex (PAYX) 0.0 $363k 8.9k 40.63
Spectra Energy 0.0 $363k 11k 34.26
Wells Fargo & Company (WFC) 0.0 $388k 9.4k 41.32
Automatic Data Processing (ADP) 0.0 $319k 4.4k 72.29
Intel Corporation (INTC) 0.0 $377k 17k 22.89
Emerson Electric (EMR) 0.0 $418k 6.5k 64.70
General Mills (GIS) 0.0 $361k 7.5k 47.91
GlaxoSmithKline 0.0 $321k 6.4k 50.20
Pepsi (PEP) 0.0 $343k 4.3k 79.56
Procter & Gamble Company (PG) 0.0 $374k 4.9k 75.63
Rogers Communications -cl B (RCI) 0.0 $312k 7.3k 43.00
Unilever (UL) 0.0 $338k 8.8k 38.54
Yandex Nv-a (YNDX) 0.0 $380k 10k 36.46
Jazz Pharmaceuticals (JAZZ) 0.0 $322k 3.5k 92.00
Grupo Televisa (TV) 0.0 $232k 8.3k 27.91
Apple (AAPL) 0.0 $209k 439.00 476.08
ISIS Pharmaceuticals 0.0 $221k 5.9k 37.46
Sun Art Retail Group-uns (SURRY) 0.0 $235k 16k 14.45