Wcm Investment Management as of June 30, 2017
Portfolio Holdings for Wcm Investment Management
Wcm Investment Management holds 84 positions in its portfolio as reported in the June 2017 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Chubb (CB) | 12.2 | $789M | 5.4M | 145.38 | |
| Taiwan Semiconductor Mfg (TSM) | 10.1 | $656M | 19M | 34.96 | |
| HDFC Bank (HDB) | 9.8 | $636M | 7.3M | 86.97 | |
| Accenture (ACN) | 9.3 | $605M | 4.9M | 123.68 | |
| Canadian Pacific Railway | 9.3 | $600M | 3.7M | 160.81 | |
| Ctrip.com International | 9.0 | $585M | 11M | 53.86 | |
| Core Laboratories | 6.9 | $449M | 4.4M | 101.27 | |
| Yandex Nv-a (YNDX) | 6.3 | $406M | 16M | 26.24 | |
| Icon (ICLR) | 6.0 | $388M | 4.0M | 97.79 | |
| Luxottica Group S.p.A. | 1.3 | $84M | 1.4M | 58.28 | |
| Cooper Companies | 1.2 | $76M | 317k | 239.42 | |
| Amazon (AMZN) | 1.2 | $76M | 78k | 968.00 | |
| Boston Scientific Corporation (BSX) | 1.0 | $63M | 2.3M | 27.72 | |
| Amphenol Corporation (APH) | 0.9 | $62M | 836k | 73.82 | |
| Visa (V) | 0.9 | $61M | 650k | 93.78 | |
| Quintiles Transnatio Hldgs I | 0.9 | $61M | 683k | 89.50 | |
| Ecolab (ECL) | 0.9 | $60M | 451k | 132.75 | |
| Canadian Natl Ry (CNI) | 0.9 | $59M | 724k | 81.05 | |
| Cerner Corporation | 0.9 | $57M | 849k | 66.47 | |
| Crown Castle Intl (CCI) | 0.9 | $57M | 565k | 100.18 | |
| MercadoLibre (MELI) | 0.8 | $55M | 220k | 250.88 | |
| Facebook Inc cl a (META) | 0.8 | $53M | 353k | 150.98 | |
| Verisk Analytics (VRSK) | 0.8 | $52M | 611k | 84.37 | |
| Costco Wholesale Corporation (COST) | 0.7 | $45M | 279k | 159.93 | |
| Schlumberger (SLB) | 0.7 | $44M | 669k | 65.84 | |
| Tyler Technologies (TYL) | 0.7 | $43M | 244k | 175.67 | |
| Agilent Technologies Inc C ommon (A) | 0.6 | $39M | 664k | 59.31 | |
| Charles Schwab Corporation (SCHW) | 0.6 | $39M | 904k | 42.96 | |
| First Republic Bank/san F (FRCB) | 0.6 | $37M | 371k | 100.10 | |
| Edwards Lifesciences (EW) | 0.6 | $37M | 309k | 118.24 | |
| Tractor Supply Company (TSCO) | 0.4 | $29M | 530k | 54.21 | |
| Under Armour Inc Cl C (UA) | 0.4 | $28M | 1.4M | 20.16 | |
| Addus Homecare Corp (ADUS) | 0.2 | $11M | 289k | 37.20 | |
| America's Car-Mart (CRMT) | 0.1 | $8.0M | 207k | 38.90 | |
| UFP Technologies (UFPT) | 0.1 | $7.8M | 277k | 28.30 | |
| Alibaba Group Holding (BABA) | 0.1 | $7.6M | 54k | 140.90 | |
| Atlas Financial Holdings (AFHIF) | 0.1 | $6.7M | 449k | 14.90 | |
| Cass Information Systems (CASS) | 0.1 | $5.5M | 85k | 65.64 | |
| Utah Medical Products (UTMD) | 0.1 | $5.9M | 82k | 72.39 | |
| Winmark Corporation (WINA) | 0.1 | $5.7M | 44k | 128.94 | |
| Transcat (TRNS) | 0.1 | $5.8M | 480k | 12.15 | |
| Grupo Aeroportuario del Sureste (ASR) | 0.1 | $5.1M | 24k | 210.41 | |
| Graham Corporation (GHM) | 0.1 | $5.5M | 278k | 19.66 | |
| Thermon Group Holdings (THR) | 0.1 | $4.6M | 241k | 19.17 | |
| Luxoft Holding Inc cmn | 0.1 | $4.5M | 74k | 60.85 | |
| Ambev Sa- (ABEV) | 0.1 | $4.7M | 849k | 5.49 | |
| PT Telekomunikasi Indonesia (TLK) | 0.1 | $3.8M | 113k | 33.67 | |
| American Software (AMSWA) | 0.1 | $3.6M | 354k | 10.29 | |
| Natural Gas Services (NGS) | 0.1 | $4.0M | 161k | 24.85 | |
| Chase Corporation | 0.1 | $4.0M | 38k | 106.70 | |
| Sp Plus (SP) | 0.1 | $4.1M | 136k | 30.55 | |
| Embraer S A (ERJ) | 0.1 | $3.1M | 172k | 18.23 | |
| KMG Chemicals | 0.0 | $2.8M | 57k | 48.67 | |
| Cu (CULP) | 0.0 | $2.5M | 76k | 32.51 | |
| National Resh Corp cl b | 0.0 | $2.5M | 51k | 47.74 | |
| Jd (JD) | 0.0 | $2.3M | 58k | 39.22 | |
| EnerSys (ENS) | 0.0 | $1.7M | 24k | 72.46 | |
| Credicorp (BAP) | 0.0 | $1.9M | 11k | 179.43 | |
| UniFirst Corporation (UNF) | 0.0 | $2.0M | 14k | 140.72 | |
| Saga Communications (SGA) | 0.0 | $2.0M | 44k | 45.76 | |
| Crown Crafts (CRWS) | 0.0 | $2.1M | 298k | 6.95 | |
| National Resh Corp cl a (NRC) | 0.0 | $2.0M | 73k | 26.90 | |
| Globant S A (GLOB) | 0.0 | $2.1M | 48k | 43.43 | |
| Brown & Brown (BRO) | 0.0 | $1.1M | 27k | 43.07 | |
| HFF | 0.0 | $1.2M | 35k | 34.76 | |
| Maximus (MMS) | 0.0 | $1.6M | 25k | 62.61 | |
| Cabot Microelectronics Corporation | 0.0 | $1.4M | 19k | 73.83 | |
| Sun Hydraulics Corporation | 0.0 | $1.3M | 31k | 42.68 | |
| Monotype Imaging Holdings | 0.0 | $1.0M | 57k | 18.30 | |
| Nic | 0.0 | $1.6M | 85k | 18.94 | |
| Natus Medical | 0.0 | $1.6M | 42k | 37.30 | |
| FLIR Systems | 0.0 | $622k | 18k | 34.66 | |
| Gra (GGG) | 0.0 | $404k | 3.7k | 109.34 | |
| Wynn Resorts (WYNN) | 0.0 | $402k | 3.0k | 134.00 | |
| Jones Lang LaSalle Incorporated (JLL) | 0.0 | $931k | 7.5k | 124.97 | |
| Dorman Products (DORM) | 0.0 | $891k | 11k | 82.75 | |
| Gorman-Rupp Company (GRC) | 0.0 | $704k | 28k | 25.48 | |
| J&J Snack Foods (JJSF) | 0.0 | $326k | 2.5k | 132.25 | |
| US Ecology | 0.0 | $374k | 7.4k | 50.53 | |
| John B. Sanfilippo & Son (JBSS) | 0.0 | $570k | 9.0k | 63.14 | |
| Virtus Investment Partners (VRTS) | 0.0 | $955k | 8.6k | 110.93 | |
| Clearfield (CLFD) | 0.0 | $703k | 53k | 13.20 | |
| Workday Inc cl a (WDAY) | 0.0 | $340k | 3.5k | 97.14 | |
| CSX Corporation (CSX) | 0.0 | $273k | 5.0k | 54.60 |
