Wcm Investment Management as of March 31, 2018
Portfolio Holdings for Wcm Investment Management
Wcm Investment Management holds 94 positions in its portfolio as reported in the March 2018 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Chubb (CB) | 29.4 | $3.1B | 23M | 136.77 | |
| Taiwan Semiconductor Mfg (TSM) | 8.8 | $943M | 22M | 43.76 | |
| Accenture (ACN) | 7.9 | $845M | 5.5M | 153.50 | |
| HDFC Bank (HDB) | 7.8 | $830M | 8.4M | 98.77 | |
| Canadian Pacific Railway | 6.9 | $742M | 4.2M | 176.50 | |
| Yandex Nv-a (YNDX) | 6.5 | $691M | 18M | 39.45 | |
| Core Laboratories | 5.1 | $545M | 5.0M | 108.22 | |
| Icon (ICLR) | 4.9 | $527M | 4.5M | 118.14 | |
| Ryanair Holdings (RYAAY) | 4.3 | $457M | 3.7M | 122.85 | |
| Ferrari Nv Ord (RACE) | 1.3 | $137M | 1.1M | 120.52 | |
| Costco Wholesale Corporation (COST) | 0.9 | $96M | 510k | 188.43 | |
| Visa (V) | 0.9 | $96M | 799k | 119.62 | |
| Cooper Companies | 0.8 | $90M | 394k | 228.81 | |
| Amphenol Corporation (APH) | 0.8 | $89M | 1.0M | 86.13 | |
| MercadoLibre (MELI) | 0.8 | $89M | 249k | 356.39 | |
| Verisk Analytics (VRSK) | 0.7 | $78M | 754k | 104.00 | |
| Boston Scientific Corporation (BSX) | 0.7 | $77M | 2.8M | 27.32 | |
| Crown Castle Intl (CCI) | 0.7 | $77M | 698k | 109.61 | |
| Ecolab (ECL) | 0.7 | $76M | 557k | 137.07 | |
| Stryker Corporation (SYK) | 0.7 | $70M | 437k | 160.92 | |
| Amazon (AMZN) | 0.7 | $69M | 48k | 1447.33 | |
| Facebook Inc cl a (META) | 0.7 | $69M | 434k | 159.79 | |
| First Republic Bank/san F (FRCB) | 0.6 | $68M | 738k | 92.61 | |
| Canadian Natl Ry (CNI) | 0.6 | $68M | 923k | 73.13 | |
| Tractor Supply Company (TSCO) | 0.6 | $67M | 1.1M | 63.02 | |
| Tyler Technologies (TYL) | 0.6 | $63M | 300k | 210.96 | |
| Cerner Corporation | 0.6 | $61M | 1.0M | 58.00 | |
| Charles Schwab Corporation (SCHW) | 0.6 | $59M | 1.1M | 52.22 | |
| Agilent Technologies Inc C ommon (A) | 0.5 | $54M | 813k | 66.90 | |
| Schlumberger (SLB) | 0.5 | $54M | 828k | 64.78 | |
| West Pharmaceutical Services (WST) | 0.5 | $50M | 568k | 88.29 | |
| America's Car-Mart (CRMT) | 0.2 | $17M | 332k | 50.45 | |
| Addus Homecare Corp (ADUS) | 0.1 | $16M | 321k | 48.65 | |
| Pagseguro Digital Ltd-cl A (PAGS) | 0.1 | $13M | 349k | 38.32 | |
| Cass Information Systems (CASS) | 0.1 | $12M | 200k | 59.51 | |
| Thermon Group Holdings (THR) | 0.1 | $11M | 508k | 22.41 | |
| Sp Plus (SP) | 0.1 | $12M | 335k | 35.60 | |
| UniFirst Corporation (UNF) | 0.1 | $11M | 65k | 161.65 | |
| Jones Lang LaSalle Incorporated (JLL) | 0.1 | $9.3M | 53k | 174.64 | |
| Alibaba Group Holding (BABA) | 0.1 | $9.3M | 51k | 183.54 | |
| Manhattan Associates (MANH) | 0.1 | $8.6M | 206k | 41.88 | |
| Utah Medical Products (UTMD) | 0.1 | $8.1M | 82k | 98.85 | |
| Maximus (MMS) | 0.1 | $8.0M | 119k | 66.74 | |
| EnerSys (ENS) | 0.1 | $7.9M | 114k | 69.37 | |
| Brown & Brown (BRO) | 0.1 | $6.4M | 251k | 25.44 | |
| WESCO International (WCC) | 0.1 | $6.3M | 101k | 62.05 | |
| Dycom Industries (DY) | 0.1 | $6.6M | 62k | 107.62 | |
| Monotype Imaging Holdings | 0.1 | $6.0M | 266k | 22.45 | |
| Graham Corporation (GHM) | 0.1 | $5.9M | 277k | 21.42 | |
| Nic | 0.1 | $6.8M | 512k | 13.30 | |
| Natus Medical | 0.1 | $6.7M | 199k | 33.65 | |
| HFF | 0.1 | $5.1M | 102k | 49.70 | |
| Cabot Microelectronics Corporation | 0.1 | $5.2M | 49k | 107.12 | |
| Sun Hydraulics Corporation | 0.1 | $5.1M | 95k | 53.56 | |
| Virtus Investment Partners (VRTS) | 0.1 | $5.1M | 41k | 123.80 | |
| Winmark Corporation (WINA) | 0.1 | $5.8M | 44k | 130.80 | |
| FLIR Systems | 0.0 | $4.2M | 85k | 50.01 | |
| American Software (AMSWA) | 0.0 | $4.6M | 352k | 13.00 | |
| Gorman-Rupp Company (GRC) | 0.0 | $3.9M | 132k | 29.25 | |
| Natural Gas Services (NGS) | 0.0 | $3.8M | 161k | 23.85 | |
| US Ecology | 0.0 | $3.8M | 72k | 53.29 | |
| UFP Technologies (UFPT) | 0.0 | $3.8M | 129k | 29.50 | |
| Transcat (TRNS) | 0.0 | $4.7M | 302k | 15.65 | |
| Clearfield (CLFD) | 0.0 | $4.0M | 309k | 12.90 | |
| Atlas Financial Holdings (AFHIF) | 0.0 | $4.6M | 447k | 10.35 | |
| Jd (JD) | 0.0 | $4.6M | 115k | 40.49 | |
| Grupo Aeroportuario del Sureste (ASR) | 0.0 | $2.9M | 17k | 170.55 | |
| Dorman Products (DORM) | 0.0 | $3.4M | 52k | 66.21 | |
| Credicorp (BAP) | 0.0 | $2.9M | 13k | 227.07 | |
| Embraer S A (ERJ) | 0.0 | $3.0M | 114k | 26.00 | |
| REPCOM cla | 0.0 | $2.7M | 26k | 105.22 | |
| Hemisphere Media | 0.0 | $2.8M | 250k | 11.25 | |
| PT Telekomunikasi Indonesia (TLK) | 0.0 | $2.4M | 92k | 26.42 | |
| Gra (GGG) | 0.0 | $2.4M | 52k | 45.73 | |
| Ctrip.com International | 0.0 | $2.6M | 55k | 46.61 | |
| Marlin Business Services | 0.0 | $1.8M | 64k | 28.35 | |
| Cu (CULP) | 0.0 | $2.3M | 76k | 30.54 | |
| John B. Sanfilippo & Son (JBSS) | 0.0 | $2.5M | 43k | 57.88 | |
| Saga Communications (SGA) | 0.0 | $1.6M | 44k | 37.25 | |
| Motorcar Parts of America (MPAA) | 0.0 | $2.6M | 120k | 21.43 | |
| Crown Crafts (CRWS) | 0.0 | $1.7M | 294k | 5.90 | |
| National Resh Corp cl a (NRC) | 0.0 | $2.1M | 73k | 29.25 | |
| National Resh Corp cl b | 0.0 | $2.5M | 51k | 50.01 | |
| Luxoft Holding Inc cmn | 0.0 | $2.5M | 62k | 40.95 | |
| Globant S A (GLOB) | 0.0 | $2.0M | 39k | 51.53 | |
| Cross Country Healthcare (CCRN) | 0.0 | $1.2M | 106k | 11.11 | |
| J&J Snack Foods (JJSF) | 0.0 | $1.6M | 12k | 136.54 | |
| KMG Chemicals | 0.0 | $1.6M | 26k | 59.97 | |
| Oil-Dri Corporation of America (ODC) | 0.0 | $919k | 23k | 40.18 | |
| Shopify Inc cl a (SHOP) | 0.0 | $685k | 5.5k | 124.55 | |
| Chicken Soup For The Soul En cl a (CSSE) | 0.0 | $1.1M | 158k | 7.12 | |
| Edwards Lifesciences (EW) | 0.0 | $327k | 2.3k | 139.39 | |
| Workday Inc cl a (WDAY) | 0.0 | $445k | 3.5k | 127.14 | |
| Noble Corp Plc equity | 0.0 | $241k | 65k | 3.71 |
