Wcm Investment Management as of June 30, 2018
Portfolio Holdings for Wcm Investment Management
Wcm Investment Management holds 82 positions in its portfolio as reported in the June 2018 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Accenture (ACN) | 9.6 | $931M | 5.7M | 163.59 | |
| HDFC Bank (HDB) | 9.6 | $929M | 8.8M | 105.02 | |
| Shopify Inc cl a (SHOP) | 8.8 | $847M | 5.8M | 145.89 | |
| Taiwan Semiconductor Mfg (TSM) | 8.6 | $828M | 23M | 36.56 | |
| Chubb (CB) | 8.5 | $820M | 6.5M | 127.02 | |
| Canadian Pacific Railway | 8.2 | $795M | 4.3M | 183.02 | |
| Core Laboratories | 6.9 | $667M | 5.3M | 126.21 | |
| Icon (ICLR) | 6.3 | $614M | 4.6M | 132.53 | |
| Mettler-Toledo International (MTD) | 5.5 | $527M | 911k | 578.63 | |
| Ryanair Holdings (RYAAY) | 4.6 | $442M | 3.9M | 114.23 | |
| Ferrari Nv Ord (RACE) | 1.7 | $161M | 1.2M | 135.01 | |
| Costco Wholesale Corporation (COST) | 1.3 | $128M | 610k | 208.98 | |
| Visa (V) | 1.3 | $127M | 956k | 132.45 | |
| Cooper Companies | 1.1 | $111M | 472k | 235.45 | |
| Boston Scientific Corporation (BSX) | 1.1 | $110M | 3.4M | 32.70 | |
| Amphenol Corporation (APH) | 1.1 | $108M | 1.2M | 87.15 | |
| Steris | 1.1 | $108M | 1.0M | 105.01 | |
| Verisk Analytics (VRSK) | 1.0 | $97M | 901k | 107.64 | |
| Amazon (AMZN) | 1.0 | $97M | 57k | 1699.80 | |
| Ecolab (ECL) | 1.0 | $93M | 665k | 140.33 | |
| Canadian Natl Ry (CNI) | 0.9 | $92M | 1.1M | 81.75 | |
| MercadoLibre (MELI) | 0.9 | $91M | 303k | 298.93 | |
| Crown Castle Intl (CCI) | 0.9 | $90M | 833k | 107.82 | |
| Stryker Corporation (SYK) | 0.9 | $89M | 527k | 168.86 | |
| First Republic Bank/san F (FRCB) | 0.9 | $85M | 881k | 96.79 | |
| Tyler Technologies (TYL) | 0.8 | $80M | 358k | 222.10 | |
| Activision Blizzard | 0.8 | $74M | 965k | 76.32 | |
| Charles Schwab Corporation (SCHW) | 0.7 | $69M | 1.3M | 51.10 | |
| West Pharmaceutical Services (WST) | 0.7 | $68M | 685k | 99.29 | |
| Edwards Lifesciences (EW) | 0.7 | $66M | 455k | 145.57 | |
| Schlumberger (SLB) | 0.7 | $66M | 988k | 67.03 | |
| Agilent Technologies Inc C ommon (A) | 0.6 | $61M | 979k | 61.84 | |
| UniFirst Corporation (UNF) | 0.1 | $10M | 56k | 176.89 | |
| America's Car-Mart (CRMT) | 0.1 | $8.6M | 139k | 61.90 | |
| Manhattan Associates (MANH) | 0.1 | $8.4M | 179k | 47.01 | |
| Yandex Nv-a (YNDX) | 0.1 | $8.3M | 232k | 35.90 | |
| Alibaba Group Holding (BABA) | 0.1 | $9.1M | 49k | 185.53 | |
| Cass Information Systems (CASS) | 0.1 | $8.0M | 116k | 68.82 | |
| Sp Plus (SP) | 0.1 | $7.9M | 212k | 37.20 | |
| Maximus (MMS) | 0.1 | $6.5M | 105k | 62.11 | |
| Dycom Industries (DY) | 0.1 | $6.7M | 71k | 94.52 | |
| Jones Lang LaSalle Incorporated (JLL) | 0.1 | $6.5M | 39k | 165.99 | |
| Brown & Brown (BRO) | 0.1 | $6.1M | 221k | 27.73 | |
| EnerSys (ENS) | 0.1 | $5.9M | 79k | 74.63 | |
| Natus Medical | 0.1 | $6.1M | 176k | 34.50 | |
| Thermon Group Holdings (THR) | 0.1 | $6.2M | 272k | 22.87 | |
| HFF | 0.1 | $4.9M | 144k | 34.35 | |
| WESCO International (WCC) | 0.1 | $5.1M | 89k | 57.10 | |
| Cabot Microelectronics Corporation | 0.1 | $4.6M | 43k | 107.56 | |
| Virtus Investment Partners (VRTS) | 0.1 | $4.7M | 37k | 127.94 | |
| FLIR Systems | 0.0 | $3.9M | 75k | 51.97 | |
| Gorman-Rupp Company (GRC) | 0.0 | $4.1M | 117k | 35.00 | |
| Sun Hydraulics Corporation | 0.0 | $4.0M | 84k | 48.19 | |
| US Ecology | 0.0 | $4.1M | 64k | 63.69 | |
| Addus Homecare Corp (ADUS) | 0.0 | $3.4M | 59k | 57.25 | |
| Hemisphere Media | 0.0 | $3.6M | 273k | 13.10 | |
| Jd (JD) | 0.0 | $4.2M | 109k | 38.95 | |
| Cotiviti Hldgs | 0.0 | $4.0M | 91k | 44.12 | |
| Pagseguro Digital Ltd-cl A (PAGS) | 0.0 | $4.0M | 146k | 27.75 | |
| Emcor (EME) | 0.0 | $2.5M | 33k | 76.19 | |
| Crane | 0.0 | $3.3M | 41k | 80.14 | |
| Enstar Group (ESGR) | 0.0 | $2.5M | 12k | 207.27 | |
| Ctrip.com International | 0.0 | $2.5M | 53k | 47.64 | |
| Grupo Aeroportuario del Sureste (ASR) | 0.0 | $2.6M | 16k | 159.15 | |
| Dorman Products (DORM) | 0.0 | $3.1M | 46k | 68.32 | |
| Credicorp (BAP) | 0.0 | $2.8M | 12k | 225.16 | |
| John B. Sanfilippo & Son (JBSS) | 0.0 | $2.8M | 38k | 74.46 | |
| Embraer S A (ERJ) | 0.0 | $2.7M | 109k | 24.90 | |
| REPCOM cla | 0.0 | $2.5M | 25k | 100.49 | |
| Versum Matls | 0.0 | $2.4M | 65k | 37.15 | |
| Tivity Health | 0.0 | $2.6M | 74k | 35.19 | |
| PT Telekomunikasi Indonesia (TLK) | 0.0 | $2.3M | 89k | 26.01 | |
| Gra (GGG) | 0.0 | $2.1M | 46k | 45.22 | |
| J&J Snack Foods (JJSF) | 0.0 | $1.6M | 10k | 152.43 | |
| Globant S A (GLOB) | 0.0 | $2.1M | 36k | 56.78 | |
| Facebook Inc cl a (META) | 0.0 | $777k | 4.0k | 194.25 | |
| Huya Inc ads rep shs a (HUYA) | 0.0 | $1.3M | 40k | 32.89 | |
| Sony Corporation (SONY) | 0.0 | $204k | 4.0k | 51.35 | |
| Chevron Corporation (CVX) | 0.0 | $204k | 1.6k | 126.71 | |
| Group Cgi Cad Cl A | 0.0 | $212k | 3.4k | 63.28 | |
| Workday Inc cl a (WDAY) | 0.0 | $424k | 3.5k | 121.14 | |
| Noble Corp Plc equity | 0.0 | $411k | 65k | 6.32 |
