Wcm Investment Management as of Sept. 30, 2018
Portfolio Holdings for Wcm Investment Management
Wcm Investment Management holds 78 positions in its portfolio as reported in the September 2018 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Taiwan Semiconductor Mfg (TSM) | 9.3 | $1.0B | 24M | 44.16 | |
| Shopify Inc cl a (SHOP) | 9.2 | $1.0B | 6.2M | 164.47 | |
| Accenture (ACN) | 9.0 | $1.0B | 5.9M | 170.21 | |
| Canadian Pacific Railway | 8.9 | $995M | 4.7M | 211.95 | |
| Chubb (CB) | 8.0 | $896M | 6.7M | 133.65 | |
| HDFC Bank (HDB) | 7.8 | $866M | 9.2M | 94.11 | |
| Mettler-Toledo International (MTD) | 7.7 | $864M | 1.4M | 609.06 | |
| Icon (ICLR) | 6.9 | $769M | 5.0M | 153.78 | |
| Core Laboratories | 5.0 | $564M | 4.9M | 115.85 | |
| Ryanair Holdings (RYAAY) | 3.6 | $400M | 4.2M | 96.03 | |
| Steris | 2.3 | $261M | 2.3M | 114.40 | |
| Costco Wholesale Corporation (COST) | 1.4 | $152M | 646k | 234.88 | |
| Visa (V) | 1.4 | $152M | 1.0M | 150.09 | |
| Cooper Companies | 1.2 | $138M | 496k | 277.15 | |
| Boston Scientific Corporation (BSX) | 1.2 | $136M | 3.5M | 38.50 | |
| West Pharmaceutical Services (WST) | 1.1 | $128M | 1.0M | 123.47 | |
| First Republic Bank/san F (FRCB) | 1.1 | $124M | 1.3M | 96.00 | |
| Amphenol Corporation (APH) | 1.1 | $123M | 1.3M | 94.02 | |
| Amazon (AMZN) | 1.1 | $121M | 60k | 2002.99 | |
| Verisk Analytics (VRSK) | 1.0 | $115M | 956k | 120.55 | |
| Ecolab (ECL) | 1.0 | $110M | 703k | 156.78 | |
| MercadoLibre (MELI) | 1.0 | $109M | 321k | 340.47 | |
| Canadian Natl Ry (CNI) | 1.0 | $107M | 1.2M | 89.80 | |
| Stryker Corporation (SYK) | 0.9 | $98M | 553k | 177.68 | |
| Crown Castle Intl (CCI) | 0.9 | $98M | 880k | 111.33 | |
| Activision Blizzard | 0.8 | $85M | 1.0M | 83.19 | |
| Sherwin-Williams Company (SHW) | 0.7 | $78M | 171k | 455.21 | |
| Illumina (ILMN) | 0.7 | $77M | 210k | 367.06 | |
| Gra (GGG) | 0.7 | $75M | 1.6M | 46.34 | |
| Agilent Technologies Inc C ommon (A) | 0.7 | $73M | 1.0M | 70.54 | |
| Charles Schwab Corporation (SCHW) | 0.6 | $70M | 1.4M | 49.15 | |
| Schlumberger (SLB) | 0.6 | $64M | 1.0M | 60.92 | |
| America's Car-Mart (CRMT) | 0.1 | $13M | 165k | 78.20 | |
| UniFirst Corporation (UNF) | 0.1 | $12M | 71k | 173.65 | |
| Manhattan Associates (MANH) | 0.1 | $11M | 203k | 54.60 | |
| Cass Information Systems (CASS) | 0.1 | $9.9M | 152k | 65.12 | |
| Sp Plus (SP) | 0.1 | $10M | 273k | 36.50 | |
| Maximus (MMS) | 0.1 | $8.5M | 131k | 65.06 | |
| Jones Lang LaSalle Incorporated (JLL) | 0.1 | $8.9M | 62k | 144.31 | |
| EnerSys (ENS) | 0.1 | $8.6M | 98k | 87.13 | |
| Alibaba Group Holding (BABA) | 0.1 | $8.5M | 52k | 164.76 | |
| Brown & Brown (BRO) | 0.1 | $8.2M | 277k | 29.57 | |
| Crane | 0.1 | $7.7M | 78k | 98.35 | |
| Enstar Group (ESGR) | 0.1 | $7.6M | 36k | 208.51 | |
| Dycom Industries (DY) | 0.1 | $7.4M | 87k | 84.59 | |
| Natus Medical | 0.1 | $7.7M | 216k | 35.65 | |
| Yandex Nv-a (YNDX) | 0.1 | $7.9M | 241k | 32.89 | |
| Thermon Group Holdings (THR) | 0.1 | $7.4M | 286k | 25.78 | |
| Versum Matls | 0.1 | $7.3M | 204k | 36.01 | |
| WESCO International (WCC) | 0.1 | $6.7M | 109k | 61.45 | |
| Emerald Expositions Events | 0.1 | $7.2M | 439k | 16.48 | |
| HFF | 0.1 | $5.3M | 124k | 42.48 | |
| Cabot Microelectronics Corporation | 0.1 | $5.5M | 53k | 103.17 | |
| Sun Hydraulics Corporation | 0.1 | $5.6M | 102k | 54.78 | |
| Virtus Investment Partners (VRTS) | 0.1 | $5.1M | 45k | 113.74 | |
| Addus Homecare Corp (ADUS) | 0.1 | $5.1M | 73k | 70.15 | |
| Dorman Products (DORM) | 0.0 | $4.4M | 57k | 76.92 | |
| Gorman-Rupp Company (GRC) | 0.0 | $4.2M | 116k | 36.50 | |
| US Ecology | 0.0 | $4.0M | 54k | 73.74 | |
| Hemisphere Media | 0.0 | $4.7M | 340k | 13.95 | |
| Emcor (EME) | 0.0 | $3.1M | 41k | 75.11 | |
| FLIR Systems | 0.0 | $3.5M | 57k | 61.47 | |
| Beacon Roofing Supply (BECN) | 0.0 | $3.8M | 106k | 36.19 | |
| Grupo Aeroportuario del Sureste (ASR) | 0.0 | $3.5M | 17k | 205.15 | |
| Credicorp (BAP) | 0.0 | $2.9M | 13k | 223.07 | |
| John B. Sanfilippo & Son (JBSS) | 0.0 | $3.4M | 48k | 71.39 | |
| Jd (JD) | 0.0 | $3.0M | 114k | 26.09 | |
| Tivity Health | 0.0 | $3.0M | 93k | 32.15 | |
| Pagseguro Digital Ltd-cl A (PAGS) | 0.0 | $2.8M | 101k | 27.67 | |
| PT Telekomunikasi Indonesia (TLK) | 0.0 | $2.3M | 93k | 24.48 | |
| REPCOM cla | 0.0 | $1.9M | 26k | 74.91 | |
| Globant S A (GLOB) | 0.0 | $2.2M | 38k | 59.00 | |
| Tyler Technologies (TYL) | 0.0 | $741k | 3.0k | 244.96 | |
| Sony Corporation (SONY) | 0.0 | $253k | 4.2k | 60.58 | |
| iShares MSCI EAFE Index Fund (EFA) | 0.0 | $390k | 5.7k | 67.91 | |
| Group Cgi Cad Cl A | 0.0 | $220k | 3.4k | 64.52 | |
| Workday Inc cl a (WDAY) | 0.0 | $511k | 3.5k | 146.00 | |
| Noble Corp Plc equity | 0.0 | $457k | 65k | 7.03 |
