Fund detail
WCM Investment Management
growth, quality, international, active
Quarters
53
2013-03-31
$1.40B
Positions
141
2026-03-31
2025-12-31
2025-09-30
2025-06-30
2025-03-31
2024-12-31
2024-09-30
2024-06-30
2024-03-31
2023-12-31
2023-09-30
2023-06-30
2023-03-31
2022-12-31
2022-09-30
2022-06-30
2022-03-31
2021-12-31
2021-09-30
2021-06-30
2021-03-31
2020-12-31
2020-09-30
2020-06-30
2020-03-31
2019-12-31
2019-09-30
2019-06-30
2019-03-31
2018-12-31
2018-09-30
2018-06-30
2018-03-31
2017-12-31
2017-09-30
2017-06-30
2017-03-31
2016-12-31
2016-09-30
2016-06-30
2016-03-31
2015-12-31
2015-09-30
2015-06-30
2015-03-31
2014-12-31
2014-09-30
2014-06-30
2014-03-31
2013-12-31
2013-09-30
2013-06-30
2013-03-31
Price is the latest implied close from the selected quarter's 13F (value ÷ shares). Est. Cost is a running average that assumes each quarter's trades cleared near the midpoint of consecutive 13F closes (or yfinance VWAP when available). Most accurate for slow accumulators, least accurate for activists who build positions in a few days.
| # | Issuer | Value ↑ | Weight | Shares | Share Δ | Share Δ % | Prev Weight | First Held | Price | Est. Cost | Unrealized % | Status |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | STARBUCKS CORP SBUX | $202K | 0.01% | 3,550 | +3,550 | 2013-03-31 | $57 | ~$57 | +0.00% | |||
| 2 | VALASSIS COMM | $206K | 0.01% | 6,882 | +6,882 | 2013-03-31 | $30 | ~$30 | +0.00% | |||
| 3 | GRUPO TELEVISA SA TV | $210K | 0.02% | 7,903 | +7,903 | 2013-03-31 | $27 | ~$27 | +0.00% | |||
| 4 | MTS SYSTEMS CORP MTSC | $210K | 0.02% | 3,615 | +3,615 | 2013-03-31 | $58 | ~$58 | +0.00% | |||
| 5 | RPC INC RES | $210K | 0.02% | 13,862 | +13,862 | 2013-03-31 | $15 | ~$15 | +0.00% | |||
| 6 | DISH NETWORK DISH | $214K | 0.02% | 5,650 | +5,650 | 2013-03-31 | $38 | ~$38 | +0.00% | |||
| 7 | SPECTRA ENERGY CORP | $220K | 0.02% | 7,145 | +7,145 | 2013-03-31 | $31 | ~$31 | +0.00% | |||
| 8 | SAUER-DANFOSS | $222K | 0.02% | 3,800 | +3,800 | 2013-03-31 | $58 | ~$58 | +0.00% | |||
| 9 | COLGATE-PALMOLIVE COMPANY CL | $233K | 0.02% | 1,977 | +1,977 | 2013-03-31 | $118 | ~$118 | +0.00% | |||
| 10 | SYNTEL INC | $236K | 0.02% | 3,489 | +3,489 | 2013-03-31 | $68 | ~$68 | +0.00% | |||
| 11 | AUTOMATIC DATA PROCESSING ADP | $243K | 0.02% | 3,741 | +3,741 | 2013-03-31 | $65 | ~$65 | +0.00% | |||
| 12 | PAYCHEX INC PAYX | $268K | 0.02% | 7,649 | +7,649 | 2013-03-31 | $35 | ~$35 | +0.00% | |||
| 13 | SCHWAB (CHARLES) CORP SCHW | $282K | 0.02% | 15,915 | +15,915 | 2013-03-31 | $18 | ~$18 | +0.00% | |||
| 14 | BRISTOL-MYERS SQUIBB CO BMY | $322K | 0.02% | 7,809 | +7,809 | 2013-03-31 | $41 | ~$41 | +0.00% | |||
| 15 | SYSCO CORP SYY | $327K | 0.02% | 9,304 | +9,304 | 2013-03-31 | $35 | ~$35 | +0.00% | |||
| 16 | PEPSICO INC PEP | $331K | 0.02% | 4,188 | +4,188 | 2013-03-31 | $79 | ~$79 | +0.00% | |||
| 17 | INTEL CORP INTC | $336K | 0.02% | 15,393 | +15,393 | 2013-03-31 | $22 | ~$22 | +0.00% | |||
| 18 | WELLS FARGO & COMPANY WFC | $340K | 0.02% | 9,186 | +9,186 | 2013-03-31 | $37 | ~$37 | +0.00% | |||
| 19 | GENERAL MILLS GIS | $347K | 0.02% | 7,043 | +7,043 | 2013-03-31 | $49 | ~$49 | +0.00% | |||
| 20 | MCDONALD`S CORP MCD | $349K | 0.02% | 3,506 | +3,506 | 2013-03-31 | $100 | ~$100 | +0.00% | |||
| 21 | EMERSON ELECTRIC COMPANY EMR | $353K | 0.03% | 6,321 | +6,321 | 2013-03-31 | $56 | ~$56 | +0.00% | |||
| 22 | DISNEY (WALT) DIS | $385K | 0.03% | 6,778 | +6,778 | 2013-03-31 | $57 | ~$57 | +0.00% | |||
| 23 | MEDCATH CORP | $408K | 0.03% | 285,154 | +285,154 | 2013-03-31 | $1 | ~$1 | +0.00% | |||
| 24 | COCA-COLA COMPANY KO | $409K | 0.03% | 10,120 | +10,120 | 2013-03-31 | $40 | ~$40 | +0.00% | |||
| 25 | COSTCO WHOLESALE CORP COST | $418K | 0.03% | 3,940 | +3,940 | 2013-03-31 | $106 | ~$106 | +0.00% | |||
| 26 | AON CORPORATION | $463K | 0.03% | 7,521 | +7,521 | 2013-03-31 | $62 | ~$62 | +0.00% | |||
| 27 | BERKSHIRE HATHAWAY INC CL B BRK/B | $518K | 0.04% | 4,975 | +4,975 | 2013-03-31 | $104 | ~$104 | +0.00% | |||
| 28 | PROCTER & GAMBLE CO PG | $519K | 0.04% | 6,732 | +6,732 | 2013-03-31 | $77 | ~$77 | +0.00% | |||
| 29 | JOHNSON & JOHNSON JNJ | $523K | 0.04% | 6,410 | +6,410 | 2013-03-31 | $82 | ~$82 | +0.00% | |||
| 30 | TD AMERITRADE HOLDINGS AMT | $583K | 0.04% | 28,289 | +28,289 | 2013-03-31 | $21 | ~$21 | +0.00% |