Fund detail
WCM Investment Management
growth, quality, international, active
Quarters
53
2013-12-31
$2.77B
Positions
133
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 | BERKSHIRE HATHAWAY INC CL B BRK/B | $849K | 0.03% | 4,675 | +0 | +0.00% | 0.03% | 2013-03-31 | $182 | ~$104 | +74.42% | |
| 2 | AON CORPORATION | $627K | 0.02% | 7,471 | +0 | +0.00% | 0.03% | 2013-03-31 | $84 | ~$62 | +36.33% | |
| 3 | EMERSON ELECTRIC COMPANY EMR | $453K | 0.02% | 6,461 | +0 | +0.00% | 0.02% | 2013-03-31 | $70 | ~$56 | +25.52% | |
| 4 | JAZZ PHARMACEUTICALS PLC | $443K | 0.02% | 3,500 | +0 | +0.00% | 0.02% | 2013-06-30 | $127 | ~$69 | +83.82% | |
| 5 | DISNEY (WALT) DIS | $431K | 0.02% | 5,643 | +0 | +0.00% | 0.02% | 2013-03-31 | $76 | ~$57 | +34.46% | |
| 6 | JOHNSON & JOHNSON JNJ | $394K | 0.01% | 4,307 | +0 | +0.00% | 0.02% | 2013-03-31 | $91 | ~$82 | +12.08% | |
| 7 | SPECTRA ENERGY CORP | $377K | 0.01% | 10,595 | +0 | +0.00% | 0.02% | 2013-03-31 | $36 | ~$32 | +11.48% | |
| 8 | MCDONALD`S CORP MCD | $365K | 0.01% | 3,761 | +0 | +0.00% | 0.02% | 2013-03-31 | $97 | ~$99 | -2.40% | |
| 9 | UNILEVER PLC-SPONSORED ADR | $361K | 0.01% | 8,770 | +0 | +0.00% | 0.02% | 2013-09-30 | $41 | ~$39 | +6.80% | |
| 10 | GLAXOSMITHKLINE PLC - SPON ADR | $341K | 0.01% | 6,395 | +0 | +0.00% | 0.02% | 2013-06-30 | $53 | ~$50 | +6.64% | |
| 11 | ROGERS COMMUNICATIONS RCI | $328K | 0.01% | 7,255 | +0 | +0.00% | 0.02% | 2013-06-30 | $45 | ~$39 | +15.49% | |
| 12 | ISIS PHARMACEUTICALS INC | $235K | 0.01% | 5,900 | +0 | +0.00% | 0.01% | 2013-09-30 | $40 | ~$37 | +6.33% |