Fund detail
WCM Investment Management
growth, quality, international, active
Quarters
53
2015-06-30
$4.44B
Positions
115
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 | AMAZON COM INC AMZN | $36.2M | 0.81% | 83,359 | -34,277 | -29.14% | 0.89% | 2013-03-31 | $434 | ~$336 | +29.27% | |
| 2 | NIKE INC NKE | $27.6M | 0.62% | 255,939 | -3,050 | -1.18% | 0.53% | 2013-03-31 | $108 | ~$75 | +44.75% | |
| 3 | COOPER COS INC | $24.5M | 0.55% | 137,403 | -1,726 | -1.24% | 0.53% | 2014-03-31 | $178 | ~$137 | +29.96% | |
| 4 | EXPRESS SCRIPTS HLDG CO | $22.2M | 0.50% | 249,939 | -2,916 | -1.15% | 0.44% | 2014-03-31 | $89 | ~$74 | +20.55% | |
| 5 | COSTCO WHSL CORP NEW COST | $22.2M | 0.50% | 164,309 | -2,023 | -1.22% | 0.51% | 2013-03-31 | $135 | ~$112 | +20.50% | |
| 6 | AMPHENOL CORP NEW APH | $21.0M | 0.47% | 361,398 | -2,499 | -0.69% | 0.43% | 2014-12-31 | $58 | ~$54 | +7.71% | |
| 7 | TRIPADVISOR INC TRIP | $19.1M | 0.43% | 218,811 | -2,648 | -1.20% | 0.37% | 2014-06-30 | $87 | ~$96 | -9.05% | |
| 8 | GOOGLE INC | $16.7M | 0.38% | 30,927 | -225 | -0.72% | 0.35% | 2013-06-30 | $540 | ~$908 | -40.52% | |
| 9 | PRAXAIR INC PXGBX | $16.3M | 0.37% | 136,407 | -1,598 | -1.16% | 0.34% | 2014-09-30 | $120 | ~$129 | -7.32% | |
| 10 | CANADIAN NATL RY CO CNI | $15.0M | 0.34% | 260,571 | -2,832,565 | -91.58% | 4.19% | 2013-03-31 | $58 | ~$57 | +1.17% | |
| 11 | MOOG INC MOG/A | $6.5M | 0.15% | 92,626 | -8,939 | -8.80% | 0.15% | 2013-03-31 | $71 | ~$48 | +47.03% | |
| 12 | PERRIGO CO PLC | $2.0M | 0.04% | 10,690 | -1,464,638 | -99.28% | 4.94% | 2013-12-31 | $185 | ~$159 | +15.91% | |
| 13 | JOHNSON & JOHNSON JNJ | $392K | 0.01% | 4,027 | -25 | -0.62% | 0.01% | 2013-03-31 | $97 | ~$82 | +18.42% | |
| 14 | PAYCHEX INC PAYX | $388K | 0.01% | 8,279 | -55 | -0.66% | 0.01% | 2013-03-31 | $47 | ~$36 | +31.43% | |
| 15 | PEPSICO INC PEP | $369K | 0.01% | 3,956 | -35 | -0.88% | 0.01% | 2013-03-31 | $93 | ~$79 | +17.66% | |
| 16 | PROCTER & GAMBLE CO PG | $356K | 0.01% | 4,545 | -35 | -0.76% | 0.01% | 2013-03-31 | $78 | ~$77 | +1.46% | |
| 17 | SPECTRA ENERGY CORP | $326K | 0.01% | 10,010 | -75 | -0.74% | 0.01% | 2013-03-31 | $33 | ~$32 | +1.56% |