Fund detail
WCM Investment Management
growth, quality, international, active
Quarters
53
2016-12-31
$8.28B
Positions
168
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 | ACE LIMITED - OLD TICKER | $1.28B | 15.48% | 9,705,336 | +374,218 | +4.01% | 13.37% | 2016-03-31 | $132 | ~$120 | +10.10% | |
| 2 | TAIWAN SEMICONDUCTOR MFG CO. TSM | $615.1M | 7.43% | 21,394,630 | +782,292 | +3.80% | 7.19% | 2013-03-31 | $29 | ~$21 | +35.43% | |
| 3 | ACCENTURE PLC-CL A | $508.4M | 6.14% | 4,340,249 | +1,199,744 | +38.20% | 4.38% | 2016-06-30 | $117 | ~$116 | +0.77% | |
| 4 | CANADIAN PACIFIC RAILWAY | $476.9M | 5.76% | 3,340,199 | +120,563 | +3.74% | 5.61% | 2013-09-30 | $143 | ~$146 | -2.29% | |
| 5 | CORE LABORATORIES N.V. | $474.0M | 5.72% | 3,949,077 | +145,705 | +3.83% | 4.87% | 2013-03-31 | $120 | ~$123 | -2.23% | |
| 6 | HDFC BANK LTD-ADR HDB | $399.5M | 4.82% | 6,583,786 | +271,399 | +4.30% | 5.17% | 2015-09-30 | $61 | ~$62 | -2.88% | |
| 7 | CTRIP.COM INT`L ADR CTRPUSD | $386.8M | 4.67% | 9,670,946 | +262,556 | +2.79% | 5.00% | 2014-06-30 | $40 | ~$53 | -24.31% | |
| 8 | YANDEX NV-A | $283.2M | 3.42% | 14,066,659 | +386,785 | +2.83% | 3.28% | 2013-06-30 | $20 | ~$20 | +2.21% | |
| 9 | ICON PLC | $265.6M | 3.21% | 3,531,357 | +91,647 | +2.66% | 3.03% | 2015-06-30 | $75 | ~$69 | +9.51% | |
| 10 | COMPANHIA DE BEBIDAS DAS AMERICA ABEV | $243.7M | 2.94% | 49,636,177 | +6,331,965 | +14.62% | 3.01% | 2014-09-30 | $5 | ~$6 | -17.21% | |
| 11 | LAZARD LTD-CL A | $238.4M | 2.88% | 5,801,201 | +251,614 | +4.53% | 2.30% | 2013-03-31 | $41 | ~$44 | -6.95% | |
| 12 | TD AMERITRADE HOLDINGS AMT | $61.0M | 0.74% | 1,398,935 | +164,441 | +13.32% | 0.50% | 2013-03-31 | $44 | ~$32 | +36.69% | |
| 13 | MERCADOLIBRE INC MELI | $58.7M | 0.71% | 376,091 | +17,342 | +4.83% | 0.76% | 2013-03-31 | $156 | ~$112 | +38.94% | |
| 14 | ISHARES MSCI EAFE INDEX FUND EFA | $50.8M | 0.61% | 880,761 | +877,218 | +24759.19% | 0.00% | 2013-12-31 | $58 | ~$58 | -1.08% | |
| 15 | AMAZON.COM INC AMZN | $47.9M | 0.58% | 63,935 | +7,711 | +13.71% | 0.54% | 2013-03-31 | $750 | ~$501 | +49.57% | |
| 16 | AMPHENOL CORP APH | $45.8M | 0.55% | 681,834 | +75,210 | +12.40% | 0.45% | 2014-12-31 | $67 | ~$57 | +18.45% | |
| 17 | SCHLUMBERGER LTD SLB | $45.6M | 0.55% | 542,890 | +63,890 | +13.34% | 0.43% | 2015-12-31 | $84 | ~$75 | +12.28% | |
| 18 | CANADIAN NATL RAILWAY CO CNI | $45.5M | 0.55% | 674,947 | +79,183 | +13.29% | 0.44% | 2013-03-31 | $67 | ~$60 | +12.57% | |
| 19 | COOPER COMPANIES (THE) | $45.3M | 0.55% | 259,222 | +30,154 | +13.16% | 0.47% | 2014-03-31 | $175 | ~$152 | +14.90% | |
| 20 | PRAXAIR INC PXGBX | $44.5M | 0.54% | 379,893 | +44,706 | +13.34% | 0.46% | 2014-09-30 | $117 | ~$120 | -2.11% | |
| 21 | ECOLAB INC ECL | $43.0M | 0.52% | 366,435 | +43,169 | +13.35% | 0.45% | 2016-06-30 | $117 | ~$119 | -1.80% | |
| 22 | QUINTILES TRANSNATIONAL HOLD | $42.3M | 0.51% | 556,435 | +62,453 | +12.64% | 0.46% | 2015-06-30 | $76 | ~$72 | +4.91% | |
| 23 | VISA INC - CLASS A SHRS V | $41.0M | 0.50% | 525,879 | +61,565 | +13.26% | 0.44% | 2016-03-31 | $78 | ~$78 | +0.36% | |
| 24 | VERISK ANALYTIC VRSK | $40.4M | 0.49% | 498,144 | +58,276 | +13.25% | 0.41% | 2015-09-30 | $81 | ~$77 | +5.47% | |
| 25 | BOSTON SCIENTIFIC CORP BSX | $40.1M | 0.48% | 1,853,280 | +217,174 | +13.27% | 0.44% | 2016-09-30 | $22 | ~$24 | -8.63% | |
| 26 | CROWN CASTLE INTL CORP CCI | $39.9M | 0.48% | 459,320 | +53,857 | +13.28% | 0.44% | 2015-12-31 | $87 | ~$91 | -4.97% | |
| 27 | BROWN-FORMAN CORP-CLASS B BF/B | $39.7M | 0.48% | 883,956 | +99,051 | +12.62% | 0.42% | 2015-06-30 | $45 | ~$79 | -43.24% | |
| 28 | COSTCO WHOLESALE CORP COST | $36.4M | 0.44% | 227,168 | +26,582 | +13.25% | 0.35% | 2013-03-31 | $160 | ~$129 | +23.75% | |
| 29 | FACEBOOK INC META | $33.1M | 0.40% | 287,573 | +33,416 | +13.15% | 0.37% | 2015-09-30 | $115 | ~$101 | +13.57% | |
| 30 | CERNER CORP CERNCHF | $32.6M | 0.39% | 688,778 | +79,140 | +12.98% | 0.43% | 2016-06-30 | $47 | ~$59 | -19.45% |