Fund detail
WCM Investment Management
growth, quality, international, active
Quarters
53
2019-09-30
$16.67B
Positions
152
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 | MCDONALDS CORP MCD | $164.6M | 0.99% | 766,414 | +766,414 | 2013-03-31 | $215 | ~$156 | +37.83% | |||
| 2 | SMITH & NEPHEW PLC SNN | $123.4M | 0.74% | 2,563,672 | +2,563,672 | 2019-09-30 | $48 | ~$48 | +0.00% | |||
| 3 | KAR AUCTION SVCS INC OPLN | $9.5M | 0.06% | 387,994 | +387,994 | 2019-09-30 | $25 | ~$25 | +0.00% | |||
| 4 | HEALTHCARE SVCS GRP INC HCSG | $9.1M | 0.05% | 374,890 | +374,890 | 2019-09-30 | $24 | ~$24 | +0.00% | |||
| 5 | CYBERARK SOFTWARE LTD | $6.2M | 0.04% | 61,985 | +61,985 | 2019-09-30 | $100 | ~$100 | +0.00% | |||
| 6 | ACI WORLDWIDE INC ACIW | $1.7M | 0.01% | 54,585 | +54,585 | 2019-09-30 | $31 | ~$31 | +0.00% | |||
| 7 | ONESPAWORLD HOLDINGS LIMITED | $1.7M | 0.01% | 107,836 | +107,836 | 2019-09-30 | $16 | ~$16 | +0.00% | |||
| 8 | PERFORMANCE FOOD GROUP CO PFGC | $1.6M | 0.01% | 35,652 | +35,652 | 2019-09-30 | $46 | ~$46 | +0.00% | |||
| 9 | REGIS CORP MINN RGSUSD | $1.4M | 0.01% | 71,611 | +71,611 | 2019-09-30 | $20 | ~$20 | +0.00% | |||
| 10 | TABULA RASA HEALTHCARE INC TRHCEUR | $1.4M | 0.01% | 26,205 | +26,205 | 2019-09-30 | $55 | ~$55 | +0.00% | |||
| 11 | MSA SAFETY INC MSA | $1.4M | 0.01% | 12,466 | +12,466 | 2019-09-30 | $109 | ~$109 | +0.00% | |||
| 12 | BWX TECHNOLOGIES INC BWXT | $1.3M | 0.01% | 22,680 | +22,680 | 2019-09-30 | $57 | ~$57 | +0.00% | |||
| 13 | AMN HEALTHCARE SERVICES INC AMN | $1.3M | 0.01% | 22,464 | +22,464 | 2019-09-30 | $58 | ~$58 | +0.00% | |||
| 14 | ROGERS CORP ROG | $1.2M | 0.01% | 8,931 | +8,931 | 2019-09-30 | $137 | ~$137 | +0.00% | |||
| 15 | REPLIGEN CORP RGEN | $771K | 0.00% | 10,052 | +10,052 | 2019-09-30 | $77 | ~$77 | +0.00% | |||
| 16 | INSPIRE MED SYS INC INSP | $624K | 0.00% | 10,220 | +10,220 | 2019-09-30 | $61 | ~$61 | +0.00% | |||
| 17 | SHOCKWAVE MED INC SWAVUSD | $575K | 0.00% | 19,217 | +19,217 | 2019-09-30 | $30 | ~$30 | +0.00% | |||
| 18 | ACADIA PHARMACEUTICALS INC ACAD | $456K | 0.00% | 12,676 | +12,676 | 2019-09-30 | $36 | ~$36 | +0.00% | |||
| 19 | IOVANCE BIOTHERAPEUTICS INC IOVA | $387K | 0.00% | 21,283 | +21,283 | 2019-09-30 | $18 | ~$18 | +0.00% | |||
| 20 | ISHARES TR INDA | $202K | 0.00% | 6,010 | +6,010 | 2019-09-30 | $34 | ~$34 | +0.00% |