Fund detail
WCM Investment Management
growth, quality, international, active
Quarters
53
2019-12-31
$18.60B
Positions
157
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 | CHUBB LIMITED | $1.27B | 6.82% | 8,152,725 | -7,938,723 | -49.34% | 15.59% | 2016-03-31 | $156 | ~$138 | +13.01% | |
| 2 | STERIS PLC | $357.2M | 1.92% | 2,343,587 | -360,419 | -13.33% | 2.34% | 2019-03-31 | $152 | ~$129 | +18.61% | |
| 3 | VISA INC V | $244.5M | 1.31% | 1,301,323 | -25,654 | -1.93% | 1.37% | 2016-03-31 | $188 | ~$110 | +70.29% | |
| 4 | ALCON INC | $226.4M | 1.22% | 4,001,516 | -403,859 | -9.17% | 1.54% | 2019-06-30 | $57 | ~$62 | -8.59% | |
| 5 | WEST PHARMACEUTICAL SVSC INC WST | $201.2M | 1.08% | 1,338,119 | -15,376 | -1.14% | 1.15% | 2018-03-31 | $150 | ~$102 | +47.60% | |
| 6 | FIRST REP BK SAN FRANCISCO C FRCB | $194.8M | 1.05% | 1,658,391 | -33,413 | -1.97% | 0.98% | 2017-03-31 | $117 | ~$96 | +22.65% | |
| 7 | MERCADOLIBRE INC MELI | $191.5M | 1.03% | 334,783 | -3,398 | -1.00% | 1.12% | 2013-03-31 | $572 | ~$226 | +152.82% | |
| 8 | COSTCO WHSL CORP NEW COST | $180.4M | 0.97% | 613,836 | -8,727 | -1.40% | 1.08% | 2013-03-31 | $294 | ~$177 | +65.90% | |
| 9 | ECOLAB INC ECL | $174.4M | 0.94% | 903,807 | -17,472 | -1.90% | 1.09% | 2016-06-30 | $193 | ~$140 | +38.30% | |
| 10 | CROWN CASTLE INTL CORP NEW CCI | $161.9M | 0.87% | 1,139,259 | -22,141 | -1.91% | 0.97% | 2015-12-31 | $142 | ~$104 | +36.16% | |
| 11 | ANSYS INC AKX | $151.6M | 0.81% | 588,905 | -11,623 | -1.94% | 0.80% | 2019-03-31 | $257 | ~$186 | +38.62% | |
| 12 | STRYKER CORP SYK | $151.4M | 0.81% | 721,251 | -7,989 | -1.10% | 0.95% | 2018-03-31 | $210 | ~$170 | +23.43% | |
| 13 | MCDONALDS CORP MCD | $149.1M | 0.80% | 754,529 | -11,885 | -1.55% | 0.99% | 2013-03-31 | $198 | ~$156 | +26.85% | |
| 14 | AMPHENOL CORP NEW APH | $148.3M | 0.80% | 1,370,157 | -17,790 | -1.28% | 0.80% | 2014-12-31 | $108 | ~$74 | +46.64% | |
| 15 | BOSTON SCIENTIFIC CORP BSX | $147.9M | 0.80% | 3,270,939 | -1,384,991 | -29.75% | 1.14% | 2016-09-30 | $45 | ~$29 | +53.66% | |
| 16 | ILLUMINA INC ILMN | $140.7M | 0.76% | 424,165 | -5,055 | -1.18% | 0.78% | 2018-09-30 | $332 | ~$352 | -5.83% | |
| 17 | CANADIAN NATL RY CO CNI | $139.3M | 0.75% | 1,540,270 | -33,368 | -2.12% | 0.85% | 2013-03-31 | $90 | ~$73 | +23.14% | |
| 18 | SHERWIN WILLIAMS CO SHW | $128.9M | 0.69% | 220,837 | -4,356 | -1.93% | 0.74% | 2018-09-30 | $584 | ~$455 | +28.39% | |
| 19 | VERISK ANALYTICS INC VRSK | $127.6M | 0.69% | 854,256 | -11,672 | -1.35% | 0.82% | 2015-09-30 | $149 | ~$95 | +57.20% | |
| 20 | NETFLIX INC NFLX | $120.7M | 0.65% | 372,931 | -7,959 | -2.09% | 0.61% | 2019-03-31 | $324 | ~$355 | -8.86% | |
| 21 | COOPER COS INC | $117.6M | 0.63% | 365,938 | -4,413 | -1.19% | 0.66% | 2014-03-31 | $321 | ~$202 | +59.39% | |
| 22 | CABOT MICROELECTRONICS CORP CCMPEUR | $16.6M | 0.09% | 114,866 | -30,872 | -21.18% | 0.12% | 2016-09-30 | $144 | ~$103 | +39.48% | |
| 23 | SP PLUS CORP SPUSD | $13.1M | 0.07% | 309,296 | -155,018 | -33.39% | 0.10% | 2016-03-31 | $42 | ~$33 | +28.13% | |
| 24 | CASS INFORMATION SYS INC CASS | $9.2M | 0.05% | 160,206 | -146,561 | -47.78% | 0.10% | 2016-03-31 | $58 | ~$49 | +17.06% | |
| 25 | MANHATTAN ASSOCS INC MANH | $8.2M | 0.04% | 102,854 | -23,251 | -18.44% | 0.06% | 2017-09-30 | $80 | ~$47 | +68.81% | |
| 26 | SIMULATIONS PLUS INC SLP | $1.3M | 0.01% | 43,373 | -82 | -0.19% | 0.01% | 2019-06-30 | $29 | ~$29 | +1.71% |