Wcm-Investment-Management

AI_NATIVE detailed information: This accession holds the following tickers:[
  "AXSM",
  "SE",
  "RGEN",
  "SPSC",
  "INSM",
  "TREX",
  "HOOD",
  "RVMD",
  "AZEK",
  "VRNS",
  "GRAB",
  "INSP",
  "CDRE",
  "SMTC",
  "RDNT",
  "NOVT",
  "RRX",
  "POOL",
  "TROW",
  "FTAI",
  "STRL",
  "ENTG",
  "OLLI",
  "ALSN",
  "NSIT",
  "BABA",
  "JLL",
  "FRPT",
  "BOOT",
  null,
  "APG",
  "AMWD",
  "TEAM",
  "ASML",
  "PLUS",
  null,
  "APP",
  "CLS",
  "BRO",
  "AIT",
  "KMX",
  "AGX",
  "CP.TO",
  "YMM",
  "BIDU",
  "ICFI",
  "IAC",
  "SBS",
  "CRS",
  "DT",
  "KWR",
  "POWL",
  "TTAN",
  "UNF",
  "SN",
  "IPAR",
  null,
  "VIK",
  "GD",
  "HD",
  "IBN",
  "AZN",
  "UNP",
  "ISRG",
  "CRMT",
  "FRSH",
  "HUBS",
  "INGR",
  "META",
  "MLNK",
  "MRCY",
  "SWK",
  "SGRY",
  "LIN",
  "ENSG",
  "MDT",
  "MSFT",
  "EVR",
  "FWRG",
  "GE",
  "HQY",
  "IDYA",
  "ICUI",
  "RHI",
  "HRL",
  "TEVA",
  "NU",
  "ILMN",
  "OMC",
  "ICLR",
  "EMN",
  "ANET",
  "PAYX",
  "PEP",
  "UNH",
  "AAPL",
  "HLN",
  "NVDA",
  "PFE",
  "LMT",
  "PG",
  "VZ",
  "LPLA",
  "AMGN",
  "MAS",
  "DGX",
  "RELX",
  null,
  "SLB",
  "O",
  "SNA",
  "SAP",
  "TPR",
  "TXN",
  "TXRH",
  "TYL",
  "UBS",
  "UL",
  "UPS",
  "ADUS",
  "ATRC",
  "ASH",
  "SITE",
  "VRTS",
  "EWBC",
  "AS",
  "EME",
  "FIVN",
  null,
  "TTE",
  "GKOS",
  "GDDY",
  "GGG",
  "TSM",
  "LRN",
  "ETR",
  "BN.TO",
  "VRTX",
  null,
  "TT",
  "GRBK",
  "RLI",
  "SAIA",
  "SRPT",
  "LECO",
  "MKSI",
  "RH",
  "PRI",
  "PEN",
  "MSM",
  "AON",
  "ACGL",
  "AXON",
  "SONY",
  "NTRA",
  "WSO",
  "DEO",
  "AJG",
  "WCN",
  null,
  "VLRS",
  "DORM",
  "HUYA",
  "PAC",
  "IBP",
  "BZ",
  "LANC",
  "LSTR",
  "IEX",
  "RACE",
  "NVO",
  "AMZN",
  "TTWO",
  "PFG",
  "RMBS",
  "ACIW",
  "HII",
  "REXR",
  "AAON",
  "EGP",
  "PDD",
  "RGA",
  "VRRM",
  "V",
  "VIST",
  "WAL",
  "WTM",
  "WHR",
  "WIX",
  "WWW",
  "WH",
  null,
  "YETI",
  "ZBRA",
  "ESTC",
  "ESI",
  "POWI",
  "PTC",
  "HAYW",
  "CNQ",
  "BHVN",
  "KNX",
  "JKHY",
  "KVYO",
  "HLMN",
  "MOH",
  "MKL",
  "MNDY",
  "PFGC",
  "RARE",
  "PSX",
  "PLNT",
  "TCOM",
  "TDY",
  "IMVT",
  "SKWD",
  "SPOT",
  "LYB",
  "HALO",
  "LNTH",
  "GEV",
  "MELI",
  "MCK",
  "PCVX",
  "IRTC",
  null,
  "WNS",
  "STE",
  "AVNT",
  "BALL",
  "BKH",
  "BILL",
  "BMRN",
  "BAH",
  "BBIO",
  "CHRW",
  "CWST",
  "CSL",
  "CBRE",
  "CDW",
  "CHEF",
  "CHE",
  "CVX",
  "GTLS",
  "CB",
  "CHDN",
  "CSCO",
  "CLX",
  "KOF",
  "CME",
  "CGNX",
  "CMA",
  "FIX",
  "CMCSA",
  "CVLT",
  "COMM",
  "COST",
  "CTVA",
  "CPNG",
  "CRDO",
  "BAP",
  "CSWI",
  "CUBE",
  "CFR",
  "CWK",
  "CW",
  "DDOG",
  "DVN",
  "DCGO",
  "EFA",
  "TTEK",
  "NKE",
  "XOM",
  "JNJ",
  "LLY",
  "PM",
  null,
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-28
Total Holdings: 278
Total Value: 38905997059
Accession Number: 0001062993-25-008104
Form Type: 13F-HR
CIK: wcm-investment-management
Manager Name: Wcm-Investment-Management

Data Enrichment

96% identified

268 identified10 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

278 positions • $38.9B total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

Page 11 of 14

Sort by:

UNION PACIFIC CORP

UNP|907818108

Shares:14.2K

Value:$3.3M

% of Portfolio:0.0% ($3.3M/$38.9B)

RELX PLC

RELX|759530108

Shares:65.4K

Value:$3.3M

% of Portfolio:0.0% ($3.3M/$38.9B)

COCA COLA FEMSA SAB DE CV

KOF|191241108

Shares:35.4K

Value:$3.3M

% of Portfolio:0.0% ($3.3M/$38.9B)

TEVA PHARMACEUTICAL INDUSTRIES LTD

TEVA|881624209

Shares:213.2K

Value:$3.2M

% of Portfolio:0.0% ($3.2M/$38.9B)

WATSCO INC

WSO|942622200

Shares:6.4K

Value:$3.2M

% of Portfolio:0.0% ($3.2M/$38.9B)

PFIZER INC

PFE|717081103

Shares:126.0K

Value:$3.2M

% of Portfolio:0.0% ($3.2M/$38.9B)

MASCO CORP /DE/

MAS|574599106

Shares:44.7K

Value:$3.1M

% of Portfolio:0.0% ($3.1M/$38.9B)

CubeSmart

CUBE|229663109

Shares:72.8K

Value:$3.1M

% of Portfolio:0.0% ($3.1M/$38.9B)

GRACO INC

GGG|384109104

Shares:36.5K

Value:$3.0M

% of Portfolio:0.0% ($3.0M/$38.9B)

MKS INSTRUMENTS INC

MKSI|55306N104

Shares:36.4K

Value:$3.0M

% of Portfolio:0.0% ($3.0M/$38.9B)

CARMAX INC

KMX|143130102

Shares:38.8K

Value:$2.9M

% of Portfolio:0.0% ($2.9M/$38.9B)

Chubb Ltd

CB|H1467J104

Shares:9.9K

Value:$2.9M

% of Portfolio:0.0% ($2.9M/$38.9B)

TotalEnergies SE

TTE|89151E109

Shares:44.9K

Value:$2.9M

% of Portfolio:0.0% ($2.9M/$38.9B)

Immunovant, Inc.

IMVT|45258J102

Shares:155.9K

Value:$2.9M

% of Portfolio:0.0% ($2.9M/$38.9B)

Phillips 66

PSX|718546104

Shares:23.4K

Value:$2.8M

% of Portfolio:0.0% ($2.8M/$38.9B)

HOME DEPOT, INC.

HD|437076102

Shares:7.9K

Value:$2.8M

% of Portfolio:0.0% ($2.8M/$38.9B)

ZEBRA TECHNOLOGIES CORP

ZBRA|989207105

Shares:9.4K

Value:$2.6M

% of Portfolio:0.0% ($2.6M/$38.9B)

Booz Allen Hamilton Holding Corp

BAH|099502106

Shares:24.2K

Value:$2.5M

% of Portfolio:0.0% ($2.5M/$38.9B)

LyondellBasell Industries N.V.

LYB|N53745100

Shares:35.2K

Value:$2.5M

% of Portfolio:0.0% ($2.5M/$38.9B)

DIAGEO PLC

DEO|25243Q205

Shares:23.0K

Value:$2.4M

% of Portfolio:0.0% ($2.4M/$38.9B)

Instrument	Shares		Other Manager	Value	% of Portfolio
UNION PACIFIC CORP(UNPcusip907818108)	14.2K	QoQ -3.31% (-488) YoY +1509.72% (+13.3K)	All Managers (Combined)	$3.3M	0.0% ($3.3M/$38.9B)	QoQ -1.46% (-$49.1K) YoY +1419.56% (+$3.1M)
RELX PLC(RELXcusip759530108)	65.4K	QoQ +36.19% (+17.4K) YoY +157.61% (+40.0K)	All Managers (Combined)	$3.3M	0.0% ($3.3M/$38.9B)	QoQ +50.47% (+$1.1M) YoY +198.50% (+$2.2M)
COCA COLA FEMSA SAB DE CV(KOFcusip191241108)	35.4K	QoQ -3.24% (-1.2K) YoY NEW(+35.4K)	All Managers (Combined)	$3.3M	0.0% ($3.3M/$38.9B)	QoQ +14.87% (-$422.6K) YoY NEW(+$3.3M)
TEVA PHARMACEUTICAL INDUSTRIES LTD(TEVAcusip881624209)	213.2K	QoQ +57.01% (+77.4K) YoY NEW(+213.2K)	All Managers (Combined)	$3.2M	0.0% ($3.2M/$38.9B)	QoQ +6.08% (+$184.4K) YoY NEW(+$3.2M)
WATSCO INC(WSOcusip942622200)	6.4K	QoQ +3.34% (+207) YoY -23.74% (-2.0K)	All Managers (Combined)	$3.2M	0.0% ($3.2M/$38.9B)	QoQ +9.24% (+$271.6K) YoY -11.40% (-$413.2K)
PFIZER INC(PFEcusip717081103)	126.0K	QoQ +8.67% (+10.1K) YoY NEW(+126.0K)	All Managers (Combined)	$3.2M	0.0% ($3.2M/$38.9B)	QoQ +3.69% (+$113.1K) YoY NEW(+$3.2M)
MASCO CORP /DE/(MAScusip574599106)	44.7K	QoQ +4.60% (-2.0K) YoY -0.14% (-64)	All Managers (Combined)	$3.1M	0.0% ($3.1M/$38.9B)	QoQ -0.94% (-$29.3K) YoY -13.06% (-$461.2K)
CubeSmart(CUBEcusip229663109)	72.8K	QoQ -0.39% (-291) YoY +0.86% (-627)	All Managers (Combined)	$3.1M	0.0% ($3.1M/$38.9B)	QoQ -1.05% (-$32.7K) YoY -6.18% (-$201.7K)
GRACO INC(GGGcusip384109104)	36.5K	QoQ +3.67% (+1.3K) YoY -1.56% (-580)	All Managers (Combined)	$3.0M	0.0% ($3.0M/$38.9B)	QoQ +3.24% (+$95.5K) YoY -12.13% (-$420.4K)
MKS INSTRUMENTS INC(MKSIcusip55306N104)	36.4K	QoQ +3.85% (-1.4K) YoY +30.69% (-8.6K)	All Managers (Combined)	$3.0M	0.0% ($3.0M/$38.9B)	QoQ -18.57% (-$678.0K) YoY -19.82% (-$734.6K)
CARMAX INC(KMXcusip143130102)	38.8K	QoQ +3.77% (-1.4K) YoY -0.66% (-261)	All Managers (Combined)	$2.9M	0.0% ($2.9M/$38.9B)	QoQ -3.90% (-$119.7K) YoY -13.34% (-$454.1K)
Chubb Ltd(CBcusipH1467J104)	9.9K	QoQ +33.81% (+2.5K) YoY +137.94% (+5.7K)	All Managers (Combined)	$2.9M	0.0% ($2.9M/$38.9B)	QoQ +44.03% (+$897.3K) YoY +172.20% (+$1.9M)
TotalEnergies SE(TTEcusip89151E109)	44.9K	QoQ -1.87% (-859) YoY NEW(+44.9K)	All Managers (Combined)	$2.9M	0.0% ($2.9M/$38.9B)	QoQ +15.53% (-$387.2K) YoY NEW(+$2.9M)
Immunovant, Inc.(IMVTcusip45258J102)	155.9K	QoQ -2.24% (-3.6K) YoY -8.09% (-13.7K)	All Managers (Combined)	$2.9M	0.0% ($2.9M/$38.9B)	QoQ -24.80% (-$944.9K) YoY -47.74% (-$2.6M)
Phillips 66(PSXcusip718546104)	23.4K	QoQ -3.45% (-838) YoY +1698.23% (+22.1K)	All Managers (Combined)	$2.8M	0.0% ($2.8M/$38.9B)	QoQ +4.96% (-$134.7K) YoY +1240.47% (+$2.6M)
HOME DEPOT, INC.(HDcusip437076102)	7.9K	QoQ -29.07% (-3.2K) YoY +1227.01% (+7.3K)	All Managers (Combined)	$2.8M	0.0% ($2.8M/$38.9B)	QoQ -34.77% (-$1.5M) YoY +1139.03% (+$2.6M)
ZEBRA TECHNOLOGIES CORP(ZBRAcusip989207105)	9.4K	QoQ +3.89% (-353) YoY -0.69% (-66)	All Managers (Combined)	$2.6M	0.0% ($2.6M/$38.9B)	QoQ -23.99% (-$834.2K) YoY -7.49% (-$214.2K)
Booz Allen Hamilton Holding Corp(BAHcusip099502106)	24.2K	QoQ -99.10% (-2.7M) YoY -99.43% (-4.2M)	All Managers (Combined)	$2.5M	0.0% ($2.5M/$38.9B)	QoQ -99.26% (-$344.6M) YoY -99.59% (-$628.6M)
LyondellBasell Industries N.V.(LYBcusipN53745100)	35.2K	QoQ -0.65% (-231) YoY NEW(+35.2K)	All Managers (Combined)	$2.5M	0.0% ($2.5M/$38.9B)	QoQ -5.21% (-$135.2K) YoY NEW(+$2.5M)
DIAGEO PLC(DEOcusip25243Q205)	23.0K	QoQ NEW(+23.0K) YoY NEW(+23.0K)	All Managers (Combined)	$2.4M	0.0% ($2.4M/$38.9B)	QoQ NEW(+$2.4M) YoY NEW(+$2.4M)