- New Purchases: LULU, ICE, CHD, FOCS, INXN, NUVA, SMTC, AAXN, MMS, XP, ARWR, ZGNX, FATE, NTRA,
- Added Positions: ASML, SNN, GGG, EFA, ACN, CP, TSM, SHOP, RMD, HDB, WNS, MTD, ENS, HCSG, KAR, ICLR, VRRM, JLL, MSA, PLNT, PFGC, INSP, OSW, ACAD, AMN, CRMT, ABCB, ATRC, BCO, ELY, CASY, CRL, CR, CUB, ESGR, PLUS, EEFT, ICUI, LPSN, OMCL, ASGN, RGS, TTEK, TXRH, ACIW, TREX, UNF, UFPI, WWD, PRO, JBT, LOGM, IOVA, PRI, BWXT, VAC, REXR, FEYE, TNDM, PCTY, BABA, ERI, ETSY, BPMC, PEN, NGVT, TRHC, COLD, EVOP, SWAV, AMWD, BECN, CCF, DY, EME, HALO, LGND, MRCY, NTUS, NP, DORM, RGEN, ROG, WCC, EBS, VRTS, ADUS, YNDX, PLAY, HMTV, XLRN, MC, FGEN, TDOC, KURA, BL, EEX, BHVN, ESTC, INDA, BAP, FLIR, ASR, TLK, SNPS, EPAM, WIX, GLOB, CYBR, RETA, AZUL, TW, HHR,
- Reduced Positions: CB, BSX, STE, ALC, CASS, CCMP, V, SP, CNI, FRC, COST, CCI, ECL, ANSS, MCD, VRSK, WST, MANH, SYK, SHW, NFLX, ILMN, COO, APH,
- Sold Out: A, SCHW, SLB, THR, BRKR, IPHI, MMSI, NICE, YELP,
For the details of WCM INVESTMENT MANAGEMENT's stock buys and sells, go to https://www.gurufocus.com/guru/wcm+investment+management/current-portfolio/portfolio
These are the top 5 holdings of WCM INVESTMENT MANAGEMENT- Shopify Inc (SHOP) - 4,759,464 shares, 10.17% of the total portfolio. Shares added by 1.24%
- Taiwan Semiconductor Manufacturing Co Ltd (TSM) - 27,677,845 shares, 8.64% of the total portfolio. Shares added by 1.44%
- Accenture PLC (ACN) - 6,819,907 shares, 7.72% of the total portfolio. Shares added by 1.81%
- Canadian Pacific Railway Ltd (CP) - 5,475,810 shares, 7.50% of the total portfolio. Shares added by 1.77%
- HDFC Bank Ltd (HDB) - 21,700,181 shares, 7.39% of the total portfolio. Shares added by 1.32%
Wcm Investment Management initiated holding in Lululemon Athletica Inc. The purchase prices were between $189.13 and $233.19, with an estimated average price of $213.94. The stock is now traded at around $246.21. The impact to a portfolio due to this purchase was 4.1%. The holding were 3,295,460 shares as of .
New Purchase: Intercontinental Exchange Inc (ICE)Wcm Investment Management initiated holding in Intercontinental Exchange Inc. The purchase prices were between $89.41 and $94.74, with an estimated average price of $92.81. The stock is now traded at around $93.85. The impact to a portfolio due to this purchase was 0.59%. The holding were 1,183,131 shares as of .
New Purchase: Church & Dwight Co Inc (CHD)Wcm Investment Management initiated holding in Church & Dwight Co Inc. The purchase prices were between $67.05 and $76.05, with an estimated average price of $70.94. The stock is now traded at around $75.51. The impact to a portfolio due to this purchase was 0.56%. The holding were 1,488,753 shares as of .
New Purchase: Focus Financial Partners Inc (FOCS)Wcm Investment Management initiated holding in Focus Financial Partners Inc. The purchase prices were between $21.28 and $30.22, with an estimated average price of $25.64. The stock is now traded at around $31.66. The impact to a portfolio due to this purchase was 0.08%. The holding were 499,941 shares as of .
New Purchase: InterXion Holding NV (INXN)Wcm Investment Management initiated holding in InterXion Holding NV. The purchase prices were between $77.07 and $89.42, with an estimated average price of $83.59. The stock is now traded at around $94.59. The impact to a portfolio due to this purchase was 0.04%. The holding were 89,321 shares as of .
New Purchase: NuVasive Inc (NUVA)Wcm Investment Management initiated holding in NuVasive Inc. The purchase prices were between $61.73 and $77.7, with an estimated average price of $70.89. The stock is now traded at around $73.28. The impact to a portfolio due to this purchase was 0.03%. The holding were 65,987 shares as of .
Added: Smith & Nephew PLC (SNN)Wcm Investment Management added to a holding in Smith & Nephew PLC by 63.65%. The purchase prices were between $42.26 and $48.5, with an estimated average price of $45.14. The stock is now traded at around $48.94. The impact to a portfolio due to this purchase was 0.42%. The holding were 4,195,468 shares as of .
Added: Graco Inc (GGG)Wcm Investment Management added to a holding in Graco Inc by 51.51%. The purchase prices were between $43.53 and $52.26, with an estimated average price of $47.81. The stock is now traded at around $55.16. The impact to a portfolio due to this purchase was 0.29%. The holding were 3,090,462 shares as of .
Added: iShares MSCI EAFE (EFA)Wcm Investment Management added to a holding in iShares MSCI EAFE by 2476.52%. The purchase prices were between $62.55 and $69.64, with an estimated average price of $66.97. The stock is now traded at around $65.53. The impact to a portfolio due to this purchase was 0.16%. The holding were 454,266 shares as of .
Added: WNS (Holdings) Ltd (WNS)Wcm Investment Management added to a holding in WNS (Holdings) Ltd by 266.67%. The purchase prices were between $57.35 and $66.5, with an estimated average price of $62.41. The stock is now traded at around $71.83. The impact to a portfolio due to this purchase was 0.09%. The holding were 346,229 shares as of .
Added: EnerSys (ENS)Wcm Investment Management added to a holding in EnerSys by 64.29%. The purchase prices were between $59.95 and $76.86, with an estimated average price of $69.4. The stock is now traded at around $70.79. The impact to a portfolio due to this purchase was 0.05%. The holding were 312,915 shares as of .
Added: KAR Auction Services Inc (KAR)Wcm Investment Management added to a holding in KAR Auction Services Inc by 86.82%. The purchase prices were between $20.66 and $26.52, with an estimated average price of $22.74. The stock is now traded at around $21.55. The impact to a portfolio due to this purchase was 0.04%. The holding were 724,831 shares as of .
Sold Out: Agilent Technologies Inc (A)Wcm Investment Management sold out a holding in Agilent Technologies Inc. The sale prices were between $72.49 and $85.45, with an estimated average price of $78.92.
Sold Out: Charles Schwab Corp (SCHW)Wcm Investment Management sold out a holding in Charles Schwab Corp. The sale prices were between $35.1 and $51.07, with an estimated average price of $44.34.
Sold Out: Schlumberger Ltd (SLB)Wcm Investment Management sold out a holding in Schlumberger Ltd. The sale prices were between $30.71 and $40.79, with an estimated average price of $35.85.
Sold Out: Thermon Group Holdings Inc (THR)Wcm Investment Management sold out a holding in Thermon Group Holdings Inc. The sale prices were between $21.84 and $27.33, with an estimated average price of $25.27.
Sold Out: Bruker Corp (BRKR)Wcm Investment Management sold out a holding in Bruker Corp. The sale prices were between $42.36 and $51.75, with an estimated average price of $47.79.
Sold Out: Inphi Corp (IPHI)Wcm Investment Management sold out a holding in Inphi Corp. The sale prices were between $59.09 and $76.23, with an estimated average price of $68.94.
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