WCM Investment Management 13F holdings, Q2 1999
Holdings as of June 30, 1999 · filings on SEC EDGAR · latest filing →
WCM Investment Management disclosed 74 US equity positions worth $153.3m in its Q2 1999 13F filing. The largest position was CAT at 7.7% of the reported book, followed by E I DUPONT DE NEMOURS & CO and GT. Against the Q2 1999 filing, it opened 2 new positions, added to 25 and reduced 8 among the top 50 holdings.
What did WCM Investment Management own in Q2 1999? Top 50 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q2 1999 |
|---|---|---|---|---|---|---|---|
| 1 | CAT CATERPILLAR INC | Industrials | 7.7% | $11.8m | 196,961 | -1% | reduced |
| 2 | E I DUPONT DE NEMOURS & CO | 7.4% | $11.4m | 167,059 | 1% | added | |
| 3 | GT GOODYEAR TIRE & RUBBER CO | Consumer Cyclical | 6.9% | $10.6m | 179,410 | 0% | held |
| 4 | GENERAL MOTORS CORPORATION | 6.8% | $10.5m | 158,425 | -3% | reduced | |
| 5 | AT&T CORP | 4.6% | $7.1m | 127,373 | 1% | added | |
| 6 | BANK ONE CORPORATION | 4.4% | $6.8m | 113,435 | -1% | reduced | |
| 7 | BAC BANK OF AMERICA CORP | Financial Services | 4.2% | $6.5m | 88,100 | – | new |
| 8 | FORD MOTOR COMPANY | 4.2% | $6.4m | 113,233 | 2% | added | |
| 9 | ROYAL DUTCH PETRO-NY SHARES | 3.7% | $5.6m | 93,225 | 3% | added | |
| 10 | GTE CORP | 3.6% | $5.5m | 73,420 | -0% | held | |
| 11 | EXXON CORPORATION | 3.5% | $5.3m | 69,190 | 0% | held | |
| 12 | EMR EMERSON ELECTRIC COMPANY | Industrials | 3.2% | $4.9m | 77,978 | 0% | held |
| 13 | SPY SPDR TRUST | 3.1% | $4.8m | 34,800 | 0% | held | |
| 14 | FIRST UNION CORP | 3.1% | $4.8m | 101,186 | 13% | added | |
| 15 | NATIONAL CITY CORP | 2.7% | $4.1m | 63,161 | -3% | reduced | |
| 16 | MGRC MCGRATH RENTCORP | Industrials | 2.5% | $3.8m | 189,860 | -3% | reduced |
| 17 | HEINZ (H.J.) CO | 2.4% | $3.6m | 72,115 | -0% | held | |
| 18 | DELPHI AUTOMOTIVE SYSTEMS | 1.4% | $2.1m | 113,791 | – | new | |
| 19 | GAP GAP INC | Consumer Cyclical | 1.1% | $1.6m | 32,484 | 53% | added |
| 20 | CSCO CISCO SYSTEMS INC | Technology | 1.1% | $1.6m | 25,135 | 111% | added |
| 21 | GE GENERAL ELECTRIC COMPANY | Industrials | 0.9% | $1.4m | 12,366 | 0% | held |
| 22 | VANGUARD INDEX 500 FUND | 0.9% | $1.4m | 10,984 | -0% | held | |
| 23 | J. P. MORGAN & CO INC | 0.8% | $1.3m | 9,175 | -2% | reduced | |
| 24 | HD HOME DEPOT INC | Consumer Cyclical | 0.8% | $1.3m | 19,931 | 8% | added |
| 25 | MERCK & COMPANY INCORPORATED | 0.8% | $1.2m | 15,975 | 25% | added | |
| 26 | LUCENT TECHNOLOGIES INC | 0.7% | $1.1m | 15,968 | 5% | added | |
| 27 | AMERICAN INTERNATIONAL GROUP INC | 0.7% | $1.0m | 8,777 | 2% | added | |
| 28 | CHEVRON CORP | 0.7% | $1.0m | 10,770 | -6% | reduced | |
| 29 | IBM INTERNATIONAL BUSINESS MACHINES | Technology | 0.6% | $996.0k | 7,703 | 104% | added |
| 30 | ORCL ORACLE CORPORATION | Technology | 0.6% | $866.0k | 23,335 | 73% | added |
| 31 | KMB KIMBERLY CLARK CORP | Consumer Defensive | 0.6% | $860.0k | 15,085 | 12% | added |
| 32 | INTC INTEL CORP | Technology | 0.5% | $834.0k | 14,015 | 15% | added |
| 33 | ENRON CORP | 0.5% | $828.0k | 10,125 | 0% | held | |
| 34 | WALGREEN CO | 0.5% | $824.0k | 28,039 | 0% | held | |
| 35 | GILLETTE COMPANY | 0.5% | $770.0k | 18,777 | 17% | added | |
| 36 | ELECTRONIC DATA SYSTEMS CORP | 0.5% | $762.0k | 13,450 | 14% | added | |
| 37 | OMC OMNICOM GROUP | Communication Services | 0.5% | $754.0k | 9,425 | 0% | held |
| 38 | TYCO INTERNATIONAL LTD | 0.5% | $746.0k | 7,875 | 0% | held | |
| 39 | CLEAR CHANNEL COMMUNICATIONS INC | 0.5% | $729.0k | 10,575 | 1% | added | |
| 40 | EASTMAN KODAK CO | 0.5% | $714.0k | 10,540 | -2% | reduced | |
| 41 | SCHERING-PLOUGH CORP | 0.5% | $706.0k | 13,451 | 8% | added | |
| 42 | NKE NIKE INC | Consumer Cyclical | 0.4% | $678.0k | 10,695 | 0% | held |
| 43 | FREDDIE MAC | 0.4% | $672.0k | 11,585 | 32% | added | |
| 44 | FIRSTAR CORP | 0.4% | $642.0k | 22,925 | 2% | added | |
| 45 | AMERICAN CAPITAL STRATEGIES | 0.4% | $611.0k | 33,500 | 0% | held | |
| 46 | AMERICAN HOME PRODUCTS CORP | 0.4% | $580.0k | 10,112 | 39% | added | |
| 47 | JNJ JOHNSON & JOHNSON | Healthcare | 0.4% | $578.0k | 5,900 | 0% | held |
| 48 | ZION ZIONS BANCORPORATION | Financial Services | 0.4% | $575.0k | 9,050 | 2% | added |
| 49 | WFC WELLS FARGO COMPANY | Financial Services | 0.4% | $572.0k | 13,378 | 9% | added |
| 50 | AMGN AMGEN INC | Healthcare | 0.4% | $558.0k | 9,160 | 53% | added |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.