WCM Investment Management 13F holdings, Q3 1999
Holdings as of September 30, 1999 · filings on SEC EDGAR · latest filing →
WCM Investment Management disclosed 73 US equity positions worth $130.3m in its Q3 1999 13F filing. The largest position was CAT at 8.3% of the reported book, followed by GENERAL MOTORS CORPORATION and E I DUPONT DE NEMOURS & CO. Against the Q3 1999 filing, it opened 0 new positions, added to 23 and reduced 13 among the top 50 holdings.
What did WCM Investment Management own in Q3 1999? Top 50 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q3 1999 |
|---|---|---|---|---|---|---|---|
| 1 | CAT CATERPILLAR INC | Industrials | 8.3% | $10.8m | 196,826 | -0% | held |
| 2 | GENERAL MOTORS CORPORATION | 7.7% | $10.0m | 158,455 | -1% | reduced | |
| 3 | E I DUPONT DE NEMOURS & CO | 7.6% | $9.9m | 164,254 | -1% | reduced | |
| 4 | GT GOODYEAR TIRE & RUBBER CO | Consumer Cyclical | 6.6% | $8.6m | 179,210 | -0% | held |
| 5 | AT&T CORP | 4.7% | $6.1m | 140,645 | 2% | added | |
| 6 | GTE CORP | 4.3% | $5.6m | 72,590 | -1% | reduced | |
| 7 | FORD MOTOR COMPANY | 4.3% | $5.6m | 110,593 | -0% | held | |
| 8 | ROYAL DUTCH PETRO-NY SHARES | 4.3% | $5.5m | 93,895 | 0% | held | |
| 9 | EXXON CORPORATION | 3.9% | $5.1m | 67,250 | -1% | reduced | |
| 10 | EMR EMERSON ELECTRIC COMPANY | Industrials | 3.8% | $4.9m | 78,078 | 0% | held |
| 11 | BAC BANK OF AMERICA CORP | Financial Services | 3.7% | $4.8m | 86,381 | -0% | held |
| 12 | SPY SPDR TRUST | 3.1% | $4.0m | 30,875 | -7% | reduced | |
| 13 | BANK ONE CORPORATION | 3.0% | $3.9m | 113,075 | -1% | reduced | |
| 14 | FIRST UNION CORP | 2.8% | $3.6m | 100,786 | -0% | held | |
| 15 | CSCO CISCO SYSTEMS INC | Technology | 1.4% | $1.9m | 27,042 | 1% | added |
| 16 | DELPHI AUTOMOTIVE SYSTEMS | 1.3% | $1.8m | 109,306 | -1% | reduced | |
| 17 | HD HOME DEPOT INC | Consumer Cyclical | 1.2% | $1.6m | 22,701 | 13% | added |
| 18 | GE GENERAL ELECTRIC COMPANY | Industrials | 1.1% | $1.5m | 12,416 | 1% | added |
| 19 | LUCENT TECHNOLOGIES INC | 1.0% | $1.4m | 20,861 | 11% | added | |
| 20 | ORCL ORACLE CORPORATION | Technology | 1.0% | $1.3m | 29,381 | 12% | added |
| 21 | INTC INTEL CORP | Technology | 1.0% | $1.3m | 17,430 | 9% | added |
| 22 | VANGUARD INDEX 500 FUND | 0.9% | $1.2m | 9,992 | -4% | reduced | |
| 23 | MERCK & COMPANY INCORPORATED | 0.9% | $1.1m | 17,470 | 3% | added | |
| 24 | KMB KIMBERLY CLARK CORP | Consumer Defensive | 0.9% | $1.1m | 21,020 | 8% | added |
| 25 | NKE NIKE INC | Consumer Cyclical | 0.8% | $1.1m | 18,710 | 20% | added |
| 26 | GAP GAP INC | Consumer Cyclical | 0.8% | $1.0m | 31,985 | 1% | added |
| 27 | AMGN AMGEN INC | Healthcare | 0.8% | $1.0m | 12,420 | 14% | added |
| 28 | J. P. MORGAN & CO INC | 0.7% | $948.0k | 8,300 | -5% | reduced | |
| 29 | ELECTRONIC DATA SYSTEMS CORP | 0.7% | $940.0k | 17,750 | 13% | added | |
| 30 | AMERICAN INTERNATIONAL GROUP INC | 0.7% | $939.0k | 10,805 | -1% | reduced | |
| 31 | CHEVRON CORP | 0.7% | $883.0k | 9,945 | -1% | reduced | |
| 32 | EASTMAN KODAK CO | 0.7% | $874.0k | 11,555 | -1% | reduced | |
| 33 | ENRON CORP | 0.6% | $840.0k | 20,450 | 0% | held | |
| 34 | GILLETTE COMPANY | 0.6% | $809.0k | 23,852 | 11% | added | |
| 35 | CLEAR CHANNEL COMMUNICATIONS INC | 0.6% | $805.0k | 10,075 | 0% | held | |
| 36 | EMC CORPORATION | 0.6% | $763.0k | 10,692 | 3% | added | |
| 37 | TYCO INTERNATIONAL LTD | 0.6% | $761.0k | 7,375 | 0% | held | |
| 38 | IBM INTERNATIONAL BUSINESS MACHINES | Technology | 0.6% | $733.0k | 6,061 | 1% | added |
| 39 | SUN MICROSYSTEMS INC | 0.6% | $732.0k | 7,874 | 6% | added | |
| 40 | OMC OMNICOM GROUP | Communication Services | 0.5% | $711.0k | 8,975 | 0% | held |
| 41 | FREDDIE MAC | 0.5% | $643.0k | 12,360 | 0% | held | |
| 42 | WFC WELLS FARGO COMPANY | Financial Services | 0.4% | $579.0k | 14,603 | 0% | held |
| 43 | SCHERING-PLOUGH CORP | 0.4% | $571.0k | 13,091 | 2% | added | |
| 44 | FIRSTAR CORP | 0.4% | $568.0k | 22,160 | 1% | added | |
| 45 | JNJ JOHNSON & JOHNSON | Healthcare | 0.4% | $546.0k | 5,940 | 1% | added |
| 46 | DELL COMPUTER CORP | 0.4% | $539.0k | 12,883 | 1% | added | |
| 47 | SLB SCHLUMBERGER LIMITED | Energy | 0.4% | $531.0k | 8,525 | 0% | held |
| 48 | GANNETT COMPANY INC | 0.4% | $525.0k | 7,585 | -2% | reduced | |
| 49 | NUE NUCOR CORP | Basic Materials | 0.4% | $523.0k | 10,975 | 6% | added |
| 50 | KO COCA-COLA CO | Consumer Defensive | 0.4% | $511.0k | 10,581 | 2% | 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.