WCM Investment Management 13F holdings, Q1 2001
Holdings as of March 31, 2001 · filings on SEC EDGAR · latest filing →
WCM Investment Management disclosed 185 US equity positions worth $118.2m in its Q1 2001 13F filing. The largest position was WFC at 7.2% of the reported book, followed by AMGN and SCHERING-PLOUGH CORP. Against the Q4 2000 filing, it opened 7 new positions, added to 22 and reduced 17 among the top 50 holdings.
What did WCM Investment Management own in Q1 2001? Top 50 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q4 2000 |
|---|---|---|---|---|---|---|---|
| 1 | WFC WELLS FARGO COMPANY | Financial Services | 7.2% | $8.5m | 171,792 | -2% | reduced |
| 2 | AMGN AMGEN INC | Healthcare | 5.6% | $6.7m | 110,718 | -3% | reduced |
| 3 | SCHERING-PLOUGH CORP | 5.3% | $6.3m | 171,381 | -2% | reduced | |
| 4 | HD HOME DEPOT INC | Consumer Cyclical | 5.2% | $6.2m | 143,039 | 7% | added |
| 5 | JPM JP MORGAN CHASE & CO | Financial Services | 5.1% | $6.1m | 135,180 | – | new |
| 6 | MS MORGAN ST DEAN WITTER & CO | Financial Services | 4.6% | $5.5m | 102,290 | 2% | added |
| 7 | SYK STRYKER CORP | Healthcare | 4.6% | $5.4m | 104,025 | -7% | reduced |
| 8 | BEA SYSTEMS INC | 4.6% | $5.4m | 183,033 | 14% | added | |
| 9 | EMC CORPORATION | 3.9% | $4.6m | 156,086 | 38% | added | |
| 10 | GUIDANT CORP | 3.8% | $4.5m | 100,906 | -3% | reduced | |
| 11 | MERRILL LYNCH & CO | 3.7% | $4.4m | 78,560 | -1% | reduced | |
| 12 | ORCL ORACLE CORPORATION | Technology | 3.5% | $4.1m | 273,867 | 4% | added |
| 13 | GE GENERAL ELECTRIC COMPANY | Industrials | 3.0% | $3.6m | 85,882 | 5% | added |
| 14 | QCOM QUALCOMM INC | Technology | 2.8% | $3.3m | 59,010 | 1% | added |
| 15 | ABT ABBOTT LABORATORIES | Healthcare | 2.7% | $3.2m | 67,702 | 2% | added |
| 16 | VERITAS SOFTWARE CORP | 2.6% | $3.1m | 66,408 | -0% | held | |
| 17 | JNJ JOHNSON & JOHNSON | Healthcare | 2.5% | $3.0m | 34,155 | 1% | added |
| 18 | AMERICAN INTERNATIONAL GROUP INC | 2.4% | $2.8m | 34,835 | -1% | reduced | |
| 19 | MERCK & COMPANY INCORPORATED | 2.3% | $2.7m | 35,308 | 11% | added | |
| 20 | IBM INTERNATIONAL BUSINESS MACHINES | Technology | 2.2% | $2.6m | 26,573 | 20% | added |
| 21 | UTXZ UNITED TECHNOLOGIES CORP | 2.0% | $2.3m | 31,810 | 1% | added | |
| 22 | JDS UNIPHASE CORP | 1.9% | $2.3m | 122,590 | – | new | |
| 23 | MCD MC DONALD'S CORP | Consumer Cyclical | 1.7% | $2.0m | 74,445 | 22% | added |
| 24 | CHIRON CORP | 1.4% | $1.7m | 38,735 | -4% | reduced | |
| 25 | GD GENERAL DYNAMICS CORP | Industrials | 1.4% | $1.7m | 26,661 | 9% | added |
| 26 | WALGREEN CO | 1.4% | $1.7m | 40,554 | -8% | reduced | |
| 27 | AXP AMERICAN EXPRESS CO | Financial Services | 1.2% | $1.4m | 32,907 | 1% | added |
| 28 | ENRON CORP | 0.9% | $1.0m | 17,894 | 2% | added | |
| 29 | VANGUARD INDEX 500 FUND | 0.7% | $882.0k | 8,235 | -3% | reduced | |
| 30 | USB US BANCORP | Financial Services | 0.7% | $822.0k | 35,414 | – | new |
| 31 | SYY SYSCO CORP | Consumer Defensive | 0.5% | $629.0k | 23,735 | 5% | added |
| 32 | TXN TEXAS INSTRUMENTS INC | Technology | 0.5% | $594.0k | 19,188 | 8% | added |
| 33 | EXODUS COMMUNICATIONS INC | 0.5% | $587.0k | 54,626 | -4% | reduced | |
| 34 | VRSN VERISIGN INC | Technology | 0.5% | $574.0k | 16,185 | -28% | reduced |
| 35 | SIEBEL SYSTEMS INC | 0.5% | $562.0k | 20,663 | 3% | added | |
| 36 | SCHW SCHWAB (CHARLES) CORP | Financial Services | 0.4% | $454.0k | 29,417 | -27% | reduced |
| 37 | UPS UNITED PARCEL SERVICE INC | Industrials | 0.4% | $445.0k | 7,813 | – | new |
| 38 | I2 TECHNOLOGIES INC | 0.4% | $445.0k | 30,686 | -0% | held | |
| 39 | BROCADE COMMUNICATIONS SYS | 0.4% | $417.0k | 19,978 | 3% | added | |
| 40 | SPY SPDR TRUST | 0.4% | $415.0k | 3,555 | 0% | held | |
| 41 | GLW CORNING INC | Technology | 0.3% | $413.0k | 19,940 | -2% | reduced |
| 42 | AMERICAN CAPITAL STRATEGIES | 0.3% | $382.0k | 15,000 | 0% | held | |
| 43 | INTC INTEL CORP | Technology | 0.3% | $372.0k | 14,155 | -78% | reduced |
| 44 | DIS THE WALT DISNEY COMPANY | Communication Services | 0.3% | $321.0k | 11,226 | -1% | reduced |
| 45 | SANMINA CORP | 0.2% | $289.0k | 14,780 | 100% | added | |
| 46 | APPLIED MICRO CIRCUITS CORP | 0.2% | $246.0k | 14,890 | 23% | added | |
| 47 | VANGUARD EXPLORER FUND | 0.2% | $186.0k | 3,449 | – | new | |
| 48 | BMY BRISTOL-MYERS SQUIBB CO | Healthcare | 0.1% | $145.0k | 2,444 | – | new |
| 49 | KMB KIMBERLY CLARK CORP | Consumer Defensive | 0.1% | $115.0k | 1,700 | -48% | reduced |
| 50 | CALPINE CORPORATION | 0.1% | $111.0k | 2,020 | – | new |
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.