WhaleCreep

WCM Investment Management 13F holdings, Q2 2001

Long-only investorSEC filingsCompare with another fundHoldings as of 2001-06-30, filed 2001-11-02

WCM Investment Management disclosed 58 US equity positions worth $135.7m in its Q2 2001 13F filing. Its largest position is WFC at 5.9% of the reported book, followed by IBM and HD. Versus Q1 2001 it opened 7 new positions, added to 25, reduced 20 and exited 134.

$136m
Reported equity book
Sum of the long US equity positions in the filing, at the values filed. Options are excluded.
58
Positions
Distinct securities in the equity book with a reported value above zero. Options are excluded.
5.9%
Largest position
The largest single position as a share of the reported equity book.
45.3%
Top 10 weight
The ten largest positions together, as a share of the reported equity book.
31
Effective positions
1 / HHI of portfolio weights: the number of equal-weight positions the book behaves like.
110
Quarters on file since Q2 1999
Quarters for which this manager's 13F holdings are on record.

Holdings

Against Q1 2001: 7 new, 25 added, 20 reduced, 134 exited

50 of 58
WFC WELLS FARGO & COFinancial Services5.9%$8.0m171,322−0.3%held
IBM INTERNATIONAL BUSINESS MACHSTechnology5.0%$6.7m59,596+124%added
HD HOME DEPOT INCConsumer Cyclical4.9%$6.6m141,473−1.1%reduced
MS MORGAN STANLEYFinancial Services4.6%$6.3m97,440−4.7%reduced
AMGN AMGEN INCHealthcare4.6%$6.2m102,006−7.9%reduced
JPM JPMORGAN CHASE & COFinancial Services4.5%$6.0m135,600+0.3%held
BEA SYSTEMS INC no ticker–4.1%$5.6m181,605−0.8%reduced
HEALTH MGMT ASSOCIATES INC-A no ticker–4.1%$5.6m264,525–new
UPS UNITED PARCEL SERVICE INCIndustrials4.0%$5.4m93,965+1103%added
SYK STRYKER CORPORATIONHealthcare3.7%$5.1m92,645−11%reduced
E M C CORP MASS no ticker–3.6%$4.9m168,467+7.9%added
MERRILL LYNCH & CO no ticker–3.4%$4.6m76,956−2.0%reduced
GE GENERAL ELECTRIC COIndustrials3.1%$4.2m85,605−0.3%held
ORCL ORACLE CORPTechnology3.0%$4.1m214,054−22%reduced
VERITAS SOFTWARE CORP no ticker–3.0%$4.0m60,209−9.3%reduced
GUIDANT CORP no ticker–2.8%$3.8m106,815+5.9%added
JNJ JOHNSON & JOHNSONHealthcare2.6%$3.5m69,761+104%added
JONES APPAREL GROUP INC no ticker–2.3%$3.2m73,568–new
ELECTRONIC DATA SYSTEMS CORP no ticker–2.2%$2.9m47,175+2332%added
AMERICAN INTERNATIONAL GROUP INC no ticker–2.0%$2.7m32,257−7.4%reduced
ABT ABBOTT LABORATORIESHealthcare1.9%$2.6m54,430−20%reduced
QCOM QUALCOMM INCTechnology1.9%$2.6m44,630−24%reduced
UTXZ UNITED TECHNOLOGIES CORP–1.9%$2.5m34,420+8.2%added
SCHERING-PLOUGH CORP no ticker–1.7%$2.3m64,310−62%reduced
GD GENERAL DYNAMICS CORPIndustrials1.7%$2.3m29,376+10%added
MCD MCDONALDS CORPConsumer Cyclical1.5%$2.0m75,535+1.5%added
SYY SYSCO CORPConsumer Defensive1.5%$2.0m73,820+211%added
CHIRON CORP no ticker–1.3%$1.8m35,165−9.2%reduced
WALGREEN CO no ticker–1.1%$1.5m43,959+8.4%added
JDS UNIPHASE CORP no ticker–1.1%$1.5m116,446−5.0%reduced
AXP AMERICAN EXPRESS COFinancial Services0.8%$1.0m26,618−19%reduced
CHECK POINT SOFTWARE TECH LT no ticker–0.7%$953k18,850+924%added
SIEBEL SYSTEMS INC no ticker–0.7%$946k20,177−2.4%reduced
HOG HARLEY DAVIDSON INCConsumer Cyclical0.7%$938k19,917+970%added
ENRON CORP no ticker–0.7%$907k18,481+3.3%added
COMPUTER ASSOCIATES INT'L no ticker–0.7%$887k24,640–new
USB US BANCORPFinancial Services0.6%$837k36,718+3.7%added
BROCADE COMMUNICATIONS SYS no ticker–0.6%$783k17,808−11%reduced
MTG MGIC INVT CORP WISFinancial Services0.6%$781k10,755–new
CONCORD EFS no ticker–0.6%$773k14,870–new
VANGUARD INDEX 500 FUND no ticker–0.5%$726k6,423−22%reduced
TXN TEXAS INSTRS INCTechnology0.5%$618k19,378+1.0%added
I2 TECHNOLOGIES INC no ticker–0.4%$605k30,541−0.5%held
SPY SPDR S&P 500 ETF Trust–0.4%$475k3,875+9.0%added
SCHW SCHWAB CHARLES CORPFinancial Services0.3%$474k30,118+2.4%added
INTERWOVEN INC no ticker–0.3%$447k26,440+844%added
INTC INTEL CORPTechnology0.3%$429k14,660+3.6%added
AMERICAN CAPITAL STRATEGIES no ticker–0.3%$421k15,0000.0%held
SANMINA CORP no ticker–0.3%$372k15,875+7.4%added
GLW CORNING INCTechnology0.3%$367k21,938+10%added

Exited since Q1 2001

134 rows
MERCK & COMPANY INCORPORATED no ticker2.3%$2.7m
EXODUS COMMUNICATIONS INC no ticker0.5%$587k
VRSN VERISIGN INC0.5%$574k
BMY BRISTOL-MYERS SQUIBB CO0.1%$145k
KMB KIMBERLY-CLARK CORP0.10%$115k
CALPINE CORPORATION no ticker0.09%$111k
SCPIE HOLDINGS INC no ticker0.07%$83.0k
CSCO CISCO SYS INC0.07%$83.0k
HEWLETT PACKARD CO no ticker0.07%$80.0k
ADI ANALOG DEVICES INC0.07%$80.0k
KO COCA COLA CO0.07%$79.0k
DELTA AIR LINES INC no ticker0.07%$78.0k
EXMOC EXXON MOBIL CORP0.06%$75.0k
WORLDCOM INC no ticker0.06%$70.0k
TOSCO CORP no ticker0.06%$68.0k
VANS INC no ticker0.06%$68.0k
BA BOEING CO0.05%$63.0k
TYCO INTERNATIONAL LTD no ticker0.05%$61.0k
BSX BOSTON SCIENTIFIC CORP0.05%$56.0k
AVGO BROADCOM CORP0.04%$52.0k
AMERICAN GENERAL CORP no ticker0.04%$46.0k
DELL COMPUTER CORP no ticker0.04%$46.0k
SMTC SEMTECH CORP0.04%$43.0k
CLEAR CHANNEL COMMUNICATIONS INC no ticker0.03%$41.0k
NOVEN PHARMACEUTICALS INC no ticker0.03%$39.0k
SUN MICROSYSTEMS INC no ticker0.03%$39.0k
FIRST DATA CORP no ticker0.03%$38.0k
VANGUARD INDEX SMALL CAP STCK FD no ticker0.03%$37.0k
AMERICAN HOME PRODUCTS CORP no ticker0.03%$35.0k
ADBE ADOBE INC0.03%$35.0k
ISIS PHARMACEUTICALS INC no ticker0.03%$32.0k
3TEC ENERGY CORPORATION no ticker0.03%$32.0k
BANK OF NEW YORK COMPANY, INC no ticker0.03%$31.0k
KING PHARMACEUTICALS INC no ticker0.03%$31.0k
DVN DEVON ENERGY CORP NEW0.03%$31.0k
EMR Emerson Electric Inc.0.03%$31.0k
PXGBX PRAXAIR INC0.03%$31.0k
YAHOO INC no ticker0.03%$30.0k
TTEN TOTAL S.A.0.03%$30.0k
BP BP PLC0.02%$29.0k
TGT TARGET CORP0.02%$29.0k
FIRST AMERICAN CORPORATION no ticker0.02%$26.0k
VANGUARD INTL GROWTH PT no ticker0.02%$25.0k
A AGILENT TECHNOLOGIES INC0.02%$25.0k
BAC BANK OF AMER CORP0.02%$24.0k
BAX BAXTER INTL INC0.02%$24.0k
KR KROGER CO0.02%$23.0k
LLY ELI LILLY & CO0.02%$23.0k
BEI TECHNOLOGIES INC no ticker0.02%$22.0k
CONEXANT SYSTEMS INC no ticker0.02%$22.0k

Sector mix

  • Unclassified41.6%
  • Financial Services17.2%
  • Healthcare12.8%
  • Technology10.9%
  • Industrials8.8%
  • Consumer Cyclical7.1%
  • Consumer Defensive1.5%
  • Communication Services0.2%

Book over time

Every quarter on file (110)
QuarterPositionsEquity book
Q2 2026266$55.2bn
Q1 2026263$43.8bn
Q4 2025241$48.6bn
Q3 2025228$48.1bn
Q2 2025219$43.8bn
Q1 2025278$38.9bn
Q4 2024288$42.5bn
Q3 2024289$44.1bn
Q2 2024267$42.3bn
Q1 2024247$42.1bn
Q4 2023249$36.2bn
Q3 2023207$34.1bn
Q2 2023217$33.5bn
Q1 2023211$31.3bn
Q4 2022210$30.0bn
Q3 2022192$27.9bn
Q2 2022202$27.9bn
Q1 2022201$35.8bn
Q4 2021205$44.4bn
Q3 2021204$43.3bn
Q2 2021195$39.4bn
Q1 2021189$36.5bn
Q4 2020193$36.8bn
Q3 2020179$28.5bn
Q2 2020180$26.1bn
Q1 2020180$18.1bn
Q4 2019157$18.6bn
Q3 2019152$16.7bn
Q2 2019151$16.0bn
Q1 2019142$14.4bn
Q4 201879$11.2bn
Q3 201878$11.2bn
Q2 201882$9.7bn
Q1 201894$10.7bn
Q4 201796$8.8bn
Q3 201787$7.9bn
Q2 201784$6.5bn
Q1 2017114$9.2bn
Q4 2016168$8.3bn
Q3 2016162$8.8bn
Q2 2016114$6.3bn
Q1 2016115$6.4bn
Q4 201592$4.9bn
Q3 2015107$4.0bn
Q2 2015115$4.4bn
Q1 2015141$4.9bn
Q4 2014114$3.5bn
Q3 2014113$3.2bn
Q2 2014141$4.0bn
Q1 2014138$2.8bn
Q4 2013133$2.8bn
Q3 2013126$1.9bn
Q2 2013140$1.9bn
Q1 2013140$1.4bn
Q4 2012107$1.2bn
Q3 2012117$1.2bn
Q2 2012120$1.0bn
Q1 2012123$960m
Q4 2011118$803m
Q3 2011112$570m
Q2 2011120$731m
Q1 2011131$676m
Q4 2010118$617m
Q3 2010120$540m
Q2 2010100$458m
Q1 2010105$967m
Q4 2009103$932m
Q3 2009108$936m
Q2 2009102$887m
Q1 200975$710m
Q4 200876$786m
Q3 200875$1.1bn
Q2 200883$1.3bn
Q1 200879$1.5bn
Q4 200780$1.7bn
Q3 2007106$2.0bn
Q2 200781$2.0bn
Q4 200676$2.3bn
Q3 200686$2.6bn
Q2 200690$2.7bn
Q1 200684$2.8bn
Q4 200587$2.9bn
Q3 200580$2.7bn
Q2 200584$1.9bn
Q1 200586$1.7bn
Q4 2004101$1.4bn
Q3 200491$1.1bn
Q2 200489$852m
Q1 200490$796m
Q4 200361$558m
Q3 200338$237m
Q2 200336$173m
Q4 200237$103m
Q3 200244$91.4m
Q1 200248$121m
Q4 200156$131m
Q3 200159$117m
Q2 200158$136m
Q1 2001185$118m
Q4 200057$177m
Q3 200061$213m
Q1 200071$191m
Q1 200076$190m
Q4 199978$172m
Q4 199978$152m
Q3 199973$130m
Q3 199977$145m
Q3 199974$148m
Q2 199974$153m
Q2 199970$152m

Where WCM Investment Management was early

107 rows
ABT ABBOTT LABORATORIESQ4 19991 of 1813.0%3.0%12Exited by Q4 2012+102%
UTXZ UNITED TECHNOLOGIES CORPQ4 19991 of 1140.4%2.7%18Exited by Q1 2005−53%
QCOM QUALCOMM INCQ4 19992 of 2461.5%2.9%37Exited by Q3 2012−37%
VRSN VERISIGN INCQ4 19992 of 1420.8%2.3%5Exited by Q2 2001−81%
MCD MCDONALDS CORPQ1 20001 of 1921.2%1.8%23Exited by Q1 2020+429%
MS MORGAN ST DEAN WITTER & COQ1 20001 of 1783.9%4.6%8Exited by Q3 2002−31%
AVGO BROADCOM CORP-CL AQ1 20002 of 3230.4%1.2%5Exited by Q1 2005–
SYK STRYKER CORPORATIONQ3 20001 of 1502.2%4.6%47Exited by Q4 2023+1173%
SYY SYSCO CORPQ3 20001 of 1410.2%5.3%26Exited by Q3 2013+48%
MXIM MAXIM INTEGRATED PRODUCTSQ3 20003 of 1010.3%6.7%16Exited by Q2 2007+49%
SCHW THE CHARLES SCHWAB CORPORATIQ3 200021 of 2210.7%1.3%24Exited by Q4 2019+18%
GD GENERAL DYNAMICS CORPQ4 20002 of 1341.1%6.5%22Exited by Q2 2025+599%
HOG HARLEY-DAVIDSON INCQ1 20011 of 1200.06%7.3%19Exited by Q2 2006+37%
JPM JPMORGAN CHASE & CO.Q1 20011 of 2315.1%5.1%10Exited by Q2 2025+446%
PG PROCTER AND GAMBLE COQ1 20011 of 1640.01%8.0%56Exited by Q2 2025+444%
TEVA TEVA PHARMACEUTICAL INDS LTDQ1 20011 of 1820.01%7.5%42Held at last filing, Q2 2026+148%
UPS UNITED PARCEL SERVICE INCQ1 20012 of 1740.4%9.3%11Exited by Q2 2025+93%
ADBE ADOBE SYSTEMSQ1 20014 of 2750.03%5.1%17Exited by Q3 2010+51%
USB US BANCORPQ1 20014 of 1620.7%3.7%13Exited by Q3 2010−3.7%
EBAY EBAY INC.Q1 20015 of 1860.01%9.1%28Held at last filing, Q2 2026+2835%
BSX BOSTON SCIENTIFIC CORPQ1 200113 of 1930.05%1.2%21Exited by Q2 2021+283%
MTG MGIC INVESTMENT CORPQ2 20011 of 1290.6%3.0%4Exited by Q3 2002−5.8%
CVX CHEVRON CORP NEWQ4 20012 of 1971.4%2.7%64Exited by Q2 2025+273%
MMM 3M COQ3 20021 of 1652.7%2.7%27Exited by Q4 2015+158%
GS GOLDMAN SACHS GROUP INCQ3 20022 of 2293.6%6.3%9Exited by Q2 2005+67%
NTRS NORTHERN TRUST CORPORATIONQ4 20021 of 1172.0%2.0%9Exited by Q2 2005+24%
HRB H&R BLOCK INCQ4 20024 of 1237.0%7.3%8Exited by Q2 2005+26%
ZBH ZIMMER HOLDINGS INCQ3 20031 of 1446.5%7.8%11Exited by Q2 2006+23%
WST WEST PHARMACEUTICAL SVSC INCQ3 20034 of 1390.10%1.8%44Exited by Q4 2022+3044%
MOG/A MOOG INCQ4 20031 of 960.1%1.1%47Held at last filing, Q2 2026+1830%
CALM CAL MAINE FOODSQ4 20034 of 1030.07%1.3%14Exited by Q1 2015+325%
MCO MOODY'S CORPQ1 20047 of 1766.5%11.5%15Exited by Q1 2008+0.9%
ODFL OLD DOMINION FREIGHT LINE INQ1 20047 of 1260.05%1.6%28Exited by Q3 2024+7835%
ACH OWENS & MINOR INC NEWQ2 20041 of 910.08%1.2%30Exited by Q1 2021+57%
RES RPC INCQ2 20041 of 900.08%1.1%26Exited by Q2 2013+630%
MLI MUELLER INDUSTRIES INCQ3 20041 of 1030.04%1.4%21Exited by Q1 2010−42%
EXPD EXPEDITORS INTL OF WASH INCQ3 20042 of 1203.5%12.5%26Exited by Q2 2011+94%
EA ELECTRONIC ARTSQ1 20051 of 2344.4%8.4%14Exited by Q4 2008−29%
ATR APTARGROUP INCQ4 20051 of 1010.03%1.8%11Exited by Q1 2009+35%
SNA SNAP ON INCQ4 20052 of 1080.06%2.4%47Exited by Q2 2025+797%
OTTR OTTER TAIL CORPQ1 20061 of 690.06%1.3%15Exited by Q1 2010−13%
TNC TENNANT COQ1 20061 of 720.04%1.4%9Exited by Q3 2008+15%
KMT KENNAMETAL INCQ1 20062 of 1090.04%1.2%9Exited by Q3 2008+6.5%
AVA AVISTA CORPQ3 20061 of 990.09%2.2%41Exited by Q1 2017+69%
AMZN AMAZON COM INCQ3 20062 of 3780.04%5.2%78Held at last filing, Q2 2026+14741%
AEIS ADVANCED ENERGY INDSQ2 20071 of 1210.5%1.4%23Held at last filing, Q2 2026+1546%
FIX COMFORT SYS USA INCQ2 20071 of 1510.5%1.4%17Held at last filing, Q2 2026+13877%
GPI GROUP 1 AUTOMOTIVE INCQ2 20071 of 1190.5%1.0%22Held at last filing, Q2 2026+622%
MKSI MKS INC.Q2 20071 of 1830.5%2.1%37Held at last filing, Q2 2026+1506%
IWN ISHARES TRQ2 20072 of 640.07%3.7%7Exited by Q1 2024+89%

Concentration and tenure

7.7%
Median largest position, all quarters
The largest single position as a share of the reported equity book.
52.8%
Median top 10 weight, all quarters
The ten largest positions together, as a share of the reported equity book.
Concentrated
Style, by median largest position
4
Median completed holding, quarters