WCM Investment Management 13F holdings, Q2 2001
Holdings as of June 30, 2001 · filings on SEC EDGAR · latest filing →
WCM Investment Management disclosed 58 US equity positions worth $135.7m in its Q2 2001 13F filing. The largest position was WFC at 5.9% of the reported book, followed by IBM and HD. Against the Q1 2001 filing, it opened 5 new positions, added to 22 and reduced 18 among the top 50 holdings.
What did WCM Investment Management own in Q2 2001? Top 50 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q1 2001 |
|---|---|---|---|---|---|---|---|
| 1 | WFC WELLS FARGO COMPANY | Financial Services | 5.9% | $8.0m | 171,322 | -0% | held |
| 2 | IBM INTERNATIONAL BUSINESS MACHINES | Technology | 5.0% | $6.7m | 59,596 | 124% | added |
| 3 | HD HOME DEPOT INC | Consumer Cyclical | 4.9% | $6.6m | 141,473 | -1% | reduced |
| 4 | MS MORGAN ST DEAN WITTER & CO | Financial Services | 4.6% | $6.3m | 97,440 | -5% | reduced |
| 5 | AMGN AMGEN INC | Healthcare | 4.6% | $6.2m | 102,006 | -8% | reduced |
| 6 | JPM JP MORGAN CHASE & CO | Financial Services | 4.5% | $6.0m | 135,600 | 0% | held |
| 7 | BEA SYSTEMS INC | 4.1% | $5.6m | 181,605 | -1% | reduced | |
| 8 | HEALTH MGMT ASSOCIATES INC-A | 4.1% | $5.6m | 264,525 | – | new | |
| 9 | UPS UNITED PARCEL SERVICE INC | Industrials | 4.0% | $5.4m | 93,965 | 1103% | added |
| 10 | SYK STRYKER CORP | Healthcare | 3.7% | $5.1m | 92,645 | -11% | reduced |
| 11 | EMC CORPORATION | 3.6% | $4.9m | 168,467 | 8% | added | |
| 12 | MERRILL LYNCH & CO | 3.4% | $4.6m | 76,956 | -2% | reduced | |
| 13 | GE GENERAL ELECTRIC COMPANY | Industrials | 3.1% | $4.2m | 85,605 | -0% | held |
| 14 | ORCL ORACLE CORPORATION | Technology | 3.0% | $4.1m | 214,054 | -22% | reduced |
| 15 | VERITAS SOFTWARE CORP | 3.0% | $4.0m | 60,209 | -9% | reduced | |
| 16 | GUIDANT CORP | 2.8% | $3.8m | 106,815 | 6% | added | |
| 17 | JNJ JOHNSON & JOHNSON | Healthcare | 2.6% | $3.5m | 69,761 | 104% | added |
| 18 | JONES APPAREL GROUP INC | 2.3% | $3.2m | 73,568 | – | new | |
| 19 | ELECTRONIC DATA SYSTEMS CORP | 2.2% | $2.9m | 47,175 | 2332% | added | |
| 20 | AMERICAN INTERNATIONAL GROUP INC | 2.0% | $2.7m | 32,257 | -7% | reduced | |
| 21 | ABT ABBOTT LABORATORIES | Healthcare | 1.9% | $2.6m | 54,430 | -20% | reduced |
| 22 | QCOM QUALCOMM INC | Technology | 1.9% | $2.6m | 44,630 | -24% | reduced |
| 23 | UTXZ UNITED TECHNOLOGIES CORP | 1.9% | $2.5m | 34,420 | 8% | added | |
| 24 | SCHERING-PLOUGH CORP | 1.7% | $2.3m | 64,310 | -62% | reduced | |
| 25 | GD GENERAL DYNAMICS CORP | Industrials | 1.7% | $2.3m | 29,376 | 10% | added |
| 26 | MCD MC DONALD'S CORP | Consumer Cyclical | 1.5% | $2.0m | 75,535 | 1% | added |
| 27 | SYY SYSCO CORP | Consumer Defensive | 1.5% | $2.0m | 73,820 | 211% | added |
| 28 | CHIRON CORP | 1.3% | $1.8m | 35,165 | -9% | reduced | |
| 29 | WALGREEN CO | 1.1% | $1.5m | 43,959 | 8% | added | |
| 30 | JDS UNIPHASE CORP | 1.1% | $1.5m | 116,446 | -5% | reduced | |
| 31 | AXP AMERICAN EXPRESS CO | Financial Services | 0.8% | $1.0m | 26,618 | -19% | reduced |
| 32 | CHECK POINT SOFTWARE TECH | 0.7% | $953.0k | 18,850 | 924% | added | |
| 33 | SIEBEL SYSTEMS INC | 0.7% | $946.0k | 20,177 | -2% | reduced | |
| 34 | HOG HARLEY-DAVIDSON INC | Consumer Cyclical | 0.7% | $938.0k | 19,917 | 970% | added |
| 35 | ENRON CORP | 0.7% | $907.0k | 18,481 | 3% | added | |
| 36 | COMPUTER ASSOCIATES INT'L | 0.7% | $887.0k | 24,640 | – | new | |
| 37 | USB US BANCORP | Financial Services | 0.6% | $837.0k | 36,718 | 4% | added |
| 38 | BROCADE COMMUNICATIONS SYS | 0.6% | $783.0k | 17,808 | -11% | reduced | |
| 39 | MTG MGIC INVESTMENT CORP | Financial Services | 0.6% | $781.0k | 10,755 | – | new |
| 40 | CONCORD EFS | 0.6% | $773.0k | 14,870 | – | new | |
| 41 | VANGUARD INDEX 500 FUND | 0.5% | $726.0k | 6,423 | -22% | reduced | |
| 42 | TXN TEXAS INSTRUMENTS INC | Technology | 0.5% | $618.0k | 19,378 | 1% | added |
| 43 | I2 TECHNOLOGIES INC | 0.4% | $605.0k | 30,541 | -0% | held | |
| 44 | SPY SPDR TRUST | 0.4% | $475.0k | 3,875 | 9% | added | |
| 45 | SCHW SCHWAB (CHARLES) CORP | Financial Services | 0.3% | $474.0k | 30,118 | 2% | added |
| 46 | INTERWOVEN INC | 0.3% | $447.0k | 26,440 | 844% | added | |
| 47 | INTC INTEL CORP | Technology | 0.3% | $429.0k | 14,660 | 4% | added |
| 48 | AMERICAN CAPITAL STRATEGIES | 0.3% | $421.0k | 15,000 | 0% | held | |
| 49 | SANMINA CORP | 0.3% | $372.0k | 15,875 | 7% | added | |
| 50 | GLW CORNING INC | Technology | 0.3% | $367.0k | 21,938 | 10% | 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.