WCM Investment Management 13F holdings, Q3 2001
Holdings as of September 30, 2001 · filings on SEC EDGAR · latest filing →
WCM Investment Management disclosed 59 US equity positions worth $116.7m in its Q3 2001 13F filing. The largest position was GD at 6.5% of the reported book, followed by WFC and IBM. Against the Q2 2001 filing, it opened 6 new positions, added to 23 and reduced 18 among the top 50 holdings.
What did WCM Investment Management own in Q3 2001? Top 50 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q2 2001 |
|---|---|---|---|---|---|---|---|
| 1 | GD GENERAL DYNAMICS CORP | Industrials | 6.5% | $7.6m | 86,006 | 193% | added |
| 2 | WFC WELLS FARGO COMPANY | Financial Services | 5.8% | $6.8m | 152,499 | -11% | reduced |
| 3 | IBM INTERNATIONAL BUSINESS MACHINES | Technology | 5.7% | $6.6m | 72,321 | 21% | added |
| 4 | HEALTH MGMT ASSOCIATES INC-A | 4.9% | $5.7m | 273,185 | 3% | added | |
| 5 | AMGN AMGEN INC | Healthcare | 4.6% | $5.3m | 90,972 | -11% | reduced |
| 6 | UPS UNITED PARCEL SERVICE INC | Industrials | 4.3% | $5.0m | 96,911 | 3% | added |
| 7 | JPM JP MORGAN CHASE & CO | Financial Services | 4.0% | $4.7m | 137,963 | 2% | added |
| 8 | MS MORGAN ST DEAN WITTER & CO | Financial Services | 4.0% | $4.6m | 99,525 | 2% | added |
| 9 | SYK STRYKER CORP | Healthcare | 3.6% | $4.2m | 80,130 | -14% | reduced |
| 10 | GUIDANT CORP | 3.6% | $4.2m | 109,185 | 2% | added | |
| 11 | JNJ JOHNSON & JOHNSON | Healthcare | 3.4% | $3.9m | 70,756 | 1% | added |
| 12 | HD HOME DEPOT INC | Consumer Cyclical | 3.3% | $3.9m | 101,156 | -28% | reduced |
| 13 | PG PROCTER & GAMBLE CO | Consumer Defensive | 3.2% | $3.8m | 51,630 | – | new |
| 14 | MERRILL LYNCH & CO | 2.7% | $3.2m | 77,701 | 1% | added | |
| 15 | ELECTRONIC DATA SYSTEMS CORP | 2.6% | $3.0m | 51,865 | 10% | added | |
| 16 | ABT ABBOTT LABORATORIES | Healthcare | 2.5% | $2.9m | 55,745 | 2% | added |
| 17 | MTG MGIC INVESTMENT CORP | Financial Services | 2.3% | $2.7m | 40,795 | 279% | added |
| 18 | AMERICAN INTERNATIONAL GROUP INC | 2.2% | $2.5m | 32,341 | 0% | held | |
| 19 | SCHERING-PLOUGH CORP | 2.0% | $2.4m | 63,852 | -1% | reduced | |
| 20 | UTXZ UNITED TECHNOLOGIES CORP | 1.9% | $2.2m | 46,705 | 36% | added | |
| 21 | EL PASO CORPORATION | 1.9% | $2.2m | 51,952 | – | new | |
| 22 | MCD MC DONALD'S CORP | Consumer Cyclical | 1.8% | $2.1m | 77,617 | 3% | added |
| 23 | QCOM QUALCOMM INC | Technology | 1.7% | $1.9m | 40,948 | -8% | reduced |
| 24 | SYY SYSCO CORP | Consumer Defensive | 1.7% | $1.9m | 75,965 | 3% | added |
| 25 | JONES APPAREL GROUP INC | 1.6% | $1.9m | 75,458 | 3% | added | |
| 26 | EMC CORPORATION | 1.6% | $1.8m | 154,994 | -8% | reduced | |
| 27 | JOHNSON CONTROLS INC | 1.5% | $1.8m | 27,685 | – | new | |
| 28 | CHIRON CORP | 1.4% | $1.6m | 35,900 | 2% | added | |
| 29 | GE GENERAL ELECTRIC COMPANY | Industrials | 1.3% | $1.5m | 41,647 | -51% | reduced |
| 30 | WALGREEN CO | 1.3% | $1.5m | 44,959 | 2% | added | |
| 31 | BEA SYSTEMS INC | 1.3% | $1.5m | 158,258 | -13% | reduced | |
| 32 | VERITAS SOFTWARE CORP | 0.9% | $1.0m | 56,811 | -6% | reduced | |
| 33 | HOG HARLEY-DAVIDSON INC | Consumer Cyclical | 0.7% | $838.0k | 20,697 | 4% | added |
| 34 | USB US BANCORP | Financial Services | 0.7% | $790.0k | 35,628 | -3% | reduced |
| 35 | ELAN CORP PLC ADS | 0.7% | $763.0k | 15,740 | – | new | |
| 36 | CONCORD EFS | 0.6% | $753.0k | 15,385 | 3% | added | |
| 37 | AXP AMERICAN EXPRESS CO | Financial Services | 0.6% | $749.0k | 25,764 | -3% | reduced |
| 38 | COMPUTER ASSOCIATES INT'L | 0.6% | $657.0k | 25,520 | 4% | added | |
| 39 | VANGUARD INDEX 500 FUND | 0.5% | $611.0k | 6,363 | -1% | reduced | |
| 40 | INTL GAME TECHNOLOGY | 0.5% | $568.0k | 13,375 | – | new | |
| 41 | ENRON CORP | 0.4% | $466.0k | 17,119 | -7% | reduced | |
| 42 | INTC INTEL CORP | Technology | 0.4% | $454.0k | 22,234 | 52% | added |
| 43 | CHEVRON CORP | 0.4% | $443.0k | 5,224 | 63% | added | |
| 44 | TXN TEXAS INSTRUMENTS INC | Technology | 0.4% | $436.0k | 17,458 | -10% | reduced |
| 45 | AMERICAN CAPITAL STRATEGIES | 0.4% | $411.0k | 15,000 | 0% | held | |
| 46 | CHECK POINT SOFTWARE TECH | 0.3% | $406.0k | 18,450 | -2% | reduced | |
| 47 | SPY SPDR TRUST | 0.3% | $405.0k | 3,875 | 0% | held | |
| 48 | EXMOC EXXON MOBIL CORPORATION | 0.3% | $328.0k | 8,320 | – | new | |
| 49 | ORCL ORACLE CORPORATION | Technology | 0.3% | $317.0k | 25,190 | -88% | reduced |
| 50 | SCHW SCHWAB (CHARLES) CORP | Financial Services | 0.2% | $268.0k | 23,273 | -23% | reduced |
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.