WCM Investment Management 13F holdings, Q4 2001
Holdings as of December 31, 2001 · filings on SEC EDGAR · latest filing →
WCM Investment Management disclosed 56 US equity positions worth $131.4m in its Q4 2001 13F filing. The largest position was IBM at 6.7% of the reported book, followed by GD and WFC. Against the Q3 2001 filing, it opened 3 new positions, added to 16 and reduced 24 among the top 50 holdings.
What did WCM Investment Management own in Q4 2001? Top 50 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q3 2001 |
|---|---|---|---|---|---|---|---|
| 1 | IBM INTERNATIONAL BUSINESS MACHINES | Technology | 6.7% | $8.8m | 72,519 | 0% | held |
| 2 | GD GENERAL DYNAMICS CORP | Industrials | 5.2% | $6.8m | 85,916 | -0% | held |
| 3 | WFC WELLS FARGO COMPANY | Financial Services | 5.0% | $6.6m | 151,794 | -0% | held |
| 4 | SPY SPDR TRUST | 5.0% | $6.5m | 57,072 | 1373% | added | |
| 5 | UPS UNITED PARCEL SERVICE INC | Industrials | 4.3% | $5.6m | 103,236 | 7% | added |
| 6 | HD HOME DEPOT INC | Consumer Cyclical | 4.0% | $5.3m | 103,225 | 2% | added |
| 7 | GUIDANT CORP | 4.0% | $5.2m | 105,020 | -4% | reduced | |
| 8 | JNJ JOHNSON & JOHNSON | Healthcare | 3.8% | $5.0m | 84,500 | 19% | added |
| 9 | HEALTH MGMT ASSOCIATES INC-A | 3.8% | $5.0m | 269,325 | -1% | reduced | |
| 10 | PG PROCTER & GAMBLE CO | Consumer Defensive | 3.3% | $4.3m | 54,454 | 5% | added |
| 11 | MS MORGAN ST DEAN WITTER & CO | Financial Services | 3.3% | $4.3m | 76,555 | -23% | reduced |
| 12 | MERRILL LYNCH & CO | 3.1% | $4.1m | 78,001 | 0% | held | |
| 13 | ELAN CORP PLC ADS | 3.1% | $4.0m | 89,430 | 468% | added | |
| 14 | JPM JP MORGAN CHASE & CO | Financial Services | 3.0% | $4.0m | 108,749 | -21% | reduced |
| 15 | SYK STRYKER CORP | Healthcare | 2.9% | $3.8m | 64,780 | -19% | reduced |
| 16 | ELECTRONIC DATA SYSTEMS CORP | 2.8% | $3.7m | 54,330 | 5% | added | |
| 17 | MTG MGIC INVESTMENT CORP | Financial Services | 2.5% | $3.2m | 52,520 | 29% | added |
| 18 | SYY SYSCO CORP | Consumer Defensive | 2.3% | $3.1m | 116,343 | 53% | added |
| 19 | UTXZ UNITED TECHNOLOGIES CORP | 2.2% | $2.9m | 45,020 | -4% | reduced | |
| 20 | EL PASO CORPORATION | 2.0% | $2.7m | 59,982 | 15% | added | |
| 21 | JONES APPAREL GROUP INC | 2.0% | $2.6m | 78,388 | 4% | added | |
| 22 | AMERICAN INTERNATIONAL GROUP INC | 1.9% | $2.5m | 30,860 | -5% | reduced | |
| 23 | VERITAS SOFTWARE CORP | 1.8% | $2.4m | 53,953 | -5% | reduced | |
| 24 | SCHERING-PLOUGH CORP | 1.7% | $2.3m | 63,261 | -1% | reduced | |
| 25 | JOHNSON CONTROLS INC | 1.7% | $2.3m | 27,965 | 1% | added | |
| 26 | MCD MC DONALD'S CORP | Consumer Cyclical | 1.5% | $2.0m | 75,340 | -3% | reduced |
| 27 | CVX CHEVRONTEXACO CORP | Energy | 1.4% | $1.9m | 21,117 | – | new |
| 28 | WALGREEN CO | 1.4% | $1.8m | 54,569 | 21% | added | |
| 29 | BEA SYSTEMS INC | 1.2% | $1.6m | 100,725 | -36% | reduced | |
| 30 | CHIRON CORP | 1.1% | $1.5m | 33,855 | -6% | reduced | |
| 31 | GE GENERAL ELECTRIC COMPANY | Industrials | 1.1% | $1.4m | 35,192 | -15% | reduced |
| 32 | ABT ABBOTT LABORATORIES | Healthcare | 1.1% | $1.4m | 24,745 | -56% | reduced |
| 33 | QCOM QUALCOMM INC | Technology | 1.0% | $1.3m | 24,834 | -39% | reduced |
| 34 | HOG HARLEY-DAVIDSON INC | Consumer Cyclical | 0.9% | $1.2m | 21,413 | 3% | added |
| 35 | EMC CORPORATION | 0.9% | $1.1m | 84,049 | -46% | reduced | |
| 36 | CONCORD EFS | 0.8% | $1.1m | 32,930 | 114% | added | |
| 37 | INTL GAME TECHNOLOGY | 0.7% | $906.0k | 13,265 | -1% | reduced | |
| 38 | BIOVAIL CORP | 0.7% | $885.0k | 15,735 | – | new | |
| 39 | COMPUTER ASSOCIATES INT'L | 0.7% | $874.0k | 25,335 | -1% | reduced | |
| 40 | USB US BANCORP | Financial Services | 0.6% | $749.0k | 35,783 | 0% | held |
| 41 | INTC INTEL CORP | Technology | 0.6% | $743.0k | 23,639 | 6% | added |
| 42 | VANGUARD INDEX 500 FUND | 0.5% | $670.0k | 6,332 | -0% | held | |
| 43 | AXP AMERICAN EXPRESS CO | Financial Services | 0.4% | $574.0k | 16,078 | -38% | reduced |
| 44 | CHECK POINT SOFTWARE TECH | 0.4% | $525.0k | 13,149 | -29% | reduced | |
| 45 | AMERICAN CAPITAL STRATEGIES | 0.3% | $425.0k | 15,000 | 0% | held | |
| 46 | TXN TEXAS INSTRUMENTS INC | Technology | 0.3% | $389.0k | 13,895 | -20% | reduced |
| 47 | SIEBEL SYSTEMS INC | 0.3% | $378.0k | 13,500 | -29% | reduced | |
| 48 | BROCADE COMMUNICATIONS SYS | 0.3% | $347.0k | 10,470 | -27% | reduced | |
| 49 | INTERWOVEN INC | 0.2% | $215.0k | 22,080 | -8% | reduced | |
| 50 | VANGUARD EXPLORER FUND | 0.2% | $203.0k | 3,370 | – | 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.