WCM Investment Management 13F holdings, Q1 2002
Holdings as of March 31, 2002 · filings on SEC EDGAR · latest filing →
WCM Investment Management disclosed 48 US equity positions worth $121.0m in its Q1 2002 13F filing. The largest position was JNJ at 7.0% of the reported book, followed by IBM and UPS. Against the Q4 2001 filing, it opened 2 new positions, added to 16 and reduced 25 among the top 48 holdings.
What did WCM Investment Management own in Q1 2002? Top 48 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q4 2001 |
|---|---|---|---|---|---|---|---|
| 1 | JNJ JOHNSON & JOHNSON | Healthcare | 7.0% | $8.4m | 129,980 | 54% | added |
| 2 | IBM INTERNATIONAL BUSINESS MACHINES | Technology | 6.2% | $7.5m | 71,928 | -1% | reduced |
| 3 | UPS UNITED PARCEL SERVICE INC | Industrials | 5.8% | $7.0m | 115,126 | 12% | added |
| 4 | GD GENERAL DYNAMICS CORP | Industrials | 5.6% | $6.8m | 72,501 | -16% | reduced |
| 5 | PG PROCTER & GAMBLE CO | Consumer Defensive | 5.2% | $6.3m | 70,489 | 29% | added |
| 6 | WFC WELLS FARGO COMPANY | Financial Services | 5.1% | $6.2m | 124,536 | -18% | reduced |
| 7 | ELECTRONIC DATA SYSTEMS CORP | 4.6% | $5.6m | 95,785 | 76% | added | |
| 8 | MERRILL LYNCH & CO | 4.3% | $5.2m | 93,102 | 19% | added | |
| 9 | HD HOME DEPOT INC | Consumer Cyclical | 4.1% | $5.0m | 103,004 | -0% | held |
| 10 | MS MORGAN ST DEAN WITTER & CO | Financial Services | 3.5% | $4.3m | 74,670 | -2% | reduced |
| 11 | HEALTH MGMT ASSOCIATES INC-A | 3.4% | $4.1m | 198,520 | -26% | reduced | |
| 12 | SYY SYSCO CORP | Consumer Defensive | 3.1% | $3.7m | 125,003 | 7% | added |
| 13 | MTG MGIC INVESTMENT CORP | Financial Services | 3.0% | $3.6m | 52,700 | 0% | held |
| 14 | GUIDANT CORP | 2.8% | $3.4m | 79,260 | -25% | reduced | |
| 15 | UTXZ UNITED TECHNOLOGIES CORP | 2.5% | $3.0m | 40,625 | -10% | reduced | |
| 16 | AMERICAN INTERNATIONAL GROUP INC | 2.5% | $3.0m | 41,742 | 35% | added | |
| 17 | WALGREEN CO | 2.4% | $3.0m | 75,314 | 38% | added | |
| 18 | CHIRON CORP | 2.2% | $2.6m | 57,375 | 69% | added | |
| 19 | EL PASO CORPORATION | 2.1% | $2.6m | 58,620 | -2% | reduced | |
| 20 | JOHNSON CONTROLS INC | 2.1% | $2.6m | 29,025 | 4% | added | |
| 21 | DELL COMPUTER CORP | 1.9% | $2.4m | 90,350 | – | new | |
| 22 | SYK STRYKER CORP | Healthcare | 1.9% | $2.2m | 37,145 | -43% | reduced |
| 23 | VERITAS SOFTWARE CORP | 1.8% | $2.2m | 50,703 | -6% | reduced | |
| 24 | MCD MC DONALD'S CORP | Consumer Cyclical | 1.8% | $2.2m | 80,000 | 6% | added |
| 25 | JONES APPAREL GROUP INC | 1.8% | $2.2m | 63,088 | -20% | reduced | |
| 26 | SCHERING-PLOUGH CORP | 1.6% | $1.9m | 62,041 | -2% | reduced | |
| 27 | CVX CHEVRONTEXACO CORP | Energy | 1.5% | $1.8m | 20,218 | -4% | reduced |
| 28 | ABT ABBOTT LABORATORIES | Healthcare | 1.1% | $1.3m | 25,620 | 4% | added |
| 29 | CONCORD EFS | 0.9% | $1.1m | 34,390 | 4% | added | |
| 30 | HOG HARLEY-DAVIDSON INC | Consumer Cyclical | 0.8% | $990.0k | 17,963 | -16% | reduced |
| 31 | INTL GAME TECHNOLOGY | 0.8% | $921.0k | 14,775 | 11% | added | |
| 32 | QCOM QUALCOMM INC | Technology | 0.7% | $890.0k | 23,656 | -5% | reduced |
| 33 | USB US BANCORP | Financial Services | 0.7% | $856.0k | 37,908 | 6% | added |
| 34 | BIOVAIL CORP | 0.7% | $793.0k | 15,860 | 1% | added | |
| 35 | GE GENERAL ELECTRIC COMPANY | Industrials | 0.6% | $742.0k | 19,802 | -44% | reduced |
| 36 | BEA SYSTEMS INC | 0.6% | $734.0k | 53,570 | -47% | reduced | |
| 37 | VANGUARD INDEX 500 FUND | 0.5% | $589.0k | 5,567 | -12% | reduced | |
| 38 | SPY SPDR TRUST | 0.4% | $479.0k | 4,186 | -93% | reduced | |
| 39 | AMERICAN CAPITAL STRATEGIES | 0.4% | $464.0k | 15,000 | 0% | held | |
| 40 | AXP AMERICAN EXPRESS CO | Financial Services | 0.4% | $431.0k | 10,518 | -35% | reduced |
| 41 | INTC INTEL CORP | Technology | 0.3% | $423.0k | 13,900 | -41% | reduced |
| 42 | CHECK POINT SOFTWARE TECH | 0.3% | $377.0k | 12,414 | -6% | reduced | |
| 43 | TXN TEXAS INSTRUMENTS INC | Technology | 0.3% | $367.0k | 11,085 | -20% | reduced |
| 44 | BROCADE COMMUNICATIONS SYS | 0.2% | $269.0k | 9,950 | -5% | reduced | |
| 45 | VANGUARD EXPLORER FUND | 0.2% | $206.0k | 3,376 | 0% | held | |
| 46 | WORLDCOM INC | 0.1% | $101.0k | 14,943 | – | new | |
| 47 | NCT GROUP INC | 0.0% | $4.0k | 32,500 | 0% | held | |
| 48 | EARTH SEARCH SCIENCE INC | 0.0% | $2.0k | 10,000 | -33% | 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.