WCM Investment Management 13F holdings, Q3 2002
Holdings as of September 30, 2002 · filings on SEC EDGAR · latest filing →
WCM Investment Management disclosed 44 US equity positions worth $91.4m in its Q3 2002 13F filing. The largest position was JNJ at 9.6% of the reported book, followed by UPS and PG. Against the Q1 2002 filing, it opened 14 new positions, added to 15 and reduced 12 among the top 44 holdings.
What did WCM Investment Management own in Q3 2002? Top 44 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q1 2002 |
|---|---|---|---|---|---|---|---|
| 1 | JNJ JOHNSON & JOHNSON | Healthcare | 9.6% | $8.8m | 162,993 | 25% | added |
| 2 | UPS UNITED PARCEL SERVICE INC | Industrials | 9.3% | $8.5m | 136,351 | 18% | added |
| 3 | PG PROCTER & GAMBLE CO | Consumer Defensive | 8.0% | $7.3m | 82,039 | 16% | added |
| 4 | WFC WELLS FARGO COMPANY | Financial Services | 5.9% | $5.4m | 112,915 | -9% | reduced |
| 5 | SYY SYSCO CORP | Consumer Defensive | 5.3% | $4.8m | 170,394 | 36% | added |
| 6 | AMGN AMGEN INC | Healthcare | 4.7% | $4.3m | 102,560 | – | new |
| 7 | HD HOME DEPOT INC | Consumer Cyclical | 4.2% | $3.8m | 145,634 | 41% | added |
| 8 | WALGREEN CO | 4.0% | $3.7m | 119,454 | 59% | added | |
| 9 | AMERICAN INTERNATIONAL GROUP INC | 3.9% | $3.6m | 65,749 | 58% | added | |
| 10 | DELL COMPUTER CORP | 3.8% | $3.5m | 149,445 | 65% | added | |
| 11 | GS GOLDMAN SACHS GROUP INC | Financial Services | 3.6% | $3.3m | 49,435 | – | new |
| 12 | HEALTH MGMT ASSOCIATES INC-A | 3.3% | $3.0m | 146,995 | -26% | reduced | |
| 13 | UTXZ UNITED TECHNOLOGIES CORP | 2.7% | $2.5m | 43,925 | 8% | added | |
| 14 | CVX CHEVRONTEXACO CORP | Energy | 2.7% | $2.5m | 35,794 | 77% | added |
| 15 | JOHNSON CONTROLS INC | 2.7% | $2.5m | 32,205 | 11% | added | |
| 16 | MMM 3M COMPANY | Industrials | 2.7% | $2.4m | 22,043 | – | new |
| 17 | GD GENERAL DYNAMICS CORP | Industrials | 2.6% | $2.4m | 29,031 | -60% | reduced |
| 18 | GUIDANT CORP | 2.1% | $1.9m | 59,920 | -24% | reduced | |
| 19 | MERCK & COMPANY INCORPORATED | 2.1% | $1.9m | 41,474 | – | new | |
| 20 | BA BOEING CO | Industrials | 2.0% | $1.8m | 53,505 | – | new |
| 21 | SYK STRYKER CORP | Healthcare | 1.8% | $1.6m | 28,000 | -25% | reduced |
| 22 | MCD MC DONALD'S CORP | Consumer Cyclical | 1.7% | $1.5m | 86,165 | 8% | added |
| 23 | JONES APPAREL GROUP INC | 1.7% | $1.5m | 49,163 | -22% | reduced | |
| 24 | INTL GAME TECHNOLOGY | 1.1% | $990.0k | 14,320 | -3% | reduced | |
| 25 | HOG HARLEY-DAVIDSON INC | Consumer Cyclical | 0.8% | $690.0k | 14,855 | -17% | reduced |
| 26 | 99 CENTS ONLY STORES | 0.7% | $684.0k | 33,038 | – | new | |
| 27 | CHOICEPOINT INC | 0.7% | $612.0k | 17,177 | – | new | |
| 28 | USB US BANCORP | Financial Services | 0.7% | $607.0k | 32,688 | -14% | reduced |
| 29 | CARNIVAL CORP | 0.6% | $589.0k | 23,450 | – | new | |
| 30 | EXMOC EXXON MOBIL CORPORATION | 0.6% | $571.0k | 17,890 | – | new | |
| 31 | BIOVAIL CORP | 0.6% | $537.0k | 21,735 | 37% | added | |
| 32 | SUNGARD DATA SYSTEMS | 0.6% | $526.0k | 27,055 | – | new | |
| 33 | VANGUARD INDEX 500 FUND | 0.5% | $458.0k | 6,091 | 9% | added | |
| 34 | INTC INTEL CORP | Technology | 0.5% | $441.0k | 31,767 | 129% | added |
| 35 | QCOM QUALCOMM INC | Technology | 0.4% | $400.0k | 14,499 | -39% | reduced |
| 36 | GE GENERAL ELECTRIC COMPANY | Industrials | 0.4% | $390.0k | 15,812 | -20% | reduced |
| 37 | PAYX PAYCHEX INC | Technology | 0.4% | $359.0k | 14,785 | – | new |
| 38 | AXP AMERICAN EXPRESS CO | Financial Services | 0.3% | $304.0k | 9,750 | -7% | reduced |
| 39 | KO COCA-COLA CO | Consumer Defensive | 0.3% | $289.0k | 6,025 | – | new |
| 40 | AMERICAN CAPITAL STRATEGIES | 0.3% | $283.0k | 15,000 | 0% | held | |
| 41 | WATER PIK TECHNOLOGIES INC | 0.1% | $102.0k | 10,000 | – | new | |
| 42 | SANMINA CORP | 0.0% | $30.0k | 10,880 | – | new | |
| 43 | NCT GROUP INC | 0.0% | $2.0k | 32,500 | 0% | held | |
| 44 | EARTH SEARCH SCIENCE INC | 0.0% | $1.0k | 10,000 | 0% | held |
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.