WCM Investment Management 13F holdings, Q4 2002
Holdings as of December 31, 2002 · filings on SEC EDGAR · latest filing →
WCM Investment Management disclosed 37 US equity positions worth $103.3m in its Q4 2002 13F filing. The largest position was JNJ at 8.4% of the reported book, followed by UPS and PG. Against the Q3 2002 filing, it opened 5 new positions, added to 12 and reduced 20 among the top 37 holdings.
What did WCM Investment Management own in Q4 2002? Top 37 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q3 2002 |
|---|---|---|---|---|---|---|---|
| 1 | JNJ JOHNSON & JOHNSON | Healthcare | 8.4% | $8.6m | 160,638 | -1% | reduced |
| 2 | UPS UNITED PARCEL SERVICE INC | Industrials | 8.2% | $8.5m | 134,491 | -1% | reduced |
| 3 | PG PROCTER & GAMBLE CO | Consumer Defensive | 7.4% | $7.6m | 88,430 | 8% | added |
| 4 | HRB H & R BLOCK, INC | Consumer Cyclical | 7.0% | $7.2m | 178,860 | – | new |
| 5 | AMGN AMGEN INC | Healthcare | 6.1% | $6.3m | 130,405 | 27% | added |
| 6 | DELL COMPUTER CORP | 5.6% | $5.8m | 217,654 | 46% | added | |
| 7 | LEXMARK INTERNATIONAL INC | 5.2% | $5.4m | 89,520 | – | new | |
| 8 | WALGREEN CO | 4.5% | $4.7m | 159,845 | 34% | added | |
| 9 | AMERICAN INTERNATIONAL GROUP INC | 4.4% | $4.5m | 78,108 | 19% | added | |
| 10 | HD HOME DEPOT INC | Consumer Cyclical | 4.3% | $4.4m | 185,137 | 27% | added |
| 11 | GS GOLDMAN SACHS GROUP INC | Financial Services | 4.1% | $4.2m | 61,487 | 24% | added |
| 12 | WFC WELLS FARGO COMPANY | Financial Services | 3.7% | $3.8m | 82,060 | -27% | reduced |
| 13 | GD GENERAL DYNAMICS CORP | Industrials | 3.2% | $3.3m | 41,986 | 45% | added |
| 14 | UTXZ UNITED TECHNOLOGIES CORP | 2.5% | $2.6m | 41,505 | -6% | reduced | |
| 15 | JOHNSON CONTROLS INC | 2.4% | $2.5m | 30,610 | -5% | reduced | |
| 16 | MERCK & COMPANY INCORPORATED | 2.3% | $2.4m | 41,913 | 1% | added | |
| 17 | BA BOEING CO | Industrials | 2.1% | $2.2m | 65,850 | 23% | added |
| 18 | CVX CHEVRONTEXACO CORP | Energy | 2.1% | $2.2m | 32,511 | -9% | reduced |
| 19 | EQUITY OFFICE PROPERTIES | 2.0% | $2.1m | 84,162 | – | new | |
| 20 | NTRS NORTHERN TRUST CORPORATION | Financial Services | 2.0% | $2.1m | 59,185 | – | new |
| 21 | MMM 3M COMPANY | Industrials | 2.0% | $2.0m | 16,545 | -25% | reduced |
| 22 | KMB KIMBERLY CLARK CORP | Consumer Defensive | 1.9% | $1.9m | 40,925 | – | new |
| 23 | SYK STRYKER CORP | Healthcare | 1.3% | $1.3m | 19,810 | -29% | reduced |
| 24 | MCD MC DONALD'S CORP | Consumer Cyclical | 1.2% | $1.3m | 78,530 | -9% | reduced |
| 25 | HEALTH MGMT ASSOCIATES INC-A | 1.1% | $1.1m | 62,990 | -57% | reduced | |
| 26 | 99 CENTS ONLY STORES | 0.8% | $841.0k | 31,303 | -5% | reduced | |
| 27 | HOG HARLEY-DAVIDSON INC | Consumer Cyclical | 0.7% | $690.0k | 14,935 | 1% | added |
| 28 | JONES APPAREL GROUP INC | 0.6% | $625.0k | 17,640 | -64% | reduced | |
| 29 | QCOM QUALCOMM INC | Technology | 0.4% | $453.0k | 12,444 | -14% | reduced |
| 30 | EXMOC EXXON MOBIL CORPORATION | 0.4% | $408.0k | 11,673 | -35% | reduced | |
| 31 | PAYX PAYCHEX INC | Technology | 0.4% | $402.0k | 14,405 | -3% | reduced |
| 32 | INTC INTEL CORP | Technology | 0.4% | $379.0k | 24,335 | -23% | reduced |
| 33 | SYY SYSCO CORP | Consumer Defensive | 0.3% | $327.0k | 10,971 | -94% | reduced |
| 34 | KO COCA-COLA CO | Consumer Defensive | 0.3% | $292.0k | 6,650 | 10% | added |
| 35 | AMERICAN CAPITAL STRATEGIES | 0.3% | $281.0k | 13,000 | -13% | reduced | |
| 36 | AXP AMERICAN EXPRESS CO | Financial Services | 0.2% | $258.0k | 7,311 | -25% | reduced |
| 37 | GE GENERAL ELECTRIC COMPANY | Industrials | 0.2% | $252.0k | 10,344 | -35% | 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.