WCM Investment Management 13F holdings, Q2 2003
Holdings as of June 30, 2003 · filings on SEC EDGAR · latest filing →
WCM Investment Management disclosed 36 US equity positions worth $172.7m in its Q2 2003 13F filing. The largest position was AMGN at 8.0% of the reported book, followed by HRB and JNJ. Against the Q4 2002 filing, it opened 7 new positions, added to 22 and reduced 7 among the top 36 holdings.
What did WCM Investment Management own in Q2 2003? Top 36 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q4 2002 |
|---|---|---|---|---|---|---|---|
| 1 | AMGN AMGEN INC | Healthcare | 8.0% | $13.8m | 209,828 | 61% | added |
| 2 | HRB H & R BLOCK, INC | Consumer Cyclical | 7.3% | $12.7m | 293,011 | 64% | added |
| 3 | JNJ JOHNSON & JOHNSON | Healthcare | 7.1% | $12.3m | 237,426 | 48% | added |
| 4 | HOG HARLEY-DAVIDSON INC | Consumer Cyclical | 7.0% | $12.0m | 300,335 | 1911% | added |
| 5 | DELL COMPUTER CORP | 6.9% | $12.0m | 375,544 | 73% | added | |
| 6 | LEXMARK INTERNATIONAL INC | 6.5% | $11.3m | 159,778 | 78% | added | |
| 7 | CSCO CISCO SYSTEMS INC | Technology | 6.4% | $11.0m | 651,343 | – | new |
| 8 | FOREST LABORATORIES INC | 6.2% | $10.7m | 195,059 | – | new | |
| 9 | GS GOLDMAN SACHS GROUP INC | Financial Services | 5.7% | $9.9m | 118,260 | 92% | added |
| 10 | WALGREEN CO | 5.6% | $9.7m | 321,181 | 101% | added | |
| 11 | MXIM MAXIM INTEGRATED PRODUCTS | 5.0% | $8.7m | 252,188 | – | new | |
| 12 | AMERICAN INTERNATIONAL GROUP INC | 5.0% | $8.6m | 155,201 | 99% | added | |
| 13 | WFC WELLS FARGO COMPANY | Financial Services | 2.5% | $4.3m | 85,690 | 4% | added |
| 14 | PG PROCTER & GAMBLE CO | Consumer Defensive | 2.0% | $3.4m | 38,440 | -57% | reduced |
| 15 | GD GENERAL DYNAMICS CORP | Industrials | 1.9% | $3.2m | 44,566 | 6% | added |
| 16 | UTXZ UNITED TECHNOLOGIES CORP | 1.8% | $3.1m | 43,370 | 4% | added | |
| 17 | NTRS NORTHERN TRUST CORPORATION | Financial Services | 1.8% | $3.0m | 73,295 | 24% | added |
| 18 | MERCK & COMPANY INCORPORATED | 1.7% | $3.0m | 48,967 | 17% | added | |
| 19 | EQUITY OFFICE PROPERTIES | 1.7% | $2.9m | 106,047 | 26% | added | |
| 20 | JOHNSON CONTROLS INC | 1.6% | $2.8m | 33,020 | 8% | added | |
| 21 | CVX CHEVRONTEXACO CORP | Energy | 1.6% | $2.8m | 38,683 | 19% | added |
| 22 | KMB KIMBERLY CLARK CORP | Consumer Defensive | 1.4% | $2.4m | 46,490 | 14% | added |
| 23 | MMM 3M COMPANY | Industrials | 1.4% | $2.4m | 18,450 | 12% | added |
| 24 | 99 CENTS ONLY STORES | 0.8% | $1.3m | 38,223 | 22% | added | |
| 25 | HEALTH MGMT ASSOCIATES INC-A | 0.6% | $982.0k | 53,200 | -16% | reduced | |
| 26 | SYK STRYKER CORP | Healthcare | 0.5% | $940.0k | 13,550 | -32% | reduced |
| 27 | SPY SPDR TRUST | 0.4% | $631.0k | 6,090 | – | new | |
| 28 | EXMOC EXXON MOBIL CORPORATION | 0.3% | $443.0k | 12,336 | 6% | added | |
| 29 | PAYX PAYCHEX INC | Technology | 0.3% | $437.0k | 14,860 | 3% | added |
| 30 | NUTRACEUTICAL INTL CORP | 0.2% | $395.0k | 36,755 | – | new | |
| 31 | QCOM QUALCOMM INC | Technology | 0.2% | $374.0k | 10,394 | -16% | reduced |
| 32 | GE GENERAL ELECTRIC COMPANY | Industrials | 0.2% | $268.0k | 9,333 | -10% | reduced |
| 33 | INTC INTEL CORP | Technology | 0.2% | $262.0k | 12,611 | -48% | reduced |
| 34 | AXP AMERICAN EXPRESS CO | Financial Services | 0.1% | $256.0k | 6,141 | -16% | reduced |
| 35 | INVIVO CORPORATION | 0.1% | $238.0k | 13,675 | – | new | |
| 36 | MATRIX SERVICE CO | 0.1% | $229.0k | 13,350 | – | 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.