WCM Investment Management 13F holdings, Q4 2004
Holdings as of December 31, 2004 · filings on SEC EDGAR · latest filing →
WCM Investment Management disclosed 101 US equity positions worth $1.4bn in its Q4 2004 13F filing. The largest position was EBAY at 7.3% of the reported book, followed by MCO and ZBH. Against the Q3 2004 filing, it opened 15 new positions, added to 24 and reduced 11 among the top 50 holdings.
What did WCM Investment Management own in Q4 2004? Top 50 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q3 2004 |
|---|---|---|---|---|---|---|---|
| 1 | EBAY EBAY INC | Consumer Cyclical | 7.3% | $102.9m | 909,285 | 22% | added |
| 2 | MCO MOODY'S CORP | Financial Services | 6.9% | $97.7m | 1,141,217 | 19% | added |
| 3 | ZBH ZIMMER HOLDINGS INC | Healthcare | 6.9% | $97.2m | 1,215,881 | 20% | added |
| 4 | DELL, INC | 6.4% | $90.1m | 2,164,031 | 27% | added | |
| 5 | WALGREEN CO | 6.1% | $85.5m | 2,153,436 | 32% | added | |
| 6 | HOG HARLEY-DAVIDSON INC | Consumer Cyclical | 6.0% | $84.1m | 1,392,978 | 19% | added |
| 7 | EXPD EXPEDITORS INTL OF WASH INC | Industrials | 5.9% | $83.1m | 1,489,882 | 104% | added |
| 8 | AMGN AMGEN INC | Healthcare | 5.7% | $79.8m | 1,240,519 | 29% | added |
| 9 | JNJ JOHNSON & JOHNSON | Healthcare | 5.6% | $79.2m | 1,249,631 | 32% | added |
| 10 | LEXMARK INTERNATIONAL INC | 5.3% | $74.6m | 881,335 | 19% | added | |
| 11 | VARIAN MEDICAL SYSTEMS INC | 5.0% | $70.7m | 1,679,897 | 60% | added | |
| 12 | CSCO CISCO SYSTEMS INC | Technology | 5.0% | $70.6m | 3,681,723 | 26% | added |
| 13 | TEVA TEVA PHARMACEUTICAL - SP | Healthcare | 4.4% | $62.3m | 2,106,895 | 44% | added |
| 14 | MXIM MAXIM INTEGRATED PRODUCTS | 4.4% | $62.2m | 1,514,743 | 23% | added | |
| 15 | FOREST LABORATORIES INC | 4.1% | $58.0m | 1,309,680 | 26% | added | |
| 16 | INTC INTEL CORP | Technology | 3.7% | $51.8m | 2,221,624 | 37% | added |
| 17 | TIFFANY & CO | 0.7% | $9.2m | 291,505 | – | new | |
| 18 | AMERICAN INTERNATIONAL GROUP INC | 0.3% | $4.6m | 68,322 | 671% | added | |
| 19 | PG PROCTER & GAMBLE CO | Consumer Defensive | 0.3% | $4.5m | 80,281 | 48% | added |
| 20 | UTXZ UNITED TECHNOLOGIES CORP | 0.3% | $4.0m | 39,258 | 37% | added | |
| 21 | FIRST DATA CORP | 0.3% | $3.9m | 91,592 | 39% | added | |
| 22 | COACH INC | 0.3% | $3.8m | 69,650 | – | new | |
| 23 | HD HOME DEPOT INC | Consumer Cyclical | 0.3% | $3.6m | 85,456 | 881% | added |
| 24 | ABT ABBOTT LABORATORIES | Healthcare | 0.3% | $3.6m | 76,423 | – | new |
| 25 | SYK STRYKER CORP | Healthcare | 0.2% | $3.5m | 70,045 | 173% | added |
| 26 | WYETH | 0.2% | $3.3m | 77,663 | – | new | |
| 27 | TXN TEXAS INSTRUMENTS INC | Technology | 0.2% | $3.2m | 144,560 | – | new |
| 28 | LLY ELI LILLY & CO | Healthcare | 0.2% | $3.1m | 53,905 | – | new |
| 29 | GE GENERAL ELECTRIC COMPANY | Industrials | 0.2% | $3.1m | 86,287 | 594% | added |
| 30 | IBM INTERNATIONAL BUSINESS MACHINES | Technology | 0.2% | $2.9m | 30,415 | – | new |
| 31 | CCL CARNIVAL CORP | Consumer Cyclical | 0.2% | $2.9m | 50,860 | – | new |
| 32 | WFC WELLS FARGO COMPANY | Financial Services | 0.2% | $2.8m | 45,077 | -17% | reduced |
| 33 | SYY SYSCO CORP | Consumer Defensive | 0.2% | $2.6m | 67,031 | -6% | reduced |
| 34 | QCOM QUALCOMM INC | Technology | 0.2% | $2.5m | 59,264 | 841% | added |
| 35 | GUIDANT CORP | 0.2% | $2.5m | 34,950 | – | new | |
| 36 | AFL AFLAC INC | Financial Services | 0.2% | $2.5m | 62,375 | -13% | reduced |
| 37 | JOHNSON CONTROLS INC | 0.2% | $2.4m | 37,075 | -19% | reduced | |
| 38 | GD GENERAL DYNAMICS CORP | Industrials | 0.2% | $2.3m | 22,371 | -14% | reduced |
| 39 | EQUITY OFFICE PROPERTIES | 0.2% | $2.3m | 79,657 | -14% | reduced | |
| 40 | PC6A PETROCHINA CO LTD-ADR | 0.2% | $2.3m | 42,960 | -3% | reduced | |
| 41 | APOLLO GROUP INC | 0.2% | $2.3m | 27,688 | – | new | |
| 42 | ITW ILLINOIS TOOL WORKS INC | Industrials | 0.2% | $2.3m | 24,960 | – | new |
| 43 | INTL GAME TECHNOLOGY | 0.2% | $2.2m | 67,990 | – | new | |
| 44 | CMC COMMERCIAL METALS CO | Industrials | 0.2% | $2.2m | 43,885 | -14% | reduced |
| 45 | SIEBEL SYSTEMS INC | 0.2% | $2.2m | 236,380 | – | new | |
| 46 | EMC CORPORATION | 0.2% | $2.1m | 155,353 | – | new | |
| 47 | NTRS NORTHERN TRUST CORPORATION | Financial Services | 0.2% | $2.1m | 43,860 | -20% | reduced |
| 48 | LECO LINCOLN ELECTRIC HOLDINGS | Industrials | 0.2% | $2.1m | 61,788 | -14% | reduced |
| 49 | LINEAR TECHNOLOGY CORP | 0.1% | $2.1m | 56,590 | – | new | |
| 50 | SUNGARD DATA SYSTEMS | 0.1% | $2.1m | 72,963 | -18% | 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.