WCM INVESTMENT MANAGEMENT/CA

Q4 2013 13F-HR/A Holdings

Location
Laguna Beach, CA
Holdings as of
12/31/2013
Date filed
2/21/2014
Form type
13F-HR/A - RESTATEMENT
Num holdings
133
Total value ($000)
$2,773,828
Net value change ($000)
—
New positions
133
Sold out positions
0
Turnover %
100.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: — Next filing: 5/8/2014 SEC filing

Snapshot: Change Analysis

Compared to previous filing: —
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
TSM 137,063 —
Chubb Ltd. 129,641 —
PRGO 121,195 —
CNI 116,513 —
CP 116,363 —
ASML 103,299 —
COVIDIEN PLC 99,795 —
CLB 99,259 —
COCA COLA ENTERPRISE 98,715 —
LAZ 93,623 —
Top Reduces (Value $000, Stocks/ETFs)
—
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type