CCLA Investment Management Diversified Active

CIK: 0001631562 · Show all filings

Period: Q1 2021 (← Previous) (Next →)

Filing Date: Aug 9, 2021

Total Value ($000): $4,998,367

Holdings (71)

GOOG Alphabet Inc. 4.3%
Value ($000) $214,102 Shares 103,506 Est. Cost $73.37 Unrealized +34.2%
MSFT Microsoft Corp 3.5%
Value ($000) $173,594 Shares 736,278 Est. Cost $178.03 Unrealized +25.2%
V Visa Inc. 3.1%
Value ($000) $157,290 Shares 741,091 Est. Cost $185.17 Unrealized +9.7%
MA Mastercard Incorporated 2.8%
Value ($000) $141,433 Shares 396,825 Est. Cost $300.01 Unrealized +13.2%
BAC BK of America Corp 2.7%
Value ($000) $136,471 Shares 3,523,053 Est. Cost $25.47 Unrealized +20.3%
JPM JPMorgan Chase & Co 2.7%
Value ($000) $135,757 Shares 891,096 Est. Cost $89.38 Unrealized +42.4%
BX Blackstone Group Inc. 2.7%
Value ($000) $135,707 Shares 1,820,276 Est. Cost $48.09 Unrealized +21.9%
ADBE Adobe Systems Incorporated 2.7%
Value ($000) $133,737 Shares 281,382 Est. Cost $380.43 Unrealized +22.9%
AMZN Amazon Com Inc. 2.6%
Value ($000) $130,670 Shares 42,232 Est. Cost $120.78 Unrealized +31.2%
SNPS Synopsys Inc 2.5%
Value ($000) $123,004 Shares 496,417 Est. Cost $169.29 Unrealized +50.0%
YUMC Yum China HLDGS Inc 2.4%
Value ($000) $121,693 Shares 2,054,738 Est. Cost $57.56 Unrealized +3.8%
A Agilent Technologies Inc. 2.4%
Value ($000) $118,792 Shares 934,161 Est. Cost $79.91 Unrealized +49.8%
TJX TJX Cos Inc. New 2.3%
Value ($000) $116,626 Shares 1,762,470 Est. Cost $52.19 Unrealized +19.3%
UNH UnitedHealth Group Inc. 2.2%
Value ($000) $109,574 Shares 294,110 Est. Cost $263.49 Unrealized +21.3%
SYK Stryker Corporation 2.2%
Value ($000) $109,193 Shares 448,101 Est. Cost $187.13 Unrealized +21.7%
SPGI S&P Global Inc 2.2%
Value ($000) $107,641 Shares 305,190 Est. Cost $301.54 Unrealized +6.0%
FIS Fidelity Natl Information SV 2.0%
Value ($000) $101,831 Shares 724,253 Est. Cost $119.72 Unrealized +2.2%
ICE Intercontiental Exchange IN 2.0%
Value ($000) $99,457 Shares 890,146 Est. Cost $98.98 Unrealized +7.6%
HDB HDFC Bank Ltd 2.0%
Value ($000) $98,726 Shares 1,270,937 Est. Cost $77.68 Unrealized
DHR Danaher Corporation 2.0%
Value ($000) $97,642 Shares 433,607 Est. Cost $174.88 Unrealized +13.6%
TXN Texas Instrs Inc. 1.9%
Value ($000) $97,105 Shares 513,909 Est. Cost $114.30 Unrealized +32.4%
CME CME Group Inc 1.9%
Value ($000) $93,747 Shares 458,962 Est. Cost $136.41 Unrealized +19.6%
TRU TransUnion 1.9%
Value ($000) $93,505 Shares 1,038,908 Est. Cost $89.07 Unrealized -1.2%
ROP Roper Technologies Inc 1.8%
Value ($000) $89,766 Shares 222,482 Est. Cost $399.00 Unrealized -2.3%
NICE Nice Ltd 1.8%
Value ($000) $88,664 Shares 406,885 Est. Cost $217.91 Unrealized
NEE Nextera Energy Inc. 1.8%
Value ($000) $87,924 Shares 1,163,169 Est. Cost $62.60 Unrealized +9.9%
DIS Disney Walt Co 1.7%
Value ($000) $87,095 Shares 471,858 Est. Cost $117.64 Unrealized +53.2%
UNP Union Pac Corp 1.7%
Value ($000) $86,382 Shares 391,760 Est. Cost $188.09 Unrealized 0.0%
MAS Masco Corp 1.7%
Value ($000) $84,361 Shares 1,408,119 Est. Cost $50.56 Unrealized +1.1%
AVGO Broadcom Inc 1.7%
Value ($000) $83,714 Shares 180,519 Est. Cost $41.16 Unrealized +1.2%
HUM Humana Inc. 1.7%
Value ($000) $82,514 Shares 196,612 Est. Cost $388.37 Unrealized -1.8%
AME Ametek Inc. 1.5%
Value ($000) $76,663 Shares 599,835 Est. Cost $82.46 Unrealized +41.7%
MCD McDonalds Corp 1.5%
Value ($000) $73,979 Shares 330,036 Est. Cost $161.94 Unrealized +18.1%
IEX Idex Corp 1.5%
Value ($000) $73,146 Shares 349,347 Est. Cost $145.93 Unrealized +28.0%
TMO Thermo Fisher Scientific Inc. 1.4%
Value ($000) $72,154 Shares 157,981 Est. Cost $330.32 Unrealized +42.6%
PYPL Paypal HLDGS Inc. 1.4%
Value ($000) $71,080 Shares 292,738 Est. Cost $137.88 Unrealized +82.7%
ATHM Autohome Inc 1.4%
Value ($000) $70,659 Shares 757,821 Est. Cost $93.24 Unrealized
EA Electronic Arts Inc 1.3%
Value ($000) $62,656 Shares 462,872 Est. Cost $114.88 Unrealized +17.5%
NKE Nike Inc. 1.2%
Value ($000) $62,301 Shares 468,345 Est. Cost $87.20 Unrealized +48.6%
MRSH Marsh & McLennan COS Inc. 1.2%
Value ($000) $61,055 Shares 501,195 Est. Cost $105.30 Unrealized +1.6%
Activision Blizzard Inc. 1.2%
Value ($000) $60,860 Shares 654,327 Est. Cost $75.88 Unrealized
ECL Ecolab Inc 1.2%
Value ($000) $60,459 Shares 282,269 Est. Cost $188.46 Unrealized +6.9%
HON Honeywell Intl Inc. 1.2%
Value ($000) $60,290 Shares 277,642 Est. Cost $135.96 Unrealized +29.9%
ARCC Ares Capital Corp 1.2%
Value ($000) $59,852 Shares 3,197,872 Est. Cost $8.38 Unrealized +35.7%
SBUX Starbucks Corp. 1.2%
Value ($000) $58,482 Shares 535,327 Est. Cost $66.58 Unrealized +41.2%
ACN Accenture PLC Ireland 1.2%
Value ($000) $58,198 Shares 210,621 Est. Cost $177.85 Unrealized +35.7%
ZTS Zoetis Inc. 1.1%
Value ($000) $54,490 Shares 345,817 Est. Cost $124.46 Unrealized +21.9%
ROK Rockwell Automation Inc 1.1%
Value ($000) $54,184 Shares 204,081 Est. Cost $183.64 Unrealized +27.7%
VRSN Verisign Inc. 1.0%
Value ($000) $49,510 Shares 249,089 Est. Cost $204.41 Unrealized -4.7%
AMT American Tower Corp New 0.9%
Value ($000) $47,313 Shares 197,802 Est. Cost $199.39 Unrealized -3.6%
EW Edwards Lifesciences Corp 0.9%
Value ($000) $47,220 Shares 564,630 Est. Cost $79.55 Unrealized +6.3%
XYL Xylem Inc. 0.9%
Value ($000) $46,799 Shares 444,734 Est. Cost $67.88 Unrealized +41.1%
NOW ServiceNow Inc. 0.8%
Value ($000) $42,333 Shares 84,595 Est. Cost $71.17 Unrealized +48.3%
ISRG Intuitive Surgical Inc. 0.8%
Value ($000) $40,255 Shares 54,425 Est. Cost $179.26 Unrealized +40.3%
ILMN Illumina Inc 0.7%
Value ($000) $32,496 Shares 84,572 Est. Cost $321.78 Unrealized +26.7%
TSM Taiwan Semiconductor MFG Ltd 0.3%
Value ($000) $16,615 Shares 140,536 Est. Cost $118.23 Unrealized
PEP Pepsico Inc. 0.3%
Value ($000) $13,711 Shares 96,931 Est. Cost $110.78 Unrealized +6.4%
BXMT Blackstone Mtg Tr Inc. 0.1%
Value ($000) $5,177 Shares 166,904 Est. Cost $28.70 Unrealized
VZ Verizon Communications Inc. 0.1%
Value ($000) $2,893 Shares 49,780 Est. Cost $41.01 Unrealized +3.0%
ETN Brookfield Infrastructure NPV 0.1%
Value ($000) $2,842 Shares 49,841 Est. Cost $118.94 Unrealized 0.0%
BIP Eaton Corp Plc 0.1%
Value ($000) $2,760 Shares 17,453 Est. Cost $158.14 Unrealized
USB US Bancorp DEL 0.1%
Value ($000) $2,753 Shares 49,773 Est. Cost $33.86 Unrealized +19.1%
ADP Automatic Data Processing In 0.1%
Value ($000) $2,609 Shares 13,847 Est. Cost $132.81 Unrealized +18.0%
MRK Merck & Co. Inc. 0.0%
Value ($000) $2,462 Shares 31,946 Est. Cost $62.89 Unrealized +0.3%
CSCO Cisco Sys Inc 0.0%
Value ($000) $2,453 Shares 47,442 Est. Cost $36.74 Unrealized +10.6%
PFE Pfizer Inc. 0.0%
Value ($000) $2,252 Shares 62,164 Est. Cost $25.99 Unrealized +7.9%
DUK Duke Energy Corp New 0.0%
Value ($000) $2,142 Shares 22,199 Est. Cost $67.61 Unrealized +11.6%
JNJ Johnson & Johnson 0.0%
Value ($000) $1,988 Shares 12,100 Est. Cost $124.24 Unrealized +13.3%
KO Coca Cola Co 0.0%
Value ($000) $1,372 Shares 26,030 Est. Cost $38.77 Unrealized +11.9%
HD Home Depot Inc 0.0%
Value ($000) $1,176 Shares 3,850 Est. Cost $242.47 Unrealized +0.8%
PG Procter and Gamble Co 0.0%
Value ($000) $1,011 Shares 7,462 Est. Cost $116.35 Unrealized -0.6%