CCLA Investment Management Diversified Active

CIK: 0001631562 · Show all filings

Period: Q3 2021 (← Previous) (Next →)

Filing Date: Oct 29, 2021

Total Value ($000): $6,037,756 (100.0% shares, 0.0% debt)

Holdings (74)

MSFT Microsoft Corp 3.8%
Value ($000) $228,535 Shares 807,919 Est. Cost $186.59 Unrealized +50.5%
GOOG Alphabet Inc. 3.8%
Value ($000) $227,520 Shares 85,414 Est. Cost $73.37 Unrealized +86.5%
ACN Accenture PLC Ireland 3.8%
Value ($000) $227,174 Shares 209,344 Est. Cost $190.02 Unrealized +60.8%
AMZN Amazon Com Inc. 3.1%
Value ($000) $187,867 Shares 57,176 Est. Cost $133.12 Unrealized +29.6%
V Visa Inc. 2.8%
Value ($000) $167,778 Shares 749,846 Est. Cost $185.17 Unrealized +22.6%
ADBE Adobe Systems Incorporated 2.4%
Value ($000) $147,406 Shares 255,493 Est. Cost $380.43 Unrealized +65.4%
MA Mastercard Incorporated 2.4%
Value ($000) $145,620 Shares 418,894 Est. Cost $302.45 Unrealized +17.3%
BAC BK of America Corp 2.3%
Value ($000) $141,061 Shares 3,323,504 Est. Cost $25.47 Unrealized +41.7%
HDB HDFC Bank Ltd 2.3%
Value ($000) $135,897 Shares 1,858,655 Est. Cost $76.24 Unrealized
DHR Danaher Corporation 2.2%
Value ($000) $133,408 Shares 438,397 Est. Cost $174.88 Unrealized +52.6%
SNPS Synopsys Inc 2.2%
Value ($000) $132,451 Shares 440,391 Est. Cost $169.29 Unrealized +79.3%
TRU TransUnion 2.1%
Value ($000) $129,451 Shares 1,152,089 Est. Cost $90.23 Unrealized +27.3%
NICE Nice Ltd 2.1%
Value ($000) $128,988 Shares 453,991 Est. Cost $222.63 Unrealized
ICE Intercontiental Exchange IN 2.1%
Value ($000) $127,863 Shares 1,113,125 Est. Cost $101.03 Unrealized +10.9%
SYK Stryker Corporation 2.1%
Value ($000) $124,911 Shares 473,690 Est. Cost $195.28 Unrealized +30.7%
UNH UnitedHealth Group Inc. 2.1%
Value ($000) $124,720 Shares 319,184 Est. Cost $272.50 Unrealized +41.2%
BX Blackstone Group Inc. 2.0%
Value ($000) $123,665 Shares 1,063,119 Est. Cost $48.09 Unrealized +108.6%
SPGI S&P Global Inc 2.0%
Value ($000) $122,201 Shares 287,674 Est. Cost $301.54 Unrealized +38.6%
YUMC Yum China HLDGS Inc 2.0%
Value ($000) $122,163 Shares 2,102,209 Est. Cost $57.66 Unrealized +6.6%
TJX TJX Cos Inc. New 2.0%
Value ($000) $118,892 Shares 1,787,702 Est. Cost $52.19 Unrealized +25.4%
JPM JPMorgan Chase & Co 1.9%
Value ($000) $117,661 Shares 718,539 Est. Cost $89.38 Unrealized +57.0%
IR Ingersoll Rand Inc 1.8%
Value ($000) $108,705 Shares 2,156,676 Est. Cost $48.83 Unrealized +3.7%
ROP Roper Technologies Inc 1.8%
Value ($000) $105,911 Shares 237,296 Est. Cost $400.71 Unrealized +16.4%
MAS Masco Corp 1.7%
Value ($000) $102,955 Shares 1,853,385 Est. Cost $51.96 Unrealized +5.2%
A Agilent Technologies Inc. 1.7%
Value ($000) $100,888 Shares 640,346 Est. Cost $79.91 Unrealized +96.6%
FIS Fidelity Natl Information SV 1.6%
Value ($000) $98,185 Shares 807,104 Est. Cost $119.83 Unrealized +0.8%
EW Edwards Lifesciences Corp 1.6%
Value ($000) $94,866 Shares 837,937 Est. Cost $86.36 Unrealized +32.2%
DIS Disney Walt Co 1.6%
Value ($000) $94,092 Shares 556,125 Est. Cost $126.09 Unrealized +38.1%
CME CME Group Inc 1.5%
Value ($000) $93,350 Shares 482,727 Est. Cost $138.57 Unrealized +22.1%
NEE Nextera Energy Inc. 1.5%
Value ($000) $92,601 Shares 1,179,541 Est. Cost $62.60 Unrealized +14.8%
MDT Medtronic Plc 1.5%
Value ($000) $92,060 Shares 734,474 Est. Cost $109.50 Unrealized +3.6%
TMO Thermo Fisher Scientific Inc. 1.5%
Value ($000) $90,866 Shares 159,042 Est. Cost $330.32 Unrealized +64.2%
AVGO Broadcom Inc 1.5%
Value ($000) $88,931 Shares 183,319 Est. Cost $41.16 Unrealized +8.1%
AME Ametek Inc. 1.5%
Value ($000) $88,275 Shares 711,669 Est. Cost $89.62 Unrealized +45.6%
HUM Humana Inc. 1.5%
Value ($000) $87,893 Shares 225,879 Est. Cost $390.66 Unrealized +4.1%
NXPI NXP Semiconductors N V 1.4%
Value ($000) $84,723 Shares 432,615 Est. Cost $191.52 Unrealized 0.0%
UNP Union Pac Corp 1.4%
Value ($000) $83,434 Shares 425,491 Est. Cost $189.01 Unrealized +3.3%
VRSK Verisk Analytics Inc 1.4%
Value ($000) $82,712 Shares 412,954 Est. Cost $188.33 Unrealized 0.0%
TXN Texas Instrs Inc. 1.4%
Value ($000) $81,543 Shares 424,273 Est. Cost $114.30 Unrealized +47.0%
MCD McDonalds Corp 1.3%
Value ($000) $80,715 Shares 334,724 Est. Cost $161.94 Unrealized +33.3%
IEX Idex Corp 1.3%
Value ($000) $77,753 Shares 375,463 Est. Cost $149.77 Unrealized +40.4%
PYPL Paypal HLDGS Inc. 1.3%
Value ($000) $77,160 Shares 296,594 Est. Cost $137.88 Unrealized +105.3%
MRSH Marsh & McLennan COS Inc. 1.3%
Value ($000) $76,762 Shares 506,913 Est. Cost $105.30 Unrealized +34.5%
ABT Abbott Labs 1.2%
Value ($000) $74,916 Shares 634,072 Est. Cost $107.28 Unrealized +5.8%
Activision Blizzard Inc. 1.2%
Value ($000) $69,534 Shares 898,405 Est. Cost $76.28 Unrealized
NKE Nike Inc. 1.1%
Value ($000) $68,876 Shares 474,163 Est. Cost $87.20 Unrealized +74.9%
EA Electronic Arts Inc 1.1%
Value ($000) $66,584 Shares 468,117 Est. Cost $114.88 Unrealized +19.3%
ARCC Ares Capital Corp 1.1%
Value ($000) $66,507 Shares 3,269,039 Est. Cost $8.47 Unrealized +55.9%
EL Lauder Estee Cos Inc 1.0%
Value ($000) $59,638 Shares 198,837 Est. Cost $282.88 Unrealized +7.9%
HON Honeywell Intl Inc. 1.0%
Value ($000) $59,164 Shares 278,576 Est. Cost $135.96 Unrealized +43.1%
ECL Ecolab Inc 1.0%
Value ($000) $58,469 Shares 280,209 Est. Cost $188.46 Unrealized +10.7%
ZTS Zoetis Inc. 1.0%
Value ($000) $57,740 Shares 297,440 Est. Cost $124.46 Unrealized +55.6%
SBUX Starbucks Corp. 0.9%
Value ($000) $55,629 Shares 502,610 Est. Cost $66.58 Unrealized +58.8%
AMT American Tower Corp New 0.9%
Value ($000) $53,064 Shares 199,930 Est. Cost $199.39 Unrealized +24.7%
VRSN Verisign Inc. 0.8%
Value ($000) $50,415 Shares 245,947 Est. Cost $204.41 Unrealized +6.3%
NOW ServiceNow Inc. 0.7%
Value ($000) $45,147 Shares 72,583 Est. Cost $71.17 Unrealized +70.2%
ILMN Illumina Inc 0.6%
Value ($000) $34,781 Shares 85,766 Est. Cost $321.78 Unrealized +42.9%
NVDA Nvidia Corporation 0.6%
Value ($000) $34,274 Shares 165,510 Est. Cost $19.54 Unrealized +6.0%
PEP Pepsico Inc. 0.5%
Value ($000) $28,572 Shares 189,962 Est. Cost $121.81 Unrealized +10.8%
TSM Taiwan Semiconductor MFG Ltd 0.3%
Value ($000) $16,343 Shares 146,367 Est. Cost $118.30 Unrealized
BXMT Blackstone Mtg Tr Inc. 0.1%
Value ($000) $5,701 Shares 187,087 Est. Cost $28.96 Unrealized
BIP Brookfield Infrastructure NPV 0.1%
Value ($000) $5,484 Shares 97,782 Est. Cost $74.07 Unrealized
USB US Bancorp DEL 0.0%
Value ($000) $2,958 Shares 49,773 Est. Cost $33.86 Unrealized +37.8%
MRK Merck & Co. Inc. 0.0%
Value ($000) $2,769 Shares 36,875 Est. Cost $63.32 Unrealized +4.4%
ADP Automatic Data Processing In 0.0%
Value ($000) $2,768 Shares 13,847 Est. Cost $132.81 Unrealized +41.3%
VZ Verizon Communications Inc. 0.0%
Value ($000) $2,688 Shares 49,780 Est. Cost $41.01 Unrealized +3.2%
PFE Pfizer Inc. 0.0%
Value ($000) $2,673 Shares 62,164 Est. Cost $25.99 Unrealized +37.2%
ETN Eaton Corp Plc 0.0%
Value ($000) $2,606 Shares 17,453 Est. Cost $118.94 Unrealized +25.5%
CSCO Cisco Sys Inc 0.0%
Value ($000) $2,582 Shares 47,442 Est. Cost $36.74 Unrealized +34.0%
DUK Duke Energy Corp New 0.0%
Value ($000) $2,166 Shares 22,199 Est. Cost $67.61 Unrealized +29.1%
JNJ Johnson & Johnson 0.0%
Value ($000) $1,953 Shares 12,100 Est. Cost $124.24 Unrealized +20.9%
KO Coca Cola Co 0.0%
Value ($000) $1,596 Shares 30,426 Est. Cost $40.22 Unrealized +21.3%
HD Home Depot Inc 0.0%
Value ($000) $1,504 Shares 4,583 Est. Cost $249.08 Unrealized +18.3%
PG Procter and Gamble Co 0.0%
Value ($000) $1,043 Shares 7,462 Est. Cost $116.35 Unrealized +9.4%