CCLA Investment Management Diversified Active

CIK: 0001631562 · Show all filings

Period: Q3 2022 (← Previous) (Next →)

Filing Date: Nov 9, 2022

Total Value ($000): $4,141,212,092 (100.0% shares, 0.0% debt)

Holdings (73)

MSFT Microsoft Corp 4.4%
Value ($000) $181,961,215 Shares 780,149 Est. Cost $193.20 Unrealized +33.0%
AMZN Amazon Com Inc. 3.4%
Value ($000) $142,613,780 Shares 1,259,500 Est. Cost $126.75 Unrealized -0.3%
UNH UnitedHealth Group Inc. 3.0%
Value ($000) $124,646,725 Shares 246,139 Est. Cost $284.91 Unrealized +73.8%
ICE Intercontiental Exchange IN 2.5%
Value ($000) $101,511,663 Shares 1,121,142 Est. Cost $101.06 Unrealized -5.2%
HDB HDFC Bank Ltd 2.4%
Value ($000) $98,820,182 Shares 1,691,369 Est. Cost $76.24 Unrealized
GOOG Alphabet Inc. 2.3%
Value ($000) $94,781,212 Shares 984,021 Est. Cost $108.12 Unrealized +2.5%
DHR Danaher Corporation 2.3%
Value ($000) $94,563,814 Shares 365,236 Est. Cost $177.03 Unrealized +36.0%
SYK Stryker Corporation 2.3%
Value ($000) $93,811,026 Shares 461,988 Est. Cost $196.11 Unrealized +3.5%
SPGI S&P Global Inc 2.3%
Value ($000) $93,186,151 Shares 304,252 Est. Cost $311.18 Unrealized +11.7%
PEP Pepsico Inc. 2.2%
Value ($000) $92,296,869 Shares 564,272 Est. Cost $137.07 Unrealized +12.7%
NICE Nice Ltd 2.2%
Value ($000) $90,157,463 Shares 478,020 Est. Cost $20503.25 Unrealized
HUM Humana Inc. 2.1%
Value ($000) $88,706,135 Shares 182,572 Est. Cost $390.82 Unrealized +20.1%
INTU Intuit 2.1%
Value ($000) $87,966,688 Shares 226,704 Est. Cost $422.65 Unrealized 0.0%
CME CME Group Inc 2.1%
Value ($000) $87,735,476 Shares 494,799 Est. Cost $141.35 Unrealized +20.6%
PYPL Paypal HLDGS Inc. 2.1%
Value ($000) $85,253,365 Shares 988,274 Est. Cost $135.49 Unrealized -34.7%
A Agilent Technologies Inc. 2.0%
Value ($000) $83,857,483 Shares 688,243 Est. Cost $85.38 Unrealized +46.9%
V Visa Inc. 2.0%
Value ($000) $82,437,103 Shares 463,054 Est. Cost $185.17 Unrealized +7.1%
NEE Nextera Energy Inc. 2.0%
Value ($000) $81,650,573 Shares 1,038,203 Est. Cost $63.52 Unrealized +21.4%
TRU TransUnion 1.9%
Value ($000) $80,459,423 Shares 1,351,078 Est. Cost $89.76 Unrealized -15.9%
ADBE Adobe Systems Incorporated 1.9%
Value ($000) $78,272,783 Shares 284,045 Est. Cost $395.24 Unrealized -4.3%
MA Mastercard Incorporated 1.9%
Value ($000) $77,420,710 Shares 271,468 Est. Cost $302.45 Unrealized +7.5%
ICLR ICON 1.9%
Value ($000) $77,104,638 Shares 419,278 Est. Cost $242.97 Unrealized -10.4%
SBUX Starbucks Corp. 1.9%
Value ($000) $77,100,746 Shares 913,534 Est. Cost $75.70 Unrealized +3.5%
TMO Thermo Fisher Scientific Inc. 1.8%
Value ($000) $73,167,210 Shares 143,872 Est. Cost $342.66 Unrealized +61.7%
DIS Disney Walt Co 1.7%
Value ($000) $72,403,987 Shares 764,982 Est. Cost $130.07 Unrealized -19.6%
IEX Idex Corp 1.7%
Value ($000) $70,396,962 Shares 351,731 Est. Cost $151.25 Unrealized +28.0%
AME Ametek Inc. 1.7%
Value ($000) $69,178,720 Shares 609,457 Est. Cost $89.62 Unrealized +30.8%
MCD McDonalds Corp 1.6%
Value ($000) $67,925,542 Shares 293,781 Est. Cost $161.94 Unrealized +45.9%
MDT Medtronic Plc 1.6%
Value ($000) $67,038,850 Shares 828,449 Est. Cost $108.52 Unrealized -25.6%
EW Edwards Lifesciences Corp 1.6%
Value ($000) $66,894,408 Shares 807,541 Est. Cost $86.75 Unrealized +10.9%
VRSK Verisk Analytics Inc 1.6%
Value ($000) $65,857,343 Shares 385,527 Est. Cost $188.84 Unrealized -3.2%
NXPI NXP Semiconductors N V 1.6%
Value ($000) $65,446,682 Shares 442,953 Est. Cost $188.21 Unrealized -16.6%
Verisign Inc. 1.5%
Value ($000) $64,137,141 Shares 368,735 Est. Cost $173938.31 Unrealized
ROP Roper Technologies Inc 1.5%
Value ($000) $62,405,187 Shares 173,130 Est. Cost $402.95 Unrealized -1.1%
KO Coca Cola Co 1.5%
Value ($000) $61,357,259 Shares 1,093,945 Est. Cost $53.72 Unrealized +4.3%
MAS Masco Corp 1.4%
Value ($000) $59,679,724 Shares 1,276,332 Est. Cost $51.96 Unrealized -6.0%
UNP Union Pac Corp 1.4%
Value ($000) $57,313,077 Shares 293,541 Est. Cost $189.01 Unrealized +8.1%
IR Ingersoll Rand Inc 1.3%
Value ($000) $55,657,865 Shares 1,284,100 Est. Cost $48.83 Unrealized -3.9%
JPM JPMorgan Chase & Co 1.3%
Value ($000) $55,634,674 Shares 531,022 Est. Cost $89.38 Unrealized +18.2%
ABT Abbott Labs 1.3%
Value ($000) $54,826,883 Shares 565,547 Est. Cost $107.28 Unrealized -6.8%
SNPS Synopsys Inc 1.3%
Value ($000) $54,409,647 Shares 177,923 Est. Cost $169.29 Unrealized +100.0%
MRSH Marsh & McLennan COS Inc. 1.3%
Value ($000) $54,385,290 Shares 363,519 Est. Cost $108.67 Unrealized +40.2%
EL Lauder Estee Cos Inc 1.3%
Value ($000) $53,339,183 Shares 246,266 Est. Cost $274.05 Unrealized -12.2%
BAC BK of America Corp 1.3%
Value ($000) $52,263,273 Shares 1,726,709 Est. Cost $25.47 Unrealized +20.1%
ACN Accenture PLC Ireland 1.3%
Value ($000) $52,084,949 Shares 202,109 Est. Cost $191.55 Unrealized +43.4%
NKE Nike Inc. 1.2%
Value ($000) $50,523,975 Shares 603,727 Est. Cost $93.17 Unrealized +9.0%
AMT American Tower Corp New 1.2%
Value ($000) $49,479,003 Shares 230,201 Est. Cost $204.33 Unrealized +12.0%
MRK Merck & Co. Inc. 1.2%
Value ($000) $49,411,223 Shares 573,187 Est. Cost $79.06 Unrealized +1.7%
TXN Texas Instrs Inc. 1.1%
Value ($000) $47,049,658 Shares 303,444 Est. Cost $114.30 Unrealized +32.7%
BIP Brookfield Infrastructure NPV 1.1%
Value ($000) $46,429,621 Shares 1,293,621 Est. Cost $8894.20 Unrealized
ZTS Zoetis Inc. 1.1%
Value ($000) $43,585,816 Shares 293,314 Est. Cost $148.18 Unrealized +9.0%
BX Blackstone Group Inc. 1.0%
Value ($000) $42,970,218 Shares 512,801 Est. Cost $48.09 Unrealized +81.5%
ECL Ecolab Inc 0.9%
Value ($000) $37,302,942 Shares 257,802 Est. Cost $188.46 Unrealized -17.2%
AVGO Broadcom Inc 0.9%
Value ($000) $36,779,248 Shares 82,743 Est. Cost $41.16 Unrealized +16.8%
ARCC Ares Capital Corp 0.8%
Value ($000) $33,163,674 Shares 1,961,371 Est. Cost $9.32 Unrealized +49.3%
NOW ServiceNow Inc. 0.7%
Value ($000) $28,720,061 Shares 75,834 Est. Cost $74.56 Unrealized +20.8%
ILMN Illumina Inc 0.7%
Value ($000) $28,249,036 Shares 147,958 Est. Cost $275.80 Unrealized -28.3%
HON Honeywell Intl Inc. 0.6%
Value ($000) $24,969,923 Shares 149,444 Est. Cost $135.96 Unrealized +19.3%
BEP Brookfield Renewable Partners LP NPV 0.5%
Value ($000) $22,264,107 Shares 710,774 Est. Cost $35.80 Unrealized
TSM Taiwan Semiconductor MFG Ltd 0.3%
Value ($000) $10,761,289 Shares 155,869 Est. Cost $12477.26 Unrealized
ARE Alexandria Real Estate Equities 0.2%
Value ($000) $6,267,700 Shares 44,722 Est. Cost $153.95 Unrealized -15.8%
Danaher Corp 5 CV 15042023 PREF 0.1%
Value ($000) $5,374,237 Shares 4,000 Est. Cost $1583.75 Unrealized
RMD Resmed 0.1%
Value ($000) $4,737,846 Shares 21,686 Est. Cost $243.79 Unrealized -9.5%
BXMT Blackstone Mtg Tr Inc. 0.1%
Value ($000) $3,637,545 Shares 154,623 Est. Cost $29.21 Unrealized
ADP Automatic Data Processing In 0.1%
Value ($000) $3,132,812 Shares 13,847 Est. Cost $132.81 Unrealized +65.0%
JNJ Johnson & Johnson 0.1%
Value ($000) $2,488,856 Shares 15,214 Est. Cost $128.50 Unrealized +19.0%
PFE Pfizer Inc. 0.1%
Value ($000) $2,423,399 Shares 55,272 Est. Cost $31.46 Unrealized +28.5%
CSCO Cisco Sys Inc 0.0%
Value ($000) $1,898,390 Shares 47,442 Est. Cost $36.74 Unrealized +9.0%
VZ Verizon Communications Inc. 0.0%
Value ($000) $1,876,894 Shares 49,392 Est. Cost $41.01 Unrealized -12.8%
ETN Eaton Corp Plc 0.0%
Value ($000) $1,596,898 Shares 11,960 Est. Cost $118.94 Unrealized +12.2%
USB US Bancorp DEL 0.0%
Value ($000) $1,514,967 Shares 37,555 Est. Cost $33.86 Unrealized +15.9%
HD Home Depot Inc 0.0%
Value ($000) $1,267,221 Shares 4,583 Est. Cost $249.08 Unrealized +8.7%
PG Procter and Gamble Co 0.0%
Value ($000) $1,216,454 Shares 9,625 Est. Cost $122.14 Unrealized +6.9%