Wesleyan Assurance Society Diversified Active

CIK: 0001773368 · Show all filings

Period: Q1 2021 (← Previous) (Next →)

Filing Date: Apr 28, 2021

Total Value ($000): $752,513 (100.0% shares, 0.0% debt)

Holdings (94)

MSFT MICROSOFT CORP 6.9%
Value ($000) $52,127 Shares 221,100 Est. Cost $113.07 Unrealized +97.1%
AAPL APPLE INC 4.5%
Value ($000) $33,548 Shares 274,600 Est. Cost $90.20 Unrealized +38.7%
CAT CATERPILLAR INC DEL 3.6%
Value ($000) $27,218 Shares 117,250 Est. Cost $114.62 Unrealized +65.0%
JPM JPMORGAN CHASE & CO 3.0%
Value ($000) $22,881 Shares 150,207 Est. Cost $85.34 Unrealized +49.1%
C CITIGROUP INC 2.9%
Value ($000) $22,001 Shares 302,384 Est. Cost $49.69 Unrealized +13.1%
VZ VERIZON COMMUNICATIONS INC 2.8%
Value ($000) $21,153 Shares 363,883 Est. Cost $38.95 Unrealized +8.5%
GOOGL ALPHABET INC 2.6%
Value ($000) $19,750 Shares 9,575 Est. Cost $57.80 Unrealized +69.5%
DIS DISNEY WALT CO 2.6%
Value ($000) $19,663 Shares 106,553 Est. Cost $108.76 Unrealized +65.7%
MMM 3M CO 2.6%
Value ($000) $19,290 Shares 100,100 Est. Cost $124.80 Unrealized +0.2%
MDLZ MONDELEZ INTL INC 2.5%
Value ($000) $18,512 Shares 316,230 Est. Cost $38.76 Unrealized +28.4%
ADBE ADOBE INC 2.3%
Value ($000) $17,414 Shares 36,637 Est. Cost $252.10 Unrealized +85.4%
META FACEBOOK INC 2.3%
Value ($000) $16,965 Shares 57,600 Est. Cost $191.87 Unrealized +39.4%
JNJ JOHNSON & JOHNSON 2.2%
Value ($000) $16,338 Shares 99,479 Est. Cost $110.34 Unrealized +27.6%
BAC BANK AMER CORP 2.1%
Value ($000) $15,434 Shares 398,500 Est. Cost $23.92 Unrealized +28.1%
PG PROCTER AND GAMBLE CO 2.0%
Value ($000) $15,280 Shares 112,750 Est. Cost $82.07 Unrealized +41.0%
GWW GRAINGER W W INC 2.0%
Value ($000) $15,035 Shares 37,500 Est. Cost $272.27 Unrealized +34.7%
BA BOEING CO 1.7%
Value ($000) $13,150 Shares 51,650 Est. Cost $329.31 Unrealized -32.5%
CL COLGATE PALMOLIVE CO 1.6%
Value ($000) $11,829 Shares 150,092 Est. Cost $54.99 Unrealized +27.3%
CVX CHEVRON CORP NEW 1.6%
Value ($000) $11,724 Shares 111,864 Est. Cost $86.14 Unrealized -7.6%
URI UNITED RENTALS INC 1.5%
Value ($000) $11,594 Shares 35,218 Est. Cost $121.03 Unrealized +126.6%
ORCL ORACLE CORP 1.4%
Value ($000) $10,618 Shares 151,319 Est. Cost $52.75 Unrealized +14.9%
AXP AMERICAN EXPRESS CO 1.4%
Value ($000) $10,615 Shares 75,000 Est. Cost $95.83 Unrealized +29.8%
MRSH MARSH & MCLENNAN COS INC 1.4%
Value ($000) $10,528 Shares 86,426 Est. Cost $79.33 Unrealized +34.9%
IVZ INVESCO LTD 1.4%
Value ($000) $10,195 Shares 404,237 Est. Cost $13.47 Unrealized +35.7%
WALGREENS BOOTS ALLIANCE INC 1.3%
Value ($000) $9,898 Shares 180,326 Est. Cost $52.02 Unrealized
PYPL PAYPAL HLDGS INC 1.3%
Value ($000) $9,713 Shares 40,000 Est. Cost $94.45 Unrealized +166.7%
HON HONEYWELL INTL INC 1.3%
Value ($000) $9,669 Shares 44,545 Est. Cost $120.79 Unrealized +46.2%
XOM EXXON MOBIL CORP 1.3%
Value ($000) $9,518 Shares 170,480 Est. Cost $53.04 Unrealized -18.3%
EMR EMERSON ELEC CO 1.3%
Value ($000) $9,428 Shares 104,500 Est. Cost $56.02 Unrealized +38.9%
RTX RAYTHEON CO 1.2%
Value ($000) $9,285 Shares 120,178 Est. Cost $53.70 Unrealized +21.5%
PEP PEPSICO INC 1.2%
Value ($000) $9,093 Shares 64,300 Est. Cost $92.45 Unrealized +27.5%
NKE NIKE INC 1.2%
Value ($000) $8,912 Shares 67,000 Est. Cost $76.47 Unrealized +69.4%
BDX BECTON DICKINSON & CO 1.1%
Value ($000) $8,355 Shares 34,365 Est. Cost $218.86 Unrealized +3.1%
HD HOME DEPOT INC 1.1%
Value ($000) $8,280 Shares 27,100 Est. Cost $157.97 Unrealized +54.7%
SIG SIGNET JEWELERS LIMITED 1.1%
Value ($000) $8,191 Shares 141,270 Est. Cost $22.55 Unrealized +97.2%
ACTIVISION BLIZZARD INC 1.0%
Value ($000) $7,718 Shares 83,000 Est. Cost $55.28 Unrealized
MA MASTERCARD INC 0.9%
Value ($000) $6,950 Shares 19,500 Est. Cost $238.21 Unrealized +42.6%
CTSH COGNIZANT TECHNOLOGY SOLUTIO 0.9%
Value ($000) $6,910 Shares 88,500 Est. Cost $59.27 Unrealized +20.8%
DD DUPONT DE NEMOURS INC 0.9%
Value ($000) $6,648 Shares 86,019 Est. Cost $20.37 Unrealized +42.7%
KO COCA COLA CO 0.9%
Value ($000) $6,590 Shares 125,000 Est. Cost $38.48 Unrealized +12.8%
CMCSA COMCAST CORP 0.9%
Value ($000) $6,549 Shares 121,000 Est. Cost $34.83 Unrealized +32.5%
AA ALCOA CORP 0.9%
Value ($000) $6,547 Shares 201,571 Est. Cost $23.95 Unrealized +0.9%
LMT LOCKHEED MARTIN CORP 0.8%
Value ($000) $6,280 Shares 17,000 Est. Cost $329.03 Unrealized -8.8%
IP INTL PAPER CO 0.8%
Value ($000) $6,219 Shares 115,010 Est. Cost $30.92 Unrealized +27.5%
BKNG BOOKING HOLDINGS INC 0.8%
Value ($000) $6,116 Shares 2,625 Est. Cost $1726.46 Unrealized +26.6%
YUM YUM BRANDS INC 0.8%
Value ($000) $6,069 Shares 56,100 Est. Cost $83.46 Unrealized +15.9%
CSCO CISCO SYS INC 0.8%
Value ($000) $5,946 Shares 115,000 Est. Cost $39.51 Unrealized +2.8%
EL LAUDER ESTEE COS INC 0.8%
Value ($000) $5,846 Shares 20,100 Est. Cost $139.96 Unrealized +82.2%
TJX TJX COS INC NEW 0.7%
Value ($000) $5,376 Shares 81,268 Est. Cost $45.47 Unrealized +37.0%
BALL BALL CORP 0.7%
Value ($000) $5,282 Shares 62,332 Est. Cost $49.32 Unrealized +66.9%
BMY BRISTOL MYERS SQUIBB CO 0.7%
Value ($000) $5,205 Shares 82,443 Est. Cost $41.80 Unrealized +22.1%
INTC INTEL CORP 0.7%
Value ($000) $5,056 Shares 79,000 Est. Cost $44.92 Unrealized +20.4%
RL RALPH LAUREN CORP 0.6%
Value ($000) $4,742 Shares 38,500 Est. Cost $104.01 Unrealized -0.9%
MCD MCDONALDS CORP 0.6%
Value ($000) $4,706 Shares 21,000 Est. Cost $154.59 Unrealized +23.7%
SABR SABRE CORP 0.6%
Value ($000) $4,680 Shares 316,000 Est. Cost $16.93 Unrealized -20.0%
FLR FLUOR CORP NEW 0.6%
Value ($000) $4,572 Shares 198,000 Est. Cost $35.16 Unrealized -44.7%
CARR CARRIER GLOBAL CORPORATION 0.6%
Value ($000) $4,282 Shares 101,500 Est. Cost $17.13 Unrealized +112.7%
WMT WALMART INC 0.6%
Value ($000) $4,211 Shares 31,000 Est. Cost $29.24 Unrealized +48.1%
KHC KRAFT HEINZ CO 0.6%
Value ($000) $4,174 Shares 104,342 Est. Cost $29.09 Unrealized -1.6%
MRK MERCK & CO INC 0.6%
Value ($000) $4,163 Shares 54,000 Est. Cost $60.91 Unrealized +3.5%
WFC WELLS FARGO CO NEW 0.5%
Value ($000) $4,005 Shares 102,500 Est. Cost $40.76 Unrealized -22.4%
IFF INTERNATIONAL FLAVORS & FRAGRANCE 0.5%
Value ($000) $3,909 Shares 28,000 Est. Cost $113.18 Unrealized 0.0%
ADP AUTOMATIC DATA PROCESSING IN 0.5%
Value ($000) $3,807 Shares 20,200 Est. Cost $126.21 Unrealized +24.1%
WAT WATERS CORP 0.5%
Value ($000) $3,745 Shares 13,180 Est. Cost $218.30 Unrealized +25.1%
T AT&T INC 0.5%
Value ($000) $3,631 Shares 120,000 Est. Cost $14.83 Unrealized +8.9%
YUMC YUM CHINA HLDGS INC 0.5%
Value ($000) $3,517 Shares 59,400 Est. Cost $39.39 Unrealized +51.7%
OTIS OTIS WORLDWIDE CORP 0.5%
Value ($000) $3,474 Shares 50,750 Est. Cost $47.48 Unrealized +27.9%
KMB KIMBERLY CLARK CORP 0.4%
Value ($000) $3,379 Shares 24,300 Est. Cost $91.30 Unrealized +21.4%
FDX FEDEX CORP 0.4%
Value ($000) $3,125 Shares 11,000 Est. Cost $126.12 Unrealized +85.7%
A AGILENT TECHNOLOGIES INC 0.4%
Value ($000) $2,988 Shares 23,500 Est. Cost $77.15 Unrealized +55.1%
RCL ROYAL CARIBBEAN CRUISES LTD 0.4%
Value ($000) $2,975 Shares 34,750 Est. Cost $108.13 Unrealized -27.9%
GENERAL ELECTRIC CO 0.4%
Value ($000) $2,883 Shares 219,607 Est. Cost $9.98 Unrealized
PFE PFIZER INC 0.4%
Value ($000) $2,645 Shares 73,000 Est. Cost $27.51 Unrealized +1.9%
V VISA 'A' 0.3%
Value ($000) $2,388 Shares 11,250 Est. Cost $179.08 Unrealized +13.5%
CHKP CHECK POINT SOFTWARE TECH LT 0.3%
Value ($000) $1,958 Shares 17,500 Est. Cost $106.39 Unrealized +13.2%
ALTABA INC 0.3%
Value ($000) $1,949 Shares 172,500 Est. Cost $56.44 Unrealized
WM WASTE MGMT INC DEL 0.3%
Value ($000) $1,947 Shares 15,091 Est. Cost $87.01 Unrealized +24.3%
DOW DOW INC 0.2%
Value ($000) $1,864 Shares 29,155 Est. Cost $36.37 Unrealized +26.0%
SBUX STARBUCKS CORP 0.2%
Value ($000) $1,835 Shares 16,800 Est. Cost $68.34 Unrealized +37.6%
TXN TEXAS INSTRS INC 0.2%
Value ($000) $1,711 Shares 9,055 Est. Cost $85.38 Unrealized +77.3%
FOXA FOX CORP 0.2%
Value ($000) $1,600 Shares 44,333 Est. Cost $32.59 Unrealized +0.8%
TRV TRAVELERS COMPANIES INC 0.2%
Value ($000) $1,465 Shares 9,740 Est. Cost $110.26 Unrealized +20.8%
CTVA CORTEVA INC 0.2%
Value ($000) $1,423 Shares 30,521 Est. Cost $25.02 Unrealized +67.5%
KMI KINDER MORGAN INC DEL 0.2%
Value ($000) $1,248 Shares 75,000 Est. Cost $10.12 Unrealized +14.2%
FAST FASTENAL 0.2%
Value ($000) $1,237 Shares 24,603 Est. Cost $15.16 Unrealized +40.4%
KDP KEURIG DR PEPPER INC 0.1%
Value ($000) $1,019 Shares 29,647 Est. Cost $22.82 Unrealized +25.3%
SYK STRYKER CORPORATION 0.1%
Value ($000) $974 Shares 4,000 Est. Cost $173.69 Unrealized +31.1%
CME CME GROUP INC 0.1%
Value ($000) $749 Shares 4,363 Est. Cost $140.28 Unrealized +16.3%
LLY LILLY ELI & CO 0.1%
Value ($000) $467 Shares 2,500 Est. Cost $145.78 Unrealized +27.6%
TWI TITAN INTL INC ILL 0.0%
Value ($000) $344 Shares 37,085 Est. Cost $5.59 Unrealized +40.3%
VTRS VIATRIS INC 0.0%
Value ($000) $127 Shares 9,056 Est. Cost $13.33 Unrealized -0.1%
WAB WABTEC CORP 0.0%
Value ($000) $57 Shares 719 Est. Cost $69.17 Unrealized +9.1%
MCO MOODYS CORP 0.0%
Value ($000) $18 Shares 60 Est. Cost $154.93 Unrealized +74.5%
REZI RESIDEO TECHNOLOGIES INC 0.0%
Value ($000) $9 Shares 333 Est. Cost $22.16 Unrealized +19.3%