Connor, Clark & Lunn Investment Management (CC&L) Portfolio holdings
AUM
$31.7B
1-Year Est. Return
41.86%
1 Year Est. Return
+41.86%
AUM
$28.4B
AUM Growth
+$5.48B
(+24%)
Holding
1,716
Top Buys
| 1 | +$279M | |
| 2 | +$159M | |
| 3 | +$106M | |
| 4 |
Meta Platforms (Facebook)
META
|
+$86.6M |
| 5 |
Vertex Pharmaceuticals
VRTX
|
+$85M |
Top Sells
| 1 | +$122M | |
| 2 | +$82.1M | |
| 3 | +$79.3M | |
| 4 |
Waste Connections
WCN
|
+$71.8M |
| 5 |
FirstService
FSV
|
+$68.6M |
Sector Composition
| 1 | Financials | 23.64% |
| 2 | Technology | 20.48% |
| 3 | Industrials | 11.71% |
| 4 | Materials | 9.87% |
| 5 | Energy | 9.42% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
226
Lyft
LYFT
$9.5B
| $22.6M | 0.08% |
1,431,472
-276,959
|
|
||
227
Radware
RDWR
$974M
| $22.6M | 0.08% |
766,260
-26,924
|
|
||
228
Cencora
COR
$70.9B
| $22.5M | 0.08% |
75,059
+53,428
|
|
||
229
Electronic Arts
EA
$50.2B
| $22.2M | 0.08% |
+139,265
|
|
||
230
BioMarin Pharmaceuticals
BMRN
$10.4B
| $22.2M | 0.08% |
403,547
-117,802
|
|
||
231
LiveRamp
RAMP
$1.9B
| $21.8M | 0.08% |
658,895
+139,020
|
|
||
232
AbbVie
ABBV
$411B
| $21.7M | 0.08% |
116,667
+30,390
|
|
||
233
Paylocity
PCTY
$8.06B
| $21.6M | 0.08% |
119,208
+62,598
|
|
||
234
Mirum Pharmaceuticals
MIRM
$3.56B
| $21.6M | 0.08% |
423,744
+67,468
|
|
||
235
Zillow
Z
$17B
| $21.5M | 0.08% |
307,354
+61,239
|
|
||
236
RELX
RELX
$75.4B
| $21.4M | 0.08% |
393,536
-50,824
|
|
||
237
CareDx
CDNA
$816M
| $21.1M | 0.07% |
1,082,308
+78,728
|
|
||
238
McKesson
MCK
$104B
| $21.1M | 0.07% |
28,809
+28,316
|
|
||
239
Adobe
ADBE
$140B
| $21M | 0.07% |
54,366
+6,331
|
|
||
240
Dayforce
DAY
$11B
| $21M | 0.07% |
377,631
+73,438
|
|
||
241
CAE Inc
CAE
$8.46B
| $20.8M | 0.07% |
710,400
+248,200
|
|
||
242
Abercrombie & Fitch
ANF
$3.37B
| $20.6M | 0.07% |
249,174
+133,284
|
|
||
243
NETSCOUT
NTCT
$1.95B
| $20.3M | 0.07% |
819,456
+73,997
|
|
||
244
Peabody Energy
BTU
$3.53B
| $20.3M | 0.07% |
1,513,951
+107,644
|
|
||
245
Allegion
ALLE
$14.2B
| $20.2M | 0.07% |
140,495
+31,105
|
|
||
246
Lumen
LUMN
$8.33B
| $20.2M | 0.07% |
4,613,499
+757,082
|
|
||
247
UnitedHealth
UNH
$301B
| $20.2M | 0.07% |
64,746
-34,338
|
|
||
248
Linde
LIN
$200B
| $19.8M | 0.07% |
42,195
+863
|
|
||
249
Equifax
EFX
$25.3B
| $19.6M | 0.07% |
75,717
-31,769
|
|
||
250
O'Reilly Automotive
ORLY
$83B
| $19.4M | 0.07% |
214,946
+46,316
|
|