GLUSKIN SHEFF & ASSOC INC Diversified Active

CIK: 0000905790 · Show all filings

Period: Q3 2019 (← Previous) (Next →)

Filing Date: Nov 8, 2019

Total Value ($000): $1,599,287 (100.0% shares, 0.0% debt)

Holdings (123)

RY ROYAL BK CDA MONTREAL QUE 4.8%
Value ($000) $77,368 Shares 953,041 Est. Cost $79.39 Unrealized -1.7%
TD TORONTO DOMINION BK ONT 4.7%
Value ($000) $75,948 Shares 1,301,543 Est. Cost $57.66 Unrealized -1.4%
BROOKFIELD ASSET MGMT INC 4.5%
Value ($000) $72,725 Shares 1,368,548 Est. Cost $43.53 Unrealized
BNS BANK N S HALIFAX 4.4%
Value ($000) $69,912 Shares 1,229,941 Est. Cost $41.65 Unrealized -8.6%
SLF SUN LIFE FINL INC 3.2%
Value ($000) $51,747 Shares 1,156,408 Est. Cost $40.22 Unrealized +3.9%
ENB ENBRIDGE INC 3.2%
Value ($000) $50,695 Shares 1,443,289 Est. Cost $21.30 Unrealized +6.4%
CANADIAN PAC RY LTD 3.1%
Value ($000) $49,053 Shares 220,564 Est. Cost $190.01 Unrealized
MFC MANULIFE FINL CORP 2.6%
Value ($000) $41,780 Shares 2,276,143 Est. Cost $18.30 Unrealized -3.5%
WCN WASTE CONNECTIONS INC 2.4%
Value ($000) $38,411 Shares 417,801 Est. Cost $66.07 Unrealized +33.9%
MSFT MICROSOFT CORP 2.4%
Value ($000) $37,640 Shares 270,735 Est. Cost $87.95 Unrealized +47.7%
BIP BROOKFIELD INFRAST PARTNERS 2.3%
Value ($000) $36,526 Shares 737,113 Est. Cost $44.85 Unrealized
BCE BCE INC 1.9%
Value ($000) $30,861 Shares 637,580 Est. Cost $27.72 Unrealized +10.5%
TRP TC ENERGY CORP 1.9%
Value ($000) $30,239 Shares 583,563 Est. Cost $34.25 Unrealized +5.2%
SU SUNCOR ENERGY INC NEW 1.9%
Value ($000) $29,938 Shares 948,385 Est. Cost $25.49 Unrealized -8.4%
QSR RESTAURANT BRANDS INTL INC 1.8%
Value ($000) $28,000 Shares 393,497 Est. Cost $58.65 Unrealized +25.7%
CIGI COLLIERS INTL GROUP INC 1.7%
Value ($000) $27,943 Shares 371,785 Est. Cost $64.65 Unrealized +8.2%
OTEX OPEN TEXT CORP 1.7%
Value ($000) $27,330 Shares 669,521 Est. Cost $30.76 Unrealized +12.4%
MSGS MADISON SQUARE GARDEN CO NEW 1.6%
Value ($000) $25,683 Shares 97,460 Est. Cost $155.27 Unrealized +26.3%
AON PLC 1.6%
Value ($000) $25,034 Shares 129,330 Est. Cost $147.95 Unrealized
AAPL APPLE INC 1.6%
Value ($000) $24,920 Shares 111,263 Est. Cost $49.72 Unrealized +1.0%
GOOGL ALPHABET INC 1.5%
Value ($000) $23,826 Shares 19,511 Est. Cost $46.77 Unrealized +25.7%
LIBERTY MEDIA CORP DELAWARE 1.4%
Value ($000) $21,610 Shares 519,602 Est. Cost $36.42 Unrealized
KO COCA COLA CO 1.2%
Value ($000) $19,840 Shares 364,438 Est. Cost $38.92 Unrealized +13.0%
CHTR CHARTER COMMUNICATIONS INC N 1.2%
Value ($000) $19,248 Shares 46,705 Est. Cost $342.60 Unrealized +17.8%
NTR NUTRIEN LTD 1.1%
Value ($000) $17,648 Shares 353,991 Est. Cost $38.46 Unrealized +6.7%
NICE NICE LTD 1.1%
Value ($000) $17,431 Shares 121,215 Est. Cost $123.64 Unrealized
CNQ CANADIAN NAT RES LTD 1.1%
Value ($000) $17,059 Shares 640,672 Est. Cost $11.45 Unrealized -22.2%
T AT&T INC 1.0%
Value ($000) $16,601 Shares 438,713 Est. Cost $14.02 Unrealized +21.2%
AMZN AMAZON COM INC 1.0%
Value ($000) $16,194 Shares 9,329 Est. Cost $92.73 Unrealized 0.0%
V VISA INC 1.0%
Value ($000) $15,943 Shares 92,685 Est. Cost $100.70 Unrealized +69.1%
BRK/A BERKSHIRE HATHAWAY INC DEL 1.0%
Value ($000) $15,903 Shares 51 Est. Cost $274560.84 Unrealized +12.7%
MA MASTERCARD INC 1.0%
Value ($000) $15,842 Shares 58,334 Est. Cost $85.90 Unrealized +209.8%
DOO BRP INC 1.0%
Value ($000) $15,837 Shares 406,713 Est. Cost $30.40 Unrealized +10.6%
JPM JPMORGAN CHASE & CO 1.0%
Value ($000) $15,431 Shares 131,119 Est. Cost $55.65 Unrealized +70.8%
TXN TEXAS INSTRS INC 0.9%
Value ($000) $15,133 Shares 117,096 Est. Cost $102.86 Unrealized 0.0%
UNP UNION PACIFIC CORP 0.8%
Value ($000) $13,328 Shares 82,281 Est. Cost $145.81 Unrealized 0.0%
CVX CHEVRON CORP NEW 0.8%
Value ($000) $12,923 Shares 108,967 Est. Cost $90.65 Unrealized +1.0%
PG PROCTER & GAMBLE CO 0.8%
Value ($000) $12,222 Shares 98,267 Est. Cost $100.99 Unrealized 0.0%
BAC BANK AMER CORP 0.8%
Value ($000) $12,007 Shares 411,623 Est. Cost $18.97 Unrealized +29.5%
MDLZ MONDELEZ INTL INC 0.8%
Value ($000) $12,002 Shares 216,964 Est. Cost $46.69 Unrealized 0.0%
ADBE ADOBE INC 0.7%
Value ($000) $11,911 Shares 43,117 Est. Cost $291.94 Unrealized 0.0%
META FACEBOOK INC 0.7%
Value ($000) $11,723 Shares 65,828 Est. Cost $188.76 Unrealized 0.0%
SPGI S&P GLOBAL INC 0.7%
Value ($000) $11,510 Shares 46,984 Est. Cost $236.97 Unrealized 0.0%
GDDY GODADDY INC 0.7%
Value ($000) $11,420 Shares 173,080 Est. Cost $67.77 Unrealized 0.0%
GOOG ALPHABET INC 0.7%
Value ($000) $10,928 Shares 8,965 Est. Cost $57.85 Unrealized +1.5%
HD HOME DEPOT INC 0.7%
Value ($000) $10,682 Shares 46,038 Est. Cost $187.08 Unrealized 0.0%
BLACK KNIGHT INC 0.7%
Value ($000) $10,607 Shares 173,715 Est. Cost $60.94 Unrealized
NVS NOVARTIS A G 0.6%
Value ($000) $9,907 Shares 113,999 Est. Cost $80.20 Unrealized
RYAAY RYANAIR HLDGS PLC 0.6%
Value ($000) $9,532 Shares 143,600 Est. Cost $71.47 Unrealized
DD DUPONT DE NEMOURS INC 0.6%
Value ($000) $9,484 Shares 132,990 Est. Cost $27.24 Unrealized -4.9%
FMX FOMENTO ECONOMICO MEXICANO S 0.6%
Value ($000) $9,359 Shares 102,200 Est. Cost $88.08 Unrealized
MRK MERCK & CO INC 0.6%
Value ($000) $9,087 Shares 107,950 Est. Cost $65.47 Unrealized 0.0%
ORLY O REILLY AUTOMOTIVE INC NEW 0.6%
Value ($000) $9,055 Shares 22,721 Est. Cost $25.83 Unrealized 0.0%
PFE PFIZER INC 0.6%
Value ($000) $9,042 Shares 251,647 Est. Cost $26.92 Unrealized +0.4%
FRCB FIRST REP BK SAN FRANCISCO C 0.6%
Value ($000) $9,017 Shares 93,250 Est. Cost $92.66 Unrealized 0.0%
UNH UNITEDHEALTH GROUP INC 0.6%
Value ($000) $9,012 Shares 41,469 Est. Cost $227.63 Unrealized -4.6%
TJX TJX COS INC NEW 0.6%
Value ($000) $9,011 Shares 161,654 Est. Cost $50.09 Unrealized 0.0%
HLT HILTON WORLDWIDE HLDGS INC 0.6%
Value ($000) $9,007 Shares 96,739 Est. Cost $93.39 Unrealized 0.0%
NOC NORTHROP GRUMMAN CORP 0.6%
Value ($000) $8,960 Shares 23,906 Est. Cost $318.69 Unrealized 0.0%
LMT LOCKHEED MARTIN CORP 0.6%
Value ($000) $8,956 Shares 22,960 Est. Cost $308.51 Unrealized +2.6%
INTU INTUIT 0.6%
Value ($000) $8,942 Shares 33,625 Est. Cost $264.00 Unrealized 0.0%
FIS FIDELITY NATL INFORMATION SV 0.6%
Value ($000) $8,924 Shares 67,219 Est. Cost $112.14 Unrealized +4.4%
CME CME GROUP INC 0.6%
Value ($000) $8,890 Shares 42,063 Est. Cost $164.33 Unrealized 0.0%
CM CDN IMPERIAL BK COMM TORONTO 0.5%
Value ($000) $8,042 Shares 97,392 Est. Cost $29.53 Unrealized -1.7%
ABT ABBOTT LABS 0.5%
Value ($000) $7,552 Shares 90,264 Est. Cost $71.15 Unrealized +6.9%
ELV ANTHEM INC 0.4%
Value ($000) $6,354 Shares 26,466 Est. Cost $251.29 Unrealized 0.0%
TMO THERMO FISHER SCIENTIFIC INC 0.4%
Value ($000) $6,162 Shares 21,155 Est. Cost $281.62 Unrealized 0.0%
PPG PPG INDS INC 0.4%
Value ($000) $6,120 Shares 51,639 Est. Cost $101.82 Unrealized 0.0%
SWK STANLEY BLACK & DECKER INC 0.4%
Value ($000) $6,080 Shares 42,102 Est. Cost $116.70 Unrealized 0.0%
MDT MEDTRONIC PLC 0.4%
Value ($000) $6,075 Shares 55,930 Est. Cost $87.54 Unrealized 0.0%
COST COSTCO WHSL CORP NEW 0.4%
Value ($000) $6,064 Shares 21,046 Est. Cost $256.34 Unrealized 0.0%
ITW ILLINOIS TOOL WKS INC 0.4%
Value ($000) $6,059 Shares 38,716 Est. Cost $130.19 Unrealized 0.0%
IHS MARKIT LTD 0.4%
Value ($000) $6,051 Shares 90,481 Est. Cost $66.88 Unrealized
SHW SHERWIN WILLIAMS CO 0.4%
Value ($000) $6,028 Shares 10,963 Est. Cost $160.80 Unrealized 0.0%
NEE NEXTERA ENERGY INC 0.4%
Value ($000) $6,021 Shares 25,841 Est. Cost $38.76 Unrealized +19.3%
DUKE REALTY CORP 0.4%
Value ($000) $6,012 Shares 176,979 Est. Cost $33.97 Unrealized
DHR DANAHER CORPORATION 0.4%
Value ($000) $6,006 Shares 41,584 Est. Cost $121.72 Unrealized 0.0%
MCD MCDONALDS CORP 0.4%
Value ($000) $5,990 Shares 27,897 Est. Cost $184.76 Unrealized 0.0%
ETR ENTERGY CORP NEW 0.4%
Value ($000) $5,978 Shares 50,938 Est. Cost $43.44 Unrealized 0.0%
CMCSA COMCAST CORP NEW 0.4%
Value ($000) $5,965 Shares 132,322 Est. Cost $37.51 Unrealized 0.0%
BDX BECTON DICKINSON & CO 0.4%
Value ($000) $5,945 Shares 23,501 Est. Cost $223.55 Unrealized 0.0%
ESS ESSEX PPTY TR INC 0.4%
Value ($000) $5,929 Shares 18,150 Est. Cost $249.55 Unrealized 0.0%
GILD GILEAD SCIENCES INC 0.4%
Value ($000) $5,909 Shares 93,239 Est. Cost $52.34 Unrealized -2.6%
CMS CMS ENERGY CORP 0.4%
Value ($000) $5,881 Shares 91,963 Est. Cost $43.25 Unrealized +16.3%
ASML ASML HOLDING N V 0.3%
Value ($000) $5,161 Shares 20,775 Est. Cost $181.12 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 0.3%
Value ($000) $4,796 Shares 23,055 Est. Cost $186.42 Unrealized +10.5%
BA BOEING CO 0.3%
Value ($000) $4,711 Shares 12,382 Est. Cost $352.37 Unrealized 0.0%
TU TELUS CORP 0.3%
Value ($000) $4,584 Shares 128,701 Est. Cost $17.99 Unrealized +1.2%
PYPL PAYPAL HLDGS INC 0.3%
Value ($000) $4,476 Shares 43,210 Est. Cost $109.90 Unrealized 0.0%
BROOKFIELD PROPERTY PARTRS L 0.2%
Value ($000) $3,944 Shares 194,160 Est. Cost $20.15 Unrealized
PBA PEMBINA PIPELINE CORP 0.2%
Value ($000) $3,727 Shares 100,471 Est. Cost $24.48 Unrealized +5.7%
AQN ALGONQUIN PWR UTILS CORP 0.2%
Value ($000) $3,718 Shares 271,310 Est. Cost $7.54 Unrealized +24.0%
BEP BROOKFIELD RENEWABLE PARTNER 0.2%
Value ($000) $3,295 Shares 81,080 Est. Cost $33.84 Unrealized
STZ CONSTELLATION BRANDS INC 0.2%
Value ($000) $3,014 Shares 14,542 Est. Cost $150.53 Unrealized +20.1%
CAT CATERPILLAR INC DEL 0.2%
Value ($000) $2,991 Shares 23,677 Est. Cost $111.09 Unrealized 0.0%
ZTS ZOETIS INC 0.2%
Value ($000) $2,974 Shares 23,868 Est. Cost $114.57 Unrealized 0.0%
RCL ROYAL CARIBBEAN CRUISES LTD 0.2%
Value ($000) $2,942 Shares 27,154 Est. Cost $105.84 Unrealized 0.0%
WTW WILLIS TOWERS WATSON PUB LTD 0.2%
Value ($000) $2,925 Shares 15,160 Est. Cost $179.11 Unrealized 0.0%
IQV IQVIA HLDGS INC 0.2%
Value ($000) $2,907 Shares 19,458 Est. Cost $155.62 Unrealized 0.0%
BERRY GLOBAL GROUP INC 0.2%
Value ($000) $2,825 Shares 71,950 Est. Cost $48.50 Unrealized
RGA REINSURANCE GRP OF AMERICA I 0.1%
Value ($000) $1,356 Shares 8,479 Est. Cost $63.27 Unrealized +145.0%
CNI CANADIAN NATL RY CO 0.1%
Value ($000) $1,118 Shares 12,442 Est. Cost $69.49 Unrealized +17.8%
BMO BANK MONTREAL QUE 0.0%
Value ($000) $799 Shares 10,843 Est. Cost $56.98 Unrealized -2.7%
KFS KINGSWAY FINL SVCS INC 0.0%
Value ($000) $442 Shares 200,000 Est. Cost $5.89 Unrealized -54.4%
CEF SPROTT PHYSICAL GOLD & SILVE 0.0%
Value ($000) $397 Shares 28,020 Est. Cost $13.24 Unrealized
RETAIL OPPORTUNITY INVTS COR 0.0%
Value ($000) $383 Shares 21,000 Est. Cost $17.90 Unrealized
BKR BAKER HUGHES A GE CO 0.0%
Value ($000) $337 Shares 14,515 Est. Cost $20.78 Unrealized -5.9%
AEM AGNICO EAGLE MINES LTD 0.0%
Value ($000) $322 Shares 6,006 Est. Cost $37.19 Unrealized +31.8%
CERIDIAN HCM HLDG INC 0.0%
Value ($000) $273 Shares 5,529 Est. Cost $37.32 Unrealized +40.0%
FNV FRANCO NEVADA CORP 0.0%
Value ($000) $258 Shares 2,830 Est. Cost $70.96 Unrealized +21.9%
HRB BLOCK H & R INC 0.0%
Value ($000) $242 Shares 10,240 Est. Cost $20.60 Unrealized 0.0%
DIS DISNEY WALT CO 0.0%
Value ($000) $233 Shares 1,789 Est. Cost $129.25 Unrealized +3.9%
EQX EQUINOX GOLD CORP 0.0%
Value ($000) $213 Shares 40,000 Est. Cost $5.48 Unrealized 0.0%
PHYS SPROTT PHYSICAL GOLD TRUST 0.0%
Value ($000) $199 Shares 16,870 Est. Cost $10.06 Unrealized
CELESTICA INC 0.0%
Value ($000) $163 Shares 22,700 Est. Cost $9.62 Unrealized
LIONS GATE ENTMNT CORP 0.0%
Value ($000) $159 Shares 17,176 Est. Cost $26.67 Unrealized
LIONS GATE ENTMNT CORP 0.0%
Value ($000) $150 Shares 17,176 Est. Cost $23.50 Unrealized
POINTS INTL LTD 0.0%
Value ($000) $126 Shares 11,454 Est. Cost $10.36 Unrealized
ANNALY CAP MGMT INC 0.0%
Value ($000) $88 Shares 10,000 Est. Cost $10.00 Unrealized
HBM HUDBAY MINERALS INC 0.0%
Value ($000) $36 Shares 10,000 Est. Cost $8.35 Unrealized -51.3%
PRECISION DRILLING CORP 0.0%
Value ($000) $19 Shares 16,435 Est. Cost $1.16 Unrealized
LCTX LINEAGE CELL THERAPEUTICS IN 0.0%
Value ($000) $10 Shares 10,000 Est. Cost $1.03 Unrealized 0.0%
APPLIED DNA SCIENCES INC 0.0%
Value ($000) $4 Shares 20,000 Est. Cost $3.80 Unrealized