GLUSKIN SHEFF & ASSOC INC Diversified Active

CIK: 0000905790 · Show all filings

Period: Q4 2019 (← Previous) (Next →)

Filing Date: Feb 12, 2020

Total Value ($000): $1,762,413 (100.0% shares, 0.0% debt)

Holdings (130)

BROOKFIELD ASSET MGMT INC 4.4%
Value ($000) $77,277 Shares 1,363,512 Est. Cost $43.53 Unrealized
RY ROYAL BK CDA MONTREAL QUE 4.2%
Value ($000) $73,146 Shares 942,434 Est. Cost $79.39 Unrealized +1.5%
TD TORONTO DOMINION BK ONT 4.1%
Value ($000) $71,474 Shares 1,299,203 Est. Cost $57.66 Unrealized -1.6%
BNS BANK N S HALIFAX 3.9%
Value ($000) $68,504 Shares 1,236,383 Est. Cost $41.65 Unrealized -2.1%
ENB ENBRIDGE INC 3.2%
Value ($000) $56,335 Shares 1,444,509 Est. Cost $21.30 Unrealized +16.7%
CANADIAN PAC RY LTD 3.0%
Value ($000) $53,750 Shares 214,955 Est. Cost $190.01 Unrealized
SLF SUN LIFE FINL INC 2.9%
Value ($000) $51,291 Shares 1,146,791 Est. Cost $40.22 Unrealized +11.9%
SU SUNCOR ENERGY INC NEW 2.6%
Value ($000) $46,497 Shares 1,446,314 Est. Cost $25.15 Unrealized -2.6%
MFC MANULIFE FINL CORP 2.6%
Value ($000) $45,365 Shares 2,278,316 Est. Cost $18.30 Unrealized +4.4%
FSV FIRSTSERVICE CORP NEW 2.5%
Value ($000) $44,298 Shares 485,107 Est. Cost $90.75 Unrealized 0.0%
WCN WASTE CONNECTIONS INC 2.1%
Value ($000) $37,206 Shares 417,594 Est. Cost $66.07 Unrealized +31.7%
MSFT MICROSOFT CORP 2.1%
Value ($000) $36,709 Shares 237,613 Est. Cost $87.95 Unrealized +58.3%
BIP BROOKFIELD INFRAST PARTNERS 2.0%
Value ($000) $35,195 Shares 718,357 Est. Cost $44.85 Unrealized
AAPL APPLE INC 1.8%
Value ($000) $31,898 Shares 110,884 Est. Cost $49.72 Unrealized +24.7%
TRP TC ENERGY CORP 1.8%
Value ($000) $30,897 Shares 591,425 Est. Cost $34.29 Unrealized +9.1%
OTEX OPEN TEXT CORP 1.6%
Value ($000) $29,053 Shares 672,180 Est. Cost $30.76 Unrealized +16.5%
CIGI COLLIERS INTL GROUP INC 1.6%
Value ($000) $28,431 Shares 372,286 Est. Cost $64.65 Unrealized +9.9%
CNQ CANADIAN NAT RES LTD 1.6%
Value ($000) $27,788 Shares 875,882 Est. Cost $11.03 Unrealized -10.4%
BCE BCE INC 1.6%
Value ($000) $27,666 Shares 608,814 Est. Cost $27.72 Unrealized +14.5%
AON PLC 1.5%
Value ($000) $26,304 Shares 128,911 Est. Cost $147.95 Unrealized
GOOGL ALPHABET INC 1.4%
Value ($000) $25,462 Shares 19,405 Est. Cost $46.77 Unrealized +36.9%
DOO BRP INC 1.4%
Value ($000) $25,056 Shares 560,686 Est. Cost $33.78 Unrealized +26.4%
QSR RESTAURANT BRANDS INTL INC 1.4%
Value ($000) $24,720 Shares 395,339 Est. Cost $58.65 Unrealized +14.1%
ADBE ADOBE INC 1.3%
Value ($000) $23,777 Shares 73,590 Est. Cost $292.89 Unrealized +0.5%
AQN ALGONQUIN PWR UTILS CORP 1.3%
Value ($000) $22,659 Shares 1,632,931 Est. Cost $9.71 Unrealized +4.5%
NTR NUTRIEN LTD 1.3%
Value ($000) $22,269 Shares 474,197 Est. Cost $38.65 Unrealized +1.5%
CHTR CHARTER COMMUNICATIONS INC N 1.3%
Value ($000) $22,099 Shares 46,505 Est. Cost $342.60 Unrealized +34.3%
MSGS MADISON SQUARE GARDEN CO NEW 1.2%
Value ($000) $21,128 Shares 73,310 Est. Cost $155.27 Unrealized +26.3%
KO COCA COLA CO 1.1%
Value ($000) $19,694 Shares 363,212 Est. Cost $38.92 Unrealized +14.4%
AMZN AMAZON COM INC 1.0%
Value ($000) $18,442 Shares 10,188 Est. Cost $92.37 Unrealized -4.2%
JPM JPMORGAN CHASE & CO 1.0%
Value ($000) $17,805 Shares 130,381 Est. Cost $55.65 Unrealized +95.3%
MA MASTERCARD INC 1.0%
Value ($000) $16,983 Shares 58,061 Est. Cost $85.90 Unrealized +217.3%
BRK/A BERKSHIRE HATHAWAY INC DEL 1.0%
Value ($000) $16,966 Shares 51 Est. Cost $274560.84 Unrealized +18.6%
LIBERTY MEDIA CORP DELAWARE 0.9%
Value ($000) $15,969 Shares 354,628 Est. Cost $36.42 Unrealized
TXN TEXAS INSTRS INC 0.8%
Value ($000) $14,615 Shares 116,286 Est. Cost $102.86 Unrealized +0.9%
UNP UNION PACIFIC CORP 0.8%
Value ($000) $14,474 Shares 81,721 Est. Cost $145.81 Unrealized +2.4%
GDDY GODADDY INC 0.8%
Value ($000) $14,271 Shares 214,480 Est. Cost $67.45 Unrealized -2.0%
BAC BANK AMER CORP 0.8%
Value ($000) $14,189 Shares 411,252 Est. Cost $18.97 Unrealized +46.5%
META FACEBOOK INC 0.7%
Value ($000) $13,145 Shares 65,376 Est. Cost $188.76 Unrealized +1.9%
GOOG ALPHABET INC 0.7%
Value ($000) $13,108 Shares 10,008 Est. Cost $58.50 Unrealized +9.5%
APOLLO GLOBAL MGMT INC 0.7%
Value ($000) $13,077 Shares 279,796 Est. Cost $46.74 Unrealized
NICE NICE LTD 0.7%
Value ($000) $12,981 Shares 85,405 Est. Cost $123.64 Unrealized
V VISA INC 0.7%
Value ($000) $12,828 Shares 69,687 Est. Cost $100.70 Unrealized +71.4%
CVX CHEVRON CORP NEW 0.7%
Value ($000) $12,777 Shares 108,227 Est. Cost $90.65 Unrealized -1.1%
SPGI S&P GLOBAL INC 0.7%
Value ($000) $12,483 Shares 46,666 Est. Cost $236.97 Unrealized +4.2%
NVS NOVARTIS A G 0.7%
Value ($000) $11,969 Shares 129,029 Est. Cost $81.66 Unrealized
PG PROCTER & GAMBLE CO 0.7%
Value ($000) $11,941 Shares 97,591 Est. Cost $100.99 Unrealized +4.2%
UNH UNITEDHEALTH GROUP INC 0.7%
Value ($000) $11,827 Shares 41,067 Est. Cost $227.63 Unrealized +3.9%
MDLZ MONDELEZ INTL INC 0.7%
Value ($000) $11,628 Shares 215,500 Est. Cost $46.69 Unrealized -1.7%
HD HOME DEPOT INC 0.6%
Value ($000) $11,153 Shares 52,133 Est. Cost $188.01 Unrealized +3.7%
BLACK KNIGHT INC 0.6%
Value ($000) $10,973 Shares 173,715 Est. Cost $60.94 Unrealized
FRCB FIRST REP BK SAN FRANCISCO C 0.6%
Value ($000) $10,652 Shares 92,580 Est. Cost $92.66 Unrealized +14.1%
RYAAY RYANAIR HLDGS PLC 0.6%
Value ($000) $10,462 Shares 121,900 Est. Cost $71.47 Unrealized
HLT HILTON WORLDWIDE HLDGS INC 0.6%
Value ($000) $10,438 Shares 96,073 Est. Cost $93.39 Unrealized +5.9%
FMX FOMENTO ECONOMICO MEXICANO S 0.6%
Value ($000) $10,383 Shares 112,150 Est. Cost $88.48 Unrealized
ORLY O REILLY AUTOMOTIVE INC NEW 0.5%
Value ($000) $9,691 Shares 22,573 Est. Cost $25.83 Unrealized +10.8%
PFE PFIZER INC 0.5%
Value ($000) $9,657 Shares 251,599 Est. Cost $26.92 Unrealized -0.8%
TJX TJX COS INC NEW 0.5%
Value ($000) $9,603 Shares 160,543 Est. Cost $50.09 Unrealized +9.0%
MRK MERCK & CO INC 0.5%
Value ($000) $9,550 Shares 107,190 Est. Cost $65.47 Unrealized +3.2%
WTW WILLIS TOWERS WATSON PUB LTD 0.5%
Value ($000) $9,396 Shares 47,497 Est. Cost $177.22 Unrealized -0.5%
INTU INTUIT 0.5%
Value ($000) $9,161 Shares 35,702 Est. Cost $263.27 Unrealized -4.5%
FIS FIDELITY NATL INFORMATION SV 0.5%
Value ($000) $9,095 Shares 66,752 Est. Cost $112.14 Unrealized +5.8%
CM CDN IMPERIAL BK COMM TORONTO 0.5%
Value ($000) $8,961 Shares 109,779 Est. Cost $29.77 Unrealized +6.4%
LMT LOCKHEED MARTIN CORP 0.5%
Value ($000) $8,699 Shares 22,806 Est. Cost $308.51 Unrealized +5.3%
DD DUPONT DE NEMOURS INC 0.5%
Value ($000) $8,333 Shares 132,502 Est. Cost $27.24 Unrealized -10.0%
CME CME GROUP INC 0.5%
Value ($000) $8,216 Shares 41,785 Est. Cost $164.33 Unrealized -1.4%
NOC NORTHROP GRUMMAN CORP 0.5%
Value ($000) $8,002 Shares 23,746 Est. Cost $318.69 Unrealized -0.3%
ELV ANTHEM INC 0.4%
Value ($000) $7,831 Shares 26,466 Est. Cost $251.29 Unrealized +0.8%
ABT ABBOTT LABS 0.4%
Value ($000) $7,663 Shares 90,060 Est. Cost $71.15 Unrealized +5.8%
SWK STANLEY BLACK & DECKER INC 0.4%
Value ($000) $6,790 Shares 41,818 Est. Cost $116.70 Unrealized +10.2%
ITW ILLINOIS TOOL WKS INC 0.4%
Value ($000) $6,765 Shares 38,442 Est. Cost $130.19 Unrealized +12.4%
PPG PPG INDS INC 0.4%
Value ($000) $6,705 Shares 51,275 Est. Cost $101.82 Unrealized +10.5%
TMO THERMO FISHER SCIENTIFIC INC 0.4%
Value ($000) $6,688 Shares 21,015 Est. Cost $281.62 Unrealized +6.0%
IHS MARKIT LTD 0.4%
Value ($000) $6,632 Shares 89,844 Est. Cost $66.88 Unrealized
SHW SHERWIN WILLIAMS CO 0.4%
Value ($000) $6,223 Shares 10,886 Est. Cost $160.80 Unrealized +12.3%
BDX BECTON DICKINSON & CO 0.4%
Value ($000) $6,220 Shares 23,344 Est. Cost $223.55 Unrealized +1.3%
DHR DANAHER CORPORATION 0.4%
Value ($000) $6,211 Shares 41,307 Est. Cost $121.72 Unrealized +1.0%
PYPL PAYPAL HLDGS INC 0.4%
Value ($000) $6,205 Shares 58,554 Est. Cost $108.35 Unrealized -4.0%
MDT MEDTRONIC PLC 0.4%
Value ($000) $6,172 Shares 55,538 Est. Cost $87.54 Unrealized +5.7%
NEE NEXTERA ENERGY INC 0.3%
Value ($000) $6,098 Shares 25,706 Est. Cost $38.76 Unrealized +29.4%
T AT&T INC 0.3%
Value ($000) $6,035 Shares 157,635 Est. Cost $14.02 Unrealized +34.5%
ASML ASML HOLDING N V 0.3%
Value ($000) $6,023 Shares 20,775 Est. Cost $181.12 Unrealized
COST COSTCO WHSL CORP NEW 0.3%
Value ($000) $6,018 Shares 20,900 Est. Cost $256.34 Unrealized +5.9%
DUKE REALTY CORP 0.3%
Value ($000) $5,969 Shares 175,741 Est. Cost $33.97 Unrealized
ETR ENTERGY CORP NEW 0.3%
Value ($000) $5,936 Shares 50,582 Est. Cost $43.44 Unrealized +8.6%
GILD GILEAD SCIENCES INC 0.3%
Value ($000) $5,894 Shares 92,586 Est. Cost $52.34 Unrealized -2.1%
CMCSA COMCAST CORP NEW 0.3%
Value ($000) $5,788 Shares 131,391 Est. Cost $37.51 Unrealized +1.0%
CMS CMS ENERGY CORP 0.3%
Value ($000) $5,633 Shares 91,510 Est. Cost $43.25 Unrealized +20.2%
MCD MCDONALDS CORP 0.3%
Value ($000) $5,363 Shares 27,704 Est. Cost $184.76 Unrealized -6.9%
ESS ESSEX PPTY TR INC 0.3%
Value ($000) $5,314 Shares 18,031 Est. Cost $249.55 Unrealized +1.6%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.3%
Value ($000) $5,022 Shares 22,631 Est. Cost $186.42 Unrealized +16.5%
TU TELUS CORP 0.3%
Value ($000) $4,953 Shares 130,401 Est. Cost $17.99 Unrealized +3.0%
PBA PEMBINA PIPELINE CORP 0.2%
Value ($000) $3,953 Shares 108,722 Est. Cost $24.54 Unrealized +3.0%
BA BOEING CO 0.2%
Value ($000) $3,926 Shares 12,302 Est. Cost $352.37 Unrealized -0.4%
BROOKFIELD PROPERTY PARTRS L 0.2%
Value ($000) $3,856 Shares 215,125 Est. Cost $19.93 Unrealized
BEP BROOKFIELD RENEWABLE PARTNER 0.2%
Value ($000) $3,666 Shares 80,485 Est. Cost $33.84 Unrealized
RCL ROYAL CARIBBEAN CRUISES LTD 0.2%
Value ($000) $3,536 Shares 27,035 Est. Cost $105.84 Unrealized +6.6%
IAA INC 0.2%
Value ($000) $3,440 Shares 74,610 Est. Cost $46.11 Unrealized
CAT CATERPILLAR INC DEL 0.2%
Value ($000) $3,403 Shares 23,523 Est. Cost $111.09 Unrealized +10.7%
BERRY GLOBAL GROUP INC 0.2%
Value ($000) $3,347 Shares 71,950 Est. Cost $48.50 Unrealized
ZTS ZOETIS INC 0.2%
Value ($000) $3,074 Shares 23,710 Est. Cost $114.57 Unrealized +3.1%
IQV IQVIA HLDGS INC 0.2%
Value ($000) $2,925 Shares 19,326 Est. Cost $155.62 Unrealized -6.2%
TREE LENDINGTREE INC NEW 0.1%
Value ($000) $2,622 Shares 8,820 Est. Cost $297.28 Unrealized
NOW SERVICENOW INC 0.1%
Value ($000) $1,742 Shares 6,300 Est. Cost $52.68 Unrealized 0.0%
RGA REINSURANCE GRP OF AMERICA I 0.1%
Value ($000) $1,354 Shares 8,479 Est. Cost $63.27 Unrealized +155.7%
CLOUDERA INC 0.1%
Value ($000) $933 Shares 81,850 Est. Cost $11.40 Unrealized
CNI CANADIAN NATL RY CO 0.0%
Value ($000) $880 Shares 9,922 Est. Cost $69.49 Unrealized +15.1%
BMO BANK MONTREAL QUE 0.0%
Value ($000) $872 Shares 11,476 Est. Cost $57.03 Unrealized +1.5%
CEF SPROTT PHYSICAL GOLD & SILVE 0.0%
Value ($000) $405 Shares 28,120 Est. Cost $13.24 Unrealized
CERIDIAN HCM HLDG INC 0.0%
Value ($000) $368 Shares 5,529 Est. Cost $37.32 Unrealized +48.0%
BKR BAKER HUGHES COMPANY 0.0%
Value ($000) $364 Shares 14,515 Est. Cost $20.78 Unrealized -7.9%
RETAIL OPPORTUNITY INVTS COR 0.0%
Value ($000) $363 Shares 21,000 Est. Cost $17.90 Unrealized
DIS DISNEY WALT CO 0.0%
Value ($000) $324 Shares 2,289 Est. Cost $130.66 Unrealized +3.9%
AEM AGNICO EAGLE MINES LTD 0.0%
Value ($000) $316 Shares 5,238 Est. Cost $37.19 Unrealized +35.4%
EQX EQUINOX GOLD CORP 0.0%
Value ($000) $302 Shares 40,000 Est. Cost $5.48 Unrealized +13.2%
KFS KINGSWAY FINL SVCS INC 0.0%
Value ($000) $263 Shares 144,429 Est. Cost $5.89 Unrealized -64.4%
FNV FRANCO NEVADA CORP 0.0%
Value ($000) $248 Shares 2,450 Est. Cost $70.96 Unrealized +28.9%
HRB BLOCK H & R INC 0.0%
Value ($000) $236 Shares 10,240 Est. Cost $20.60 Unrealized -8.2%
FTS FORTIS INC 0.0%
Value ($000) $224 Shares 5,512 Est. Cost $32.38 Unrealized 0.0%
TSLA TESLA INC 0.0%
Value ($000) $209 Shares 510 Est. Cost $21.69 Unrealized 0.0%
IMO IMPERIAL OIL LTD 0.0%
Value ($000) $208 Shares 8,026 Est. Cost $21.31 Unrealized 0.0%
PHYS SPROTT PHYSICAL GOLD TRUST 0.0%
Value ($000) $186 Shares 15,570 Est. Cost $10.06 Unrealized
CELESTICA INC 0.0%
Value ($000) $185 Shares 22,700 Est. Cost $9.62 Unrealized
LIONS GATE ENTMNT CORP 0.0%
Value ($000) $179 Shares 17,176 Est. Cost $26.67 Unrealized
POINTS INTL LTD 0.0%
Value ($000) $171 Shares 11,454 Est. Cost $10.36 Unrealized
LIONS GATE ENTMNT CORP 0.0%
Value ($000) $167 Shares 17,176 Est. Cost $23.50 Unrealized
ANNALY CAP MGMT INC 0.0%
Value ($000) $92 Shares 10,000 Est. Cost $10.00 Unrealized
HBM HUDBAY MINERALS INC 0.0%
Value ($000) $41 Shares 10,000 Est. Cost $8.35 Unrealized -56.7%
PRECISION DRILLING CORP 0.0%
Value ($000) $22 Shares 16,435 Est. Cost $1.16 Unrealized
LCTX LINEAGE CELL THERAPEUTICS IN 0.0%
Value ($000) $9 Shares 10,000 Est. Cost $1.03 Unrealized -19.2%