GLUSKIN SHEFF & ASSOC INC Diversified Active

CIK: 0000905790 · Show all filings

Period: Q1 2020 (← Previous) (Next →)

Filing Date: May 13, 2020

Total Value ($000): $1,510,225 (100.0% shares, 0.0% debt)

Holdings (134)

BROOKFIELD ASSET MGMT INC 4.3%
Value ($000) $65,617 Shares 1,498,387 Est. Cost $43.56 Unrealized
ENB ENBRIDGE INC 4.1%
Value ($000) $62,427 Shares 2,170,007 Est. Cost $22.54 Unrealized +10.9%
TD TORONTO DOMINION BK ONT 4.1%
Value ($000) $62,134 Shares 1,479,355 Est. Cost $56.88 Unrealized -9.8%
RY ROYAL BK CDA 3.8%
Value ($000) $57,722 Shares 943,268 Est. Cost $79.39 Unrealized -6.5%
BNS BANK NOVA SCOTIA B C 3.7%
Value ($000) $56,161 Shares 1,392,060 Est. Cost $41.10 Unrealized -10.7%
CANADIAN PAC RY LTD 2.7%
Value ($000) $40,657 Shares 186,493 Est. Cost $190.01 Unrealized
MFC MANULIFE FINL CORP 2.6%
Value ($000) $39,087 Shares 3,151,045 Est. Cost $18.04 Unrealized -3.7%
WCN WASTE CONNECTIONS INC 2.5%
Value ($000) $37,388 Shares 487,727 Est. Cost $69.55 Unrealized +29.8%
SLF SUN LIFE FINL INC 2.4%
Value ($000) $35,985 Shares 1,132,339 Est. Cost $40.22 Unrealized +6.5%
MSFT MICROSOFT CORP 2.4%
Value ($000) $35,542 Shares 225,371 Est. Cost $87.95 Unrealized +77.8%
FSV FIRSTSERVICE CORP NEW 2.3%
Value ($000) $35,247 Shares 462,671 Est. Cost $90.75 Unrealized +2.0%
TRP TC ENERGY CORP 2.3%
Value ($000) $34,509 Shares 785,909 Est. Cost $35.04 Unrealized +6.5%
BCE BCE INC 2.1%
Value ($000) $31,203 Shares 769,941 Est. Cost $28.22 Unrealized +6.7%
BIP BROOKFIELD INFRAST PARTNERS 1.9%
Value ($000) $28,836 Shares 803,838 Est. Cost $43.90 Unrealized
AON PLC 1.8%
Value ($000) $27,267 Shares 165,223 Est. Cost $151.70 Unrealized
AAPL APPLE INC 1.8%
Value ($000) $26,465 Shares 104,079 Est. Cost $49.72 Unrealized +42.9%
AQN ALGONQUIN PWR UTILS CORP 1.7%
Value ($000) $26,059 Shares 1,958,900 Est. Cost $9.88 Unrealized +8.9%
SU SUNCOR ENERGY INC NEW 1.6%
Value ($000) $23,697 Shares 1,502,964 Est. Cost $24.99 Unrealized -16.9%
GOOGL ALPHABET INC 1.6%
Value ($000) $23,537 Shares 20,257 Est. Cost $47.63 Unrealized +41.2%
META FACEBOOK INC 1.5%
Value ($000) $22,796 Shares 136,672 Est. Cost $191.71 Unrealized +1.4%
AMZN AMAZON COM INC 1.4%
Value ($000) $20,883 Shares 10,711 Est. Cost $92.59 Unrealized +4.5%
CHTR CHARTER COMMUNICATIONS INC N 1.3%
Value ($000) $19,512 Shares 44,721 Est. Cost $342.60 Unrealized +42.8%
QSR RESTAURANT BRANDS INTL INC 1.3%
Value ($000) $19,284 Shares 484,390 Est. Cost $58.27 Unrealized -2.9%
CIGI COLLIERS INTL GROUP INC 1.2%
Value ($000) $17,883 Shares 378,401 Est. Cost $64.81 Unrealized +14.2%
ADBE ADOBE INC 1.1%
Value ($000) $16,830 Shares 52,887 Est. Cost $292.89 Unrealized +16.8%
JPM JPMORGAN CHASE & CO 1.1%
Value ($000) $16,661 Shares 185,069 Est. Cost $69.82 Unrealized +48.4%
MSGS MADISON SQUARE GARDEN CO NEW 1.1%
Value ($000) $16,636 Shares 78,692 Est. Cost $157.91 Unrealized +22.8%
ARMK ARAMARK 1.1%
Value ($000) $16,283 Shares 815,387 Est. Cost $24.41 Unrealized 0.0%
OTEX OPEN TEXT CORP 1.0%
Value ($000) $15,778 Shares 456,733 Est. Cost $30.76 Unrealized +18.3%
NTR NUTRIEN LTD 1.0%
Value ($000) $15,776 Shares 467,130 Est. Cost $38.65 Unrealized -15.2%
BRK/A BERKSHIRE HATHAWAY INC DEL 1.0%
Value ($000) $14,687 Shares 54 Est. Cost $277014.34 Unrealized +15.1%
GOOG ALPHABET INC 0.9%
Value ($000) $13,514 Shares 11,622 Est. Cost $59.73 Unrealized +12.8%
APOLLO GLOBAL MGMT INC 0.9%
Value ($000) $13,413 Shares 400,411 Est. Cost $42.75 Unrealized
PFE PFIZER INC 0.8%
Value ($000) $12,681 Shares 388,518 Est. Cost $26.54 Unrealized -2.7%
MA MASTERCARD INC 0.8%
Value ($000) $12,381 Shares 51,258 Est. Cost $85.90 Unrealized +235.1%
UNH UNITEDHEALTH GROUP INC 0.8%
Value ($000) $11,974 Shares 48,017 Est. Cost $230.83 Unrealized +8.2%
FIS FIDELITY NATL INFORMATION SV 0.8%
Value ($000) $11,943 Shares 98,186 Est. Cost $115.66 Unrealized +6.5%
SPGI S&P GLOBAL INC 0.8%
Value ($000) $11,382 Shares 46,451 Est. Cost $236.97 Unrealized +10.2%
DOO BRP INC 0.7%
Value ($000) $11,137 Shares 690,966 Est. Cost $34.82 Unrealized +12.8%
PG PROCTER & GAMBLE CO 0.7%
Value ($000) $10,951 Shares 99,554 Est. Cost $101.05 Unrealized +2.8%
V VISA INC 0.7%
Value ($000) $10,736 Shares 66,638 Est. Cost $100.70 Unrealized +79.4%
MDLZ MONDELEZ INTL INC 0.7%
Value ($000) $10,665 Shares 212,957 Est. Cost $46.69 Unrealized +0.0%
WTW WILLIS TOWERS WATSON PLC LTD 0.7%
Value ($000) $10,661 Shares 62,768 Est. Cost $178.26 Unrealized +1.8%
NVS NOVARTIS A G 0.7%
Value ($000) $10,549 Shares 127,953 Est. Cost $81.66 Unrealized
UNP UNION PAC CORP 0.7%
Value ($000) $10,199 Shares 72,314 Est. Cost $145.81 Unrealized -0.6%
GDDY GODADDY INC 0.7%
Value ($000) $10,078 Shares 176,478 Est. Cost $67.45 Unrealized -1.9%
NRG NRG ENERGY INC 0.7%
Value ($000) $10,066 Shares 369,286 Est. Cost $28.87 Unrealized 0.0%
KO COCA COLA CO 0.7%
Value ($000) $9,981 Shares 225,562 Est. Cost $38.92 Unrealized +15.6%
NOC NORTHROP GRUMMAN CORP 0.7%
Value ($000) $9,897 Shares 32,713 Est. Cost $317.81 Unrealized -0.7%
HD HOME DEPOT INC 0.7%
Value ($000) $9,856 Shares 52,787 Est. Cost $188.03 Unrealized +1.1%
MRK MERCK & CO. INC 0.6%
Value ($000) $9,812 Shares 127,534 Est. Cost $65.41 Unrealized -0.5%
CNQ CANADIAN NAT RES LTD 0.6%
Value ($000) $9,550 Shares 706,678 Est. Cost $11.03 Unrealized -20.7%
TXN TEXAS INSTRS INC 0.6%
Value ($000) $9,383 Shares 93,897 Est. Cost $102.86 Unrealized -1.2%
BLACK KNIGHT INC 0.6%
Value ($000) $9,315 Shares 160,438 Est. Cost $60.94 Unrealized
CM CANADIAN IMP BK COMM 0.6%
Value ($000) $9,244 Shares 160,579 Est. Cost $29.28 Unrealized -3.6%
BAC BK OF AMERICA CORP 0.6%
Value ($000) $8,786 Shares 413,864 Est. Cost $18.97 Unrealized +36.6%
CME CME GROUP INC 0.5%
Value ($000) $8,146 Shares 47,113 Est. Cost $163.79 Unrealized -2.6%
INTU INTUIT 0.5%
Value ($000) $8,073 Shares 35,103 Est. Cost $263.27 Unrealized -0.9%
TJX TJX COS INC NEW 0.5%
Value ($000) $7,767 Shares 162,468 Est. Cost $50.13 Unrealized +6.4%
ELV ANTHEM INC 0.5%
Value ($000) $7,609 Shares 33,514 Est. Cost $251.31 Unrealized +0.0%
ABT ABBOTT LABS 0.5%
Value ($000) $7,607 Shares 96,404 Est. Cost $71.42 Unrealized +5.5%
TU TELUS CORPORATION 0.5%
Value ($000) $7,605 Shares 486,862 Est. Cost $18.38 Unrealized +0.8%
ORLY O REILLY AUTOMOTIVE INC NEW 0.5%
Value ($000) $7,504 Shares 24,928 Est. Cost $25.80 Unrealized -1.0%
FRCB FIRST REP BK SAN FRANCISCO C 0.5%
Value ($000) $7,444 Shares 90,477 Est. Cost $92.66 Unrealized +12.0%
CVX CHEVRON CORP NEW 0.5%
Value ($000) $7,236 Shares 99,868 Est. Cost $90.65 Unrealized -16.2%
LMT LOCKHEED MARTIN CORP 0.5%
Value ($000) $7,078 Shares 20,883 Est. Cost $308.51 Unrealized +8.6%
ASML ASML HOLDING N V 0.5%
Value ($000) $7,005 Shares 26,775 Est. Cost $199.16 Unrealized
CAT CATERPILLAR INC DEL 0.5%
Value ($000) $6,867 Shares 59,183 Est. Cost $112.47 Unrealized +0.8%
SHW SHERWIN WILLIAMS CO 0.4%
Value ($000) $6,792 Shares 14,781 Est. Cost $163.54 Unrealized +4.7%
FMX FOMENTO ECONOMICO MEXICANO S 0.4%
Value ($000) $6,786 Shares 112,150 Est. Cost $88.48 Unrealized
PYPL PAYPAL HLDGS INC 0.4%
Value ($000) $6,700 Shares 69,985 Est. Cost $108.64 Unrealized +1.4%
VST VISTRA ENERGY CORP 0.4%
Value ($000) $6,542 Shares 409,913 Est. Cost $17.77 Unrealized 0.0%
RYAAY RYANAIR HOLDINGS PLC 0.4%
Value ($000) $6,471 Shares 121,900 Est. Cost $71.47 Unrealized
HLT HILTON WORLDWIDE HLDGS INC 0.4%
Value ($000) $6,456 Shares 94,612 Est. Cost $93.39 Unrealized +2.9%
CARG CARGURUS INC 0.4%
Value ($000) $6,422 Shares 339,101 Est. Cost $28.63 Unrealized 0.0%
MDT MEDTRONIC PLC 0.4%
Value ($000) $6,378 Shares 70,727 Est. Cost $88.11 Unrealized +2.3%
NEE NEXTERA ENERGY INC 0.4%
Value ($000) $6,263 Shares 26,029 Est. Cost $38.95 Unrealized +39.4%
TMO THERMO FISHER SCIENTIFIC INC 0.4%
Value ($000) $6,037 Shares 21,287 Est. Cost $281.99 Unrealized +10.1%
DHR DANAHER CORPORATION 0.4%
Value ($000) $5,793 Shares 41,857 Est. Cost $121.85 Unrealized +7.8%
DUKE REALTY CORP 0.4%
Value ($000) $5,753 Shares 177,669 Est. Cost $33.95 Unrealized
NICE NICE LTD 0.4%
Value ($000) $5,474 Shares 38,129 Est. Cost $123.64 Unrealized
IHS MARKIT LTD 0.4%
Value ($000) $5,458 Shares 90,962 Est. Cost $66.79 Unrealized
CMS CMS ENERGY CORP 0.4%
Value ($000) $5,444 Shares 92,664 Est. Cost $43.38 Unrealized +23.7%
BDX BECTON DICKINSON & CO 0.4%
Value ($000) $5,431 Shares 23,636 Est. Cost $223.56 Unrealized +0.6%
CMCSA COMCAST CORP NEW 0.3%
Value ($000) $5,070 Shares 147,466 Est. Cost $37.35 Unrealized -3.5%
COST COSTCO WHSL CORP NEW 0.3%
Value ($000) $5,045 Shares 17,695 Est. Cost $256.34 Unrealized +8.4%
BEP BROOKFIELD RENEWABLE PARTNER 0.3%
Value ($000) $4,856 Shares 116,860 Est. Cost $36.24 Unrealized
ETR ENTERGY CORP NEW 0.3%
Value ($000) $4,815 Shares 51,237 Est. Cost $43.50 Unrealized +9.8%
MCD MCDONALDS CORP 0.3%
Value ($000) $4,637 Shares 28,045 Est. Cost $184.60 Unrealized -6.9%
SWK STANLEY BLACK & DECKER INC 0.3%
Value ($000) $4,238 Shares 42,383 Est. Cost $116.73 Unrealized +2.0%
ITW ILLINOIS TOOL WKS INC 0.3%
Value ($000) $4,185 Shares 29,445 Est. Cost $130.19 Unrealized +13.4%
PPG PPG INDS INC 0.3%
Value ($000) $4,141 Shares 49,539 Est. Cost $101.82 Unrealized -2.8%
ESS ESSEX PPTY TR INC 0.3%
Value ($000) $4,023 Shares 18,268 Est. Cost $249.33 Unrealized -6.8%
BROOKFIELD PROPERTY PARTRS L 0.3%
Value ($000) $4,003 Shares 501,950 Est. Cost $13.10 Unrealized
GILD GILEAD SCIENCES INC 0.2%
Value ($000) $3,747 Shares 50,119 Est. Cost $52.34 Unrealized +4.9%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.2%
Value ($000) $3,579 Shares 19,577 Est. Cost $186.42 Unrealized +14.0%
PBA PEMBINA PIPELINE CORP 0.2%
Value ($000) $3,502 Shares 188,936 Est. Cost $24.10 Unrealized -2.5%
T AT&T INC 0.2%
Value ($000) $3,176 Shares 108,950 Est. Cost $14.02 Unrealized +29.6%
NOW SERVICENOW INC 0.2%
Value ($000) $3,167 Shares 11,050 Est. Cost $56.91 Unrealized +9.9%
BROOKFIELD INFRASTRUCTURE CO 0.2%
Value ($000) $3,088 Shares 89,265 Est. Cost $34.59 Unrealized
E TRADE FINANCIAL CORP 0.2%
Value ($000) $3,070 Shares 48,380 Est. Cost $63.46 Unrealized
EXTENDED STAY AMER INC 0.2%
Value ($000) $2,909 Shares 160,930 Est. Cost $18.08 Unrealized
ZTS ZOETIS INC 0.2%
Value ($000) $2,827 Shares 24,024 Est. Cost $114.71 Unrealized +9.2%
TREE LENDINGTREE INC NEW 0.2%
Value ($000) $2,422 Shares 13,210 Est. Cost $259.42 Unrealized
DAL DELTA AIR LINES INC DEL 0.1%
Value ($000) $2,212 Shares 36,960 Est. Cost $48.02 Unrealized 0.0%
C CITIGROUP INC 0.1%
Value ($000) $1,817 Shares 43,145 Est. Cost $54.19 Unrealized 0.0%
DLTR DOLLAR TREE INC 0.1%
Value ($000) $1,791 Shares 24,375 Est. Cost $85.14 Unrealized 0.0%
BUD ANHEUSER BUSCH INBEV SA/NV 0.1%
Value ($000) $1,779 Shares 16,630 Est. Cost $106.98 Unrealized
CTVA CORTEVA INC 0.1%
Value ($000) $881 Shares 19,893 Est. Cost $25.57 Unrealized 0.0%
CNI CANADIAN NATL RY CO 0.0%
Value ($000) $732 Shares 9,478 Est. Cost $69.49 Unrealized +12.2%
RGA REINSURANCE GRP OF AMERICA I 0.0%
Value ($000) $713 Shares 8,479 Est. Cost $63.27 Unrealized +106.1%
DD DUPONT DE NEMOURS INC 0.0%
Value ($000) $687 Shares 20,133 Est. Cost $27.24 Unrealized -33.4%
DOW DOW INC 0.0%
Value ($000) $589 Shares 20,133 Est. Cost $30.58 Unrealized 0.0%
IBM INTERNATIONAL BUSINESS MACHS 0.0%
Value ($000) $555 Shares 5,000 Est. Cost $98.28 Unrealized 0.0%
BMO BANK MONTREAL 0.0%
Value ($000) $410 Shares 8,227 Est. Cost $57.03 Unrealized -7.7%
CEF SPROTT PHYSICAL GOLD & SILVE 0.0%
Value ($000) $405 Shares 28,020 Est. Cost $13.24 Unrealized
KFS KINGSWAY FINL SVCS INC 0.0%
Value ($000) $286 Shares 144,429 Est. Cost $5.89 Unrealized -68.3%
EQX EQUINOX GOLD CORP 0.0%
Value ($000) $264 Shares 40,000 Est. Cost $5.48 Unrealized +43.9%
FNV FRANCO NEVADA CORP 0.0%
Value ($000) $243 Shares 2,450 Est. Cost $70.96 Unrealized +45.1%
AEM AGNICO EAGLE MINES LTD 0.0%
Value ($000) $207 Shares 5,238 Est. Cost $37.19 Unrealized +23.2%
ERIC ERICSSON 0.0%
Value ($000) $202 Shares 25,000 Est. Cost $8.08 Unrealized
RETAIL OPPORTUNITY INVTS COR 0.0%
Value ($000) $174 Shares 21,000 Est. Cost $17.90 Unrealized
BKR BAKER HUGHES COMPANY 0.0%
Value ($000) $152 Shares 14,515 Est. Cost $20.78 Unrealized -23.4%
HRB BLOCK H & R INC 0.0%
Value ($000) $144 Shares 10,240 Est. Cost $20.60 Unrealized -19.1%
LIONS GATE ENTMNT CORP 0.0%
Value ($000) $104 Shares 17,176 Est. Cost $26.67 Unrealized
LIONS GATE ENTMNT CORP 0.0%
Value ($000) $96 Shares 17,176 Est. Cost $23.50 Unrealized
POINTS INTL LTD 0.0%
Value ($000) $93 Shares 11,454 Est. Cost $10.36 Unrealized
CELESTICA INC 0.0%
Value ($000) $79 Shares 22,700 Est. Cost $3.48 Unrealized
GOLD STD VENTURES CORP 0.0%
Value ($000) $75 Shares 150,000 Est. Cost $0.50 Unrealized
OVV OVINTIV INC 0.0%
Value ($000) $57 Shares 20,972 Est. Cost $13.13 Unrealized 0.0%
RUBICON PROJ INC 0.0%
Value ($000) $56 Shares 10,000 Est. Cost $5.60 Unrealized
ANNALY CAPITAL MANAGEMENT IN 0.0%
Value ($000) $51 Shares 10,000 Est. Cost $10.00 Unrealized
HBM HUDBAY MINERALS INC 0.0%
Value ($000) $19 Shares 10,000 Est. Cost $8.35 Unrealized -66.9%
LCTX LINEAGE CELL THERAPEUTICS IN 0.0%
Value ($000) $8 Shares 10,000 Est. Cost $1.03 Unrealized -3.4%