GLUSKIN SHEFF & ASSOC INC Diversified Active

CIK: 0000905790 · Show all filings

Period: Q3 2020 (← Previous) (Next →)

Filing Date: Nov 12, 2020

Total Value ($000): $1,525,228 (100.0% shares, 0.0% debt)

Holdings (135)

TD TORONTO DOMINION BK ONT 3.1%
Value ($000) $46,590 Shares 1,009,645 Est. Cost $56.88 Unrealized -18.1%
RY ROYAL BK CDA 3.1%
Value ($000) $46,543 Shares 665,114 Est. Cost $79.39 Unrealized -9.5%
ENB ENBRIDGE INC 3.0%
Value ($000) $45,330 Shares 1,556,837 Est. Cost $22.54 Unrealized -2.4%
BROOKFIELD ASSET MGMT INC 2.9%
Value ($000) $44,229 Shares 1,341,114 Est. Cost $42.15 Unrealized
BNS BANK NOVA SCOTIA B C 2.8%
Value ($000) $43,121 Shares 1,041,387 Est. Cost $41.10 Unrealized -23.4%
MSFT MICROSOFT CORP 2.7%
Value ($000) $41,587 Shares 197,723 Est. Cost $89.31 Unrealized +124.8%
META FACEBOOK INC 2.6%
Value ($000) $40,356 Shares 154,090 Est. Cost $203.01 Unrealized +26.1%
AON AON PLC 2.6%
Value ($000) $40,146 Shares 194,598 Est. Cost $179.89 Unrealized +6.6%
FSV FIRSTSERVICE CORP NEW 2.5%
Value ($000) $37,806 Shares 287,439 Est. Cost $90.75 Unrealized +26.0%
AAPL APPLE INC 2.4%
Value ($000) $35,992 Shares 310,789 Est. Cost $89.24 Unrealized +18.7%
CANADIAN PAC RY LTD 2.2%
Value ($000) $34,201 Shares 112,806 Est. Cost $190.01 Unrealized
SLF SUN LIFE FINANCIAL INC. 2.1%
Value ($000) $31,892 Shares 785,258 Est. Cost $40.22 Unrealized +0.5%
MFC MANULIFE FINL CORP 2.1%
Value ($000) $31,614 Shares 2,280,576 Est. Cost $18.04 Unrealized -20.6%
BIP BROOKFIELD INFRAST PARTNERS 2.0%
Value ($000) $30,554 Shares 642,932 Est. Cost $43.90 Unrealized
WCN WASTE CONNECTIONS INC 2.0%
Value ($000) $30,338 Shares 292,857 Est. Cost $69.55 Unrealized +38.7%
BCE BCE INC 1.9%
Value ($000) $29,471 Shares 713,017 Est. Cost $28.22 Unrealized +3.8%
AMZN AMAZON COM INC 1.8%
Value ($000) $27,510 Shares 8,737 Est. Cost $92.59 Unrealized +70.3%
CHTR CHARTER COMMUNICATIONS INC N 1.7%
Value ($000) $26,258 Shares 42,057 Est. Cost $342.60 Unrealized +72.2%
TRP TC ENERGY CORP 1.7%
Value ($000) $26,087 Shares 623,485 Est. Cost $35.04 Unrealized -1.4%
AQN ALGONQUIN PWR UTILS CORP 1.7%
Value ($000) $25,453 Shares 1,758,265 Est. Cost $9.88 Unrealized +5.1%
DOO BRP INC 1.7%
Value ($000) $25,449 Shares 483,287 Est. Cost $34.82 Unrealized +31.7%
NTR NUTRIEN LTD 1.4%
Value ($000) $21,806 Shares 557,981 Est. Cost $36.63 Unrealized -16.2%
FIS FIDELITY NATL INFORMATION SV 1.4%
Value ($000) $21,745 Shares 147,717 Est. Cost $116.19 Unrealized +10.9%
BLACK KNIGHT INC 1.4%
Value ($000) $20,657 Shares 237,305 Est. Cost $66.67 Unrealized
GOOGL ALPHABET INC 1.3%
Value ($000) $20,520 Shares 14,001 Est. Cost $47.63 Unrealized +58.8%
OTEX OPEN TEXT CORP 1.3%
Value ($000) $20,446 Shares 485,346 Est. Cost $31.88 Unrealized +18.7%
APOLLO GLOBAL MGMT INC 1.2%
Value ($000) $18,333 Shares 409,666 Est. Cost $43.08 Unrealized
CIGI COLLIERS INTL GROUP INC 1.1%
Value ($000) $17,460 Shares 263,075 Est. Cost $64.81 Unrealized -7.4%
WSC WILLSCOT MOBIL MINI HLDNG CO 1.1%
Value ($000) $17,457 Shares 1,046,563 Est. Cost $15.98 Unrealized 0.0%
INMD INMODE LTD 1.1%
Value ($000) $17,118 Shares 473,130 Est. Cost $13.37 Unrealized +22.6%
ARMK ARAMARK 1.1%
Value ($000) $17,061 Shares 645,036 Est. Cost $24.11 Unrealized -30.9%
ADBE ADOBE SYSTEMS INCORPORATED 1.1%
Value ($000) $17,038 Shares 34,740 Est. Cost $292.89 Unrealized +58.8%
VST VISTRA CORP 1.0%
Value ($000) $15,771 Shares 836,208 Est. Cost $17.22 Unrealized -2.9%
CM CANADIAN IMP BK COMM 1.0%
Value ($000) $15,394 Shares 206,637 Est. Cost $29.14 Unrealized -1.4%
SPGI S&P GLOBAL INC 1.0%
Value ($000) $15,345 Shares 42,554 Est. Cost $236.97 Unrealized +42.4%
BRK/A BERKSHIRE HATHAWAY INC DEL 1.0%
Value ($000) $15,040 Shares 47 Est. Cost $277014.34 Unrealized +10.8%
UNH UNITEDHEALTH GROUP INC 0.9%
Value ($000) $13,970 Shares 44,808 Est. Cost $230.83 Unrealized +21.8%
GDDY GODADDY INC 0.9%
Value ($000) $13,269 Shares 174,667 Est. Cost $68.14 Unrealized +10.6%
UNP UNION PAC CORP 0.9%
Value ($000) $13,163 Shares 66,860 Est. Cost $145.81 Unrealized +13.1%
SU SUNCOR ENERGY INC NEW 0.8%
Value ($000) $12,349 Shares 1,014,678 Est. Cost $24.99 Unrealized -49.3%
GOOG ALPHABET INC 0.8%
Value ($000) $12,256 Shares 8,340 Est. Cost $59.73 Unrealized +26.8%
JPM JPMORGAN CHASE & CO 0.8%
Value ($000) $12,148 Shares 126,184 Est. Cost $70.73 Unrealized +20.8%
HD HOME DEPOT INC 0.8%
Value ($000) $11,946 Shares 43,015 Est. Cost $188.03 Unrealized +26.4%
MDLZ MONDELEZ INTL INC 0.7%
Value ($000) $11,394 Shares 198,323 Est. Cost $46.69 Unrealized +4.0%
PYPL PAYPAL HLDGS INC 0.7%
Value ($000) $11,308 Shares 57,392 Est. Cost $108.64 Unrealized +73.0%
MA MASTERCARD INCORPORATED 0.7%
Value ($000) $11,239 Shares 33,236 Est. Cost $85.90 Unrealized +267.5%
TU TELUS CORPORATION 0.7%
Value ($000) $10,995 Shares 626,948 Est. Cost $18.22 Unrealized -2.5%
KO COCA COLA CO 0.6%
Value ($000) $9,816 Shares 198,818 Est. Cost $38.91 Unrealized +4.8%
BROOKFIELD PROPERTY PARTRS L 0.6%
Value ($000) $9,811 Shares 817,657 Est. Cost $12.36 Unrealized
BMO BANK MONTREAL QUE 0.6%
Value ($000) $9,777 Shares 167,801 Est. Cost $46.74 Unrealized -1.1%
PG PROCTER AND GAMBLE CO 0.6%
Value ($000) $9,750 Shares 70,149 Est. Cost $101.05 Unrealized +15.1%
WTW WILLIS TOWERS WATSON PLC LTD 0.6%
Value ($000) $9,705 Shares 46,475 Est. Cost $178.24 Unrealized +6.6%
TJX TJX COS INC NEW 0.6%
Value ($000) $9,575 Shares 172,076 Est. Cost $49.88 Unrealized +0.3%
SHW SHERWIN WILLIAMS CO 0.6%
Value ($000) $9,574 Shares 13,741 Est. Cost $163.54 Unrealized +27.3%
BAC BK OF AMERICA CORP 0.6%
Value ($000) $9,243 Shares 383,676 Est. Cost $18.97 Unrealized +15.1%
BERRY GLOBAL GROUP INC 0.6%
Value ($000) $9,223 Shares 190,882 Est. Cost $48.32 Unrealized
ELV ANTHEM INC 0.6%
Value ($000) $9,137 Shares 34,017 Est. Cost $250.08 Unrealized -0.0%
V VISA INC 0.6%
Value ($000) $8,916 Shares 44,586 Est. Cost $100.70 Unrealized +90.9%
ORLY OREILLY AUTOMOTIVE INC 0.6%
Value ($000) $8,749 Shares 18,976 Est. Cost $25.80 Unrealized +17.8%
CME CME GROUP INC 0.6%
Value ($000) $8,395 Shares 50,174 Est. Cost $162.27 Unrealized -16.0%
MRK MERCK & CO. INC 0.5%
Value ($000) $8,310 Shares 100,186 Est. Cost $65.41 Unrealized +0.8%
TXN TEXAS INSTRS INC 0.5%
Value ($000) $8,239 Shares 57,700 Est. Cost $102.86 Unrealized +13.6%
TMO THERMO FISHER SCIENTIFIC INC 0.5%
Value ($000) $8,073 Shares 18,284 Est. Cost $281.99 Unrealized +44.5%
PFE PFIZER INC 0.5%
Value ($000) $8,029 Shares 218,763 Est. Cost $26.54 Unrealized +2.2%
BEP BROOKFIELD RENEWABLE PARTNER 0.5%
Value ($000) $7,839 Shares 149,615 Est. Cost $40.43 Unrealized
LMT LOCKHEED MARTIN CORP 0.5%
Value ($000) $7,447 Shares 19,429 Est. Cost $308.51 Unrealized +6.7%
CVX CHEVRON CORP NEW 0.5%
Value ($000) $7,324 Shares 101,728 Est. Cost $89.91 Unrealized -26.0%
CAT CATERPILLAR INC DEL 0.5%
Value ($000) $6,950 Shares 46,600 Est. Cost $112.47 Unrealized +12.7%
MDT MEDTRONIC PLC 0.5%
Value ($000) $6,921 Shares 66,595 Est. Cost $88.11 Unrealized -2.1%
NVS NOVARTIS AG 0.4%
Value ($000) $6,811 Shares 78,323 Est. Cost $81.66 Unrealized
DHR DANAHER CORPORATION 0.4%
Value ($000) $6,791 Shares 31,539 Est. Cost $121.85 Unrealized +42.6%
NOC NORTHROP GRUMMAN CORP 0.4%
Value ($000) $6,733 Shares 21,342 Est. Cost $317.81 Unrealized -6.2%
ASML ASML HOLDING N V 0.4%
Value ($000) $6,726 Shares 18,215 Est. Cost $199.16 Unrealized
CNQ CANADIAN NAT RES LTD 0.4%
Value ($000) $6,629 Shares 414,989 Est. Cost $11.03 Unrealized -36.7%
IHS MARKIT LTD 0.4%
Value ($000) $6,597 Shares 84,032 Est. Cost $66.79 Unrealized
SWK STANLEY BLACK & DECKER INC 0.4%
Value ($000) $6,294 Shares 38,806 Est. Cost $116.73 Unrealized +12.4%
HLT HILTON WORLDWIDE HLDGS INC 0.4%
Value ($000) $6,111 Shares 71,630 Est. Cost $93.39 Unrealized -11.6%
DUKE REALTY CORP 0.4%
Value ($000) $5,967 Shares 161,708 Est. Cost $33.95 Unrealized
PPG PPG INDS INC 0.4%
Value ($000) $5,900 Shares 48,326 Est. Cost $101.82 Unrealized +3.4%
INTU INTUIT 0.4%
Value ($000) $5,802 Shares 17,786 Est. Cost $263.27 Unrealized +15.0%
MCD MCDONALDS CORP 0.4%
Value ($000) $5,776 Shares 26,316 Est. Cost $184.60 Unrealized -1.7%
COST COSTCO WHSL CORP NEW 0.4%
Value ($000) $5,762 Shares 16,230 Est. Cost $256.34 Unrealized +20.6%
FMX FOMENTO ECONOMICO MEXICANO S 0.4%
Value ($000) $5,594 Shares 99,560 Est. Cost $88.48 Unrealized
RYAAY RYANAIR HOLDINGS PLC 0.4%
Value ($000) $5,379 Shares 65,790 Est. Cost $71.47 Unrealized
FRCB FIRST REP BK SAN FRANCISCO C 0.3%
Value ($000) $5,311 Shares 48,700 Est. Cost $92.66 Unrealized +17.9%
BDX BECTON DICKINSON & CO 0.3%
Value ($000) $5,179 Shares 22,260 Est. Cost $223.56 Unrealized +0.8%
BROOKFIELD INFRASTRUCTURE CO 0.3%
Value ($000) $5,163 Shares 93,548 Est. Cost $37.67 Unrealized
PBA PEMBINA PIPELINE CORP 0.3%
Value ($000) $5,062 Shares 239,294 Est. Cost $22.65 Unrealized -19.2%
ABT ABBOTT LABS 0.3%
Value ($000) $5,057 Shares 46,466 Est. Cost $71.42 Unrealized +29.3%
CMCSA COMCAST CORP NEW 0.3%
Value ($000) $4,580 Shares 98,995 Est. Cost $37.35 Unrealized +0.7%
CARG CARGURUS INC 0.3%
Value ($000) $4,468 Shares 206,549 Est. Cost $28.63 Unrealized -10.6%
NEE NEXTERA ENERGY INC 0.3%
Value ($000) $4,448 Shares 16,027 Est. Cost $38.95 Unrealized +54.7%
CMS CMS ENERGY CORP 0.3%
Value ($000) $4,252 Shares 69,243 Est. Cost $43.38 Unrealized +20.0%
ETR ENTERGY CORP NEW 0.3%
Value ($000) $4,157 Shares 42,192 Est. Cost $43.50 Unrealized -6.6%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.3%
Value ($000) $3,999 Shares 18,782 Est. Cost $186.36 Unrealized +9.8%
NOW SERVICENOW INC 0.3%
Value ($000) $3,888 Shares 8,016 Est. Cost $56.91 Unrealized +56.9%
DOW DOW INC 0.2%
Value ($000) $3,694 Shares 78,517 Est. Cost $27.80 Unrealized +20.4%
NICE NICE LTD 0.2%
Value ($000) $3,643 Shares 16,045 Est. Cost $123.64 Unrealized
ZTS ZOETIS INC 0.2%
Value ($000) $3,637 Shares 21,992 Est. Cost $114.71 Unrealized +27.9%
ITW ILLINOIS TOOL WKS INC 0.2%
Value ($000) $3,473 Shares 17,977 Est. Cost $130.19 Unrealized +28.5%
SPG SIMON PPTY GROUP INC NEW 0.2%
Value ($000) $3,452 Shares 53,377 Est. Cost $47.19 Unrealized +2.8%
ESS ESSEX PPTY TR INC 0.2%
Value ($000) $3,370 Shares 16,785 Est. Cost $249.33 Unrealized -28.1%
GILD GILEAD SCIENCES INC 0.2%
Value ($000) $2,943 Shares 46,566 Est. Cost $52.34 Unrealized +7.2%
YUM YUM BRANDS INC 0.2%
Value ($000) $2,745 Shares 30,062 Est. Cost $76.84 Unrealized +8.5%
FLS FLOWSERVE CORP 0.2%
Value ($000) $2,565 Shares 94,006 Est. Cost $23.67 Unrealized +9.7%
BROOKFIELD RENEWABLE CORP 0.1%
Value ($000) $2,187 Shares 37,403 Est. Cost $58.47 Unrealized
CNI CANADIAN NATL RY CO 0.1%
Value ($000) $1,047 Shares 9,868 Est. Cost $70.00 Unrealized +29.5%
RGA REINSURANCE GRP OF AMERICA I 0.1%
Value ($000) $807 Shares 8,479 Est. Cost $63.27 Unrealized +42.2%
IBM INTERNATIONAL BUSINESS MACHS 0.0%
Value ($000) $608 Shares 5,000 Est. Cost $98.28 Unrealized -4.5%
SPHR MADISON SQUARE GRDN ENTERTNM 0.0%
Value ($000) $598 Shares 8,736 Est. Cost $35.51 Unrealized -6.2%
CEF SPROTT PHYSICAL GOLD & SILVE 0.0%
Value ($000) $513 Shares 28,020 Est. Cost $13.24 Unrealized
EQX EQUINOX GOLD CORP 0.0%
Value ($000) $466 Shares 40,000 Est. Cost $5.48 Unrealized +119.9%
GLD SPDR GOLD TR 0.0%
Value ($000) $434 Shares 2,450 Est. Cost $167.64 Unrealized
KFS KINGSWAY FINL SVCS INC 0.0%
Value ($000) $426 Shares 144,429 Est. Cost $5.89 Unrealized -53.8%
AEM AGNICO EAGLE MINES LTD 0.0%
Value ($000) $400 Shares 5,035 Est. Cost $39.24 Unrealized +70.6%
FNV FRANCO NEV CORP 0.0%
Value ($000) $342 Shares 2,450 Est. Cost $70.96 Unrealized +99.4%
ERIC ERICSSON 0.0%
Value ($000) $272 Shares 25,000 Est. Cost $8.08 Unrealized
TSLA TESLA INC 0.0%
Value ($000) $257 Shares 600 Est. Cost $92.48 Unrealized +27.7%
DIS DISNEY WALT CO 0.0%
Value ($000) $232 Shares 1,869 Est. Cost $107.86 Unrealized +13.2%
RETAIL OPPORTUNITY INVTS COR 0.0%
Value ($000) $219 Shares 21,000 Est. Cost $17.90 Unrealized
GOOS CANADA GOOSE HLDGS INC 0.0%
Value ($000) $210 Shares 6,560 Est. Cost $24.62 Unrealized 0.0%
FTS FORTIS INC 0.0%
Value ($000) $202 Shares 4,947 Est. Cost $32.47 Unrealized 0.0%
TIP ISHARES TR 0.0%
Value ($000) $200 Shares 1,580 Est. Cost $126.58 Unrealized
BKR BAKER HUGHES COMPANY 0.0%
Value ($000) $193 Shares 14,515 Est. Cost $20.78 Unrealized -36.2%
HRB BLOCK H & R INC 0.0%
Value ($000) $167 Shares 10,240 Est. Cost $20.60 Unrealized -41.2%
LIONS GATE ENTMNT CORP 0.0%
Value ($000) $163 Shares 17,176 Est. Cost $26.67 Unrealized
CELESTICA INC 0.0%
Value ($000) $156 Shares 22,700 Est. Cost $3.48 Unrealized
LIONS GATE ENTMNT CORP 0.0%
Value ($000) $154 Shares 17,620 Est. Cost $23.13 Unrealized
GOLD STD VENTURES CORP 0.0%
Value ($000) $117 Shares 150,000 Est. Cost $0.50 Unrealized
POINTS INTL LTD 0.0%
Value ($000) $110 Shares 11,454 Est. Cost $10.36 Unrealized
AURYN RES INC 0.0%
Value ($000) $79 Shares 40,000 Est. Cost $1.82 Unrealized
MGNI MAGNITE INC 0.0%
Value ($000) $69 Shares 10,000 Est. Cost $6.68 Unrealized 0.0%
HBM HUDBAY MINERALS INC 0.0%
Value ($000) $42 Shares 10,000 Est. Cost $8.35 Unrealized -53.9%
COHBAR INC 0.0%
Value ($000) $33 Shares 35,000 Est. Cost $0.94 Unrealized
LCTX LINEAGE CELL THERAPEUTICS IN 0.0%
Value ($000) $9 Shares 10,000 Est. Cost $1.03 Unrealized -14.2%