MORGUARD LINCLUDEN GLOBAL INVESTMENTS Ltd Diversified Active

Location: Mississauga, Ontario, Canada

CIK: 0001058231 · Show all filings

Period: Q4 2024 (← Previous) (Next →)

Filing Date: Feb 4, 2025

Total Value: $826M

Holdings (73)

RY ROYAL BANK OF CANADA 8.6%
Value $71.32M Shares 591,555 Est. Cost $72.64 Unrealized +69.9%
TD TORONTO DOMINION BK ONT 7.6%
Value $63.2M Shares 1,187,112 Est. Cost $51.81 Unrealized +8.3%
TRP TC ENERGY CORP. 5.9%
Value $49.14M Shares 1,054,407 Est. Cost $34.68 Unrealized +31.4%
BN BROOKFIELD CORP 5.6%
Value $46.64M Shares 811,481 Est. Cost $22.25 Unrealized +68.1%
BNS BANK NOVA SCOTIA HALIFAX 5.1%
Value $42.4M Shares 789,620 Est. Cost $36.91 Unrealized +39.9%
BCE BCE INC 4.5%
Value $37.46M Shares 1,615,956 Est. Cost $33.13 Unrealized -21.0%
CNI CANADIAN NATIONAL RAILWAY CO 4.5%
Value $36.82M Shares 362,587 Est. Cost $92.30 Unrealized +15.8%
MFC MANULIFE FINL CORP COM 4.3%
Value $35.43M Shares 1,153,282 Est. Cost $19.24 Unrealized +61.0%
CM CANADIAN IMPERIAL BANK OF COMMERCE 3.8%
Value $31.74M Shares 501,798 Est. Cost $36.49 Unrealized +68.7%
PBA PEMBINA PIPELINE CORP. 3.5%
Value $28.5M Shares 771,535 Est. Cost $25.63 Unrealized +53.3%
MGA MAGNA INTL INC 3.3%
Value $27.65M Shares 661,661 Est. Cost $46.08 Unrealized -10.7%
TU TELUS CORP. 3.2%
Value $26.57M Shares 1,959,730 Est. Cost $19.53 Unrealized -21.0%
SU SUNCOR ENERGY INC 2.7%
Value $22.39M Shares 627,334 Est. Cost $16.86 Unrealized +121.5%
BIP BROOKFIELD INFRASTRUCTURE PA 2.3%
Value $19.06M Shares 599,739 Est. Cost $27.49 Unrealized
QSR RESTAURANT BRANDS INTL INC. 1.9%
Value $15.75M Shares 241,713 Est. Cost $56.87 Unrealized +22.0%
BEP BROOKFIELD RENEWABLE PARTNERS LP 1.9%
Value $15.64M Shares 686,764 Est. Cost $23.24 Unrealized
CSCO CISCO SYSTEMS INC. 1.6%
Value $13.4M Shares 226,319 Est. Cost $32.14 Unrealized +72.3%
ORCL ORACLE CORP 1.4%
Value $11.83M Shares 70,979 Est. Cost $55.48 Unrealized +216.9%
VZ VERIZON COMMUNICATIONS 1.3%
Value $10.61M Shares 265,349 Est. Cost $31.82 Unrealized +23.8%
PFE PFIZER INC 1.2%
Value $10.24M Shares 385,837 Est. Cost $25.42 Unrealized -1.2%
GOOGL ALPHABET INC. 1.1%
Value $9.46M Shares 49,971 Est. Cost $104.01 Unrealized +67.4%
MSFT MICROSOFT CORP. 1.0%
Value $8.236M Shares 19,540 Est. Cost $105.84 Unrealized +299.1%
KR KROGER CO 0.9%
Value $7.706M Shares 126,024 Est. Cost $26.07 Unrealized +120.0%
FSV FIRST SERVICE CORP 0.9%
Value $7.548M Shares 41,667 Est. Cost $160.99 Unrealized +15.2%
USB US BANCORP 0.9%
Value $7.349M Shares 153,657 Est. Cost $36.74 Unrealized +26.9%
DEO DIAGEO PLC-SPONS ADR 0.9%
Value $7.34M Shares 57,739 Est. Cost $144.98 Unrealized
BAC BANK OF AMERICA CORPORATION 0.8%
Value $6.752M Shares 153,633 Est. Cost $16.33 Unrealized +162.3%
CIGI COLLIERS INTL GROUP INC. 0.8%
Value $6.545M Shares 48,132 Est. Cost $104.17 Unrealized +41.3%
FRT FEDERAL REALTY INVT TR 0.8%
Value $6.525M Shares 58,288 Est. Cost $100.48 Unrealized +6.5%
JPM JPMORGAN & CHASE & CO COM 0.7%
Value $6.04M Shares 25,199 Est. Cost $114.14 Unrealized +99.8%
RMR RMR GROUP INC. 0.7%
Value $5.986M Shares 290,000 Est. Cost $24.09 Unrealized -16.8%
HD HOME DEPOT 0.7%
Value $5.624M Shares 14,459 Est. Cost $291.66 Unrealized +36.2%
GRANITE REAL ESTATE INVT TR 0.7%
Value $5.566M Shares 114,688 Est. Cost $67.48 Unrealized
MS MORGAN STANLEY 0.6%
Value $5.217M Shares 41,497 Est. Cost $37.09 Unrealized +222.2%
DIS DISNEY WALT CO 0.6%
Value $5.116M Shares 45,942 Est. Cost $113.44 Unrealized -8.7%
CNC CENTENE CORP. DEL 0.6%
Value $5.1M Shares 84,183 Est. Cost $55.79 Unrealized +11.8%
ING ING GROEP N V 0.6%
Value $4.884M Shares 311,647 Est. Cost $10.11 Unrealized
COST COSTCO WHOLESALE 0.6%
Value $4.608M Shares 5,029 Est. Cost $469.38 Unrealized +96.6%
UNH UNITEDHEALTH GROUP INC COM 0.5%
Value $4.32M Shares 8,539 Est. Cost $473.88 Unrealized +16.7%
EOG EOG RESOURCES 0.5%
Value $4.19M Shares 34,184 Est. Cost $87.54 Unrealized +40.9%
EQIX EQUINIX INC. 0.5%
Value $4.095M Shares 4,343 Est. Cost $713.14 Unrealized +25.9%
GNTX GENTEX CORP. 0.5%
Value $3.975M Shares 138,372 Est. Cost $29.02 Unrealized +3.1%
GIB CGI INC 0.5%
Value $3.972M Shares 36,302 Est. Cost $88.00 Unrealized +27.0%
WMT WAL MART STORES INC 0.5%
Value $3.773M Shares 41,764 Est. Cost $46.68 Unrealized +83.8%
AMT AMERICAN TOWER CORP 0.5%
Value $3.768M Shares 20,542 Est. Cost $190.16 Unrealized +4.3%
UDR UDR INC. 0.4%
Value $3.532M Shares 81,365 Est. Cost $34.19 Unrealized +23.7%
CNQ CANADIAN NAT RES LTD 0.4%
Value $3.333M Shares 107,952 Est. Cost $29.90 Unrealized +8.6%
C CITIGROUP INC. 0.4%
Value $3.325M Shares 47,243 Est. Cost $46.69 Unrealized +40.0%
TSCO TRACTOR SUPPLY CO 0.4%
Value $3.315M Shares 62,484 Est. Cost $48.78 Unrealized +13.6%
SANOFI SA 0.4%
Value $3.21M Shares 66,562 Est. Cost $51.16 Unrealized
GLW CORNING INC. 0.4%
Value $3.155M Shares 66,395 Est. Cost $24.07 Unrealized +92.6%
CPT CAMDEN PROPERTY TRUST 0.4%
Value $3.114M Shares 26,832 Est. Cost $89.91 Unrealized +27.3%
TJX TJX COMPANIES INC. 0.4%
Value $3.098M Shares 25,645 Est. Cost $60.33 Unrealized +95.1%
WELL WELLTOWER INC. 0.4%
Value $2.992M Shares 23,741 Est. Cost $60.46 Unrealized +112.9%
ORANY ORANGE 0.4%
Value $2.895M Shares 290,392 Est. Cost $12.86 Unrealized
BXP BXP INC. 0.3%
Value $2.875M Shares 38,668 Est. Cost $76.27 Unrealized 0.0%
GIL GILDAN ACTIVEWEAR INC 0.3%
Value $2.865M Shares 60,873 Est. Cost $31.61 Unrealized +50.1%
AVB AVALONBAY CMNTYS INC. 0.3%
Value $2.743M Shares 12,470 Est. Cost $197.63 Unrealized +9.4%
TRNO TERRENO REALTY CORP. 0.3%
Value $2.656M Shares 44,917 Est. Cost $55.93 Unrealized
VET VERMILLION ENERGY INC 0.3%
Value $2.568M Shares 272,863 Est. Cost $13.91 Unrealized -30.0%
EXR EXTRA SPACE STORAGE INC. 0.3%
Value $2.523M Shares 16,866 Est. Cost $133.45 Unrealized +16.4%
WALLGREENS BOOTS ALLIANCE INC 0.3%
Value $2.464M Shares 264,093 Est. Cost $58.47 Unrealized
GSK GSK PLC 0.3%
Value $2.236M Shares 66,128 Est. Cost $35.21 Unrealized
COLD AMERICOLD REALTY TRUST 0.3%
Value $2.193M Shares 102,463 Est. Cost $29.55 Unrealized
RCI ROGERS COMMUNICATIONS INC 0.2%
Value $2.015M Shares 65,563 Est. Cost $45.44 Unrealized -21.4%
JNJ JOHNSON & JOHNSON 0.2%
Value $2.012M Shares 13,911 Est. Cost $88.79 Unrealized +68.5%
BEPC BROOKFIELD RENEWABLE 0.2%
Value $1.893M Shares 68,408 Est. Cost $29.14 Unrealized 0.0%
SPG SIMON PPTY GROUP NEW 0.2%
Value $1.819M Shares 10,562 Est. Cost $84.06 Unrealized +97.0%
TOTAL ENERGIES SE 0.2%
Value $1.798M Shares 32,988 Est. Cost $51.40 Unrealized
SAP SAP SE 0.2%
Value $1.328M Shares 5,395 Est. Cost $72.53 Unrealized
BAM BROOKFIELD ASSET MGMT-A 0.0%
Value $313K Shares 5,778 Est. Cost $28.21 Unrealized +84.7%
CVE CENOVUS ENERGY INC. 0.0%
Value $300K Shares 19,800 Est. Cost $11.89 Unrealized +31.7%
BNT BROOKFIELD WEALTH SOLUTIONS 0.0%
Value $83,000 Shares 1,448 Est. Cost $37.45 Unrealized 0.0%