MORGUARD LINCLUDEN GLOBAL INVESTMENTS Ltd Diversified Active

Location: Mississauga, Ontario, Canada

CIK: 0001058231 · Show all filings

Period: Q4 2020 (← Previous) (Next →)

Filing Date: Feb 9, 2021

Total Value: $961M (100.0% shares, 0.0% debt)

Holdings (76)

TD TORONTO DOMINION BK ONT 9.5%
Value $91.04M Shares 1,611,279 Est. Cost $48.41 Unrealized +4.7%
RY ROYAL BANK OF CANADA 9.1%
Value $87.47M Shares 1,064,589 Est. Cost $71.47 Unrealized +8.3%
BNS BANK NOVA SCOTIA HALIFAX 5.9%
Value $56.94M Shares 1,053,402 Est. Cost $34.96 Unrealized +3.3%
CM CANADIAN IMPERIAL BANK OF COMMERCE 5.6%
Value $53.37M Shares 624,855 Est. Cost $26.75 Unrealized +21.3%
BCE INC 5.4%
Value $52.07M Shares 1,217,633 Est. Cost $43.15 Unrealized
ENB ENBRIDGE INC. 5.2%
Value $49.54M Shares 1,549,017 Est. Cost $21.97 Unrealized -1.2%
RCI ROGERS COMMUNICATIONS INC 4.3%
Value $40.9M Shares 878,429 Est. Cost $45.30 Unrealized -2.3%
BROOKFIELD ASSET MGMT INC. 4.2%
Value $40.71M Shares 984,713 Est. Cost $34.20 Unrealized
TELUS CORP. 4.2%
Value $40.14M Shares 2,026,561 Est. Cost $21.41 Unrealized
MGA MAGNA INTL INC 4.0%
Value $38.67M Shares 546,310 Est. Cost $38.08 Unrealized +31.3%
SHAW COMMUNICATIONS 3.5%
Value $33.31M Shares 1,898,253 Est. Cost $19.78 Unrealized
CNQ CANADIAN NATURAL RESOURCES LTD. 3.1%
Value $29.94M Shares 1,245,805 Est. Cost $9.30 Unrealized -14.7%
CNI CANADIAN NATIONAL RAILWAY CO 3.1%
Value $29.82M Shares 271,212 Est. Cost $75.67 Unrealized +29.4%
SUNCOR ENERGY INC 3.1%
Value $29.56M Shares 1,762,295 Est. Cost $12.27 Unrealized
SLF SUN LIFE FINL INC. 2.4%
Value $23.12M Shares 519,955 Est. Cost $34.19 Unrealized +26.7%
DG DOLLAR GENERAL CORP. 1.3%
Value $12.63M Shares 95,103 Est. Cost $131.16 Unrealized +51.0%
GRANITE REAL ESTATE INVT TR 1.2%
Value $11.73M Shares 191,744 Est. Cost $75.86 Unrealized
VZ VERIZON COMMUNICATIONS INC. 1.1%
Value $10.71M Shares 182,325 Est. Cost $29.56 Unrealized +48.8%
CSCO CISCO SYSTEMS INC. 1.1%
Value $10.59M Shares 236,617 Est. Cost $30.56 Unrealized +15.4%
WALLGREENS BOOTS ALLIANCE INC 0.9%
Value $8.25M Shares 206,859 Est. Cost $70.45 Unrealized
EQIX EQUINIX INC. 0.8%
Value $7.856M Shares 11,000 Est. Cost $523.75 Unrealized +28.8%
SUI SUN CMNTYS INC. 0.8%
Value $7.416M Shares 48,805 Est. Cost $115.41 Unrealized
AMERICAN TOWER CORP 0.8%
Value $7.412M Shares 33,020 Est. Cost $214.15 Unrealized
DOW DOW INC. 0.8%
Value $7.384M Shares 133,052 Est. Cost $33.90 Unrealized +15.1%
KR KROGER CO 0.8%
Value $7.277M Shares 134,660 Est. Cost $20.51 Unrealized +41.7%
CNC CENTENE CORP. DEL 0.7%
Value $6.955M Shares 115,855 Est. Cost $55.02 Unrealized +15.5%
GLAXOSMITHKLINE PLC 0.7%
Value $6.954M Shares 188,973 Est. Cost $39.91 Unrealized
CTVA CORTEVA INC. 0.7%
Value $6.682M Shares 172,563 Est. Cost $25.40 Unrealized +32.9%
PFE PFIZER INC 0.7%
Value $6.605M Shares 179,448 Est. Cost $20.51 Unrealized +39.6%
CRESCENT POINT ENERGY CORP. 0.7%
Value $6.295M Shares 2,697,962 Est. Cost $7.60 Unrealized
MSFT MICROSOFT CORP. 0.7%
Value $6.274M Shares 28,209 Est. Cost $40.07 Unrealized +414.2%
GLW CORNING INC. 0.6%
Value $5.765M Shares 160,131 Est. Cost $24.07 Unrealized +28.3%
BAC BANK OF AMERICA CORPORATION 0.6%
Value $5.538M Shares 182,708 Est. Cost $14.21 Unrealized +66.5%
COLD AMERICOLD REALTY TRUST 0.6%
Value $5.45M Shares 146,000 Est. Cost $36.69 Unrealized
ING ING GROEP N V 0.5%
Value $5.202M Shares 551,041 Est. Cost $10.11 Unrealized
TRNO TERRENO REALTY CORP. 0.5%
Value $4.878M Shares 83,374 Est. Cost $45.24 Unrealized
EXR EXTRA SPACE STORAGE INC. 0.5%
Value $4.739M Shares 40,900 Est. Cost $89.47 Unrealized +4.4%
WFC WELLS FARGO & CO NEW 0.5%
Value $4.727M Shares 156,624 Est. Cost $34.03 Unrealized -32.3%
AAPL APPLE INC. 0.5%
Value $4.349M Shares 32,775 Est. Cost $90.16 Unrealized +29.8%
WELL WELLTOWER INC. 0.4%
Value $4.252M Shares 65,800 Est. Cost $49.99 Unrealized +5.8%
GOOGL ALPHABET INC. 0.4%
Value $4.049M Shares 2,310 Est. Cost $75.62 Unrealized +10.4%
QSR RESTAURANT BRANDS INTL INC. 0.4%
Value $3.977M Shares 65,045 Est. Cost $55.18 Unrealized +5.8%
MAA MID AMERICAN APT CMNTYS INC. 0.4%
Value $3.965M Shares 31,300 Est. Cost $101.96 Unrealized +1.6%
CIGI COLLIERS INTL GROUP INC. 0.4%
Value $3.881M Shares 43,605 Est. Cost $68.32 Unrealized +15.4%
CPT CAMDEN PROPERTY TRUST 0.4%
Value $3.735M Shares 37,375 Est. Cost $72.04 Unrealized +12.9%
ORANY ORANGE 0.4%
Value $3.732M Shares 314,653 Est. Cost $13.70 Unrealized
DD DUPONT DE NEMOURS INC. 0.4%
Value $3.673M Shares 51,655 Est. Cost $23.28 Unrealized +1.9%
VOD VODAFONE GROUP PLC 0.4%
Value $3.642M Shares 220,991 Est. Cost $18.52 Unrealized
FEDERAL REALTY INVT TR 0.4%
Value $3.624M Shares 42,581 Est. Cost $106.81 Unrealized
MS MORGAN STANLEY 0.3%
Value $3.305M Shares 48,233 Est. Cost $25.32 Unrealized +92.8%
SNY SANOFI AVENTIS 0.3%
Value $3.092M Shares 63,627 Est. Cost $46.67 Unrealized
CCL CARNIVAL CORP 0.3%
Value $3.022M Shares 139,510 Est. Cost $35.30 Unrealized -49.6%
DIS DISNEY WALT CO. 0.3%
Value $2.98M Shares 16,445 Est. Cost $140.23 Unrealized 0.0%
WMT WAL MART STORES INC 0.3%
Value $2.852M Shares 19,782 Est. Cost $19.75 Unrealized +129.1%
ABBNY ABB LTD. 0.3%
Value $2.821M Shares 100,904 Est. Cost $20.95 Unrealized
C CITIGROUP INC. 0.3%
Value $2.753M Shares 44,654 Est. Cost $44.66 Unrealized -5.1%
JNJ JOHNSON & JOHNSON 0.3%
Value $2.575M Shares 16,364 Est. Cost $79.95 Unrealized +59.5%
ROYAL DUTCH SHELL 0.3%
Value $2.523M Shares 71,792 Est. Cost $52.31 Unrealized
ORCL ORACLE CORP 0.2%
Value $2.354M Shares 36,387 Est. Cost $35.33 Unrealized +57.1%
LOW LOWES COS INC. 0.2%
Value $2.231M Shares 13,899 Est. Cost $87.40 Unrealized +69.4%
SAP SAP SE 0.2%
Value $2.173M Shares 16,667 Est. Cost $72.53 Unrealized
JPM JP MORGAN CHASE & CO 0.2%
Value $2.16M Shares 16,996 Est. Cost $44.19 Unrealized +122.1%
CHINA MOBILE LIMITED 0.2%
Value $1.986M Shares 69,571 Est. Cost $41.59 Unrealized
INN SUMMIT HOTEL PPTYS INC. 0.2%
Value $1.873M Shares 207,900 Est. Cost $5.70 Unrealized
TJX TJX COMPANIES INC. NEW 0.2%
Value $1.853M Shares 27,140 Est. Cost $56.47 Unrealized 0.0%
TOTAL S A 0.2%
Value $1.673M Shares 39,928 Est. Cost $51.22 Unrealized
TSCO TRACTOR SUPPLY CO 0.2%
Value $1.639M Shares 11,660 Est. Cost $16.36 Unrealized +57.4%
CVX CHEVRON CORP. 0.2%
Value $1.58M Shares 18,710 Est. Cost $65.62 Unrealized -0.9%
BMO BANK MONTREAL QUE 0.2%
Value $1.559M Shares 20,510 Est. Cost $45.28 Unrealized +22.4%
KRC KILROY RLTY CORP 0.1%
Value $1.366M Shares 23,800 Est. Cost $58.14 Unrealized
SPG SIMON PPTY GROUP NEW 0.1%
Value $1.339M Shares 15,700 Est. Cost $50.59 Unrealized +13.9%
EOG EOG RESOURCES INC. 0.1%
Value $1.286M Shares 25,790 Est. Cost $70.34 Unrealized -51.5%
CVE CENOVUS ENERGY INC. 0.1%
Value $1.067M Shares 175,225 Est. Cost $7.79 Unrealized -45.9%
AIG AMERICAN INT'L GROUP INC. 0.1%
Value $844K Shares 22,280 Est. Cost $36.03 Unrealized -13.3%
GIL GILDAN ACTIVEWEAR INC. 0.1%
Value $719K Shares 25,720 Est. Cost $21.50 Unrealized +4.3%
VET VERMILLION ENERGY INC 0.0%
Value $104K Shares 23,300 Est. Cost $24.81 Unrealized -85.7%