NICOLA WEALTH MANAGEMENT LTD. Diversified Active

CIK: 0001734493 · Show all filings

Period: Q1 2020 (← Previous) (Next →)

Filing Date: May 11, 2020

Total Value ($000): $665,195 (100.0% shares, 0.0% debt)

Holdings (110)

RY ROYAL BK CDA 4.0%
Value ($000) $26,656 Shares 305,790 Est. Cost $78.76 Unrealized -5.8%
ENB ENBRIDGE INC 3.8%
Value ($000) $25,428 Shares 620,500 Est. Cost $22.89 Unrealized +9.2%
TD TORONTO DOMINION BK ONT 3.3%
Value ($000) $21,754 Shares 363,600 Est. Cost $57.63 Unrealized -11.0%
BNS BANK NOVA SCOTIA B C 2.8%
Value ($000) $18,304 Shares 318,500 Est. Cost $40.70 Unrealized -9.8%
MSFT MICROSOFT CORP 2.7%
Value ($000) $17,873 Shares 107,144 Est. Cost $88.18 Unrealized +77.3%
WMT WALMART INC 2.3%
Value ($000) $15,452 Shares 136,000 Est. Cost $35.56 Unrealized -0.5%
VZ VERIZON COMMUNICATIONS INC 2.2%
Value ($000) $14,507 Shares 270,000 Est. Cost $41.01 Unrealized 0.0%
DE DEERE & CO 2.2%
Value ($000) $14,507 Shares 105,000 Est. Cost $145.71 Unrealized 0.0%
SHAW COMMUNICATIONS INC 2.1%
Value ($000) $13,858 Shares 607,000 Est. Cost $24.13 Unrealized
TRP TC ENERGY CORP 2.0%
Value ($000) $13,328 Shares 213,070 Est. Cost $34.90 Unrealized +6.9%
EA ELECTRONIC ARTS INC 2.0%
Value ($000) $13,222 Shares 132,000 Est. Cost $96.15 Unrealized +6.4%
CANADIAN PAC RY LTD 2.0%
Value ($000) $13,043 Shares 42,000 Est. Cost $316.88 Unrealized
V VISA INC 1.9%
Value ($000) $12,789 Shares 68,270 Est. Cost $128.73 Unrealized +40.4%
FNV FRANCO NEVADA CORP 1.9%
Value ($000) $12,585 Shares 89,500 Est. Cost $93.14 Unrealized +10.6%
WPM WHEATON PRECIOUS METALS CORP 1.9%
Value ($000) $12,355 Shares 319,000 Est. Cost $23.21 Unrealized +16.2%
DLTR DOLLAR TREE INC 1.8%
Value ($000) $12,123 Shares 165,000 Est. Cost $89.95 Unrealized -5.3%
CNI CANADIAN NATL RY CO 1.8%
Value ($000) $11,949 Shares 108,600 Est. Cost $67.86 Unrealized +14.9%
MFC MANULIFE FINL CORP 1.8%
Value ($000) $11,897 Shares 673,300 Est. Cost $18.82 Unrealized -7.7%
UNH UNITEDHEALTH GROUP INC 1.7%
Value ($000) $11,596 Shares 46,500 Est. Cost $232.38 Unrealized +7.5%
TU TELUS CORPORATION 1.6%
Value ($000) $10,925 Shares 491,000 Est. Cost $18.52 Unrealized -0.0%
BROOKFIELD ASSET MGMT INC 1.5%
Value ($000) $10,168 Shares 163,000 Est. Cost $52.98 Unrealized
VLO VALERO ENERGY CORP 1.5%
Value ($000) $9,752 Shares 215,000 Est. Cost $60.82 Unrealized -6.0%
MRK MERCK & CO. INC 1.4%
Value ($000) $9,038 Shares 104,600 Est. Cost $47.98 Unrealized +35.7%
SU SUNCOR ENERGY INC NEW 1.3%
Value ($000) $8,773 Shares 390,600 Est. Cost $25.56 Unrealized -18.7%
CMCSA COMCAST CORP NEW 1.2%
Value ($000) $7,990 Shares 232,400 Est. Cost $33.11 Unrealized +8.9%
PEP PEPSICO INC 1.2%
Value ($000) $7,927 Shares 66,000 Est. Cost $109.91 Unrealized +2.6%
CM CANADIAN IMP BK COMM 1.2%
Value ($000) $7,839 Shares 95,600 Est. Cost $31.96 Unrealized -11.7%
KIRKLAND LAKE GOLD LTD 1.2%
Value ($000) $7,751 Shares 187,000 Est. Cost $41.45 Unrealized
COST COSTCO WHSL CORP NEW 1.2%
Value ($000) $7,699 Shares 27,000 Est. Cost $181.81 Unrealized +52.8%
AAPL APPLE INC 1.1%
Value ($000) $7,629 Shares 30,000 Est. Cost $65.03 Unrealized +9.3%
PG PROCTER & GAMBLE CO 1.1%
Value ($000) $7,475 Shares 61,313 Est. Cost $72.42 Unrealized +43.4%
NEE NEXTERA ENERGY INC 1.1%
Value ($000) $7,375 Shares 28,088 Est. Cost $37.46 Unrealized +45.0%
CNQ CANADIAN NAT RES LTD 1.1%
Value ($000) $7,282 Shares 378,300 Est. Cost $10.74 Unrealized -18.6%
PFE PFIZER INC 1.1%
Value ($000) $7,205 Shares 202,600 Est. Cost $25.57 Unrealized +1.0%
MTB M & T BK CORP 1.1%
Value ($000) $7,033 Shares 68,000 Est. Cost $137.87 Unrealized -12.1%
LOW LOWES COS INC 1.1%
Value ($000) $7,004 Shares 81,400 Est. Cost $101.29 Unrealized -3.0%
TMO THERMO FISHER SCIENTIFIC INC 1.0%
Value ($000) $6,769 Shares 20,435 Est. Cost $234.18 Unrealized +32.6%
BIP BROOKFIELD INFRAST PARTNERS 1.0%
Value ($000) $6,745 Shares 132,000 Est. Cost $56.47 Unrealized
HRL HORMEL FOODS CORP 1.0%
Value ($000) $6,735 Shares 133,000 Est. Cost $32.76 Unrealized +18.0%
SLF SUN LIFE FINL INC 1.0%
Value ($000) $6,637 Shares 146,600 Est. Cost $41.86 Unrealized +2.3%
ADBE ADOBE INC 1.0%
Value ($000) $6,428 Shares 20,200 Est. Cost $234.90 Unrealized +45.6%
GOOGL ALPHABET INC 0.9%
Value ($000) $6,275 Shares 5,400 Est. Cost $56.05 Unrealized +20.0%
MDT MEDTRONIC PLC 0.9%
Value ($000) $5,919 Shares 65,636 Est. Cost $69.50 Unrealized +29.7%
FDX FEDEX CORP 0.9%
Value ($000) $5,820 Shares 48,000 Est. Cost $193.62 Unrealized -34.9%
TAP MOLSON COORS BEVERAGE CO 0.8%
Value ($000) $5,578 Shares 143,000 Est. Cost $50.08 Unrealized -12.7%
SEAGATE TECHNOLOGY PLC 0.8%
Value ($000) $5,319 Shares 109,000 Est. Cost $49.42 Unrealized
MEOH METHANEX CORP 0.8%
Value ($000) $5,190 Shares 303,000 Est. Cost $48.80 Unrealized -41.1%
PGR PROGRESSIVE CORP OHIO 0.8%
Value ($000) $5,169 Shares 70,000 Est. Cost $63.40 Unrealized +3.1%
JPM JPMORGAN CHASE & CO 0.8%
Value ($000) $5,132 Shares 57,000 Est. Cost $91.49 Unrealized +13.3%
TSCO TRACTOR SUPPLY CO 0.8%
Value ($000) $5,073 Shares 60,000 Est. Cost $16.36 Unrealized 0.0%
DIS DISNEY WALT CO 0.8%
Value ($000) $5,072 Shares 52,500 Est. Cost $123.52 Unrealized 0.0%
BA BOEING CO 0.7%
Value ($000) $4,937 Shares 33,100 Est. Cost $315.59 Unrealized -13.6%
ACN ACCENTURE PLC IRELAND 0.7%
Value ($000) $4,898 Shares 30,000 Est. Cost $178.42 Unrealized -0.8%
C CITIGROUP INC 0.7%
Value ($000) $4,844 Shares 115,000 Est. Cost $53.07 Unrealized +2.1%
WM WASTE MGMT INC DEL 0.7%
Value ($000) $4,813 Shares 52,000 Est. Cost $76.58 Unrealized +36.0%
SHW SHERWIN WILLIAMS CO 0.7%
Value ($000) $4,503 Shares 9,800 Est. Cost $138.10 Unrealized +24.0%
HDB HDFC BANK LTD 0.7%
Value ($000) $4,354 Shares 80,456 Est. Cost $88.54 Unrealized
AMZN AMAZON COM INC 0.6%
Value ($000) $4,228 Shares 1,541 Est. Cost $88.51 Unrealized +9.4%
KMB KIMBERLY CLARK CORP 0.6%
Value ($000) $4,156 Shares 23,100 Est. Cost $86.11 Unrealized +30.2%
BSX BOSTON SCIENTIFIC CORP 0.6%
Value ($000) $4,046 Shares 124,000 Est. Cost $29.06 Unrealized +34.4%
GIS GENERAL MLS INC 0.6%
Value ($000) $3,950 Shares 53,200 Est. Cost $37.93 Unrealized +14.2%
EL LAUDER ESTEE COS INC 0.6%
Value ($000) $3,824 Shares 24,000 Est. Cost $129.19 Unrealized +38.2%
MGA MAGNA INTL INC 0.6%
Value ($000) $3,817 Shares 85,000 Est. Cost $43.90 Unrealized -13.2%
EMR EMERSON ELEC CO 0.6%
Value ($000) $3,812 Shares 80,000 Est. Cost $57.76 Unrealized 0.0%
BEN FRANKLIN RESOURCES INC 0.6%
Value ($000) $3,760 Shares 225,300 Est. Cost $23.67 Unrealized -27.7%
NVDA NVIDIA CORP 0.6%
Value ($000) $3,690 Shares 14,000 Est. Cost $5.12 Unrealized +22.6%
OTEX OPEN TEXT CORP 0.5%
Value ($000) $3,642 Shares 74,000 Est. Cost $36.38 Unrealized 0.0%
QSR RESTAURANT BRANDS INTL INC 0.5%
Value ($000) $3,629 Shares 64,000 Est. Cost $58.21 Unrealized -2.8%
HD HOME DEPOT INC 0.5%
Value ($000) $3,555 Shares 13,531 Est. Cost $155.33 Unrealized +22.4%
GOOG ALPHABET INC 0.5%
Value ($000) $3,542 Shares 2,165 Est. Cost $55.14 Unrealized +22.1%
CAG CONAGRA BRANDS INC 0.5%
Value ($000) $3,377 Shares 81,800 Est. Cost $26.29 Unrealized -10.4%
XYL XYLEM INC 0.5%
Value ($000) $3,289 Shares 50,500 Est. Cost $67.83 Unrealized +8.3%
CAKE CHEESECAKE FACTORY INC 0.5%
Value ($000) $3,245 Shares 190,000 Est. Cost $42.18 Unrealized -28.7%
SBUX STARBUCKS CORP 0.5%
Value ($000) $3,103 Shares 47,200 Est. Cost $71.00 Unrealized 0.0%
UNP UNION PAC CORP 0.5%
Value ($000) $3,018 Shares 21,400 Est. Cost $144.98 Unrealized 0.0%
GIL GILDAN ACTIVEWEAR INC 0.4%
Value ($000) $2,951 Shares 164,500 Est. Cost $28.43 Unrealized -23.1%
ECL ECOLAB INC 0.4%
Value ($000) $2,910 Shares 13,269 Est. Cost $141.78 Unrealized +24.4%
AMT AMERICAN TOWER CORP NEW 0.4%
Value ($000) $2,792 Shares 9,113 Est. Cost $159.90 Unrealized +23.3%
LW LAMB WESTON HLDGS INC 0.4%
Value ($000) $2,783 Shares 34,633 Est. Cost $60.82 Unrealized +23.0%
BGRN ISHARES GLOBAL GREEN BOND ETF 0.4%
Value ($000) $2,760 Shares 52,000 Est. Cost $53.30 Unrealized
BLACKROCK INC 0.4%
Value ($000) $2,640 Shares 6,000 Est. Cost $440.00 Unrealized
BBU BROOKFIELD BUSINESS PARTNERS 0.4%
Value ($000) $2,491 Shares 70,000 Est. Cost $35.59 Unrealized
OSK OSHKOSH CORP 0.3%
Value ($000) $2,149 Shares 33,400 Est. Cost $71.00 Unrealized 0.0%
KO COCA COLA CO 0.3%
Value ($000) $2,078 Shares 33,367 Est. Cost $34.87 Unrealized +29.0%
BROOKFIELD PROPERTY PARTRS L 0.3%
Value ($000) $1,977 Shares 174,000 Est. Cost $25.61 Unrealized
CSL CARLISLE COS INC 0.3%
Value ($000) $1,879 Shares 15,000 Est. Cost $138.12 Unrealized 0.0%
CLX CLOROX CO DEL 0.3%
Value ($000) $1,731 Shares 7,100 Est. Cost $106.39 Unrealized +30.3%
TSM TAIWAN SEMICONDUCTOR MFG LTD 0.3%
Value ($000) $1,698 Shares 25,249 Est. Cost $75.45 Unrealized
MSCI MSCI INC 0.2%
Value ($000) $1,570 Shares 3,862 Est. Cost $209.74 Unrealized +27.3%
FRCB FIRST REP BK SAN FRANCISCO C 0.2%
Value ($000) $1,464 Shares 12,641 Est. Cost $89.12 Unrealized +16.5%
EOG EOG RES INC 0.2%
Value ($000) $1,329 Shares 37,000 Est. Cost $70.36 Unrealized -29.4%
L BRANDS INC 0.2%
Value ($000) $1,329 Shares 115,000 Est. Cost $35.24 Unrealized
DAL DELTA AIR LINES INC DEL 0.2%
Value ($000) $1,284 Shares 45,000 Est. Cost $48.02 Unrealized 0.0%
GNTX GENTEX CORP 0.2%
Value ($000) $1,270 Shares 57,300 Est. Cost $27.77 Unrealized 0.0%
APTIV PLC 0.2%
Value ($000) $1,211 Shares 24,600 Est. Cost $49.23 Unrealized
PH PARKER HANNIFIN CORP 0.2%
Value ($000) $1,205 Shares 6,600 Est. Cost $166.66 Unrealized 0.0%
MDLZ MONDELEZ INTL INC 0.2%
Value ($000) $1,198 Shares 17,000 Est. Cost $40.27 Unrealized +16.0%
CVE CENOVUS ENERGY INC 0.2%
Value ($000) $1,164 Shares 410,000 Est. Cost $6.25 Unrealized 0.0%
ENVIVA PARTNERS LP 0.1%
Value ($000) $935 Shares 35,000 Est. Cost $26.71 Unrealized
TJX TJX COS INC NEW 0.1%
Value ($000) $837 Shares 17,500 Est. Cost $53.34 Unrealized 0.0%
BROOKFIELD INFRASTRUCTURE CO 0.1%
Value ($000) $744 Shares 14,665 Est. Cost $50.73 Unrealized
XIFR NEXTERA ENERGY PARTNERS LP 0.1%
Value ($000) $710 Shares 16,500 Est. Cost $46.01 Unrealized +15.2%
AMRC AMERESCO INC 0.1%
Value ($000) $664 Shares 39,000 Est. Cost $19.74 Unrealized 0.0%
HASI HANNON ARMSTRONG SUST INFR C 0.1%
Value ($000) $653 Shares 32,000 Est. Cost $23.68 Unrealized 0.0%
TPICQ TPI COMPOSITES INC 0.1%
Value ($000) $650 Shares 44,000 Est. Cost $19.68 Unrealized 0.0%
EVOQUA WATER TECHNOLOGIES CO 0.1%
Value ($000) $600 Shares 53,500 Est. Cost $11.21 Unrealized
BEP BROOKFIELD RENEWABLE PARTNER 0.1%
Value ($000) $536 Shares 12,750 Est. Cost $42.04 Unrealized
AWK AMERICAN WTR WKS CO INC NEW 0.1%
Value ($000) $478 Shares 4,000 Est. Cost $115.44 Unrealized 0.0%
MIDD MIDDLEBY CORP 0.0%
Value ($000) $324 Shares 5,700 Est. Cost $98.04 Unrealized 0.0%
CHKP CHECK POINT SOFTWARE TECH LT 0.0%
Value ($000) $217 Shares 1,537 Est. Cost $109.77 Unrealized -2.4%