NICOLA WEALTH MANAGEMENT LTD. Diversified Active

CIK: 0001734493 · Show all filings

Period: Q4 2020 (← Previous) (Next →)

Filing Date: Feb 9, 2021

Total Value ($000): $804,115 (100.0% shares, 0.0% debt)

Holdings (105)

RY ROYAL BK CDA 3.6%
Value ($000) $28,675 Shares 349,290 Est. Cost $77.53 Unrealized -0.2%
TD TORONTO DOMINION BK ONT 3.5%
Value ($000) $28,091 Shares 497,600 Est. Cost $54.09 Unrealized -6.3%
MSFT MICROSOFT CORP 2.6%
Value ($000) $20,599 Shares 92,619 Est. Cost $111.92 Unrealized +84.1%
BNS BANK NOVA SCOTIA B C 2.3%
Value ($000) $18,658 Shares 345,500 Est. Cost $39.82 Unrealized -9.3%
ENB ENBRIDGE INC 2.2%
Value ($000) $17,719 Shares 554,500 Est. Cost $22.82 Unrealized -4.9%
V VISA INC 2.2%
Value ($000) $17,493 Shares 79,990 Est. Cost $140.58 Unrealized +40.3%
VZ VERIZON COMMUNICATIONS INC 2.2%
Value ($000) $17,331 Shares 295,000 Est. Cost $40.98 Unrealized +7.3%
CM CANADIAN IMP BK COMM 2.1%
Value ($000) $17,033 Shares 199,600 Est. Cost $30.09 Unrealized +7.8%
WMT WALMART INC 2.1%
Value ($000) $16,866 Shares 117,000 Est. Cost $38.68 Unrealized +17.0%
C CITIGROUP INC 2.1%
Value ($000) $16,772 Shares 272,000 Est. Cost $44.42 Unrealized -4.6%
PEP PEPSICO INC 1.9%
Value ($000) $15,127 Shares 102,000 Est. Cost $110.88 Unrealized +9.3%
CANADIAN PAC RY LTD 1.9%
Value ($000) $15,110 Shares 43,600 Est. Cost $310.23 Unrealized
MRK MERCK & CO. INC 1.8%
Value ($000) $14,407 Shares 176,145 Est. Cost $55.22 Unrealized +17.4%
BROOKFIELD ASSET MGMT INC 1.8%
Value ($000) $14,229 Shares 344,500 Est. Cost $42.14 Unrealized
JPM JPMORGAN CHASE & CO 1.7%
Value ($000) $13,533 Shares 106,500 Est. Cost $90.87 Unrealized +8.0%
MS MORGAN STANLEY 1.6%
Value ($000) $13,089 Shares 191,000 Est. Cost $48.82 Unrealized 0.0%
VLO VALERO ENERGY CORP 1.6%
Value ($000) $13,011 Shares 230,000 Est. Cost $57.04 Unrealized -28.9%
WM WASTE MGMT INC DEL 1.6%
Value ($000) $12,972 Shares 110,000 Est. Cost $88.96 Unrealized +20.8%
BSX BOSTON SCIENTIFIC CORP 1.6%
Value ($000) $12,928 Shares 359,600 Est. Cost $34.07 Unrealized +5.8%
UNP UNION PAC CORP 1.5%
Value ($000) $12,389 Shares 59,500 Est. Cost $153.04 Unrealized +16.3%
UNH UNITEDHEALTH GROUP INC 1.5%
Value ($000) $12,274 Shares 35,000 Est. Cost $251.88 Unrealized +22.4%
BEP BROOKFIELD RENEWABLE PARTNER 1.5%
Value ($000) $12,198 Shares 282,750 Est. Cost $48.16 Unrealized
MFC MANULIFE FINL CORP 1.5%
Value ($000) $11,970 Shares 673,300 Est. Cost $18.82 Unrealized -15.2%
CNI CANADIAN NATL RY CO 1.5%
Value ($000) $11,929 Shares 108,600 Est. Cost $67.86 Unrealized +44.3%
AAPL APPLE INC 1.4%
Value ($000) $11,610 Shares 87,500 Est. Cost $97.94 Unrealized +19.5%
BARRICK GOLD CORP 1.4%
Value ($000) $11,268 Shares 495,000 Est. Cost $25.56 Unrealized
NEE NEXTERA ENERGY INC 1.4%
Value ($000) $10,973 Shares 142,249 Est. Cost $59.58 Unrealized +10.2%
PFE PFIZER INC 1.3%
Value ($000) $10,542 Shares 286,405 Est. Cost $26.63 Unrealized +7.5%
AMZN AMAZON COM INC 1.3%
Value ($000) $10,114 Shares 3,106 Est. Cost $116.75 Unrealized +36.7%
MDT MEDTRONIC PLC 1.2%
Value ($000) $9,973 Shares 85,136 Est. Cost $76.18 Unrealized +24.8%
FNV FRANCO NEV CORP 1.2%
Value ($000) $9,834 Shares 78,500 Est. Cost $93.14 Unrealized +38.3%
DE DEERE & CO 1.2%
Value ($000) $9,417 Shares 35,000 Est. Cost $145.19 Unrealized +59.9%
PG PROCTER AND GAMBLE CO 1.2%
Value ($000) $9,411 Shares 67,643 Est. Cost $85.97 Unrealized +43.3%
GOOGL ALPHABET INC 1.2%
Value ($000) $9,289 Shares 5,300 Est. Cost $61.23 Unrealized +36.4%
LOW LOWES COS INC 1.1%
Value ($000) $9,149 Shares 57,000 Est. Cost $113.91 Unrealized +30.0%
ACN ACCENTURE PLC IRELAND 1.1%
Value ($000) $9,142 Shares 35,000 Est. Cost $196.16 Unrealized +13.7%
COST COSTCO WHSL CORP NEW 1.1%
Value ($000) $9,043 Shares 24,000 Est. Cost $191.55 Unrealized +81.4%
TMO THERMO FISHER SCIENTIFIC INC 1.1%
Value ($000) $8,912 Shares 19,138 Est. Cost $234.18 Unrealized +97.5%
DLTR DOLLAR TREE INC 1.1%
Value ($000) $8,643 Shares 80,000 Est. Cost $89.24 Unrealized +12.5%
SHAW COMMUNICATIONS INC 1.1%
Value ($000) $8,627 Shares 492,000 Est. Cost $24.13 Unrealized
QCOM QUALCOMM INC 1.1%
Value ($000) $8,607 Shares 56,500 Est. Cost $124.71 Unrealized 0.0%
KIRKLAND LAKE GOLD LTD 1.1%
Value ($000) $8,464 Shares 205,000 Est. Cost $41.37 Unrealized
BIP BROOKFIELD INFRAST PARTNERS 1.0%
Value ($000) $8,256 Shares 167,000 Est. Cost $54.34 Unrealized
CNQ CANADIAN NAT RES LTD 1.0%
Value ($000) $8,123 Shares 338,300 Est. Cost $10.74 Unrealized -26.1%
SEAGATE TECHNOLOGY PLC 1.0%
Value ($000) $7,919 Shares 127,400 Est. Cost $49.36 Unrealized
TSCO TRACTOR SUPPLY CO 1.0%
Value ($000) $7,662 Shares 54,500 Est. Cost $17.22 Unrealized +49.5%
PGR PROGRESSIVE CORP 0.9%
Value ($000) $7,376 Shares 74,600 Est. Cost $64.95 Unrealized +24.1%
TU TELUS CORPORATION 0.9%
Value ($000) $7,341 Shares 371,000 Est. Cost $18.52 Unrealized +1.6%
BGRN ISHARES GLOBAL GREEN BOND ETF 0.9%
Value ($000) $7,313 Shares 130,000 Est. Cost $54.51 Unrealized
APTIV PLC 0.9%
Value ($000) $7,257 Shares 55,700 Est. Cost $69.93 Unrealized
WPM WHEATON PRECIOUS METALS CORP 0.9%
Value ($000) $7,094 Shares 170,000 Est. Cost $28.77 Unrealized +46.4%
TXN TEXAS INSTRS INC 0.9%
Value ($000) $7,058 Shares 43,000 Est. Cost $134.60 Unrealized 0.0%
QSR RESTAURANT BRANDS INTL INC 0.9%
Value ($000) $6,964 Shares 114,000 Est. Cost $56.38 Unrealized +3.5%
NORBORD INC 0.8%
Value ($000) $6,816 Shares 158,000 Est. Cost $43.14 Unrealized
SU SUNCOR ENERGY INC NEW 0.8%
Value ($000) $6,713 Shares 400,600 Est. Cost $25.22 Unrealized -52.3%
TRP TC ENERGY CORP 0.8%
Value ($000) $6,583 Shares 162,070 Est. Cost $34.90 Unrealized -6.6%
XYL XYLEM INC 0.8%
Value ($000) $6,565 Shares 64,500 Est. Cost $70.42 Unrealized +25.8%
EA ELECTRONIC ARTS INC 0.8%
Value ($000) $6,031 Shares 42,000 Est. Cost $115.84 Unrealized +8.3%
FDX FEDEX CORP 0.7%
Value ($000) $5,841 Shares 22,500 Est. Cost $193.62 Unrealized +29.7%
SSRM SSR MNG INC 0.7%
Value ($000) $5,638 Shares 281,000 Est. Cost $21.29 Unrealized -10.5%
CMCSA COMCAST CORP NEW 0.6%
Value ($000) $4,926 Shares 94,000 Est. Cost $33.00 Unrealized +26.2%
ACTIVISION BLIZZARD INC 0.6%
Value ($000) $4,921 Shares 53,000 Est. Cost $92.85 Unrealized
HDB HDFC BANK LTD 0.6%
Value ($000) $4,610 Shares 63,833 Est. Cost $83.28 Unrealized
JNK SPDR SER TR 0.5%
Value ($000) $4,355 Shares 40,000 Est. Cost $104.28 Unrealized
BBU BROOKFIELD BUSINESS PARTNERS 0.5%
Value ($000) $4,169 Shares 110,000 Est. Cost $36.43 Unrealized
AWK AMERICAN WTR WKS CO INC NEW 0.5%
Value ($000) $3,837 Shares 25,000 Est. Cost $127.88 Unrealized +9.0%
PLUG PLUG POWER INC 0.5%
Value ($000) $3,730 Shares 110,000 Est. Cost $16.30 Unrealized +38.9%
AMRC AMERESCO INC 0.4%
Value ($000) $3,396 Shares 65,000 Est. Cost $26.91 Unrealized +60.1%
BLDP BALLARD PWR SYS INC NEW 0.4%
Value ($000) $3,392 Shares 145,000 Est. Cost $17.04 Unrealized +8.1%
TPICQ TPI COMPOSITES INC 0.4%
Value ($000) $3,378 Shares 64,000 Est. Cost $22.51 Unrealized +77.6%
XIFR NEXTERA ENERGY PARTNERS LP 0.4%
Value ($000) $3,353 Shares 50,000 Est. Cost $56.83 Unrealized +13.4%
HASI HANNON ARMSTRONG SUST INFR C 0.4%
Value ($000) $3,298 Shares 52,000 Est. Cost $25.59 Unrealized +55.4%
EVOQUA WATER TECHNOLOGIES CO 0.4%
Value ($000) $3,292 Shares 122,000 Est. Cost $18.82 Unrealized
ITRI ITRON INC 0.4%
Value ($000) $3,261 Shares 34,000 Est. Cost $66.36 Unrealized +15.9%
ORA ORMAT TECHNOLOGIES INC 0.4%
Value ($000) $3,250 Shares 36,000 Est. Cost $61.69 Unrealized +18.9%
LW LAMB WESTON HLDGS INC 0.4%
Value ($000) $3,227 Shares 41,011 Est. Cost $60.49 Unrealized +10.7%
GOOG ALPHABET INC 0.4%
Value ($000) $3,153 Shares 1,801 Est. Cost $55.14 Unrealized +51.9%
TJX TJX COS INC NEW 0.4%
Value ($000) $3,073 Shares 45,000 Est. Cost $47.85 Unrealized +18.0%
AXP AMERICAN EXPRESS CO 0.4%
Value ($000) $3,071 Shares 25,400 Est. Cost $86.50 Unrealized +20.1%
HD HOME DEPOT INC 0.4%
Value ($000) $2,972 Shares 11,195 Est. Cost $155.33 Unrealized +56.1%
BLACKROCK INC 0.4%
Value ($000) $2,886 Shares 4,000 Est. Cost $501.80 Unrealized
RUN SUNRUN INC 0.3%
Value ($000) $2,775 Shares 40,000 Est. Cost $57.20 Unrealized +8.5%
KMB KIMBERLY-CLARK CORP 0.3%
Value ($000) $2,737 Shares 20,314 Est. Cost $86.11 Unrealized +34.7%
ENVIVA PARTNERS LP 0.3%
Value ($000) $2,725 Shares 60,000 Est. Cost $33.39 Unrealized
NVDA NVIDIA CORPORATION 0.3%
Value ($000) $2,611 Shares 5,000 Est. Cost $5.12 Unrealized +160.5%
ARCC ARES CAPITAL CORP 0.3%
Value ($000) $2,603 Shares 154,190 Est. Cost $7.94 Unrealized +20.6%
BEEM BEAM GLOBAL 0.3%
Value ($000) $2,582 Shares 35,000 Est. Cost $27.71 Unrealized 0.0%
CVE CENOVUS ENERGY INC 0.3%
Value ($000) $2,494 Shares 410,000 Est. Cost $6.25 Unrealized -32.5%
TSM TAIWAN SEMICONDUCTOR MFG LTD 0.3%
Value ($000) $2,412 Shares 22,132 Est. Cost $70.13 Unrealized
ARRY ARRAY TECHNOLOGIES INC 0.3%
Value ($000) $2,243 Shares 52,000 Est. Cost $40.32 Unrealized 0.0%
GIS GENERAL MLS INC 0.3%
Value ($000) $2,060 Shares 35,064 Est. Cost $37.93 Unrealized +34.1%
CAG CONAGRA BRANDS INC 0.2%
Value ($000) $1,998 Shares 55,133 Est. Cost $26.29 Unrealized +9.9%
INGR INGREDION INC 0.2%
Value ($000) $1,880 Shares 23,911 Est. Cost $81.48 Unrealized -5.4%
ECL ECOLAB INC 0.2%
Value ($000) $1,851 Shares 8,562 Est. Cost $141.78 Unrealized +39.3%
GRANITE REAL ESTATE INVT TR 0.2%
Value ($000) $1,834 Shares 30,000 Est. Cost $58.03 Unrealized
PH PARKER-HANNIFIN CORP 0.2%
Value ($000) $1,797 Shares 6,600 Est. Cost $166.66 Unrealized +38.8%
AMT AMERICAN TOWER CORP NEW 0.2%
Value ($000) $1,685 Shares 7,510 Est. Cost $159.90 Unrealized +24.9%
SPGI S&P GLOBAL INC 0.2%
Value ($000) $1,667 Shares 5,075 Est. Cost $332.97 Unrealized -2.9%
FRCB FIRST REP BK SAN FRANCISCO C 0.2%
Value ($000) $1,571 Shares 10,697 Est. Cost $89.12 Unrealized +44.0%
KO COCA COLA CO 0.2%
Value ($000) $1,547 Shares 28,235 Est. Cost $34.87 Unrealized +27.0%
HRL HORMEL FOODS CORP 0.1%
Value ($000) $1,066 Shares 22,878 Est. Cost $32.76 Unrealized +28.4%
MDLZ MONDELEZ INTL INC 0.1%
Value ($000) $877 Shares 15,009 Est. Cost $40.27 Unrealized +24.5%
MOGO INC 0.1%
Value ($000) $560 Shares 147,341 Est. Cost $0.96 Unrealized
CLX CLOROX CO DEL 0.1%
Value ($000) $548 Shares 2,717 Est. Cost $106.39 Unrealized +65.8%
LOGI LOGITECH INTL S A 0.1%
Value ($000) $471 Shares 4,857 Est. Cost $65.41 Unrealized +22.1%