NICOLA WEALTH MANAGEMENT LTD. Diversified Active

CIK: 0001734493 · Show all filings

Period: Q3 2021 (← Previous) (Next →)

Filing Date: Nov 12, 2021

Total Value ($000): $971,999 (100.0% shares, 0.0% debt)

Holdings (115)

BNS BANK NOVA SCOTIA B C 7.3%
Value ($000) $70,703 Shares 1,155,500 Est. Cost $46.91 Unrealized +5.4%
RY ROYAL BK CDA 3.3%
Value ($000) $31,791 Shares 321,390 Est. Cost $78.18 Unrealized +30.3%
TD TORONTO DOMINION BK ONT 3.0%
Value ($000) $29,154 Shares 443,000 Est. Cost $54.09 Unrealized +23.2%
WMT WALMART INC 2.2%
Value ($000) $21,116 Shares 151,500 Est. Cost $39.77 Unrealized +14.3%
MSFT MICROSOFT CORP 2.2%
Value ($000) $20,934 Shares 74,255 Est. Cost $111.92 Unrealized +150.8%
V VISA INC 2.1%
Value ($000) $20,802 Shares 93,385 Est. Cost $156.72 Unrealized +44.8%
ENB ENBRIDGE INC 2.1%
Value ($000) $20,289 Shares 512,300 Est. Cost $22.82 Unrealized +30.1%
CM CANADIAN IMP BK COMM 2.0%
Value ($000) $19,831 Shares 179,200 Est. Cost $31.26 Unrealized +51.9%
PEP PEPSICO INC 1.9%
Value ($000) $18,200 Shares 121,000 Est. Cost $112.79 Unrealized +19.7%
SU SUNCOR ENERGY INC NEW 1.7%
Value ($000) $16,425 Shares 796,900 Est. Cost $21.33 Unrealized -21.4%
ARCC ARES CAPITAL CORP 1.7%
Value ($000) $16,284 Shares 800,990 Est. Cost $10.95 Unrealized +20.6%
CNQ CANADIAN NAT RES LTD 1.7%
Value ($000) $16,225 Shares 446,400 Est. Cost $11.17 Unrealized +20.4%
NEE NEXTERA ENERGY INC 1.7%
Value ($000) $16,070 Shares 204,664 Est. Cost $62.25 Unrealized +15.4%
BROOKFIELD ASSET MGMT INC 1.7%
Value ($000) $16,066 Shares 301,600 Est. Cost $42.14 Unrealized
C CITIGROUP INC 1.6%
Value ($000) $15,791 Shares 225,000 Est. Cost $46.86 Unrealized +27.4%
GOOGL ALPHABET INC 1.6%
Value ($000) $15,774 Shares 5,900 Est. Cost $81.34 Unrealized +66.0%
DLTR DOLLAR TREE INC 1.6%
Value ($000) $15,143 Shares 158,200 Est. Cost $95.45 Unrealized +0.8%
MS MORGAN STANLEY 1.5%
Value ($000) $14,207 Shares 146,000 Est. Cost $48.82 Unrealized +75.6%
CNI CANADIAN NATL RY CO 1.4%
Value ($000) $14,066 Shares 122,100 Est. Cost $72.12 Unrealized +40.8%
CANADIAN PAC RY LTD 1.4%
Value ($000) $13,918 Shares 214,400 Est. Cost $121.54 Unrealized
JPM JPMORGAN CHASE & CO 1.3%
Value ($000) $12,850 Shares 78,500 Est. Cost $96.65 Unrealized +45.2%
WM WASTE MGMT INC DEL 1.3%
Value ($000) $12,830 Shares 85,900 Est. Cost $88.96 Unrealized +57.1%
UNH UNITEDHEALTH GROUP INC 1.3%
Value ($000) $12,504 Shares 32,000 Est. Cost $251.88 Unrealized +52.8%
BSX BOSTON SCIENTIFIC CORP 1.3%
Value ($000) $12,479 Shares 287,600 Est. Cost $34.07 Unrealized +29.8%
UNP UNION PAC CORP 1.3%
Value ($000) $12,349 Shares 63,000 Est. Cost $155.39 Unrealized +25.6%
AMZN AMAZON COM INC 1.2%
Value ($000) $11,741 Shares 3,574 Est. Cost $123.21 Unrealized +40.0%
TMO THERMO FISHER SCIENTIFIC INC 1.2%
Value ($000) $11,616 Shares 20,332 Est. Cost $281.64 Unrealized +92.6%
ACN ACCENTURE PLC IRELAND 1.2%
Value ($000) $11,357 Shares 35,500 Est. Cost $201.84 Unrealized +51.4%
T AT&T INC 1.2%
Value ($000) $11,250 Shares 416,500 Est. Cost $16.76 Unrealized -4.1%
STX SEAGATE TECHNOLOGY HLDNGS PL 1.1%
Value ($000) $11,173 Shares 135,400 Est. Cost $77.27 Unrealized -2.7%
MRK MERCK & CO INC 1.1%
Value ($000) $11,138 Shares 148,289 Est. Cost $55.22 Unrealized +19.8%
VLO VALERO ENERGY CORP 1.1%
Value ($000) $10,938 Shares 155,000 Est. Cost $57.49 Unrealized +0.1%
TRP TC ENERGY CORP 1.1%
Value ($000) $10,840 Shares 226,570 Est. Cost $36.12 Unrealized +6.9%
SHAW COMMUNICATIONS INC 1.1%
Value ($000) $10,765 Shares 372,500 Est. Cost $24.13 Unrealized
TXN TEXAS INSTRS INC 1.1%
Value ($000) $10,572 Shares 55,000 Est. Cost $140.97 Unrealized +19.1%
LOW LOWES COS INC 1.1%
Value ($000) $10,549 Shares 52,000 Est. Cost $113.91 Unrealized +61.2%
TJX TJX COS INC NEW 1.1%
Value ($000) $10,425 Shares 158,000 Est. Cost $58.53 Unrealized +11.8%
PFE PFIZER INC 1.1%
Value ($000) $10,419 Shares 242,244 Est. Cost $26.63 Unrealized +34.0%
AAPL APPLE INC 1.0%
Value ($000) $9,834 Shares 69,500 Est. Cost $101.67 Unrealized +41.5%
FNV FRANCO NEV CORP 1.0%
Value ($000) $9,712 Shares 75,200 Est. Cost $102.67 Unrealized +37.0%
EA ELECTRONIC ARTS INC 1.0%
Value ($000) $9,673 Shares 68,000 Est. Cost $123.39 Unrealized +11.1%
TFII TFI INTL INC 1.0%
Value ($000) $9,438 Shares 92,800 Est. Cost $77.18 Unrealized +38.6%
CCK CROWN HLDGS INC 0.9%
Value ($000) $9,171 Shares 91,000 Est. Cost $100.50 Unrealized -0.3%
WFG WEST FRASER TIMBER CO LTD 0.9%
Value ($000) $9,097 Shares 108,650 Est. Cost $65.90 Unrealized +13.1%
BGRN ISHARES GLOBAL GREEN BOND ETF 0.9%
Value ($000) $8,505 Shares 155,000 Est. Cost $54.59 Unrealized
MDT MEDTRONIC PLC 0.9%
Value ($000) $8,478 Shares 67,636 Est. Cost $76.18 Unrealized +48.9%
COST COSTCO WHSL CORP NEW 0.9%
Value ($000) $8,448 Shares 18,800 Est. Cost $246.84 Unrealized +69.4%
DE DEERE & CO 0.9%
Value ($000) $8,377 Shares 25,000 Est. Cost $145.19 Unrealized +133.7%
GRANITE REAL ESTATE INVT TR 0.8%
Value ($000) $8,201 Shares 116,000 Est. Cost $61.26 Unrealized
APTIV PLC 0.8%
Value ($000) $8,193 Shares 55,000 Est. Cost $77.34 Unrealized
BLACKROCK INC 0.8%
Value ($000) $8,135 Shares 9,700 Est. Cost $668.66 Unrealized
TELUS INTL CDA INC 0.8%
Value ($000) $7,793 Shares 223,436 Est. Cost $31.87 Unrealized
APD AIR PRODS & CHEMS INC 0.8%
Value ($000) $7,402 Shares 28,900 Est. Cost $257.44 Unrealized -4.1%
KIRKLAND LAKE GOLD LTD 0.8%
Value ($000) $7,367 Shares 177,900 Est. Cost $41.37 Unrealized
ACTIVISION BLIZZARD INC 0.8%
Value ($000) $7,313 Shares 94,500 Est. Cost $83.74 Unrealized
BARRICK GOLD CORP 0.8%
Value ($000) $7,298 Shares 406,600 Est. Cost $25.56 Unrealized
FDX FEDEX CORP 0.7%
Value ($000) $7,237 Shares 33,000 Est. Cost $210.69 Unrealized +17.7%
PGR PROGRESSIVE CORP 0.7%
Value ($000) $6,960 Shares 77,000 Est. Cost $69.77 Unrealized +22.3%
BIP BROOKFIELD INFRAST PARTNERS 0.7%
Value ($000) $6,949 Shares 124,300 Est. Cost $54.34 Unrealized
NXPI NXP SEMICONDUCTORS N V 0.7%
Value ($000) $6,660 Shares 34,000 Est. Cost $191.52 Unrealized 0.0%
EMR EMERSON ELEC CO 0.7%
Value ($000) $6,406 Shares 68,000 Est. Cost $82.80 Unrealized +10.1%
ARRY ARRAY TECHNOLOGIES INC 0.6%
Value ($000) $5,926 Shares 320,000 Est. Cost $29.46 Unrealized -43.7%
AWK AMERICAN WTR WKS CO INC NEW 0.6%
Value ($000) $5,747 Shares 34,000 Est. Cost $130.47 Unrealized +22.6%
LSPD LIGHTSPEED COMMERCE INC 0.6%
Value ($000) $5,602 Shares 58,400 Est. Cost $95.92 Unrealized
PLUG PLUG POWER INC 0.6%
Value ($000) $5,491 Shares 215,000 Est. Cost $26.02 Unrealized +3.0%
HDB HDFC BANK LTD 0.6%
Value ($000) $5,447 Shares 74,530 Est. Cost $81.82 Unrealized
OAKTREE SPECIALTY LENDING CO 0.6%
Value ($000) $5,436 Shares 770,000 Est. Cost $6.36 Unrealized
ENVIVA PARTNERS LP 0.6%
Value ($000) $5,409 Shares 100,000 Est. Cost $40.77 Unrealized
XYL XYLEM INC 0.5%
Value ($000) $5,318 Shares 43,000 Est. Cost $74.12 Unrealized +64.8%
XIFR NEXTERA ENERGY PARTNERS LP 0.5%
Value ($000) $5,275 Shares 70,000 Est. Cost $62.17 Unrealized +25.4%
EVOQUA WATER TECHNOLOGIES CO 0.5%
Value ($000) $5,258 Shares 140,000 Est. Cost $20.90 Unrealized
FCX FREEPORT-MCMORAN INC 0.5%
Value ($000) $5,205 Shares 160,000 Est. Cost $35.46 Unrealized -6.7%
HASI HANNON ARMSTRONG SUST INFR C 0.5%
Value ($000) $5,188 Shares 97,000 Est. Cost $34.90 Unrealized +29.3%
BEP BROOKFIELD RENEWABLE PARTNER 0.5%
Value ($000) $4,959 Shares 135,000 Est. Cost $47.90 Unrealized
ORA ORMAT TECHNOLOGIES INC 0.5%
Value ($000) $4,663 Shares 70,000 Est. Cost $72.22 Unrealized -7.0%
GOOG ALPHABET INC 0.5%
Value ($000) $4,662 Shares 1,749 Est. Cost $62.15 Unrealized +120.2%
ITRI ITRON INC 0.5%
Value ($000) $4,538 Shares 60,000 Est. Cost $77.95 Unrealized +9.9%
BBDC BARINGS BDC INC 0.5%
Value ($000) $4,386 Shares 398,000 Est. Cost $5.90 Unrealized +13.1%
RUN SUNRUN INC 0.4%
Value ($000) $4,268 Shares 97,000 Est. Cost $58.76 Unrealized -18.8%
AMRC AMERESCO INC 0.4%
Value ($000) $4,090 Shares 70,000 Est. Cost $35.81 Unrealized +83.9%
TPICQ TPI COMPOSITES INC 0.4%
Value ($000) $4,050 Shares 120,000 Est. Cost $36.50 Unrealized +7.6%
BLDP BALLARD PWR SYS INC NEW 0.4%
Value ($000) $3,907 Shares 280,000 Est. Cost $19.36 Unrealized -18.2%
STEM INC 0.4%
Value ($000) $3,584 Shares 150,000 Est. Cost $26.31 Unrealized
HD HOME DEPOT INC 0.4%
Value ($000) $3,569 Shares 10,872 Est. Cost $155.33 Unrealized +89.6%
BEEM BEAM GLOBAL 0.4%
Value ($000) $3,462 Shares 126,500 Est. Cost $39.27 Unrealized -24.3%
NTR NUTRIEN LTD 0.3%
Value ($000) $3,355 Shares 52,000 Est. Cost $47.68 Unrealized +12.1%
CHARGEPOINT HOLDINGS INC 0.3%
Value ($000) $3,298 Shares 165,000 Est. Cost $26.21 Unrealized
TSCO TRACTOR SUPPLY CO 0.3%
Value ($000) $3,039 Shares 15,000 Est. Cost $17.22 Unrealized +109.0%
COLD AMERICOLD RLTY TR 0.3%
Value ($000) $2,789 Shares 96,000 Est. Cost $37.99 Unrealized
BBHY J P MORGAN EXCHANGE-TRADED F 0.3%
Value ($000) $2,604 Shares 50,000 Est. Cost $52.36 Unrealized
TSM TAIWAN SEMICONDUCTOR MFG LTD 0.3%
Value ($000) $2,471 Shares 22,132 Est. Cost $70.13 Unrealized
PLD PROLOGIS INC. 0.2%
Value ($000) $2,383 Shares 19,000 Est. Cost $114.18 Unrealized 0.0%
SPGI S&P GLOBAL INC 0.2%
Value ($000) $2,094 Shares 4,929 Est. Cost $332.97 Unrealized +25.5%
FRCB FIRST REP BK SAN FRANCISCO C 0.2%
Value ($000) $1,996 Shares 10,347 Est. Cost $89.12 Unrealized +118.5%
AMT AMERICAN TOWER CORP NEW 0.2%
Value ($000) $1,914 Shares 7,210 Est. Cost $159.90 Unrealized +55.5%
PG PROCTER AND GAMBLE CO 0.2%
Value ($000) $1,852 Shares 13,250 Est. Cost $85.97 Unrealized +48.0%
ECL ECOLAB INC 0.2%
Value ($000) $1,724 Shares 8,262 Est. Cost $141.78 Unrealized +47.1%
TU TELUS CORPORATION 0.2%
Value ($000) $1,530 Shares 70,000 Est. Cost $18.52 Unrealized +21.7%
QCOM QUALCOMM INC 0.1%
Value ($000) $1,341 Shares 10,400 Est. Cost $126.48 Unrealized +1.9%
FISV FISERV INC 0.1%
Value ($000) $1,217 Shares 11,212 Est. Cost $114.76 Unrealized -2.6%
EXR EXTRA SPACE STORAGE INC 0.1%
Value ($000) $840 Shares 5,000 Est. Cost $100.18 Unrealized +48.0%
JNK SPDR SER TR 0.1%
Value ($000) $766 Shares 7,000 Est. Cost $107.97 Unrealized
NOC NORTHROP GRUMMAN CORP 0.1%
Value ($000) $720 Shares 2,000 Est. Cost $336.41 Unrealized 0.0%
LW LAMB WESTON HLDGS INC 0.1%
Value ($000) $701 Shares 11,426 Est. Cost $60.49 Unrealized +3.9%
KMB KIMBERLY-CLARK CORP 0.1%
Value ($000) $604 Shares 4,562 Est. Cost $86.11 Unrealized +34.1%
HSIC HENRY SCHEIN INC 0.1%
Value ($000) $578 Shares 7,590 Est. Cost $67.66 Unrealized +13.7%
INVH INVITATION HOMES INC 0.1%
Value ($000) $498 Shares 13,000 Est. Cost $30.57 Unrealized +13.9%
AMH AMERICAN HOMES 4 RENT 0.1%
Value ($000) $496 Shares 13,000 Est. Cost $38.89 Unrealized
GIS GENERAL MLS INC 0.0%
Value ($000) $482 Shares 8,053 Est. Cost $37.93 Unrealized +34.4%
INGR INGREDION INC 0.0%
Value ($000) $480 Shares 5,393 Est. Cost $81.48 Unrealized +8.1%
MMM 3M CO 0.0%
Value ($000) $465 Shares 2,648 Est. Cost $125.09 Unrealized +9.8%
CAG CONAGRA BRANDS INC 0.0%
Value ($000) $430 Shares 12,689 Est. Cost $26.29 Unrealized +5.0%
CHKP CHECK POINT SOFTWARE TECH LT 0.0%
Value ($000) $242 Shares 2,137 Est. Cost $120.48 Unrealized +1.1%
LOGI LOGITECH INTL S A 0.0%
Value ($000) $216 Shares 2,415 Est. Cost $100.02 Unrealized 0.0%
CLX CLOROX CO DEL 0.0%
Value ($000) $203 Shares 1,225 Est. Cost $149.37 Unrealized 0.0%