NICOLA WEALTH MANAGEMENT LTD. Diversified Active

CIK: 0001734493 · Show all filings

Period: Q4 2021 (← Previous) (Next →)

Filing Date: Feb 9, 2022

Total Value ($000): $1,064,039 (100.0% shares, 0.0% debt)

Holdings (119)

BNS BANK NOVA SCOTIA B C 7.1%
Value ($000) $75,980 Shares 1,072,200 Est. Cost $46.91 Unrealized +12.7%
RY ROYAL BK CDA 2.9%
Value ($000) $31,275 Shares 294,390 Est. Cost $78.18 Unrealized +32.8%
TD TORONTO DOMINION BK ONT 2.7%
Value ($000) $29,185 Shares 380,300 Est. Cost $54.09 Unrealized +34.8%
MSFT MICROSOFT CORP 2.3%
Value ($000) $24,448 Shares 72,655 Est. Cost $111.92 Unrealized +180.0%
V VISA INC 2.3%
Value ($000) $24,394 Shares 112,515 Est. Cost $165.46 Unrealized +25.8%
WMT WALMART INC 2.2%
Value ($000) $23,150 Shares 160,000 Est. Cost $40.06 Unrealized +12.8%
ENB ENBRIDGE INC 2.0%
Value ($000) $20,770 Shares 531,200 Est. Cost $23.10 Unrealized +32.7%
SU SUNCOR ENERGY INC NEW 1.9%
Value ($000) $20,445 Shares 816,300 Est. Cost $21.31 Unrealized -3.1%
PEP PEPSICO INC 1.9%
Value ($000) $20,324 Shares 117,000 Est. Cost $112.79 Unrealized +27.2%
CM CANADIAN IMP BK COMM 1.8%
Value ($000) $19,497 Shares 167,100 Est. Cost $31.26 Unrealized +54.9%
GOOGL ALPHABET INC 1.8%
Value ($000) $19,410 Shares 6,700 Est. Cost $88.69 Unrealized +61.2%
CNQ CANADIAN NAT RES LTD 1.8%
Value ($000) $18,881 Shares 446,400 Est. Cost $11.17 Unrealized +49.7%
ARCC ARES CAPITAL CORP 1.7%
Value ($000) $18,581 Shares 874,120 Est. Cost $11.20 Unrealized +24.7%
NEE NEXTERA ENERGY INC 1.6%
Value ($000) $17,417 Shares 186,464 Est. Cost $62.25 Unrealized +24.2%
CANADIAN PAC RY LTD 1.6%
Value ($000) $16,933 Shares 235,200 Est. Cost $117.15 Unrealized
TJX TJX COS INC NEW 1.6%
Value ($000) $16,551 Shares 218,000 Est. Cost $60.39 Unrealized +8.1%
PFE PFIZER INC 1.5%
Value ($000) $15,680 Shares 265,497 Est. Cost $27.82 Unrealized +44.6%
UNH UNITEDHEALTH GROUP INC 1.5%
Value ($000) $15,566 Shares 31,000 Est. Cost $251.88 Unrealized +67.6%
STX SEAGATE TECHNOLOGY HLDNGS PL 1.4%
Value ($000) $15,297 Shares 135,400 Est. Cost $77.27 Unrealized +9.6%
CNI CANADIAN NATL RY CO 1.4%
Value ($000) $15,013 Shares 122,100 Est. Cost $72.12 Unrealized +61.9%
UNP UNION PAC CORP 1.4%
Value ($000) $14,965 Shares 59,400 Est. Cost $155.39 Unrealized +38.4%
T AT&T INC 1.4%
Value ($000) $14,662 Shares 596,000 Est. Cost $16.13 Unrealized -9.1%
BSX BOSTON SCIENTIFIC CORP 1.4%
Value ($000) $14,554 Shares 342,600 Est. Cost $35.35 Unrealized +18.9%
ROYAL DUTCH SHELL PLC 1.3%
Value ($000) $14,349 Shares 331,000 Est. Cost $43.35 Unrealized
MS MORGAN STANLEY 1.3%
Value ($000) $14,331 Shares 146,000 Est. Cost $48.82 Unrealized +77.7%
CCK CROWN HLDGS INC 1.3%
Value ($000) $14,325 Shares 129,500 Est. Cost $100.85 Unrealized +0.8%
TRP TC ENERGY CORP 1.3%
Value ($000) $13,872 Shares 297,970 Est. Cost $37.02 Unrealized +7.7%
C CITIGROUP INC 1.3%
Value ($000) $13,769 Shares 228,000 Est. Cost $47.00 Unrealized +21.7%
JPM JPMORGAN CHASE & CO 1.3%
Value ($000) $13,729 Shares 86,700 Est. Cost $101.49 Unrealized +45.7%
AAPL APPLE INC 1.2%
Value ($000) $12,874 Shares 72,500 Est. Cost $103.87 Unrealized +48.9%
MDT MEDTRONIC PLC 1.2%
Value ($000) $12,583 Shares 121,636 Est. Cost $87.65 Unrealized +16.4%
EA ELECTRONIC ARTS INC 1.2%
Value ($000) $12,333 Shares 93,500 Est. Cost $125.59 Unrealized +4.7%
TMO THERMO FISHER SCIENTIFIC INC 1.2%
Value ($000) $12,247 Shares 18,332 Est. Cost $281.64 Unrealized +119.2%
AMZN AMAZON COM INC 1.1%
Value ($000) $11,929 Shares 3,574 Est. Cost $123.21 Unrealized +38.9%
MRK MERCK & CO INC 1.1%
Value ($000) $11,367 Shares 148,289 Est. Cost $55.22 Unrealized +26.6%
RCI ROGERS COMMUNICATIONS INC 1.1%
Value ($000) $11,296 Shares 237,000 Est. Cost $46.90 Unrealized 0.0%
NOC NORTHROP GRUMMAN CORP 1.0%
Value ($000) $11,109 Shares 28,700 Est. Cost $347.39 Unrealized +0.2%
LOW LOWES COS INC 1.0%
Value ($000) $10,985 Shares 42,500 Est. Cost $113.91 Unrealized +93.0%
BARRICK GOLD CORP 1.0%
Value ($000) $10,783 Shares 566,600 Est. Cost $23.72 Unrealized
BROOKFIELD ASSET MGMT INC 1.0%
Value ($000) $10,772 Shares 178,200 Est. Cost $42.14 Unrealized
EMR EMERSON ELEC CO 1.0%
Value ($000) $10,468 Shares 112,600 Est. Cost $84.27 Unrealized +2.7%
FNV FRANCO NEV CORP 1.0%
Value ($000) $10,410 Shares 75,200 Est. Cost $102.67 Unrealized +29.6%
TXN TEXAS INSTRS INC 1.0%
Value ($000) $10,366 Shares 55,000 Est. Cost $140.97 Unrealized +20.7%
GRANITE REAL ESTATE INVT TR 0.9%
Value ($000) $10,100 Shares 121,100 Est. Cost $62.19 Unrealized
BLACKROCK INC 0.9%
Value ($000) $9,980 Shares 10,900 Est. Cost $695.85 Unrealized
TFII TFI INTL INC 0.9%
Value ($000) $9,745 Shares 86,800 Est. Cost $77.18 Unrealized +41.0%
DE DEERE & CO 0.9%
Value ($000) $9,532 Shares 27,800 Est. Cost $163.66 Unrealized +100.8%
LNG CHENIERE ENERGY INC 0.8%
Value ($000) $8,621 Shares 85,000 Est. Cost $104.32 Unrealized 0.0%
FDX FEDEX CORP 0.8%
Value ($000) $8,535 Shares 33,000 Est. Cost $210.69 Unrealized +4.4%
NXPI NXP SEMICONDUCTORS N V 0.8%
Value ($000) $8,382 Shares 36,800 Est. Cost $191.91 Unrealized +2.5%
APTIV PLC 0.8%
Value ($000) $8,248 Shares 50,000 Est. Cost $77.34 Unrealized
APD AIR PRODS & CHEMS INC 0.8%
Value ($000) $8,185 Shares 26,900 Est. Cost $257.44 Unrealized +2.4%
COST COSTCO WHSL CORP NEW 0.7%
Value ($000) $7,834 Shares 13,800 Est. Cost $246.84 Unrealized +97.7%
FCX FREEPORT-MCMORAN INC 0.7%
Value ($000) $7,720 Shares 185,000 Est. Cost $35.50 Unrealized +0.8%
BIP BROOKFIELD INFRAST PARTNERS 0.7%
Value ($000) $7,573 Shares 124,300 Est. Cost $54.34 Unrealized
ACN ACCENTURE PLC IRELAND 0.7%
Value ($000) $7,255 Shares 17,500 Est. Cost $201.84 Unrealized +70.1%
BGRN ISHARES GLOBAL GREEN BOND ETF 0.7%
Value ($000) $7,155 Shares 131,861 Est. Cost $54.59 Unrealized
WFG WEST FRASER TIMBER CO LTD 0.7%
Value ($000) $7,005 Shares 73,350 Est. Cost $65.90 Unrealized +31.3%
BBDC BARINGS BDC INC 0.6%
Value ($000) $6,776 Shares 614,000 Est. Cost $6.29 Unrealized +11.2%
TELUS INTL CDA INC 0.6%
Value ($000) $6,339 Shares 191,637 Est. Cost $31.87 Unrealized
OAKTREE SPECIALTY LENDING CO 0.6%
Value ($000) $6,187 Shares 826,700 Est. Cost $6.43 Unrealized
DLTR DOLLAR TREE INC 0.5%
Value ($000) $5,761 Shares 41,000 Est. Cost $95.45 Unrealized +27.3%
PLUG PLUG POWER INC 0.5%
Value ($000) $5,590 Shares 198,000 Est. Cost $26.02 Unrealized +32.9%
ORA ORMAT TECHNOLOGIES INC 0.5%
Value ($000) $5,551 Shares 70,000 Est. Cost $72.22 Unrealized +2.0%
BEP BROOKFIELD RENEWABLE PARTNER 0.5%
Value ($000) $5,540 Shares 155,000 Est. Cost $46.33 Unrealized
AMRC AMERESCO INC 0.5%
Value ($000) $5,456 Shares 67,000 Est. Cost $35.81 Unrealized +123.3%
RUN SUNRUN INC 0.5%
Value ($000) $5,454 Shares 159,000 Est. Cost $54.09 Unrealized -13.5%
XIFR NEXTERA ENERGY PARTNERS LP 0.5%
Value ($000) $5,317 Shares 63,000 Est. Cost $62.17 Unrealized +34.6%
WM WASTE MGMT INC DEL 0.5%
Value ($000) $5,291 Shares 31,700 Est. Cost $88.96 Unrealized +69.4%
EVOQUA WATER TECHNOLOGIES CO 0.5%
Value ($000) $5,283 Shares 113,000 Est. Cost $20.90 Unrealized
ARRY ARRAY TECHNOLOGIES INC 0.5%
Value ($000) $5,225 Shares 333,000 Est. Cost $29.07 Unrealized -32.7%
NUVEI CORPORATION 0.5%
Value ($000) $5,185 Shares 79,900 Est. Cost $64.89 Unrealized
TPICQ TPI COMPOSITES INC 0.5%
Value ($000) $5,161 Shares 345,000 Est. Cost $28.70 Unrealized -14.5%
HASI HANNON ARMSTRONG SUST INFR C 0.5%
Value ($000) $5,153 Shares 97,000 Est. Cost $34.90 Unrealized +31.9%
GOOG ALPHABET INC 0.5%
Value ($000) $5,077 Shares 1,749 Est. Cost $62.15 Unrealized +130.8%
ENVIVA PARTNERS LP 0.5%
Value ($000) $4,976 Shares 70,664 Est. Cost $40.77 Unrealized
HDB HDFC BANK LTD 0.5%
Value ($000) $4,865 Shares 74,530 Est. Cost $81.82 Unrealized
ITRI ITRON INC 0.5%
Value ($000) $4,796 Shares 70,000 Est. Cost $76.86 Unrealized -8.5%
AWK AMERICAN WTR WKS CO INC NEW 0.4%
Value ($000) $4,722 Shares 25,000 Est. Cost $130.47 Unrealized +22.9%
TU TELUS CORPORATION 0.4%
Value ($000) $4,642 Shares 196,900 Est. Cost $21.32 Unrealized +7.2%
HD HOME DEPOT INC 0.4%
Value ($000) $4,527 Shares 10,872 Est. Cost $155.33 Unrealized +120.9%
BLDP BALLARD PWR SYS INC NEW 0.4%
Value ($000) $4,474 Shares 357,000 Est. Cost $18.45 Unrealized -18.0%
XYL XYLEM INC 0.4%
Value ($000) $4,437 Shares 37,000 Est. Cost $74.12 Unrealized +59.3%
TRICON RESIDENTIAL INC 0.4%
Value ($000) $4,092 Shares 267,100 Est. Cost $15.32 Unrealized
STEM INC 0.3%
Value ($000) $3,699 Shares 195,000 Est. Cost $24.62 Unrealized
CHARGEPOINT HOLDINGS INC 0.3%
Value ($000) $3,639 Shares 191,000 Est. Cost $25.24 Unrealized
BEEM BEAM GLOBAL 0.3%
Value ($000) $3,153 Shares 169,520 Est. Cost $36.23 Unrealized -24.7%
COLD AMERICOLD RLTY TR 0.3%
Value ($000) $2,829 Shares 86,000 Est. Cost $37.99 Unrealized
TSM TAIWAN SEMICONDUCTOR MFG LTD 0.3%
Value ($000) $2,671 Shares 22,132 Est. Cost $70.13 Unrealized
BBHY J P MORGAN EXCHANGE-TRADED F 0.2%
Value ($000) $2,597 Shares 50,000 Est. Cost $52.36 Unrealized
PLD PROLOGIS INC. 0.2%
Value ($000) $2,534 Shares 15,000 Est. Cost $114.18 Unrealized +15.6%
SPGI S&P GLOBAL INC 0.2%
Value ($000) $2,334 Shares 4,929 Est. Cost $332.97 Unrealized +32.7%
AMH AMERICAN HOMES 4 RENT 0.2%
Value ($000) $2,319 Shares 53,000 Est. Cost $42.56 Unrealized
LSPD LIGHTSPEED COMMERCE INC 0.2%
Value ($000) $2,231 Shares 55,200 Est. Cost $95.92 Unrealized
LI LI AUTO INC 0.2%
Value ($000) $2,183 Shares 68,000 Est. Cost $32.10 Unrealized
PG PROCTER AND GAMBLE CO 0.2%
Value ($000) $2,174 Shares 13,250 Est. Cost $85.97 Unrealized +56.0%
FRCB FIRST REP BK SAN FRANCISCO C 0.2%
Value ($000) $2,144 Shares 10,347 Est. Cost $89.12 Unrealized +134.5%
AMT AMERICAN TOWER CORP NEW 0.2%
Value ($000) $2,116 Shares 7,210 Est. Cost $159.90 Unrealized +49.8%
ADBE ADOBE SYSTEMS INCORPORATED 0.2%
Value ($000) $2,071 Shares 3,640 Est. Cost $625.08 Unrealized 0.0%
NIO NIO INC 0.2%
Value ($000) $2,059 Shares 65,000 Est. Cost $31.68 Unrealized
FLNC FLUENCE ENERGY INC 0.2%
Value ($000) $1,956 Shares 55,000 Est. Cost $34.13 Unrealized 0.0%
ECL ECOLAB INC 0.2%
Value ($000) $1,944 Shares 8,262 Est. Cost $141.78 Unrealized +52.0%
GBDC GOLUB CAP BDC INC 0.1%
Value ($000) $1,555 Shares 100,500 Est. Cost $9.99 Unrealized 0.0%
FISV FISERV INC 0.1%
Value ($000) $1,167 Shares 11,212 Est. Cost $114.76 Unrealized -9.9%
VLO VALERO ENERGY CORP 0.1%
Value ($000) $849 Shares 11,300 Est. Cost $57.49 Unrealized +13.3%
LW LAMB WESTON HLDGS INC 0.1%
Value ($000) $824 Shares 12,964 Est. Cost $59.69 Unrealized -9.9%
JNK SPDR BLOOMBERG HIGH YIELD BOND ETF 0.1%
Value ($000) $762 Shares 7,000 Est. Cost $107.97 Unrealized
EXR EXTRA SPACE STORAGE INC 0.1%
Value ($000) $751 Shares 3,300 Est. Cost $100.18 Unrealized +67.0%
KMB KIMBERLY-CLARK CORP 0.1%
Value ($000) $654 Shares 4,562 Est. Cost $86.11 Unrealized +33.9%
INVH INVITATION HOMES INC 0.1%
Value ($000) $591 Shares 13,000 Est. Cost $30.57 Unrealized +17.9%
HSIC HENRY SCHEIN INC 0.1%
Value ($000) $590 Shares 7,590 Est. Cost $67.66 Unrealized +13.0%
GIS GENERAL MLS INC 0.1%
Value ($000) $544 Shares 8,053 Est. Cost $37.93 Unrealized +45.7%
INGR INGREDION INC 0.0%
Value ($000) $523 Shares 5,393 Est. Cost $81.48 Unrealized +18.1%
MMM 3M CO 0.0%
Value ($000) $472 Shares 2,648 Est. Cost $125.09 Unrealized +1.8%
CAG CONAGRA BRANDS INC 0.0%
Value ($000) $435 Shares 12,689 Est. Cost $26.29 Unrealized +2.6%
CLX CLOROX CO DEL 0.0%
Value ($000) $385 Shares 2,202 Est. Cost $147.71 Unrealized -1.4%
CHKP CHECK POINT SOFTWARE TECH LT 0.0%
Value ($000) $250 Shares 2,137 Est. Cost $120.48 Unrealized -3.8%
PH PARKER-HANNIFIN CORP 0.0%
Value ($000) $208 Shares 651 Est. Cost $292.73 Unrealized 0.0%
LOGI LOGITECH INTL S A 0.0%
Value ($000) $204 Shares 2,415 Est. Cost $100.02 Unrealized -22.1%