NICOLA WEALTH MANAGEMENT LTD. Q1 2019 Filing

Filed May 9, 2019

Portfolio Value

$669.3B

Holdings

101

Report Date

Q1 2019

Filing Type

13F-HR

All Holdings (101 positions)

#StockSharesValue% PortfolioType
1
TDTORONTO DOMINION BK ONT
304,600$22.1B3.30%
2
RYROYAL BK CDA MONTREAL QUE
212,790$21.5B3.21%
3
BNSBANK N S HALIFAX
294,500$20.6B3.09%
4
CRCCANADIAN NAT RES LTD
485,800$17.8B2.66%
5
SUSUNCOR ENERGY INC NEW
400,600$17.4B2.59%
6
ENBENBRIDGE INC
346,500$16.8B2.51%
7
AAPLAPPLE INC
88,000$16.7B2.50%
8
BRWTEMPLETON GLOBAL INCOME FD
1,797,938$15.1B2.26%
9
VVISA INC
85,058$15.1B2.25%
10
MSFTMICROSOFT CORP
117,144$14.4B2.15%
11
CNRCANADIAN NATL RY CO
108,600$13.0B1.94%
12
MEOHMETHANEX CORP
155,000$11.8B1.76%
13
VLOVALERO ENERGY CORP NEW
136,000$11.5B1.72%
14
MFCMANULIFE FINL CORP
469,300$10.6B1.58%
15
LIESUN LIFE FINL INC
200,600$10.3B1.54%
16
HDHOME DEPOT INC
48,230$10.1B1.51%
17
CMCDN IMPERIAL BK COMM TORONTO
95,600$10.1B1.51%
18
TRPTRANSCANADA CORP
168,070$10.1B1.51%
19
EAELECTRONIC ARTS INC
95,000$9.7B1.44%
20
PGPROCTER AND GAMBLE CO
87,839$9.6B1.44%
21
CAKECHEESECAKE FACTORY INC
190,000$9.3B1.39%
22
MTBM & T BK CORP
59,000$9.3B1.38%
23
JPMJPMORGAN CHASE & CO
90,000$9.1B1.36%
24
TMOTHERMO FISHER SCIENTIFIC INC
30,435$9.1B1.36%
25
GOOGLALPHABET INC
7,700$9.1B1.35%
26
NTRNUTRIEN LTD
127,000$9.0B1.34%
27
BACBANK AMER CORP
322,000$8.9B1.33%
28
SJR/BEURSHAW COMMUNICATIONS INC
308,000$8.6B1.28%
29
TRVCCITIGROUP INC
135,000$8.4B1.26%
30
BAMBROOKFIELD ASSET MGMT INC
133,000$8.3B1.24%
31
MRKMERCK & CO INC
85,400$8.2B1.22%
32
DELPHI TECHNOLOGIES PLC
422,000$8.1B1.21%
33
FDXFEDEX CORP
43,000$7.8B1.17%
34
TXNTEXAS INSTRS INC
70,000$7.4B1.11%
35
BENFRANKLIN RES INC
220,500$7.3B1.09%
36
LBEURL BRANDS INC
260,000$7.2B1.07%
37
MDTMEDTRONIC PLC
78,636$7.2B1.07%
38
TAPMOLSON COORS BREWING CO
120,000$7.2B1.07%
39
CMCSACOMCAST CORP NEW
176,000$7.0B1.05%
40
PFEPFIZER INC
144,100$6.8B1.02%
41
MGAMAGNA INTL INC
105,000$6.8B1.02%
42
BLKCHFBLACKROCK INC
15,500$6.6B0.99%
43
TECK/BTECK RESOURCES LTD
214,000$6.6B0.99%
44
COSTCOSTCO WHSL CORP NEW
26,000$6.3B0.94%
45
HDBHDFC BANK LTD
40,228$6.2B0.93%
46
ACNACCENTURE PLC IRELAND
35,000$6.2B0.92%
47
THOTHOR INDS INC
95,000$5.9B0.89%
48
SYFSYNCHRONY FINL
185,000$5.9B0.88%
49
CSLCARLISLE COS INC
47,900$5.9B0.88%
50
ARCCARES CAP CORP
253,267$5.8B0.87%
51
WMWASTE MGMT INC DEL
52,300$5.8B0.87%
52
TJXTJX COS INC NEW
108,500$5.8B0.86%
53
DOWDUPONT INC
103,126$5.5B0.82%
54
NEENEXTERA ENERGY INC
28,000$5.4B0.81%
55
HRLHORMEL FOODS CORP
99,000$5.2B0.77%
56
8CWCROWN CASTLE INTL CORP NEW
40,000$5.1B0.77%
57
NVDANVIDIA CORP
28,000$5.0B0.75%
58
EOGEOG RES INC
51,000$4.9B0.73%
59
GISGENERAL MLS INC
69,900$4.8B0.72%
60
XYLXYLEM INC
60,000$4.7B0.71%
61
UNPUNION PACIFIC CORP
27,800$4.6B0.69%
62
BSXBOSTON SCIENTIFIC CORP
120,000$4.6B0.69%
63
CCLCARNIVAL CORP
90,000$4.6B0.68%
64
KMBKIMBERLY CLARK CORP
27,000$4.5B0.67%
65
WPMWHEATON PRECIOUS METALS CORP
125,000$4.0B0.59%
66
ELLAUDER ESTEE COS INC
24,000$4.0B0.59%
67
AERAERCAP HOLDINGS NV
80,000$3.7B0.56%
68
STNSTANTEC INC
116,000$3.7B0.55%
69
AMZNAMAZON COM INC
1,507$3.6B0.54%
70
WYWEYERHAEUSER CO
132,000$3.5B0.52%
71
BABOEING CO
9,000$3.4B0.51%
72
VMCVULCAN MATLS CO
28,000$3.3B0.50%
73
ADBEADOBE INC
12,200$3.3B0.49%
74
ECLECOLAB INC
13,269$3.1B0.47%
75
AIGAMERICAN INTL GROUP INC
72,000$3.1B0.46%
76
BMYBRISTOL MYERS SQUIBB CO
64,000$3.1B0.46%
77
BERYEURBERRY GLOBAL GROUP INC
56,100$3.0B0.45%
78
UNHUNITEDHEALTH GROUP INC
12,000$3.0B0.44%
79
GOOGALPHABET INC
1,861$2.9B0.44%
80
CLXCLOROX CO DEL
13,100$2.8B0.42%
81
SHWSHERWIN WILLIAMS CO
6,300$2.7B0.41%
82
BROOKFIELD PPTY PARTNERS L P
95,000$2.6B0.39%
83
7HPHP INC
129,800$2.5B0.38%
84
PLAYDAVE & BUSTERS ENTMT INC
50,000$2.5B0.37%
85
CAGCONAGRA BRANDS INC
65,800$2.4B0.36%
86
AMTAMERICAN TOWER CORP NEW
9,113$2.4B0.36%
87
WRKUSDWESTROCK CO
62,000$2.4B0.36%
88
NWLNEWELL BRANDS INC
153,000$2.3B0.35%
89
XIFRNEXTERA ENERGY PARTNERS LP
50,000$2.3B0.35%
90
XOMEXXON MOBIL CORP
20,447$2.2B0.33%
91
KOCOCA COLA CO
33,367$2.1B0.31%
92
FRCBFIRST REP BK SAN FRANCISCO C
12,641$1.7B0.25%
93
WFCWELLS FARGO CO NEW
24,689$1.6B0.24%
94
CP.TOCANADIAN PAC RY LTD
5,000$1.4B0.21%
95
MDLZMONDELEZ INTL INC
19,400$1.3B0.19%
96
LWLAMB WESTON HLDGS INC
12,833$1.3B0.19%
97
THL CREDIT INC
72,894$639.0M0.10%
98
MOGO FIN TECHNOLOGY INC
147,341$488.0M0.07%
99
CHKPCHECK POINT SOFTWARE TECH LT
1,837$311.0M0.05%
100
NXPINXP SEMICONDUCTORS N V
2,556$302.0M0.05%
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