NICOLA WEALTH MANAGEMENT LTD. Q1 2021 Filing

Filed May 7, 2021

Portfolio Value

$894.5B

Holdings

112

Report Date

Q1 2021

Filing Type

13F-HR

All Holdings (112 positions)

#StockSharesValue% PortfolioType
1
TDTORONTO DOMINION BK ONT
447,600$29.2B3.26%
2
RYROYAL BK CDA
313,290$28.9B3.23%
3
WMTWALMART INC
149,000$20.2B2.26%
4
PEPPEPSICO INC
140,000$19.8B2.21%
5
ENBENBRIDGE INC
527,500$19.2B2.15%
6
BNSBANK NOVA SCOTIA B C
303,500$19.0B2.12%
7
MSFTMICROSOFT CORP
77,255$18.2B2.04%
8
BACVERIZON COMMUNICATIONS INC
295,000$17.2B1.92%
9
ARCCARES CAPITAL CORP
892,834$16.7B1.87%
10
CMCANADIAN IMP BK COMM
167,600$16.4B1.83%
11
TRVCCITIGROUP INC
224,000$16.3B1.82%
12
VVISA INC
75,385$16.0B1.78%
13
CP.TOCANADIAN PAC RY LTD
41,600$15.9B1.78%
14
BAMBROOKFIELD ASSET MGMT INC
329,500$14.6B1.64%
15
CNRCANADIAN NATL RY CO
124,600$14.5B1.62%
16
NEENEXTERA ENERGY INC
186,664$14.1B1.58%
17
COSTCOSTCO WHSL CORP NEW
40,000$14.1B1.58%
18
DWDMORGAN STANLEY
181,000$14.1B1.57%
19
WMWASTE MGMT INC DEL
105,900$13.7B1.53%
20
DLTRDOLLAR TREE INC
119,000$13.6B1.52%
21
UNPUNION PAC CORP
59,500$13.1B1.47%
22
BEPBROOKFIELD RENEWABLE PARTNER
296,750$12.7B1.42%
23
UNHUNITEDHEALTH GROUP INC
34,000$12.7B1.41%
24
BSXBOSTON SCIENTIFIC CORP
325,600$12.6B1.41%
25
MRKMERCK & CO. INC
159,019$12.3B1.37%
26
SUSUNCOR ENERGY INC NEW
565,600$11.8B1.32%
27
CRCCANADIAN NAT RES LTD
376,300$11.6B1.30%
28
QCOMQUALCOMM INC
87,400$11.6B1.30%
29
JPMJPMORGAN CHASE & CO
74,500$11.3B1.27%
30
DEDEERE & CO
29,500$11.0B1.23%
31
TMOTHERMO FISHER SCIENTIFIC INC
23,932$10.9B1.22%
32
SJR/BEURSHAW COMMUNICATIONS INC
407,000$10.6B1.18%
33
FDXFEDEX CORP
37,000$10.5B1.17%
34
PFEPFIZER INC
286,605$10.4B1.16%
35
PGRPROGRESSIVE CORP
106,600$10.2B1.14%
36
AMZNAMAZON COM INC
3,274$10.1B1.13%
37
MFCMANULIFE FINL CORP
466,300$10.0B1.12%
38
LOWLOWES COS INC
52,000$9.9B1.11%
39
ABXBARRICK GOLD CORP
495,000$9.8B1.10%
40
AAPLAPPLE INC
79,500$9.7B1.09%
41
ACNACCENTURE PLC IRELAND
35,000$9.7B1.08%
42
MDTMEDTRONIC PLC
81,136$9.6B1.07%
43
GOOGLALPHABET INC
4,300$8.9B0.99%
44
TXNTEXAS INSTRS INC
46,000$8.7B0.97%
45
STXSEAGATE TECHNOLOGY PLC
111,400$8.6B0.96%
46
EAELECTRONIC ARTS INC
62,000$8.4B0.94%
47
BIPBROOKFIELD INFRAST PARTNERS
157,000$8.4B0.94%
48
BGRNISHARES GLOBAL GREEN BOND ETF
150,000$8.2B0.92%
49
TJXTJX COS INC NEW
123,000$8.1B0.91%
50
XYLXYLEM INC
75,500$7.9B0.89%
51
WFGWEST FRASER TIMBER CO LTD
107,650$7.7B0.87%
52
FNVFRANCO NEV CORP
60,500$7.6B0.85%
53
QSRRESTAURANT BRANDS INTL INC
114,000$7.4B0.83%
54
TRPTC ENERGY CORP
157,070$7.2B0.80%
55
VLOVALERO ENERGY CORP
100,000$7.2B0.80%
56
NMI1EURKIRKLAND LAKE GOLD LTD
205,000$6.9B0.77%
57
APTVAPTIV PLC
50,000$6.9B0.77%
58
GRT-UCADGRANITE REAL ESTATE INVT TR
106,000$6.4B0.72%
59
BLKCHFBLACKROCK INC
8,200$6.2B0.69%
60
TSCOTRACTOR SUPPLY CO
34,500$6.1B0.68%
61
WPMWHEATON PRECIOUS METALS CORP
160,000$6.1B0.68%
62
PLUNPLUG POWER INC
145,000$5.2B0.58%
63
AWCAMERICAN WTR WKS CO INC NEW
34,000$5.1B0.57%
64
TPICQTPI COMPOSITES INC
90,000$5.1B0.57%
65
TIPISHARES TIPS BOND ETF
40,000$5.0B0.56%
66
STIPISHARES TR
47,000$5.0B0.56%
67
HDBHDFC BANK LTD
63,833$5.0B0.55%
68
HASIHANNON ARMSTRONG SUST INFR C
87,000$4.9B0.55%
69
XIFRNEXTERA ENERGY PARTNERS LP
65,000$4.7B0.53%
70
SSRMSSR MNG INC
326,000$4.7B0.52%
71
RUNSUNRUN INC
77,000$4.7B0.52%
72
AMRCAMERESCO INC
95,000$4.6B0.52%
73
EVAUSDENVIVA PARTNERS LP
94,000$4.5B0.51%
74
BLDPBALLARD PWR SYS INC NEW
185,000$4.5B0.50%
75
AQUAUSDEVOQUA WATER TECHNOLOGIES CO
169,000$4.4B0.50%
76
GOOGALPHABET INC
2,149$4.4B0.50%
77
BBUBROOKFIELD BUSINESS PARTNERS
110,000$4.4B0.50%
78
JNKSPDR SER TR
40,000$4.4B0.49%
79
ARRYARRAY TECHNOLOGIES INC
143,500$4.3B0.48%
80
HNMORMAT TECHNOLOGIES INC
54,000$4.2B0.47%
81
TFIITFI INTL INC
56,000$4.2B0.47%
82
ITRIITRON INC
47,000$4.2B0.47%
83
CMCSACOMCAST CORP NEW
76,000$4.1B0.46%
84
FSC1EUROAKTREE SPECIALTY LENDING CO
630,000$3.9B0.44%
85
BEEMBEAM GLOBAL
85,000$3.7B0.41%
86
HDHOME DEPOT INC
10,872$3.3B0.37%
87
CHPTCHARGEPOINT HOLDINGS INC
120,000$3.2B0.36%
88
NVDANVIDIA CORPORATION
6,000$3.2B0.36%
89
EMREMERSON ELEC CO
35,000$3.2B0.35%
90
CVECENOVUS ENERGY INC
410,000$3.1B0.34%
91
ATVIEURACTIVISION BLIZZARD INC
33,000$3.1B0.34%
92
TRYBARINGS BDC INC
305,000$3.0B0.34%
93
TSMTAIWAN SEMICONDUCTOR MFG LTD
22,132$2.6B0.29%
94
NTRNUTRIEN LTD
42,000$2.3B0.25%
95
PGPROCTER AND GAMBLE CO
13,250$1.8B0.20%
96
ECLECOLAB INC
8,262$1.8B0.20%
97
SPGIS&P GLOBAL INC
4,929$1.7B0.19%
98
FRCBFIRST REP BK SAN FRANCISCO C
10,347$1.7B0.19%
99
AMTAMERICAN TOWER CORP NEW
7,210$1.7B0.19%
100
LWLAMB WESTON HLDGS INC
20,599$1.6B0.18%
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