NICOLA WEALTH MANAGEMENT LTD. Q2 2021 Filing

Filed August 12, 2021

Portfolio Value

$975.4B

Holdings

115

Report Date

Q2 2021

Filing Type

13F-HR

All Holdings (115 positions)

#StockSharesValue% PortfolioType
1
RYROYAL BK CDA
323,090$32.8B3.36%
2
TDTORONTO DOMINION BK ONT
445,600$31.3B3.20%
3
WMTWALMART INC
149,000$21.0B2.15%
4
MSFTMICROSOFT CORP
77,255$20.9B2.15%
5
CMCANADIAN IMP BK COMM
182,100$20.8B2.13%
6
ENBENBRIDGE INC
516,500$20.7B2.12%
7
BNSBANK NOVA SCOTIA B C
309,000$20.1B2.06%
8
VVISA INC
83,385$19.5B2.00%
9
PEPPEPSICO INC
121,000$17.9B1.84%
10
SUSUNCOR ENERGY INC NEW
713,600$17.1B1.75%
11
GOOGLALPHABET INC
6,800$16.6B1.70%
12
BAMBROOKFIELD ASSET MGMT INC
322,000$16.4B1.69%
13
CRCCANADIAN NAT RES LTD
451,300$16.4B1.68%
14
DWDMORGAN STANLEY
178,000$16.3B1.67%
15
CP.TOCANADIAN PAC RY LTD
202,000$15.5B1.59%
16
NEENEXTERA ENERGY INC
207,664$15.2B1.56%
17
ARCCARES CAPITAL CORP
746,277$14.6B1.50%
18
WMWASTE MGMT INC DEL
99,900$14.0B1.43%
19
COSTCOSTCO WHSL CORP NEW
35,000$13.8B1.42%
20
TRVCCITIGROUP INC
189,000$13.4B1.37%
21
BSXBOSTON SCIENTIFIC CORP
310,600$13.3B1.36%
22
JPMJPMORGAN CHASE & CO
84,500$13.1B1.35%
23
UNPUNION PAC CORP
59,500$13.1B1.34%
24
CNRCANADIAN NATL RY CO
123,600$13.1B1.34%
25
UNHUNITEDHEALTH GROUP INC
32,000$12.8B1.31%
26
AAPLAPPLE INC
91,500$12.5B1.28%
27
JNKSPDR SER TR
111,000$12.2B1.25%
28
DLTRDOLLAR TREE INC
119,000$11.8B1.21%
29
BGRNISHARES GLOBAL GREEN BOND ETF
215,000$11.8B1.21%
30
MRKMERCK & CO INC
150,041$11.7B1.20%
31
AMZNAMAZON COM INC
3,374$11.6B1.19%
32
QCOMQUALCOMM INC
80,400$11.5B1.18%
33
ACNACCENTURE PLC IRELAND
38,000$11.2B1.15%
34
FNVFRANCO NEV CORP
76,500$11.1B1.14%
35
PFEPFIZER INC
283,018$11.1B1.14%
36
SJR/BEURSHAW COMMUNICATIONS INC
372,500$10.8B1.11%
37
STXSEAGATE TECHNOLOGY HLDNGS PL
117,400$10.3B1.06%
38
TJXTJX COS INC NEW
153,000$10.3B1.06%
39
TMOTHERMO FISHER SCIENTIFIC INC
20,332$10.3B1.05%
40
BEPBROOKFIELD RENEWABLE PARTNER
264,050$10.2B1.05%
41
LOWLOWES COS INC
52,000$10.1B1.03%
42
ABXBARRICK GOLD CORP
485,000$10.0B1.03%
43
TFIITFI INTL INC
108,300$9.9B1.01%
44
FDXFEDEX CORP
32,000$9.5B0.98%
45
MDTMEDTRONIC PLC
76,636$9.5B0.98%
46
EAELECTRONIC ARTS INC
65,000$9.3B0.96%
47
TRPTC ENERGY CORP
183,070$9.1B0.93%
48
MFCMANULIFE FINL CORP
459,800$9.1B0.93%
49
TAT&T INC
311,000$9.0B0.92%
50
CCKCROWN HLDGS INC
87,000$8.9B0.91%
51
TXNTEXAS INSTRS INC
46,000$8.8B0.91%
52
DEDEERE & CO
25,000$8.8B0.90%
53
GRT-UCADGRANITE REAL ESTATE INVT TR
131,000$8.7B0.89%
54
XYLXYLEM INC
71,200$8.5B0.88%
55
BLKCHFBLACKROCK INC
9,700$8.5B0.87%
56
VLOVALERO ENERGY CORP
105,000$8.2B0.84%
57
APTVAPTIV PLC
51,500$8.1B0.83%
58
WFGWEST FRASER TIMBER CO LTD
108,650$7.8B0.80%
59
NMI1EURKIRKLAND LAKE GOLD LTD
200,500$7.7B0.79%
60
PGRPROGRESSIVE CORP
77,000$7.6B0.78%
61
BIPBROOKFIELD INFRAST PARTNERS
127,300$7.1B0.73%
62
PLUNPLUG POWER INC
200,000$6.8B0.70%
63
APDAIR PRODS & CHEMS INC
22,000$6.3B0.65%
64
RUNSUNRUN INC
109,000$6.1B0.62%
65
AMRCAMERESCO INC
95,000$6.0B0.61%
66
EVAUSDENVIVA PARTNERS LP
110,000$5.8B0.59%
67
AQUAUSDEVOQUA WATER TECHNOLOGIES CO
169,000$5.7B0.59%
68
TIXTTELUS INTL CDA INC
177,600$5.5B0.57%
69
QSRRESTAURANT BRANDS INTL INC
85,000$5.5B0.56%
70
HASIHANNON ARMSTRONG SUST INFR C
97,000$5.4B0.56%
71
BLDPBALLARD PWR SYS INC NEW
295,000$5.4B0.55%
72
XIFRNEXTERA ENERGY PARTNERS LP
70,000$5.3B0.55%
73
TPICQTPI COMPOSITES INC
110,000$5.3B0.55%
74
AWCAMERICAN WTR WKS CO INC NEW
34,000$5.2B0.54%
75
TIPISHARES TIPS BOND ETF
40,000$5.1B0.53%
76
EMREMERSON ELEC CO
53,000$5.1B0.52%
77
STIPISHARES TR
47,000$5.0B0.51%
78
ITRIITRON INC
50,000$5.0B0.51%
79
HNMORMAT TECHNOLOGIES INC
70,000$4.9B0.50%
80
BEEMBEAM GLOBAL
126,500$4.8B0.50%
81
ARRYARRAY TECHNOLOGIES INC
310,000$4.8B0.50%
82
CHPTCHARGEPOINT HOLDINGS INC
135,000$4.7B0.48%
83
HDBHDFC BANK LTD
63,833$4.7B0.48%
84
GOOGALPHABET INC
1,749$4.4B0.45%
85
FSC1EUROAKTREE SPECIALTY LENDING CO
630,000$4.2B0.43%
86
FCXFREEPORT-MCMORAN INC
110,000$4.1B0.42%
87
COLDAMERICOLD RLTY TR
105,000$4.0B0.41%
88
ATVIEURACTIVISION BLIZZARD INC
38,000$3.6B0.37%
89
HDHOME DEPOT INC
10,872$3.5B0.36%
90
TRYBARINGS BDC INC
305,000$3.2B0.33%
91
NTRNUTRIEN LTD
52,000$3.2B0.32%
92
BBUBROOKFIELD BUSINESS PARTNERS
68,000$3.1B0.32%
93
TSCOTRACTOR SUPPLY CO
15,000$2.8B0.29%
94
TSMTAIWAN SEMICONDUCTOR MFG LTD
22,132$2.7B0.27%
95
BBHYJ P MORGAN EXCHANGE-TRADED F
50,000$2.6B0.27%
96
SPGIS&P GLOBAL INC
4,929$2.0B0.21%
97
AMTAMERICAN TOWER CORP NEW
7,210$1.9B0.20%
98
FRCBFIRST REP BK SAN FRANCISCO C
10,347$1.9B0.20%
99
PGPROCTER AND GAMBLE CO
13,250$1.8B0.18%
100
ECLECOLAB INC
8,262$1.7B0.17%
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