NICOLA WEALTH MANAGEMENT LTD. Q4 2020 Filing

Filed February 9, 2021

Portfolio Value

$804.1B

Holdings

105

Report Date

Q4 2020

Filing Type

13F-HR

All Holdings (105 positions)

#StockSharesValue% PortfolioType
1
RYROYAL BK CDA
349,290$28.7B3.57%
2
TDTORONTO DOMINION BK ONT
497,600$28.1B3.49%
3
MSFTMICROSOFT CORP
92,619$20.6B2.56%
4
BNSBANK NOVA SCOTIA B C
345,500$18.7B2.32%
5
ENBENBRIDGE INC
554,500$17.7B2.20%
6
VVISA INC
79,990$17.5B2.18%
7
BACVERIZON COMMUNICATIONS INC
295,000$17.3B2.16%
8
CMCANADIAN IMP BK COMM
199,600$17.0B2.12%
9
WMTWALMART INC
117,000$16.9B2.10%
10
TRVCCITIGROUP INC
272,000$16.8B2.09%
11
PEPPEPSICO INC
102,000$15.1B1.88%
12
CP.TOCANADIAN PAC RY LTD
43,600$15.1B1.88%
13
MRKMERCK & CO. INC
176,145$14.4B1.79%
14
BAMBROOKFIELD ASSET MGMT INC
344,500$14.2B1.77%
15
JPMJPMORGAN CHASE & CO
106,500$13.5B1.68%
16
DWDMORGAN STANLEY
191,000$13.1B1.63%
17
VLOVALERO ENERGY CORP
230,000$13.0B1.62%
18
WMWASTE MGMT INC DEL
110,000$13.0B1.61%
19
BSXBOSTON SCIENTIFIC CORP
359,600$12.9B1.61%
20
UNPUNION PAC CORP
59,500$12.4B1.54%
21
UNHUNITEDHEALTH GROUP INC
35,000$12.3B1.53%
22
BEPBROOKFIELD RENEWABLE PARTNER
282,750$12.2B1.52%
23
MFCMANULIFE FINL CORP
673,300$12.0B1.49%
24
CNRCANADIAN NATL RY CO
108,600$11.9B1.48%
25
AAPLAPPLE INC
87,500$11.6B1.44%
26
ABXBARRICK GOLD CORP
495,000$11.3B1.40%
27
NEENEXTERA ENERGY INC
142,249$11.0B1.36%
28
PFEPFIZER INC
286,405$10.5B1.31%
29
AMZNAMAZON COM INC
3,106$10.1B1.26%
30
MDTMEDTRONIC PLC
85,136$10.0B1.24%
31
FNVFRANCO NEV CORP
78,500$9.8B1.22%
32
DEDEERE & CO
35,000$9.4B1.17%
33
PGPROCTER AND GAMBLE CO
67,643$9.4B1.17%
34
GOOGLALPHABET INC
5,300$9.3B1.16%
35
LOWLOWES COS INC
57,000$9.1B1.14%
36
ACNACCENTURE PLC IRELAND
35,000$9.1B1.14%
37
COSTCOSTCO WHSL CORP NEW
24,000$9.0B1.12%
38
TMOTHERMO FISHER SCIENTIFIC INC
19,138$8.9B1.11%
39
DLTRDOLLAR TREE INC
80,000$8.6B1.07%
40
SJR/BEURSHAW COMMUNICATIONS INC
492,000$8.6B1.07%
41
QCOMQUALCOMM INC
56,500$8.6B1.07%
42
NMI1EURKIRKLAND LAKE GOLD LTD
205,000$8.5B1.05%
43
BIPBROOKFIELD INFRAST PARTNERS
167,000$8.3B1.03%
44
CRCCANADIAN NAT RES LTD
338,300$8.1B1.01%
45
STXSEAGATE TECHNOLOGY PLC
127,400$7.9B0.98%
46
TSCOTRACTOR SUPPLY CO
54,500$7.7B0.95%
47
PGRPROGRESSIVE CORP
74,600$7.4B0.92%
48
TTELUS CORPORATION
371,000$7.3B0.91%
49
BGRNISHARES GLOBAL GREEN BOND ETF
130,000$7.3B0.91%
50
APTVAPTIV PLC
55,700$7.3B0.90%
51
WPMWHEATON PRECIOUS METALS CORP
170,000$7.1B0.88%
52
TXNTEXAS INSTRS INC
43,000$7.1B0.88%
53
QSRRESTAURANT BRANDS INTL INC
114,000$7.0B0.87%
54
OSBCADNORBORD INC
158,000$6.8B0.85%
55
SUSUNCOR ENERGY INC NEW
400,600$6.7B0.83%
56
TRPTC ENERGY CORP
162,070$6.6B0.82%
57
XYLXYLEM INC
64,500$6.6B0.82%
58
EAELECTRONIC ARTS INC
42,000$6.0B0.75%
59
FDXFEDEX CORP
22,500$5.8B0.73%
60
SSRMSSR MNG INC
281,000$5.6B0.70%
61
CMCSACOMCAST CORP NEW
94,000$4.9B0.61%
62
ATVIEURACTIVISION BLIZZARD INC
53,000$4.9B0.61%
63
HDBHDFC BANK LTD
63,833$4.6B0.57%
64
JNKSPDR SER TR
40,000$4.4B0.54%
65
BBUBROOKFIELD BUSINESS PARTNERS
110,000$4.2B0.52%
66
AWCAMERICAN WTR WKS CO INC NEW
25,000$3.8B0.48%
67
PLUNPLUG POWER INC
110,000$3.7B0.46%
68
AMRCAMERESCO INC
65,000$3.4B0.42%
69
BLDPBALLARD PWR SYS INC NEW
145,000$3.4B0.42%
70
TPICQTPI COMPOSITES INC
64,000$3.4B0.42%
71
XIFRNEXTERA ENERGY PARTNERS LP
50,000$3.4B0.42%
72
HASIHANNON ARMSTRONG SUST INFR C
52,000$3.3B0.41%
73
AQUAUSDEVOQUA WATER TECHNOLOGIES CO
122,000$3.3B0.41%
74
ITRIITRON INC
34,000$3.3B0.41%
75
HNMORMAT TECHNOLOGIES INC
36,000$3.3B0.40%
76
LWLAMB WESTON HLDGS INC
41,011$3.2B0.40%
77
GOOGALPHABET INC
1,801$3.2B0.39%
78
TJXTJX COS INC NEW
45,000$3.1B0.38%
79
AXPAMERICAN EXPRESS CO
25,400$3.1B0.38%
80
HDHOME DEPOT INC
11,195$3.0B0.37%
81
BLKCHFBLACKROCK INC
4,000$2.9B0.36%
82
RUNSUNRUN INC
40,000$2.8B0.35%
83
KMBKIMBERLY-CLARK CORP
20,314$2.7B0.34%
84
EVAUSDENVIVA PARTNERS LP
60,000$2.7B0.34%
85
NVDANVIDIA CORPORATION
5,000$2.6B0.32%
86
ARCCARES CAPITAL CORP
154,190$2.6B0.32%
87
BEEMBEAM GLOBAL
35,000$2.6B0.32%
88
CVECENOVUS ENERGY INC
410,000$2.5B0.31%
89
TSMTAIWAN SEMICONDUCTOR MFG LTD
22,132$2.4B0.30%
90
ARRYARRAY TECHNOLOGIES INC
52,000$2.2B0.28%
91
GISGENERAL MLS INC
35,064$2.1B0.26%
92
CAGCONAGRA BRANDS INC
55,133$2.0B0.25%
93
INGRINGREDION INC
23,911$1.9B0.23%
94
ECLECOLAB INC
8,562$1.9B0.23%
95
GRT-UCADGRANITE REAL ESTATE INVT TR
30,000$1.8B0.23%
96
PHPARKER-HANNIFIN CORP
6,600$1.8B0.22%
97
AMTAMERICAN TOWER CORP NEW
7,510$1.7B0.21%
98
SPGIS&P GLOBAL INC
5,075$1.7B0.21%
99
FRCBFIRST REP BK SAN FRANCISCO C
10,697$1.6B0.20%
100
KOCOCA COLA CO
28,235$1.5B0.19%
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