NICOLA WEALTH MANAGEMENT LTD. Q4 2021 Filing

Filed February 9, 2022

Portfolio Value

$1.1T

Holdings

119

Report Date

Q4 2021

Filing Type

13F-HR

All Holdings (119 positions)

#StockSharesValue% PortfolioType
1
BNSBANK NOVA SCOTIA B C
1,072,200$76.0B7.14%
2
RYROYAL BK CDA
294,390$31.3B2.94%
3
TDTORONTO DOMINION BK ONT
380,300$29.2B2.74%
4
MSFTMICROSOFT CORP
72,655$24.4B2.30%
5
VVISA INC
112,515$24.4B2.29%
6
WMTWALMART INC
160,000$23.1B2.18%
7
ENBENBRIDGE INC
531,200$20.8B1.95%
8
SUSUNCOR ENERGY INC NEW
816,300$20.4B1.92%
9
PEPPEPSICO INC
117,000$20.3B1.91%
10
CMCANADIAN IMP BK COMM
167,100$19.5B1.83%
11
GOOGLALPHABET INC
6,700$19.4B1.82%
12
CRCCANADIAN NAT RES LTD
446,400$18.9B1.77%
13
ARCCARES CAPITAL CORP
874,120$18.6B1.75%
14
NEENEXTERA ENERGY INC
186,464$17.4B1.64%
15
CP.TOCANADIAN PAC RY LTD
235,200$16.9B1.59%
16
TJXTJX COS INC NEW
218,000$16.6B1.56%
17
PFEPFIZER INC
265,497$15.7B1.47%
18
UNHUNITEDHEALTH GROUP INC
31,000$15.6B1.46%
19
STXSEAGATE TECHNOLOGY HLDNGS PL
135,400$15.3B1.44%
20
CNRCANADIAN NATL RY CO
122,100$15.0B1.41%
21
UNPUNION PAC CORP
59,400$15.0B1.41%
22
TAT&T INC
596,000$14.7B1.38%
23
BSXBOSTON SCIENTIFIC CORP
342,600$14.6B1.37%
24
R6C2ROYAL DUTCH SHELL PLC
331,000$14.3B1.35%
25
DWDMORGAN STANLEY
146,000$14.3B1.35%
26
CCKCROWN HLDGS INC
129,500$14.3B1.35%
27
TRPTC ENERGY CORP
297,970$13.9B1.30%
28
TRVCCITIGROUP INC
228,000$13.8B1.29%
29
JPMJPMORGAN CHASE & CO
86,700$13.7B1.29%
30
AAPLAPPLE INC
72,500$12.9B1.21%
31
MDTMEDTRONIC PLC
121,636$12.6B1.18%
32
EAELECTRONIC ARTS INC
93,500$12.3B1.16%
33
TMOTHERMO FISHER SCIENTIFIC INC
18,332$12.2B1.15%
34
AMZNAMAZON COM INC
3,574$11.9B1.12%
35
MRKMERCK & CO INC
148,289$11.4B1.07%
36
RCI/BROGERS COMMUNICATIONS INC
237,000$11.3B1.06%
37
NOCNORTHROP GRUMMAN CORP
28,700$11.1B1.04%
38
LOWLOWES COS INC
42,500$11.0B1.03%
39
ABXBARRICK GOLD CORP
566,600$10.8B1.01%
40
BAMBROOKFIELD ASSET MGMT INC
178,200$10.8B1.01%
41
EMREMERSON ELEC CO
112,600$10.5B0.98%
42
FNVFRANCO NEV CORP
75,200$10.4B0.98%
43
TXNTEXAS INSTRS INC
55,000$10.4B0.97%
44
GRT-UCADGRANITE REAL ESTATE INVT TR
121,100$10.1B0.95%
45
BLKCHFBLACKROCK INC
10,900$10.0B0.94%
46
TFIITFI INTL INC
86,800$9.7B0.92%
47
DEDEERE & CO
27,800$9.5B0.90%
48
LNGCHENIERE ENERGY INC
85,000$8.6B0.81%
49
FDXFEDEX CORP
33,000$8.5B0.80%
50
NXPINXP SEMICONDUCTORS N V
36,800$8.4B0.79%
51
APTVAPTIV PLC
50,000$8.2B0.78%
52
APDAIR PRODS & CHEMS INC
26,900$8.2B0.77%
53
COSTCOSTCO WHSL CORP NEW
13,800$7.8B0.74%
54
FCXFREEPORT-MCMORAN INC
185,000$7.7B0.73%
55
BIPBROOKFIELD INFRAST PARTNERS
124,300$7.6B0.71%
56
ACNACCENTURE PLC IRELAND
17,500$7.3B0.68%
57
BGRNISHARES GLOBAL GREEN BOND ETF
131,861$7.2B0.67%
58
WFGWEST FRASER TIMBER CO LTD
73,350$7.0B0.66%
59
TRYBARINGS BDC INC
614,000$6.8B0.64%
60
TIXTTELUS INTL CDA INC
191,637$6.3B0.60%
61
FSC1EUROAKTREE SPECIALTY LENDING CO
826,700$6.2B0.58%
62
DLTRDOLLAR TREE INC
41,000$5.8B0.54%
63
PLUNPLUG POWER INC
198,000$5.6B0.53%
64
HNMORMAT TECHNOLOGIES INC
70,000$5.6B0.52%
65
BEPBROOKFIELD RENEWABLE PARTNER
155,000$5.5B0.52%
66
AMRCAMERESCO INC
67,000$5.5B0.51%
67
RUNSUNRUN INC
159,000$5.5B0.51%
68
XIFRNEXTERA ENERGY PARTNERS LP
63,000$5.3B0.50%
69
WMWASTE MGMT INC DEL
31,700$5.3B0.50%
70
AQUAUSDEVOQUA WATER TECHNOLOGIES CO
113,000$5.3B0.50%
71
ARRYARRAY TECHNOLOGIES INC
333,000$5.2B0.49%
72
NVEINUVEI CORPORATION
79,900$5.2B0.49%
73
TPICQTPI COMPOSITES INC
345,000$5.2B0.49%
74
HASIHANNON ARMSTRONG SUST INFR C
97,000$5.2B0.48%
75
GOOGALPHABET INC
1,749$5.1B0.48%
76
EVAUSDENVIVA PARTNERS LP
70,664$5.0B0.47%
77
HDBHDFC BANK LTD
74,530$4.9B0.46%
78
ITRIITRON INC
70,000$4.8B0.45%
79
AWCAMERICAN WTR WKS CO INC NEW
25,000$4.7B0.44%
80
TTELUS CORPORATION
196,900$4.6B0.44%
81
HDHOME DEPOT INC
10,872$4.5B0.43%
82
BLDPBALLARD PWR SYS INC NEW
357,000$4.5B0.42%
83
XYLXYLEM INC
37,000$4.4B0.42%
84
TCN1EURTRICON RESIDENTIAL INC
267,100$4.1B0.38%
85
RSTEM INC
195,000$3.7B0.35%
86
CHPTCHARGEPOINT HOLDINGS INC
191,000$3.6B0.34%
87
BEEMBEAM GLOBAL
169,520$3.2B0.30%
88
COLDAMERICOLD RLTY TR
86,000$2.8B0.27%
89
TSMTAIWAN SEMICONDUCTOR MFG LTD
22,132$2.7B0.25%
90
BBHYJ P MORGAN EXCHANGE-TRADED F
50,000$2.6B0.24%
91
PLDPROLOGIS INC.
15,000$2.5B0.24%
92
SPGIS&P GLOBAL INC
4,929$2.3B0.22%
93
AMHAMERICAN HOMES 4 RENT
53,000$2.3B0.22%
94
LSPDLIGHTSPEED COMMERCE INC
55,200$2.2B0.21%
95
LILI AUTO INC
68,000$2.2B0.21%
96
PGPROCTER AND GAMBLE CO
13,250$2.2B0.20%
97
FRCBFIRST REP BK SAN FRANCISCO C
10,347$2.1B0.20%
98
AMTAMERICAN TOWER CORP NEW
7,210$2.1B0.20%
99
ADBEADOBE SYSTEMS INCORPORATED
3,640$2.1B0.19%
100
NIONIO INC
65,000$2.1B0.19%
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