290 is the total number of securities NICOLA WEALTH MANAGEMENT LTD. has owned. The longest NICOLA WEALTH MANAGEMENT LTD. has owned a single stock is 23 quarters.
Period | Weighting | Quarter | |||||||
---|---|---|---|---|---|---|---|---|---|
Ticker | Name | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
RY | ROYAL BK CDA SUSTAINABL | 23 | 23 | 2.37% | 3.23% | 4.26% | Q1 2018 | Q3 2023 | 23 |
TD | TORONTO DOMINION BK ONT | 23 | 23 | 1.79% | 3.18% | 5.08% | Q1 2018 | Q3 2023 | 23 |
V | VISA INC-CLASS A SHARES | 23 | 23 | 1.76% | 2.32% | 3.04% | Q1 2018 | Q3 2023 | 23 |
MSFT | MICROSOFT CORP | 23 | 23 | 1.54% | 2.26% | 2.78% | Q1 2018 | Q3 2023 | 23 |
SU | SUNCOR ENERGY INC NEW | 23 | 23 | 0.68% | 2.08% | 4.04% | Q1 2018 | Q3 2023 | 23 |
CNQ | CANADIAN NATURAL RESOU... | 23 | 23 | 0.77% | 1.96% | 3.24% | Q1 2018 | Q3 2023 | 23 |
CNI | CANADIAN NATL RY CO | 23 | 23 | 1.33% | 1.64% | 2.18% | Q1 2018 | Q3 2023 | 23 |
GOOGL | ALPHABET INC-CL A | 23 | 23 | 0.90% | 1.58% | 2.20% | Q1 2018 | Q3 2023 | 23 |
UNH | UNITEDHEALTH GROUP INC | 23 | 23 | 0.44% | 1.23% | 1.76% | Q1 2018 | Q3 2023 | 23 |
TMO | THERMO FISHER SCIENTIF... | 23 | 23 | 0.95% | 1.17% | 1.87% | Q1 2018 | Q3 2023 | 23 |
BSX | BOSTON SCIENTIFIC CORP | 23 | 23 | 0.59% | 1.10% | 2.01% | Q1 2018 | Q3 2023 | 23 |
COST | COSTCO WHSL CORP NEW | 23 | 23 | 0.67% | 1.06% | 1.58% | Q1 2018 | Q3 2023 | 23 |
WM | WASTE MGMT INC DEL | 23 | 23 | 0.48% | 0.91% | 1.61% | Q1 2018 | Q3 2023 | 23 |
XYL | XYLEM INC | 23 | 23 | 0.34% | 0.62% | 0.98% | Q1 2018 | Q3 2023 | 23 |
PFE | PFIZER INC | 22 | 22 | 0.88% | 1.19% | 1.76% | Q1 2018 | Q2 2023 | 22 |
BLK | BLACKROCK INC | 15 | 7 | 0.32% | 0.99% | 2.22% | Q1 2018 | Q3 2023 | 22 |
NEE | NEXTERA ENERGY INC(NYS) | 21 | 21 | 0.49% | 1.16% | 1.75% | Q1 2018 | Q1 2023 | 21 |
EA | ELECTRONIC ARTS INC | 20 | 20 | 0.34% | 1.40% | 2.23% | Q4 2018 | Q3 2023 | 20 |
UNP | UNION PACIFIC CORP(NYS) | 15 | 5 | 0.45% | 1.38% | 2.38% | Q1 2018 | Q3 2023 | 20 |
JPM | JPMORGAN CHASE & CO | 20 | 20 | 0.77% | 1.36% | 1.89% | Q1 2018 | Q4 2022 | 20 |
AMT | AMERICAN TOWER CORP NEW | 20 | 20 | 0.15% | 0.26% | 0.44% | Q4 2018 | Q3 2023 | 20 |
BNS | BANK OF NOVA SCOTIA(TOR) | 15 | 1 | 1.84% | 4.51% | 12.30% | Q1 2018 | Q2 2023 | 19 |
ENB | ENBRIDGE INC | 19 | 19 | 1.62% | 2.38% | 3.82% | Q1 2018 | Q3 2022 | 19 |
BAM | BROOKFIELD ASSET MGMT INC | 19 | 19 | 0.74% | 1.37% | 1.77% | Q1 2018 | Q3 2022 | 19 |
MRK | MERCK & CO. INC. | 19 | 19 | 0.85% | 1.26% | 1.79% | Q1 2018 | Q3 2022 | 19 |
MDT | MEDTRONIC PLC | 19 | 19 | 0.87% | 1.10% | 1.37% | Q1 2018 | Q3 2022 | 19 |
AMZN | AMAZON.COM INC | 15 | 1 | 0.51% | 0.92% | 1.39% | Q1 2018 | Q2 2023 | 19 |
NEP | NEXTERA ENERGY PARTNER... | 19 | 19 | 0.11% | 0.51% | 1.00% | Q1 2019 | Q3 2023 | 19 |
TRP | TC ENERGY CORP | 18 | 18 | 0.80% | 2.46% | 9.91% | Q2 2019 | Q3 2023 | 18 |
WMT | WALMART INC | 16 | 2 | 0.46% | 1.98% | 2.83% | Q1 2018 | Q3 2023 | 18 |
LOW | LOWE'S COS INC(NYS) | 16 | 2 | 0.35% | 0.95% | 1.94% | Q1 2018 | Q3 2023 | 18 |
HD | HOME DEPOT INC(NYS) | 18 | 18 | 0.14% | 0.85% | 1.84% | Q1 2018 | Q2 2022 | 18 |
HDB | HDFC BANK LTD-ADR | 18 | 18 | 0.17% | 0.72% | 1.36% | Q1 2018 | Q2 2022 | 18 |
GOOG | ALPHABET INC-CL C | 18 | 18 | 0.18% | 0.46% | 0.61% | Q1 2018 | Q2 2022 | 18 |
KMB | KIMBERLY-CLARK CORP(NYS) | 18 | 18 | 0.05% | 0.43% | 0.76% | Q1 2018 | Q2 2022 | 18 |
ECL | ECOLAB INC(NYS) | 18 | 18 | 0.06% | 0.34% | 0.59% | Q1 2018 | Q2 2022 | 18 |
CAG | CONAGRA BRANDS INC (NYS) | 18 | 18 | 0.04% | 0.29% | 0.55% | Q1 2018 | Q2 2022 | 18 |
LW | LAMB WESTON HOLDINGS INC | 18 | 18 | 0.07% | 0.23% | 0.48% | Q1 2018 | Q2 2022 | 18 |
FRC | FIRST REPUBLIC BANK/CA | 18 | 18 | 0.07% | 0.22% | 0.36% | Q1 2018 | Q2 2022 | 18 |
CM | CDN IMPERIAL BK COMM T... | 17 | 17 | 1.07% | 1.78% | 2.30% | Q1 2018 | Q1 2022 | 17 |
CP | CANADIAN PAC RY LTD | 14 | 1 | 0.20% | 1.45% | 1.96% | Q1 2018 | Q1 2023 | 17 |
AAPL | APPLE INC | 13 | 1 | 0.88% | 1.25% | 2.50% | Q1 2018 | Q4 2022 | 17 |
ADBE | ADOBE SYSTEMS INCORPOR... | 9 | 8 | 0.20% | 0.93% | 1.62% | Q1 2018 | Q3 2023 | 17 |
ACN | ACCENTURE PLC IRELAND | 11 | 6 | 0.04% | 0.88% | 1.17% | Q1 2018 | Q2 2022 | 17 |
TSM | TAIWAN SEMICONDUCTOR-S... | 16 | 1 | 0.09% | 0.52% | 1.53% | Q1 2018 | Q3 2023 | 17 |
C | CITIGROUP INC(NYS) | 16 | 16 | 0.60% | 1.61% | 2.74% | Q1 2018 | Q4 2021 | 16 |
DE | DEERE & CO | 15 | 1 | 0.86% | 1.46% | 2.39% | Q2 2019 | Q3 2023 | 16 |
VLO | VALERO ENERGY CORP NEW | 16 | 16 | 0.08% | 1.25% | 2.06% | Q1 2018 | Q4 2021 | 16 |
PG | PROCTER & GAMBLE CO | 16 | 16 | 0.09% | 0.99% | 1.99% | Q3 2018 | Q2 2022 | 16 |
BIP | BROOKFIELD INFRAST PAR... | 16 | 16 | 0.71% | 0.87% | 1.09% | Q2 2019 | Q1 2023 | 16 |
TU | TELUS CORPORATION | 16 | 16 | 0.16% | 0.86% | 2.19% | Q4 2019 | Q3 2023 | 16 |
APTV | APTIV PLC | 13 | 3 | 0.06% | 0.54% | 0.90% | Q1 2018 | Q1 2023 | 16 |
GIS | GENERAL MLS INC | 16 | 16 | 0.05% | 0.44% | 0.76% | Q1 2018 | Q4 2021 | 16 |
CLX | CLOROX COMPANY (NYS) | 12 | 4 | 0.02% | 0.29% | 0.70% | Q1 2018 | Q2 2022 | 16 |
SJR | SHAW COMMUNICATIONS INC-B | 15 | 15 | 1.07% | 1.27% | 2.08% | Q1 2018 | Q3 2021 | 15 |
ARCC | ARES CAPITAL CORP | 10 | 5 | 0.30% | 1.23% | 2.05% | Q4 2018 | Q3 2022 | 15 |
BEP | BROOKFIELD RENEWABLE P... | 15 | 15 | 0.08% | 0.69% | 1.52% | Q1 2020 | Q3 2023 | 15 |
AWK | AMERICAN WTR WKS CO IN... | 15 | 15 | 0.07% | 0.44% | 0.59% | Q1 2020 | Q3 2023 | 15 |
HASI | HANNON ARMSTRONG SUST ... | 15 | 15 | 0.10% | 0.43% | 0.59% | Q1 2020 | Q3 2023 | 15 |
AMRC | AMERESCO INC | 15 | 15 | 0.10% | 0.39% | 0.61% | Q1 2020 | Q3 2023 | 15 |
TPIC | TPI COMPOSITES INC | 15 | 15 | 0.08% | 0.35% | 0.57% | Q1 2020 | Q3 2023 | 15 |
MFC | MANULIFE FINL CORP | 14 | 14 | 0.93% | 1.64% | 2.53% | Q1 2018 | Q2 2021 | 14 |
PEP | PEPSICO INC | 13 | 1 | 0.42% | 1.49% | 2.55% | Q1 2018 | Q3 2022 | 14 |
FDX | FEDEX CORP | 14 | 14 | 0.73% | 0.97% | 1.31% | Q3 2018 | Q4 2021 | 14 |
ITRI | ITRON INC | 14 | 14 | 0.12% | 0.39% | 0.51% | Q2 2020 | Q3 2023 | 14 |
CMCSA | COMCAST CORP NEW | 13 | 13 | 0.46% | 0.97% | 1.82% | Q1 2018 | Q1 2021 | 13 |
MGA | MAGNA INTL INC | 8 | 5 | 0.26% | 0.79% | 1.14% | Q3 2018 | Q3 2023 | 13 |
NVDA | NVIDIA CORPORATION | 13 | 13 | 0.32% | 0.61% | 0.87% | Q1 2018 | Q1 2021 | 13 |
SPGI | S&P GLOBAL INC | 13 | 13 | 0.18% | 0.55% | 1.23% | Q3 2020 | Q3 2023 | 13 |
RUN | SUNRUN INC | 13 | 13 | 0.14% | 0.46% | 0.62% | Q3 2020 | Q3 2023 | 13 |
PLUG | PLUG POWER INC | 13 | 13 | 0.12% | 0.44% | 0.70% | Q3 2020 | Q3 2023 | 13 |
ORA | ORMAT TECHNOLOGIES INC | 13 | 13 | 0.24% | 0.44% | 0.57% | Q3 2020 | Q3 2023 | 13 |
AQUA | EVOQUA WATER TECHNOLOG... | 13 | 13 | 0.09% | 0.42% | 0.60% | Q1 2020 | Q1 2023 | 13 |
BLDP | BALLARD PWR SYS INC NEW | 13 | 13 | 0.17% | 0.34% | 0.55% | Q3 2020 | Q3 2023 | 13 |
DLTR | DOLLAR TREE INC | 9 | 1 | 0.54% | 1.16% | 2.37% | Q1 2018 | Q4 2021 | 12 |
FNV | FRANCO NEV CORP | 12 | 12 | 0.48% | 1.15% | 1.89% | Q3 2019 | Q2 2022 | 12 |
HRL | HORMEL FOODS CORP(NYS) | 12 | 12 | 0.13% | 0.74% | 1.33% | Q1 2018 | Q4 2020 | 12 |
BGRN | ISHARES TR | 11 | 1 | 0.09% | 0.65% | 1.21% | Q4 2019 | Q1 2023 | 12 |
ARRY | ARRAY TECHNOLOGIES INC | 12 | 12 | 0.26% | 0.37% | 0.61% | Q4 2020 | Q3 2023 | 12 |
BEEM | BEAM GLOBAL | 12 | 12 | 0.06% | 0.26% | 0.50% | Q4 2020 | Q3 2023 | 12 |
MDLZ | MONDELEZ INTL INC | 12 | 12 | 0.07% | 0.21% | 0.68% | Q1 2018 | Q4 2020 | 12 |
CHKP | CHECK POINT SOFTWARE T... | 6 | 6 | 0.02% | 0.03% | 0.05% | Q4 2018 | Q2 2022 | 12 |
SLF | SUN LIFE FINL INC | 11 | 11 | 0.75% | 1.60% | 2.38% | Q1 2018 | Q3 2020 | 11 |
MTB | M & T BK CORP | 11 | 11 | 0.80% | 1.29% | 1.74% | Q1 2018 | Q3 2020 | 11 |
BEN | FRANKLIN RESOURCES INC... | 11 | 11 | 0.56% | 1.04% | 1.41% | Q1 2018 | Q3 2020 | 11 |
GOLD | BARRICK GOLD CORPORATION | 10 | 1 | 0.03% | 0.99% | 1.40% | Q1 2019 | Q3 2022 | 11 |
NTR | NUTRIEN LTD(TOR) | 8 | 3 | 0.25% | 0.96% | 1.42% | Q1 2018 | Q3 2021 | 11 |
NXPI | NXP SEMICONDUCTORS N V | 9 | 2 | 0.04% | 0.85% | 1.73% | Q4 2018 | Q3 2023 | 11 |
BBDC | BARINGS BDC INC | 11 | 11 | 0.33% | 0.52% | 0.80% | Q1 2021 | Q3 2023 | 11 |
CHPT | CHARGEPOINT HOLDINGS INC | 11 | 11 | 0.20% | 0.36% | 0.48% | Q1 2021 | Q3 2023 | 11 |
KO | COCA COLA CO | 11 | 11 | 0.19% | 0.33% | 0.48% | Q2 2018 | Q4 2020 | 11 |
T | AT&T INC | 10 | 10 | 0.92% | 1.73% | 2.38% | Q2 2021 | Q3 2023 | 10 |
CCK | CROWN HLDGS INC | 10 | 10 | 0.91% | 1.51% | 2.00% | Q2 2021 | Q3 2023 | 10 |
CAKE | CHEESECAKE FACTORY INC... | 9 | 1 | 0.49% | 1.04% | 1.40% | Q1 2018 | Q3 2020 | 10 |
LB | L BRANDS INC | 10 | 10 | 0.20% | 1.01% | 1.86% | Q1 2018 | Q2 2020 | 10 |
STX | SEAGATE TECHNOLOGY HLD... | 10 | 10 | 0.77% | 1.00% | 1.44% | Q2 2021 | Q3 2023 | 10 |
APD | AIR PRODS & CHEMS INC | 10 | 10 | 0.59% | 0.98% | 1.38% | Q2 2021 | Q3 2023 | 10 |
TJX | TJX COS INC NEW | 8 | 2 | 0.13% | 0.86% | 1.56% | Q4 2018 | Q4 2021 | 10 |
GRPU | GRANITE REAL ESTATE IN... | 8 | 2 | 0.16% | 0.64% | 0.95% | Q3 2020 | Q3 2023 | 10 |
STEM | STEM INC | 10 | 10 | 0.11% | 0.29% | 0.40% | Q2 2021 | Q3 2023 | 10 |
EXR | EXTRA SPACE STORAGE INC | 7 | 3 | 0.07% | 0.15% | 0.28% | Q1 2021 | Q3 2023 | 10 |
MEOH | METHANEX CORP(TOR) | 8 | 1 | 0.48% | 1.29% | 2.02% | Q1 2018 | Q3 2020 | 9 |
WPM | WHEATON PRECIOUS METAL... | 9 | 9 | 0.59% | 0.95% | 1.86% | Q1 2019 | Q1 2021 | 9 |
TXN | TEXAS INSTRS INC | 6 | 1 | 0.16% | 0.92% | 1.11% | Q4 2018 | Q1 2022 | 9 |
PLD | PROLOGIS INC. | 9 | 9 | 0.24% | 0.90% | 2.04% | Q3 2021 | Q3 2023 | 9 |
TECK | TECK RESOURCES LTD-CLS... | 8 | 1 | 0.52% | 0.87% | 1.31% | Q1 2018 | Q3 2023 | 9 |
PGR | PROGRESSIVE CORP OHIO | 9 | 9 | 0.65% | 0.85% | 1.14% | Q3 2019 | Q3 2021 | 9 |
FCX | FREEPORT-MCMORAN INC | 9 | 9 | 0.42% | 0.79% | 1.07% | Q2 2021 | Q2 2023 | 9 |
BPY | BROOKFIELD PROPERTY PA... | 6 | 3 | 0.24% | 0.75% | 1.53% | Q1 2018 | Q2 2020 | 9 |
TSCO | TRACTOR SUPPLY COMPANY... | 7 | 1 | 0.14% | 0.69% | 1.05% | Q1 2018 | Q3 2021 | 9 |
EL | LAUDER ESTEE COS INC | 9 | 9 | 0.50% | 0.65% | 0.82% | Q1 2018 | Q1 2020 | 9 |
EOG | EOG RESOURCES INC(NYS) | 6 | 3 | 0.20% | 0.65% | 0.90% | Q1 2018 | Q2 2020 | 9 |
EMR | EMERSON ELEC CO | 4 | 2 | 0.35% | 0.65% | 0.98% | Q2 2019 | Q4 2021 | 9 |
SHW | SHERWIN-WILLIAMS CO/THE | 9 | 9 | 0.40% | 0.64% | 0.86% | Q1 2018 | Q1 2020 | 9 |
TIXT | TELUS INTL CDA INC | 9 | 9 | 0.42% | 0.57% | 0.80% | Q2 2021 | Q2 2023 | 9 |
INVH | INVITATION HOMES INC | 6 | 3 | 0.05% | 0.14% | 0.22% | Q2 2021 | Q3 2023 | 9 |
INGR | INGREDION INC | 9 | 9 | 0.04% | 0.11% | 0.26% | Q2 2020 | Q2 2022 | 9 |
BAC | BK OF AMERICA CORP | 5 | 1 | 0.85% | 1.28% | 1.58% | Q1 2018 | Q1 2023 | 8 |
LNG | CHENIERE ENERGY INC | 8 | 8 | 0.81% | 1.11% | 1.35% | Q4 2021 | Q3 2023 | 8 |
TAP | MOLSON COORS BREWING CO | 8 | 8 | 0.03% | 0.94% | 1.56% | Q3 2018 | Q2 2020 | 8 |
DLPH | DELPHI TECHNOLOGIES PLC | 8 | 8 | 0.35% | 0.94% | 1.35% | Q1 2018 | Q4 2019 | 8 |
CCI | CROWN CASTLE INTL CORP... | 8 | 8 | 0.69% | 0.87% | 1.00% | Q1 2018 | Q4 2019 | 8 |
STX | SEAGATE TECHNOLOGY PLC | 8 | 8 | 0.38% | 0.81% | 1.29% | Q2 2019 | Q1 2021 | 8 |
GIL | GILDAN ACTIVEWEAR INC | 4 | 4 | 0.33% | 0.76% | 1.24% | Q1 2018 | Q2 2020 | 8 |
BA | BOEING CO/THE(NYS) | 4 | 1 | 0.45% | 0.66% | 0.89% | Q1 2018 | Q3 2020 | 8 |
STN | STANTEC INC | 4 | 1 | 0.32% | 0.60% | 0.82% | Q2 2018 | Q3 2023 | 8 |
CSL | CARLISLE COS INC | 3 | 1 | 0.25% | 0.53% | 0.99% | Q1 2018 | Q3 2023 | 8 |
NUVEI CORPORATION | 8 | 8 | 0.23% | 0.44% | 0.65% | Q4 2021 | Q3 2023 | 8 | |
EVA | ENVIVA PARTNERS LP | 8 | 8 | 0.14% | 0.38% | 0.59% | Q1 2020 | Q4 2021 | 8 |
FLUENCE ENERGY INC | 8 | 8 | 0.18% | 0.26% | 0.29% | Q4 2021 | Q3 2023 | 8 | |
SHELL PLC | 7 | 7 | 1.62% | 2.20% | 2.62% | Q1 2022 | Q3 2023 | 7 | |
ROST | ROSS STORES INC | 7 | 7 | 1.30% | 1.80% | 2.23% | Q1 2022 | Q3 2023 | 7 |
H | HYATT HOTELS CORP | 7 | 7 | 0.34% | 1.18% | 1.74% | Q1 2022 | Q3 2023 | 7 |
KL | KIRKLAND LAKE GOLD LTD | 7 | 7 | 0.76% | 0.94% | 1.18% | Q1 2020 | Q3 2021 | 7 |
VMC | VULCAN MATLS CO | 4 | 3 | 0.50% | 0.71% | 0.88% | Q1 2018 | Q4 2019 | 7 |
QSR | RESTAURANT BRANDS INTL... | 7 | 7 | 0.12% | 0.65% | 1.01% | Q4 2019 | Q2 2021 | 7 |
SYF | SYNCHRONY FINL | 7 | 7 | 0.37% | 0.63% | 0.89% | Q1 2018 | Q3 2019 | 7 |
NWL | NEWELL BRANDS INC (NYS) | 7 | 7 | 0.35% | 0.52% | 0.66% | Q1 2018 | Q3 2019 | 7 |
PLAY | DAVE & BUSTERS ENTMT INC | 5 | 2 | 0.21% | 0.52% | 0.85% | Q1 2018 | Q4 2019 | 7 |
WFC | WELLS FARGO CO NEW | 7 | 7 | 0.24% | 0.50% | 0.88% | Q1 2018 | Q3 2019 | 7 |
OCSL | OAKTREE SPECIALTY LEND... | 7 | 7 | 0.26% | 0.48% | 0.58% | Q1 2021 | Q3 2022 | 7 |
JNK | SPDR SER TR | 7 | 7 | 0.06% | 0.44% | 1.25% | Q3 2020 | Q1 2022 | 7 |
ENPH | ENPHASE ENERGY INC | 7 | 7 | 0.37% | 0.42% | 0.58% | Q1 2022 | Q3 2023 | 7 |
COLD | AMERICOLD RLTY TR | 5 | 2 | 0.05% | 0.20% | 0.41% | Q1 2021 | Q3 2023 | 7 |
GBDC | GOLUB CAP BDC INC | 7 | 7 | 0.14% | 0.20% | 0.23% | Q4 2021 | Q2 2023 | 7 |
PH | PARKER-HANNIFIN CORP | 6 | 1 | 0.02% | 0.12% | 0.22% | Q1 2020 | Q4 2021 | 7 |
PDO | PIMCO DYNAMIC INCOME O... | 7 | 7 | 0.07% | 0.08% | 0.09% | Q1 2022 | Q3 2023 | 7 |
MS | MORGAN STANLEY | 6 | 6 | 0.68% | 1.39% | 1.67% | Q4 2020 | Q1 2022 | 6 |
NOC | NORTHROP GRUMMAN CORP | 6 | 6 | 0.07% | 0.78% | 1.13% | Q3 2021 | Q4 2022 | 6 |
TFII | TFI INTL INC | 6 | 6 | 0.47% | 0.77% | 1.02% | Q1 2021 | Q2 2022 | 6 |
CCL | CARNIVAL CORP | 3 | 3 | 0.41% | 0.63% | 0.91% | Q1 2018 | Q3 2019 | 6 |
SUI | SUN CMNTYS INC | 6 | 6 | 0.23% | 0.63% | 1.10% | Q2 2022 | Q3 2023 | 6 |
WY | WEYERHAEUSER CO | 6 | 6 | 0.48% | 0.56% | 0.64% | Q1 2018 | Q2 2019 | 6 |
NFLX | NETFLIX INC | 6 | 6 | 0.28% | 0.53% | 0.82% | Q2 2022 | Q3 2023 | 6 |
BMY | BRISTOL-MYERS SQUIBB C... | 6 | 6 | 0.40% | 0.51% | 0.68% | Q1 2018 | Q2 2019 | 6 |
XOM | EXXON MOBIL CORP | 6 | 6 | 0.28% | 0.43% | 0.92% | Q3 2018 | Q4 2019 | 6 |
BBU | BROOKFIELD BUSINESS PA... | 6 | 6 | 0.30% | 0.39% | 0.52% | Q1 2020 | Q2 2021 | 6 |
EQIX | EQUINIX INC | 6 | 6 | 0.28% | 0.33% | 0.36% | Q2 2022 | Q3 2023 | 6 |
JBL | JABIL INC | 6 | 6 | 0.04% | 0.27% | 0.44% | Q2 2022 | Q3 2023 | 6 |
WELL | WELLTOWER INC | 6 | 6 | 0.20% | 0.27% | 0.34% | Q2 2022 | Q3 2023 | 6 |
BE | BLOOM ENERGY CORP | 6 | 6 | 0.16% | 0.27% | 0.31% | Q2 2022 | Q3 2023 | 6 |
SLGN | SILGAN HOLDINGS INC | 6 | 6 | 0.04% | 0.25% | 0.40% | Q2 2022 | Q3 2023 | 6 |
COKE | COCA COLA CONS INC | 6 | 6 | 0.05% | 0.25% | 0.47% | Q2 2022 | Q3 2023 | 6 |
PDCO | PATTERSON COS INC | 6 | 6 | 0.05% | 0.24% | 0.45% | Q2 2022 | Q3 2023 | 6 |
REXR | REXFORD INDL RLTY INC | 6 | 6 | 0.18% | 0.23% | 0.26% | Q2 2022 | Q3 2023 | 6 |
SANM | SANMINA CORPORATION | 6 | 6 | 0.05% | 0.22% | 0.32% | Q2 2022 | Q3 2023 | 6 |
BHE | BENCHMARK ELECTRS INC | 6 | 6 | 0.04% | 0.20% | 0.29% | Q2 2022 | Q3 2023 | 6 |
EPC | EDGEWELL PERS CARE CO | 6 | 6 | 0.05% | 0.19% | 0.29% | Q2 2022 | Q3 2023 | 6 |
BCO | BRINKS CO | 6 | 6 | 0.05% | 0.18% | 0.27% | Q2 2022 | Q3 2023 | 6 |
EPRT | ESSENTIAL PPTYS RLTY T... | 6 | 6 | 0.14% | 0.17% | 0.20% | Q2 2022 | Q3 2023 | 6 |
CRI | CARTERS INC | 6 | 6 | 0.04% | 0.15% | 0.20% | Q2 2022 | Q3 2023 | 6 |
ARE | ALEXANDRIA REAL ESTATE... | 6 | 6 | 0.06% | 0.15% | 0.21% | Q2 2022 | Q3 2023 | 6 |
REZI | RESIDEO TECHNOLOGIES INC | 6 | 6 | 0.04% | 0.14% | 0.18% | Q2 2022 | Q3 2023 | 6 |
VICI | VICI PPTYS INC | 6 | 6 | 0.06% | 0.14% | 0.26% | Q2 2022 | Q3 2023 | 6 |
TCRD | THL CREDIT INC | 5 | 1 | 0.07% | 0.12% | 0.21% | Q4 2018 | Q2 2020 | 6 |
HP | HELMERICH & PAYNE INC | 6 | 6 | 0.04% | 0.12% | 0.18% | Q2 2022 | Q3 2023 | 6 |
NBR | NABORS INDUSTRIES LTD | 6 | 6 | 0.04% | 0.11% | 0.17% | Q2 2022 | Q3 2023 | 6 |
PDS | PRECISION DRILLING CORP | 6 | 6 | 0.04% | 0.11% | 0.17% | Q2 2022 | Q3 2023 | 6 |
FISV | FISERV INC | 6 | 6 | 0.05% | 0.11% | 0.15% | Q1 2021 | Q2 2022 | 6 |
HSIC | HENRY SCHEIN INC | 6 | 6 | 0.06% | 0.07% | 0.10% | Q1 2021 | Q2 2022 | 6 |
MOGO | MOGO INC | 3 | 3 | 0.02% | 0.07% | 0.11% | Q2 2019 | Q4 2020 | 6 |
VZ | VERIZON COMMUNICATIONS... | 5 | 5 | 1.92% | 2.26% | 2.63% | Q1 2020 | Q1 2021 | 5 |
TRP | TRANSCANADA CORP | 5 | 5 | 1.43% | 1.62% | 1.86% | Q1 2018 | Q1 2019 | 5 |
RCI | ROGERS COMMUNICATIONS INC | 5 | 5 | 1.06% | 1.33% | 1.53% | Q4 2021 | Q4 2022 | 5 |
WCC | WESCO INTL INC | 5 | 5 | 0.45% | 1.01% | 1.53% | Q3 2022 | Q3 2023 | 5 |
DWDP | DOWDUPONT INC | 5 | 5 | 0.78% | 0.85% | 1.00% | Q1 2018 | Q1 2019 | 5 |
AJG | GALLAGHER ARTHUR J & CO | 5 | 5 | 0.40% | 0.80% | 1.08% | Q3 2022 | Q3 2023 | 5 |
WFG | WEST FRASER TIMBER CO LTD | 5 | 5 | 0.36% | 0.72% | 0.94% | Q1 2021 | Q1 2022 | 5 |
AER | AERCAP HOLDINGS NV | 3 | 2 | 0.35% | 0.63% | 0.80% | Q1 2018 | Q2 2019 | 5 |
ATVI | ACTIVISION BLIZZARD INC | 4 | 1 | 0.34% | 0.57% | 0.77% | Q3 2018 | Q3 2021 | 5 |
HPQ | HP INC(NYS) | 5 | 5 | 0.38% | 0.47% | 0.58% | Q1 2018 | Q1 2019 | 5 |
ENVIVA INC | 5 | 5 | 0.34% | 0.47% | 0.61% | Q1 2022 | Q1 2023 | 5 | |
CONSTELLATION ENERGY CORP | 5 | 5 | 0.21% | 0.34% | 0.47% | Q3 2022 | Q3 2023 | 5 | |
CVE | CENOVUS ENERGY INC | 5 | 5 | 0.18% | 0.26% | 0.34% | Q1 2020 | Q1 2021 | 5 |
EQR | EQUITY RESIDENTIAL | 3 | 2 | 0.20% | 0.25% | 0.27% | Q2 2022 | Q3 2023 | 5 |
MSCI | MSCI INC | 5 | 5 | 0.18% | 0.20% | 0.24% | Q2 2019 | Q2 2020 | 5 |
UDR | UDR INC | 5 | 5 | 0.12% | 0.19% | 0.24% | Q2 2022 | Q2 2023 | 5 |
MMM | 3M CO | 5 | 5 | 0.04% | 0.06% | 0.10% | Q1 2021 | Q1 2022 | 5 |
GIM | TEMPLETON GLOBAL INCOM... | 4 | 4 | 2.26% | 2.70% | 3.13% | Q2 2018 | Q1 2019 | 4 |
BROOKFIELD ASSET MANAG... | 4 | 4 | 0.50% | 1.13% | 1.99% | Q4 2022 | Q3 2023 | 4 | |
CEF | SPROTT PHYSICAL GOLD &... | 4 | 4 | 0.86% | 0.96% | 1.04% | Q1 2018 | Q4 2018 | 4 |
LLL | L3 TECHNOLOGIES INC | 4 | 4 | 0.39% | 0.95% | 1.23% | Q1 2018 | Q4 2018 | 4 |
QCOM | QUALCOMM INC | 4 | 4 | 0.14% | 0.92% | 1.30% | Q4 2020 | Q3 2021 | 4 |
THO | THOR INDS INC | 4 | 4 | 0.81% | 0.87% | 0.92% | Q4 2018 | Q3 2019 | 4 |
SBUX | STARBUCKS CORP | 3 | 1 | 0.47% | 0.65% | 0.79% | Q1 2018 | Q3 2020 | 4 |
WCN | WASTE CONNECTIONS INC | 4 | 4 | 0.33% | 0.64% | 1.04% | Q1 2022 | Q4 2022 | 4 |
OSK | OSHKOSH CORP | 3 | 1 | 0.32% | 0.56% | 0.68% | Q3 2019 | Q3 2020 | 4 |
CPT | CAMDEN PPTY TR | 4 | 4 | 0.13% | 0.50% | 0.71% | Q4 2022 | Q3 2023 | 4 |
HCA | HCA HEALTHCARE INC | 4 | 4 | 0.23% | 0.48% | 0.70% | Q1 2018 | Q4 2018 | 4 |
BERY | BERRY GLOBAL GROUP INC | 4 | 4 | 0.44% | 0.46% | 0.50% | Q2 2018 | Q1 2019 | 4 |
FB | FACEBOOK INC - A | 4 | 4 | 0.34% | 0.46% | 0.66% | Q1 2018 | Q4 2018 | 4 |
CDNS | CADENCE DESIGN SYSTEM INC | 4 | 4 | 0.35% | 0.45% | 0.55% | Q1 2022 | Q4 2022 | 4 |
WRK | WESTROCK CO | 4 | 4 | 0.36% | 0.41% | 0.50% | Q2 2018 | Q1 2019 | 4 |
JPHY | J P MORGAN EXCHANGE-TR... | 4 | 4 | 0.22% | 0.25% | 0.27% | Q2 2021 | Q1 2022 | 4 |
NIO | NIO INC | 4 | 4 | 0.15% | 0.23% | 0.33% | Q4 2021 | Q3 2022 | 4 |
LI | LI AUTO INC | 4 | 4 | 0.13% | 0.21% | 0.29% | Q4 2021 | Q3 2022 | 4 |
AMH | AMERICAN HOMES 4 RENT | 4 | 4 | 0.05% | 0.15% | 0.25% | Q2 2021 | Q1 2022 | 4 |
SHOP | SHOPIFY INC | 4 | 4 | 0.10% | 0.14% | 0.21% | Q1 2022 | Q4 2022 | 4 |
LOGI | LOGITECH INTL S A | 2 | 2 | 0.02% | 0.04% | 0.06% | Q3 2020 | Q4 2021 | 4 |
AXP | AMERICAN EXPRESS CO | 3 | 3 | 0.38% | 1.38% | 2.10% | Q2 2020 | Q4 2020 | 3 |
CUBE | CUBESMART | 3 | 3 | 1.18% | 1.28% | 1.32% | Q1 2023 | Q3 2023 | 3 |
DIS | WALT DISNEY CO/THE | 2 | 1 | 0.76% | 1.10% | 1.31% | Q1 2018 | Q2 2020 | 3 |
AEM | AGNICO EAGLE MINES LTD | 3 | 3 | 0.40% | 0.78% | 1.25% | Q2 2022 | Q4 2022 | 3 |
SSRM | SSR MNG INC | 3 | 3 | 0.52% | 0.66% | 0.75% | Q3 2020 | Q1 2021 | 3 |
ROK | ROCKWELL AUTOMATION INC | 2 | 1 | 0.52% | 0.60% | 0.74% | Q2 2019 | Q2 2020 | 3 |
AIG | AMERICAN INTL GROUP INC | 1 | 1 | 0.46% | 0.58% | 0.70% | Q1 2018 | Q1 2019 | 3 |
COT | COTT CORP QUE | 3 | 3 | 0.18% | 0.58% | 1.09% | Q1 2018 | Q3 2018 | 3 |
KREF | KKR REAL ESTATE FIN TR... | 3 | 3 | 0.40% | 0.58% | 0.78% | Q1 2023 | Q3 2023 | 3 |
OTEX | OPEN TEXT CORP | 3 | 3 | 0.45% | 0.50% | 0.55% | Q1 2020 | Q3 2020 | 3 |
DAL | DELTA AIR LINES INC(NYS) | 2 | 1 | 0.19% | 0.37% | 0.54% | Q1 2018 | Q2 2020 | 3 |
LYB | LYONDELLBASELL INDUSTR... | 3 | 3 | 0.32% | 0.36% | 0.38% | Q1 2018 | Q3 2018 | 3 |
LIGHTSPEED COMMERCE INC | 3 | 3 | 0.15% | 0.31% | 0.58% | Q3 2021 | Q1 2022 | 3 | |
PSA | PUBLIC STORAGE | 3 | 3 | 0.25% | 0.27% | 0.30% | Q2 2022 | Q4 2022 | 3 |
DLR | DIGITAL RLTY TR INC | 3 | 3 | 0.18% | 0.25% | 0.35% | Q1 2023 | Q3 2023 | 3 |
GNTX | GENTEX CORP | 3 | 3 | 0.19% | 0.20% | 0.21% | Q1 2020 | Q3 2020 | 3 |
KIM | KIMCO RLTY CORP | 3 | 3 | 0.18% | 0.19% | 0.20% | Q2 2022 | Q4 2022 | 3 |
ADC | AGREE RLTY CORP | 3 | 3 | 0.15% | 0.17% | 0.20% | Q1 2023 | Q3 2023 | 3 |
KRG | KITE RLTY GROUP TR | 3 | 3 | 0.11% | 0.15% | 0.22% | Q1 2023 | Q3 2023 | 3 |
HWC | HANCOCK WHITNEY CORPOR... | 3 | 3 | 0.04% | 0.13% | 0.19% | Q2 2022 | Q4 2022 | 3 |
HST | HOST HOTELS & RESORTS INC | 3 | 3 | 0.11% | 0.12% | 0.14% | Q2 2022 | Q4 2022 | 3 |
RADI | RADIUS GLOBAL INFRASTR... | 3 | 3 | 0.08% | 0.08% | 0.10% | Q2 2022 | Q4 2022 | 3 |
MOGO | MOGO FIN TECHNOLOGY INC | 3 | 3 | 0.07% | 0.08% | 0.10% | Q3 2018 | Q1 2019 | 3 |
CANADIAN PACIFIC KANSA... | 2 | 2 | 2.50% | 2.95% | 3.39% | Q2 2023 | Q3 2023 | 2 | |
HYG | ISHARES TR | 2 | 2 | 1.48% | 1.57% | 1.65% | Q2 2018 | Q3 2018 | 2 |
GGP | GGP INC | 2 | 2 | 0.90% | 1.12% | 1.33% | Q1 2018 | Q2 2018 | 2 |
VET | VERMILION ENERGY INC(TOR) | 2 | 2 | 0.66% | 0.67% | 0.67% | Q1 2018 | Q2 2018 | 2 |
TIP | ISHARES TIPS BOND ETF | 2 | 2 | 0.52% | 0.54% | 0.56% | Q1 2021 | Q2 2021 | 2 |
STIP | ISHARES TR | 2 | 2 | 0.51% | 0.53% | 0.56% | Q1 2021 | Q2 2021 | 2 |
ZBH | ZIMMER BIOMET HOLDINGS... | 2 | 2 | 0.50% | 0.50% | 0.50% | Q1 2018 | Q2 2018 | 2 |
PM | PHILIP MORRIS INTL INC | 2 | 2 | 0.48% | 0.48% | 0.49% | Q1 2018 | Q2 2018 | 2 |
MHK | MOHAWK INDUSTRIES INC | 2 | 2 | 0.42% | 0.44% | 0.47% | Q1 2018 | Q2 2018 | 2 |
USB | US BANCORP(NYS) | 2 | 2 | 0.39% | 0.44% | 0.50% | Q1 2018 | Q2 2018 | 2 |
TRICON RESIDENTIAL INC | 2 | 2 | 0.29% | 0.34% | 0.38% | Q4 2021 | Q1 2022 | 2 | |
PEAK | HEALTHPEAK PROPERTIES INC | 2 | 2 | 0.12% | 0.16% | 0.20% | Q3 2022 | Q4 2022 | 2 |
ESS | ESSEX PPTY TR INC | 2 | 2 | 0.15% | 0.15% | 0.16% | Q2 2022 | Q3 2022 | 2 |
DEI | DOUGLAS EMMETT INC | 2 | 2 | 0.10% | 0.11% | 0.12% | Q3 2022 | Q4 2022 | 2 |
BIPC | BROOKFIELD INFRASTRUCT... | 2 | 2 | 0.09% | 0.10% | 0.11% | Q1 2020 | Q2 2020 | 2 |
PACW | PACWEST BANCORP DEL | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2022 | Q3 2022 | 2 |
STLA | STELLANTIS N.V | 2 | 2 | 0.03% | 0.03% | 0.04% | Q1 2022 | Q2 2022 | 2 |
GILD | GILEAD SCIENCES INC | 1 | 1 | 1.54% | 1.54% | 1.54% | Q3 2023 | Q3 2023 | 1 |
RDSB | ROYAL DUTCH SHELL PLC | 1 | 1 | 1.35% | 1.35% | 1.35% | Q4 2021 | Q4 2021 | 1 |
IFF | INTERNATIONAL FLAVORS&... | 1 | 1 | 1.00% | 1.00% | 1.00% | Q3 2023 | Q3 2023 | 1 |
GIB | CGI INC | 1 | 1 | 0.96% | 0.96% | 0.96% | Q3 2023 | Q3 2023 | 1 |
ABBV | ABBVIE INC | 1 | 1 | 0.96% | 0.96% | 0.96% | Q3 2023 | Q3 2023 | 1 |
EW | EDWARDS LIFESCIENCES CORP | 1 | 1 | 0.86% | 0.86% | 0.86% | Q4 2022 | Q4 2022 | 1 |
OSB | NORBORD INC | 1 | 1 | 0.85% | 0.85% | 0.85% | Q4 2020 | Q4 2020 | 1 |
RCL | ROYAL CARIBBEAN CRUISE... | 1 | 1 | 0.79% | 0.79% | 0.79% | Q4 2018 | Q4 2018 | 1 |
BIIB | BIOGEN INC | 1 | 1 | 0.61% | 0.61% | 0.61% | Q3 2023 | Q3 2023 | 1 |
DD | DUPONT DE NEMOURS INC | 1 | 1 | 0.58% | 0.58% | 0.58% | Q2 2019 | Q2 2019 | 1 |
PSX | PHILLIPS 66 | 1 | 1 | 0.57% | 0.57% | 0.57% | Q4 2018 | Q4 2018 | 1 |
MLM | MARTIN MARIETTA MATLS INC | 1 | 1 | 0.57% | 0.57% | 0.57% | Q4 2018 | Q4 2018 | 1 |
BBT | BB&T CORP | 1 | 1 | 0.56% | 0.56% | 0.56% | Q4 2018 | Q4 2018 | 1 |
BROOKFIELD CORP | 1 | 1 | 0.56% | 0.56% | 0.56% | Q4 2022 | Q4 2022 | 1 | |
CB | CHUBB LIMITED | 1 | 1 | 0.51% | 0.51% | 0.51% | Q4 2018 | Q4 2018 | 1 |
INFY | INFOSYS LTD | 1 | 1 | 0.50% | 0.50% | 0.50% | Q3 2023 | Q3 2023 | 1 |
AL | AIR LEASE CORP | 1 | 1 | 0.50% | 0.50% | 0.50% | Q4 2018 | Q4 2018 | 1 |
STZ | CONSTELLATION BRANDS INC | 1 | 1 | 0.38% | 0.38% | 0.38% | Q2 2018 | Q2 2018 | 1 |
VTR | VENTAS INC | 1 | 1 | 0.22% | 0.22% | 0.22% | Q3 2023 | Q3 2023 | 1 |
AVB | AVALONBAY CMNTYS INC | 1 | 1 | 0.22% | 0.22% | 0.22% | Q3 2023 | Q3 2023 | 1 |
IONS | IONIS PHARMACEUTICALS INC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q3 2023 | Q3 2023 | 1 |
PRGO | PERRIGO CO PLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q3 2023 | Q3 2023 | 1 |
MOBILEYE GLOBAL INC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q3 2023 | Q3 2023 | 1 | |
HEALTHCARE RLTY TR | 1 | 1 | 0.15% | 0.15% | 0.15% | Q3 2023 | Q3 2023 | 1 | |
KRC | KILROY RLTY CORP | 1 | 1 | 0.12% | 0.12% | 0.12% | Q2 2022 | Q2 2022 | 1 |
FCAU | FIAT CHRYSLER AUTOMOBI... | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2018 | Q4 2018 | 1 |
LIN | LINDE PLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2022 | Q2 2022 | 1 |
FCRD | FIRST EAGLE ALTR CAP B... | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2020 | Q3 2020 | 1 |
MIDD | MIDDLEBY CORP | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2020 | Q1 2020 | 1 |
HLNE | HAMILTON LANE INC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q1 2023 | 1 |
KKR | KKR & CO INC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q1 2023 | 1 |
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The securities at the top of the list , including ROYAL BK CDA SUSTAINABL, TORONTO DOMINION BK ONT, and VISA INC-CLASS A SHARES, are the highest-conviction holdings of NICOLA WEALTH MANAGEMENT LTD..
The conviction is calculated by counting the number of quarters a security has been reported by NICOLA WEALTH MANAGEMENT LTD.. The higher the number, the higher the conviction and longer the holding period.
This page lists all the securities that NICOLA WEALTH MANAGEMENT LTD. owns currently or has owned in the past.