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Stock Style
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Stock Style shows hedge fund manager's main investment focus in Value or Growth. It is determined based on analysis of portfolio holdings that are part of about 3000 US Stocks.
Style
Market Cap
Large
Value
Mid
Blend
Small
Growth
23
10
3
2
3
0
23
5
3
NICOLA WEALTH MANAGEMENT LTD

Time Period2018-12-31

Total Holdings104

Total Value ($x1000)606,999
Activities
New21

Increased27

Unchanged42

Decreased14

Sold Out12

Top 10 Stock Holdingstotal 25.63%
TD3.6

RY3.28

C2.74

GIM2.71

CNQ2.69

 
SU2.25

BNS2.21

V2.12

ENB2.09

SLF1.94

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
TD
3.6%
COM NEW
RY
3.28%
COM
C
2.74%
COM NEW
GIM
2.71%
COM
CNQ
2.69%
COM
SU
2.25%
COM
BNS
2.21%
COM
V
2.12%
COM CL A
ENB
2.09%
COM
SLF
1.94%
COM
HD
1.84%
COM
JPM
1.82%
COM
EA
1.73%
COM
MFC
1.72%
COM
AAPL
1.7%
COM
CM
1.6%
COM
MSFT
1.54%
COM
CNI
1.51%
COM
TRP
1.43%
COM
PG
1.41%
COM
CAKE
1.36%
COM
BEN
1.32%
COM
MRK
1.25%
COM
UNP
1.2%
COM
TECK
1.18%
CL B
VLO
1.17%
COM
NTR
1.17%
COM
PFE
1.17%
COM
TMO
1.16%
COM
GOOGL
1.15%
CAP STK CL A
BAM
1.15%
CL A LTD VT SH
FDX
1.14%
COM
SJR
1.11%
CL B CONV
TAP
1.11%
CL B
LB
1.1%
COM
TXN
1.09%
COM
DLPH
1.08%
SHS
MGA
1.07%
COM
CEF
1.01%
UNIT
BLK
1%
COM
DWDP
1%
COM
CSL
0.99%
COM
MDT
0.98%
SHS
HDB
0.94%
ADR REPS 3 SHS
XOM
0.92%
COM
SYF
0.89%
COM
ARCC
0.88%
COM
TJX
0.87%
COM
UNH
0.86%
COM
WM
0.82%
COM
THO
0.81%
COM
ACN
0.81%
SHS CLASS A
NEE
0.8%
COM
MTB
0.8%
COM
MEOH
0.79%
COM
RCL
0.79%
COM
DLTR
0.74%
COM
COST
0.74%
COM
CCI
0.72%
COM
KMB
0.69%
COM
STN
0.67%
COM
GIS
0.67%
COM
XYL
0.66%
COM
BSX
0.64%
COM
CMCSA
0.64%
CL A
NVDA
0.62%
COM
GIL
0.6%
COM
ADBE
0.6%
COM
CLX
0.57%
COM
PSX
0.57%
COM
MLM
0.57%
COM
BBT
0.56%
COM
BMY
0.55%
COM
SHW
0.54%
COM
EL
0.51%
CL A
CB
0.51%
COM
AMZN
0.51%
COM
AL
0.5%
CL A
HRL
0.5%
COM
WY
0.48%
COM
NWL
0.47%
COM
BA
0.45%
COM
ECL
0.44%
COM
BERY
0.44%
COM
HPQ
0.44%
COM
GOOG
0.43%
CAP STK CL C
LLL
0.39%
COM
WRK
0.39%
COM
PLAY
0.37%
COM
KO
0.36%
COM
FB
0.34%
CL A
AMT
0.32%
COM
CAG
0.32%
COM
WFC
0.26%
COM
FRC
0.25%
COM
HCA
0.23%
COM
CP
0.2%
COM
MDLZ
0.2%
CL A
LW
0.17%
COM
TCRD
0.1%
COM
MOGO
0.08%
COM
FCAU
0.07%
SHS
CHKP
0.04%
ORD
NXPI
0.04%
COM
HYG
1.48%
PUT
BAC
1.03%
COM
BPY
0.92%
UNIT LTD PARTN
CCL
0.91%
PAIRED CTF
EOG
0.79%
COM
ATVI
0.77%
COM
AER
0.74%
SHS
AIG
0.7%
COM NEW
VMC
0.67%
COM
APTV
0.44%
SHS
LYB
0.32%
SHS - A -
COT
0.18%
COM