NW

NICOLA WEALTH MANAGEMENT LTD.

13F
NICOLA WEALTH MANAGEMENT LTD.
Last update 2025-06-06 111 Stocks (17 new)
Value $1.02 Bil Turnover 21 %
Countries:
Top Holdings: BNS(10.64%)TD(2.98%)MSFT(2.69%)REET(2.67%)V(2.43%)
Summary Stock Picks Current Portfolio
NICOLA WEALTH MANAGEMENT LTD. Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
BNS
Bank of Nova Scotia
2,300,000
109,092.1
New Holding
10.640
+10.64%
0.180
+18.76%
+10.63%
70,745.9
Banks
TD
The Toronto-Dominion Bank
510,002
30,571.8
0%
2.980
0%
0.030
+22.01%
+46.41%
129,272.2
Banks
MSFT
Microsoft Corp
73,560
27,613.7
+6.36%
2.690
+0.16%
0.000
+32.58%
+22.07%
3,809,624.7
Software
REET
iShares Global REIT ETF
1,128,300
27,372.6
+15.33%
2.670
+0.35%
0.720
+6.23%
+6.47%
3,979.4
 
V
Visa Inc
71,000
24,882.7
-13.41%
2.430
-0.33%
0.000
+6.41%
+13.22%
696,676.8
Credit Services
UNH
UnitedHealth Group Inc
46,400
24,302.0
+2.20%
2.370
+0.05%
0.010
-33.43%
-43.93%
254,396.2
Healthcare Plans
CASY
Casey's General Stores Inc
53,900
23,394.8
-13.20%
2.280
-0.31%
0.150
+17.90%
+33.25%
19,586.4
Retail - Cyclical
CNI
Canadian National Railway Co
239,600
23,325.4
0%
2.280
0%
0.040
-1.43%
-4.61%
59,697.8
Transportation
META
Meta Platforms Inc
39,500
22,766.2
-9.20%
2.220
-0.22%
0.000
+34.50%
+22.58%
1,801,653.8
Interactive Media
AVGO
Broadcom Inc
128,800
21,565.0
+18.17%
2.100
+0.32%
0.000
+54.12%
+25.46%
1,360,714.2
Semiconductors

NICOLA WEALTH MANAGEMENT LTD.'s Historical Top Holdings Breakdowns

NICOLA WEALTH MANAGEMENT LTD.'s Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
BNS
Bank of Nova Scotia
2025-03-31
New Buy
New Buy
+10.64%
●
47.21 ($50.18) 53.7
$56.84
13.26%
New holding
2,300,000
2,300,000
RY
Royal Bank of Canada
2025-03-31
Sold Out
Sold Out
-2.27%
●
108.81 ($117.75) 123.4
$132.63
12.64%
Sold Out
0
-138,535
IDXX
IDEXX Laboratories Inc
2025-03-31
New Buy
New Buy
+1.61%
●
406.29 ($434.21) 469.04
$544.98
25.51%
New holding
39,300
39,300
LIN
Linde PLC
2025-03-31
New Buy
New Buy
+1.51%
●
412.91 ($450.21) 468.77
$470.81
4.58%
New holding
33,300
33,300
BDX
Becton Dickinson & Co
2025-03-31
Sold Out
Sold Out
-1.06%
●
222.79 ($232.01) 249.08
$183.20
-21.04%
Sold Out
0
-49,500
SLF
Sun Life Financial Inc
2025-03-31
New Buy
New Buy
+0.97%
●
54.05 ($57) 59.19
$62.57
9.77%
New holding
174,200
174,200
BSX
Boston Scientific Corp
2025-03-31
Sold Out
Sold Out
-0.87%
●
89.38 ($100.7) 106.18
$106.11
5.37%
Sold Out
0
-102,300
T
AT&T Inc
2025-03-31
Reduce
Reduce
-0.62%
●
21.56 ($25.15) 28.28
$28.03
11.45%
Reduce -27.45%
755,400
-285,800
BAM
Brookfield Asset Management Ltd
2025-03-31
Reduce
Reduce
-0.62%
●
45.62 ($54.51) 61.36
$63.25
16.03%
Reduce -38.46%
134,558
-84,100
NOW
ServiceNow Inc
2025-03-31
Add
Add
+0.62%
●
783.83 ($963.73) 1170.39
$991.53
2.89%
Add 57.14%
22,000
8,000

NICOLA WEALTH MANAGEMENT LTD. Total Holding History ($B)

To

NICOLA WEALTH MANAGEMENT LTD.'s Asset Allocation

To

NICOLA WEALTH MANAGEMENT LTD. Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

NICOLA WEALTH MANAGEMENT LTD.'s Hypothetical Growth since 2025-03-31

NICOLA WEALTH MANAGEMENT LTD.'s Yearly Returns

Year Portfolio % % Excess Gain %

NICOLA WEALTH MANAGEMENT LTD.'s Holdings Heat Map

Size field:

NICOLA WEALTH MANAGEMENT LTD.'s Holdings Bubble Chart

NICOLA WEALTH MANAGEMENT LTD. News

  • 1

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