NICOLA WEALTH MANAGEMENT LTD.

PrivateCIK: 1734493
Location

VANCOUVER, A1

62
Positions
$833.04M
Total AUM (reported)
11.83M
Total Shares

Allocation by class

TOTAL AUM$833.04M62 positions
COM$572.77M68.8%
COM NEW$68.06M8.2%
COM CL A$36.63M4.4%
SPONSORED ADS$29.27M3.5%
SHS$25.64M3.1%
ACT$24.03M2.9%
CL A LMT VTG SHS$19.28M2.3%

Portfolio Concentration

Top 310.6%4–1018.2%11–2531.3%Rest39.9%TOP 1028.8%0%100%
Top 3$88.33M10.6%
4–10$151.23M18.2%
11–25$260.98M31.3%
Rest$332.50M39.9%

Top 3 weight

10.6%

Top 10 weight

28.8%

Voting Authority Distribution

Total shares with voting rights: 11.83M

Sole

Full voting authority

0.00

shares

% of voting shares0.0%
Shared

Joint voting authority

0.00

shares

% of voting shares0.0%
None

No voting authority

11.83M

shares

% of voting shares100.0%

Investment Discretion (by position count)

Sole58
Shared0
Other4
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings62
Rows:

WASTE CONNECTIONS INC

SOLE
COM
Shares208.60K
TypeSH
Market value$33.89M
4.07%
Sole
0.00
Shared
0.00
None
208.60K

PEMBINA PIPELINE CORP

SOLE
COM
Shares664.50K
TypeSH
Market value$29.74M
3.57%
Sole
0.00
Shared
0.00
None
664.50K

SUN LIFE FINANCIAL INC.

SOLE
COM
Shares394.40K
TypeSH
Market value$24.70M
2.97%
Sole
0.00
Shared
0.00
None
394.40K

TOTALENERGIES SE

DFND
ACT
Shares257K
TypeSH
Market value$24.03M
2.89%
Sole
0.00
Shared
0.00
None
257K

AT&T INC

SOLE
COM
Shares758.40K
TypeSH
Market value$21.99M
2.64%
Sole
0.00
Shared
0.00
None
758.40K

VISA INC

SOLE
COM CL A
Shares71K
TypeSH
Market value$21.46M
2.58%
Sole
0.00
Shared
0.00
None
71K

NVIDIA CORPORATION

SOLE
COM
Shares123K
TypeSH
Market value$21.45M
2.58%
Sole
0.00
Shared
0.00
None
123K

NETFLIX INC.

SOLE
COM
Shares222.70K
TypeSH
Market value$21.41M
2.57%
Sole
0.00
Shared
0.00
None
222.70K

UNION PAC CORP

SOLE
COM
Shares87K
TypeSH
Market value$21.11M
2.53%
Sole
0.00
Shared
0.00
None
87K

INTUITIVE SURGICAL INC

SOLE
COM NEW
Shares42.90K
TypeSH
Market value$19.78M
2.37%
Sole
0.00
Shared
0.00
None
42.90K

LINDE PLC

SOLE
SHS
Shares39.80K
TypeSH
Market value$19.73M
2.37%
Sole
0.00
Shared
0.00
None
39.80K

MICROSOFT CORP

SOLE
COM
Shares53.06K
TypeSH
Market value$19.64M
2.36%
Sole
0.00
Shared
0.00
None
53.06K

BROOKFIELD ASSET MANAGMT LTD

SOLE
CL A LMT VTG SHS
Shares433.76K
TypeSH
Market value$19.28M
2.31%
Sole
0.00
Shared
0.00
None
433.76K

META PLATFORMS INC

SOLE
CL A
Shares33.20K
TypeSH
Market value$18.99M
2.28%
Sole
0.00
Shared
0.00
None
33.20K

BCE INC

SOLE
COM NEW
Shares729K
TypeSH
Market value$18.39M
2.21%
Sole
0.00
Shared
0.00
None
729K

STANTEC INC

SOLE
COM
Shares202.80K
TypeSH
Market value$17.53M
2.10%
Sole
0.00
Shared
0.00
None
202.80K

AMAZON COM INC

SOLE
COM
Shares83.80K
TypeSH
Market value$17.45M
2.10%
Sole
0.00
Shared
0.00
None
83.80K

CANADIAN NATL RY CO

SOLE
COM
Shares168.60K
TypeSH
Market value$17.35M
2.08%
Sole
0.00
Shared
0.00
None
168.60K

TORONTO DOMINION BK ONT

SOLE
COM NEW
Shares183.80K
TypeSH
Market value$17.16M
2.06%
Sole
0.00
Shared
0.00
None
183.80K

CANADIAN NAT RES LTD MED TER

SOLE
COM
Shares336.10K
TypeSH
Market value$16.39M
1.97%
Sole
0.00
Shared
0.00
None
336.10K

SYNOPSYS INC

SOLE
COM
Shares40.70K
TypeSH
Market value$16.14M
1.94%
Sole
0.00
Shared
0.00
None
40.70K

TAIWAN SEMICONDUCTOR MANUFAC

DFND
SPONSORED ADS
Shares47K
TypeSH
Market value$15.88M
1.91%
Sole
0.00
Shared
0.00
None
47K

SERVICENOW INC

SOLE
COM
Shares151.50K
TypeSH
Market value$15.84M
1.90%
Sole
0.00
Shared
0.00
None
151.50K

TELUS CORPORATION

SOLE
COM
Shares1.22M
TypeSH
Market value$15.72M
1.89%
Sole
0.00
Shared
0.00
None
1.22M

APPLE INC

SOLE
COM
Shares61K
TypeSH
Market value$15.48M
1.86%
Sole
0.00
Shared
0.00
None
61K
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