JARISLOWSKY, FRASER Ltd
Institutional investor · Portfolio as of Q4 2018
Top Holdings214 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
TORONTO-DOMINION BANK | 21.4M | $1.1B | 7.3% | $36.70 | 0.00% | 1 qtr | New 98 |
ROYAL BANK OF CANADA | 11.9M | $815M | 5.6% | $51.92 | 0.00% | 1 qtr | New 98 |
CANADIAN NATL RAILWAY CO | 10.6M | $781.9M | 5.4% | $64.54 | 0.00% | 1 qtr | New 98 |
BANK OF NOVA SCOTIA | 15.6M | $776.8M | 5.3% | $34.41 | 0.00% | 1 qtr | New 98 |
ENBRIDGE INC | 24.6M | $764.1M | 5.3% | $19.74 | 0.00% | 1 qtr | New 98 |
MANULIFE FINANCIAL CORP | 37.5M | $531.7M | 3.7% | $10.15 | 0.00% | 1 qtr | New 87 |
OPEN TEXT CORP | 16.2M | $527.4M | 3.6% | $27.23 | 0.00% | 1 qtr | New 87 |
NUTRIEN LTD | 11.2M | $526.9M | 3.6% | $36.53 | 0.00% | 1 qtr | New 87 |
| 7.8M | $479.8M | 3.3% | — | — | — | New 87 | |
CANADIAN NATURAL RESOURCES | 19M | $457.8M | 3.1% | $8.26 | 0.00% | 1 qtr | New 87 |
THOMSON REUTERS CORP. | 9.1M | $437.8M | 3.0% | — | — | — | — |
GILDAN ACTIVEWEAR INC | 13.5M | $409.7M | 2.8% | $26.95 | 0.00% | 1 qtr | New 81 |
| 10.5M | $401.4M | 2.8% | — | — | 1 qtr | New 81 | |
RESTAURANT BRANDS INTERN | 7.1M | $371M | 2.6% | $40.83 | 0.00% | 1 qtr | New 80 |
PEMBINA PIPELINE CORP | 12.1M | $357.9M | 2.5% | $20.02 | 0.00% | 1 qtr | New 80 |
STANTEC INC | 12.4M | $270.9M | 1.9% | $20.15 | 0.00% | 1 qtr | New 70 |
MICROSOFT CORP | 2.3M | $235.7M | 1.6% | $93.93 | 0.00% | 1 qtr | New 70 |
JPMORGAN CHASE & CO | 2.3M | $223M | 1.5% | $79.22 | 0.00% | 1 qtr | New 70 |
CAE INC | 11.8M | $216.5M | 1.5% | $17.91 | 0.00% | 1 qtr | New 70 |
JOHNSON & JOHNSON | 1.4M | $186.7M | 1.3% | $104.55 | 0.00% | 1 qtr | New 70 |
JARISLOWSKY, FRASER Ltd manages $14.5B across 214 positions as of Q4 2018. Top holdings: TD (7.3%), RY (5.6%), CNI (5.4%). Fund DNA: Steady Compounder. HoldingsIntel Rating: 1/5.0.
Active quarter - 214 new positions, 0 exits, 0 increased. Top move: TD (NEW, conviction 98). Portfolio: $14.5B across 214 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Last filed Q3 2025 - no longer filing.
Position Outcomes
Best and worst performing positions by estimated return
Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer