SCOTIA CAPITAL INC.
Institutional investor · Portfolio as of Q1 2025
Top Holdings844 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
ROYAL BANK OF CANADA | 8.9M | $1B | 5.4% | $60.44 | +80.93% | 26 qtrssince 2018-Q4 | Increased 62 |
APPLE INC | 3.3M | $738.6M | 4.0% | $119.96 | +84.04% | 19 qtrssince 2020-Q3 | Decreased 0 |
MICROSOFT CORP | 1.9M | $729.7M | 3.9% | $168.51 | +123.60% | 26 qtrssince 2018-Q4 | Increased 59 |
BANK OF NOVA SCOTIA | 14.1M | $670.5M | 3.6% | $34.47 | +34.35% | 19 qtrssince 2020-Q3 | Increased 58 |
TORONTO-DOMINION BANK | 10.8M | $647.2M | 3.5% | $41.56 | +41.71% | 26 qtrssince 2018-Q4 | Decreased 0 |
ENBRIDGE INC | 14M | $619.2M | 3.3% | $23.94 | +80.34% | 26 qtrssince 2018-Q4 | Decreased 0 |
VISA INC-CLASS A SHARES | 1.5M | $532.6M | 2.9% | $182.75 | +89.60% | 26 qtrssince 2018-Q4 | Decreased 0 |
AMAZON.COM INC | 2.8M | $530.1M | 2.8% | $127.47 | +51.19% | 19 qtrssince 2020-Q3 | Decreased 0 |
TC ENERGY CORP | 8.6M | $404.9M | 2.2% | $36.35 | +28.90% | 24 qtrssince 2019-Q2 | Decreased 0 |
FORTIS INC | 8.9M | $403.5M | 2.2% | $31.48 | +41.31% | 26 qtrssince 2018-Q4 | Decreased 0 |
JPMORGAN CHASE & CO | 1.6M | $385.3M | 2.1% | $112.76 | +111.05% | 26 qtrssince 2018-Q4 | Increased 55 |
BROOKFIELD CORP /CAD/ | 6.9M | $362.5M | 1.9% | $21.31 | +61.50% | 10 qtrssince 2022-Q4 | Increased 49 |
COSTCO WHOLESALE CORP | 374,659 | $354.3M | 1.9% | $333.85 | +180.90% | 26 qtrssince 2018-Q4 | Decreased 0 |
MANULIFE FINANCIAL CORP | 10.7M | $332.7M | 1.8% | $11.41 | +166.93% | 26 qtrssince 2018-Q4 | Decreased 0 |
BANK OF MONTREAL | 3.5M | $330M | 1.8% | $59.76 | +53.93% | 19 qtrssince 2020-Q3 | Decreased 0 |
NVIDIA CORP | 2.9M | $317.8M | 1.7% | $115.83 | -5.33% | 26 qtrssince 2018-Q4 | Decreased 0 |
ALPHABET INC-CL A | 2M | $309.5M | 1.7% | $104.45 | +47.34% | 26 qtrssince 2018-Q4 | Decreased 0 |
BERKSHIRE HATHAWAY INC-CL B | 580,760 | $309.3M | 1.7% | $258.73 | +103.42% | 19 qtrssince 2020-Q3 | Increased 51 |
CANADIAN NATL RAILWAY CO | 3.2M | $308.9M | 1.7% | $82.00 | +15.97% | 26 qtrssince 2018-Q4 | Increased 52 |
TELUS CORPORATION | 18.6M | $266.1M | 1.4% | $14.83 | -5.45% | 26 qtrssince 2018-Q4 | Increased 51 |
SCOTIA CAPITAL INC. manages $18.6B across 844 positions as of Q1 2025. Top holdings: RY (5.4%), AAPL (4.0%), MSFT (3.9%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 3.5/5.0.
Active quarter - 79 new positions, 90 exits, 364 increased. Top move: RY (INCREASED, conviction 62). Portfolio: $18.6B across 844 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
Top Winners
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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