SCOTIA CAPITAL INC.
Institutional investor · Portfolio as of Q4 2019
Top Holdings735 positions
Bank of Nova Scotia/The | 9.5M | $534.4M | 5.9% | $33.62 | +17.04% | 5 qtrssince 2018-Q4 | Increased 61 |
Royal Bank of Canada | 6.6M | $522.6M | 5.8% | $52.15 | +19.64% | 5 qtrssince 2018-Q4 | Increased 61 |
Toronto-Dominion Bank/The | 8.4M | $471.2M | 5.2% | $36.26 | +16.82% | 5 qtrssince 2018-Q4 | Decreased 0 |
Enbridge Inc | 8.3M | $331.1M | 3.7% | $19.94 | +34.65% | 5 qtrssince 2018-Q4 | Decreased 0 |
BCE Inc | 5.4M | $250.9M | 2.8% | $25.43 | +21.69% | 5 qtrssince 2018-Q4 | Increased 54 |
Apple Inc | 844,314 | $248M | 2.8% | $37.92 | +86.33% | 5 qtrssince 2018-Q4 | Decreased 0 |
TransCanada Corp | 4.4M | $231.6M | 2.6% | $35.73 | +8.48% | 3 qtrssince 2019-Q2 | Decreased 0 |
Manulife Financial Corp | 11.1M | $225.9M | 2.5% | $10.21 | +46.32% | 5 qtrssince 2018-Q4 | Increased 53 |
Microsoft Corp | 1.2M | $191.5M | 2.1% | $98.11 | +51.65% | 5 qtrssince 2018-Q4 | Increased 54 |
Canadian National Railway Co | 2.1M | $189M | 2.1% | $64.07 | +23.94% | 5 qtrssince 2018-Q4 | Decreased 0 |
Fortis Inc/Canada | 4.5M | $185.8M | 2.1% | $25.86 | +25.64% | 5 qtrssince 2018-Q4 | Increased 56 |
Bank of Montreal | 2.2M | $171.1M | 1.9% | $48.05 | +22.60% | 5 qtrssince 2018-Q4 | Increased 49 |
Pembina Pipeline Corp | 3.8M | $139.9M | 1.6% | $20.08 | +27.04% | 5 qtrssince 2018-Q4 | Increased 50 |
Suncor Energy Inc | 4.2M | $137.6M | 1.5% | $22.02 | +17.19% | 5 qtrssince 2018-Q4 | Increased 51 |
Canadian Imperial Bank of Comm | 1.6M | $136.2M | 1.5% | $26.47 | +16.58% | 5 qtrssince 2018-Q4 | Increased 47 |
Johnson & Johnson | 925,822 | $135.1M | 1.5% | $104.75 | +15.76% | 5 qtrssince 2018-Q4 | Decreased 0 |
JPMorgan Chase & Co | 964,665 | $134.5M | 1.5% | $79.40 | +46.70% | 5 qtrssince 2018-Q4 | Decreased 0 |
Visa Inc | 710,422 | $133.5M | 1.5% | $135.57 | +32.05% | 5 qtrssince 2018-Q4 | Increased 54 |
| 2.3M | $132.3M | 1.5% | — | — | 5 qtrssince 2018-Q4 | Increased 48 | |
Sun Life Financial Inc | 2.7M | $124.7M | 1.4% | $26.02 | +35.46% | 5 qtrssince 2018-Q4 | Increased 50 |
SCOTIA CAPITAL INC. manages $9B across 735 positions as of Q4 2019. Top holdings: BNS (5.9%), RY (5.8%), TD (5.2%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 4.5/5.0.
Active quarter - 71 new positions, 62 exits, 330 increased. Top move: BNS (INCREASED, conviction 61). Portfolio: $9.0B across 735 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
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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
Verify source filings on SEC EDGAR