SCOTIA CAPITAL INC.
Institutional investor · Portfolio as of Q4 2022
Top Holdings783 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
ROYAL BANK OF CANADA | 8.2M | $765.6M | 5.9% | $56.81 | +46.91% | 17 qtrssince 2018-Q4 | Increased 62 |
TORONTO-DOMINION BANK | 10M | $649.8M | 5.0% | $39.46 | +43.61% | 17 qtrssince 2018-Q4 | Increased 58 |
BANK OF NOVA SCOTIA | 12.7M | $620.3M | 4.8% | $32.63 | +26.43% | 10 qtrssince 2020-Q3 | Increased 59 |
ENBRIDGE INC | 11.3M | $443.1M | 3.4% | $21.53 | +50.90% | 17 qtrssince 2018-Q4 | Increased 59 |
MICROSOFT CORP | 1.8M | $434.9M | 3.3% | $143.67 | +63.02% | 17 qtrssince 2018-Q4 | Increased 58 |
APPLE INC | 3.2M | $417.6M | 3.2% | $114.66 | +11.33% | 10 qtrssince 2020-Q3 | Decreased 0 |
BCE INC | 7.8M | $343M | 2.6% | $27.55 | +26.91% | 17 qtrssince 2018-Q4 | Increased 56 |
FORTIS INC | 7.1M | $285M | 2.2% | $29.64 | +21.01% | 17 qtrssince 2018-Q4 | Increased 57 |
VISA INC-CLASS A SHARES | 1.3M | $275.5M | 2.1% | $167.15 | +20.80% | 17 qtrssince 2018-Q4 | Decreased 0 |
CANADIAN NATL RAILWAY CO | 2.2M | $263.6M | 2.0% | $71.85 | +54.03% | 17 qtrssince 2018-Q4 | Decreased 0 |
TELUS CORPORATION | 13.5M | $261M | 2.0% | $14.57 | +12.69% | 17 qtrssince 2018-Q4 | Increased 55 |
BANK OF MONTREAL | 2.8M | $251.4M | 1.9% | $53.76 | +45.69% | 10 qtrssince 2020-Q3 | Increased 51 |
TC ENERGY CORP | 6M | $238.4M | 1.8% | $36.02 | -4.69% | 15 qtrssince 2019-Q2 | Increased 52 |
MANULIFE FINANCIAL CORP | 12.8M | $228.3M | 1.8% | $11.19 | +41.31% | 17 qtrssince 2018-Q4 | Increased 49 |
JOHNSON & JOHNSON | 1.1M | $195.2M | 1.5% | $113.33 | +42.28% | 17 qtrssince 2018-Q4 | Increased 49 |
JPMORGAN CHASE & CO | 1.4M | $190.9M | 1.5% | $93.78 | +32.21% | 17 qtrssince 2018-Q4 | Decreased 0 |
BROOKFIELD CORP /CAD/ | 6.1M | $189.9M | 1.5% | $20.53 | 0.00% | 1 qtr | New 70 |
| 2.3M | $172.2M | 1.3% | — | — | 17 qtrssince 2018-Q4 | Increased 50 | |
UNITEDHEALTH GROUP INC | 320,751 | $170.1M | 1.3% | $290.81 | +72.59% | 17 qtrssince 2018-Q4 | Decreased 0 |
PEMBINA PIPELINE CORP | 5M | $168.8M | 1.3% | $20.34 | +45.08% | 17 qtrssince 2018-Q4 | Increased 49 |
SCOTIA CAPITAL INC. manages $13B across 783 positions as of Q4 2022. Top holdings: RY (5.9%), TD (5.0%), BNS (4.8%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 3.5/5.0.
Active quarter - 64 new positions, 59 exits, 276 increased. Top move: BN (NEW, conviction 70). Portfolio: $13.0B across 783 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
Top Losers
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