SCOTIA CAPITAL INC.
Institutional investor · Portfolio as of Q4 2023
Top Holdings794 positions
ROYAL BK CDA | 8.7M | $877.4M | 5.7% | $58.67 | +59.59% | 21 qtrssince 2018-Q4 | Increased 63 |
TORONTO DOMINION BK ONT | 11.1M | $716.3M | 4.6% | $40.17 | +44.37% | 21 qtrssince 2018-Q4 | Increased 58 |
MICROSOFT CORP | 1.8M | $669.2M | 4.3% | $144.33 | +155.09% | 21 qtrssince 2018-Q4 | Increased 58 |
BANK NOVA SCOTIA HALIFAX | 13.4M | $653.3M | 4.2% | $32.27 | +31.57% | 14 qtrssince 2020-Q3 | Increased 58 |
APPLE INC | 3.2M | $614.1M | 4.0% | $114.89 | +65.56% | 14 qtrssince 2020-Q3 | Decreased 0 |
ENBRIDGE INC | 13.3M | $478.4M | 3.1% | $22.98 | +39.75% | 21 qtrssince 2018-Q4 | Increased 61 |
BCE INC | 9.1M | $357.7M | 2.3% | $28.43 | +17.87% | 21 qtrssince 2018-Q4 | Increased 55 |
VISA INC | 1.3M | $351M | 2.3% | $168.80 | +51.08% | 21 qtrssince 2018-Q4 | Increased 53 |
AMAZON COM INC | 2.3M | $349M | 2.3% | $151.30 | +0.42% | 14 qtrssince 2020-Q3 | Increased 54 |
BANK MONTREAL QUE | 3.3M | $324.2M | 2.1% | $57.83 | +55.23% | 14 qtrssince 2020-Q3 | Increased 55 |
FORTIS INC | 7.8M | $322.2M | 2.1% | $29.75 | +25.79% | 21 qtrssince 2018-Q4 | Increased 54 |
TELUS CORPORATION | 17.7M | $313.9M | 2.0% | $14.11 | +6.72% | 21 qtrssince 2018-Q4 | Increased 56 |
TC ENERGY CORP | 7.9M | $309.6M | 2.0% | $35.38 | +1.57% | 19 qtrssince 2019-Q2 | Decreased 0 |
CANADIAN NATL RY CO | 2.4M | $306.6M | 2.0% | $75.12 | +58.01% | 21 qtrssince 2018-Q4 | Increased 49 |
MANULIFE FINL CORP | 12.8M | $283.3M | 1.8% | $11.21 | +79.86% | 21 qtrssince 2018-Q4 | Increased 49 |
BROOKFIELD CORP | 6.6M | $263.5M | 1.7% | $20.53 | +27.96% | 5 qtrssince 2022-Q4 | Decreased 0 |
ALPHABET INC | 1.8M | $257.6M | 1.7% | $69.31 | +99.66% | 21 qtrssince 2018-Q4 | Increased 48 |
COSTCO WHSL CORP NEW | 387,277 | $255.6M | 1.6% | $312.43 | +108.04% | 21 qtrssince 2018-Q4 | Decreased 0 |
JPMORGAN CHASE & CO | 1.4M | $234.2M | 1.5% | $94.20 | +70.29% | 21 qtrssince 2018-Q4 | Decreased 0 |
CANADIAN PACIFIC KANSAS CITY | 2.8M | $220.3M | 1.4% | $78.74 | -1.52% | 3 qtrssince 2023-Q2 | Increased 49 |
SCOTIA CAPITAL INC. manages $15.5B across 794 positions as of Q4 2023. Top holdings: RY (5.7%), TD (4.6%), MSFT (4.3%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 4/5.0.
Active quarter - 74 new positions, 55 exits, 339 increased. Top move: RY (INCREASED, conviction 63). Portfolio: $15.5B across 794 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
Verify source filings on SEC EDGAR