TD Waterhouse Canada Inc.TD Waterhouse Canada Inc.

Institutional investor · Portfolio as of Q1 2022

Top Holdings1,773 positions

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Activity:

TORONTO DOMINION BK ONT

7.7M$764.6M7.5%$63.62+4.48%
2 qtrssince 2021-Q4
Increased
62

ROYAL BK CDA

5M$683.4M6.7%$90.79+4.68%
2 qtrssince 2021-Q4
Increased
62

Microsoft Corp.

860,458$287.1M2.8%$323.37-8.14%
2 qtrssince 2021-Q4
Decreased
0

ENBRIDGE INC

4.8M$277.7M2.7%$29.48+19.21%
2 qtrssince 2021-Q4
Increased
54

NUTRIEN LTD

2.1M$268.6M2.6%$65.09+38.84%
2 qtrssince 2021-Q4
Increased
53

CANADIAN IMP BK COMM

1.8M$266.7M2.6%$47.55+5.27%
2 qtrssince 2021-Q4
Increased
55

CANADIAN NATL RY CO

1.6M$255.4M2.5%$111.65+9.69%
2 qtrssince 2021-Q4
Decreased
0
3.5M$248.4M2.4%——
2 qtrssince 2021-Q4
Increased
54

TC ENERGY CORP

3.5M$244.7M2.4%$38.20+23.71%
2 qtrssince 2021-Q4
Increased
55

BCE INC

3.4M$236.9M2.3%$38.96+7.30%
2 qtrssince 2021-Q4
Increased
54

TELUS CORPORATION

6.8M$224.1M2.2%$18.02+11.95%
2 qtrssince 2021-Q4
Increased
53

FORTIS INC

3.1M$196.1M1.9%$40.69+3.36%
2 qtrssince 2021-Q4
Increased
50

MANULIFE FINL CORP

6.9M$185.6M1.8%$15.63+12.86%
2 qtrssince 2021-Q4
Increased
50

SUNCOR ENERGY INC NEW

4.3M$174.3M1.7%$22.33+28.16%
2 qtrssince 2021-Q4
Increased
57

Visa Inc

711,750$171.6M1.7%$209.02+2.50%
2 qtrssince 2021-Q4
Decreased
0

JPMorgan Chase & Co.

981,888$142.4M1.4%$139.32-12.62%
2 qtrssince 2021-Q4
Increased
51

Costco Wholesale Corporation

221,266$133.3M1.3%$538.86+1.59%
2 qtrssince 2021-Q4
Decreased
0

CANADIAN NAT RES LTD

1.6M$120.3M1.2%$16.74+48.19%
2 qtrssince 2021-Q4
Decreased
0
1.2M$118.7M1.2%———
Decreased
0
BIPBIP
Unit

BROOKFIELD INFRASTRUCTURE PART LP INT UNIT

1.4M$117.1M1.1%$32.78+9.92%
2 qtrssince 2021-Q4
Decreased
0
$10.2B
AUM
1,773
Positions
Q1 2022
Filing
HI score · 3.0/5
Quarterly 13F Value Change
Not enough history yet
Activity profile
$ moved · Q1'22
New4%Increased49%Decreased44%Exited2%
Composition
Equity vs derivatives
Equity100%Puts0%Calls0%
Holding period
Avg <1 quarter
<1Q10%1-4Q90%1-2Y0%2Y+0%

TD Waterhouse Canada Inc. manages $10.2B across 1773 positions as of Q1 2022. Top holdings: TD (7.5%), RY (6.7%), MSFT (2.8%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 3/5.0.

Q1 2022 Summary

Active quarter - 171 new positions, 140 exits, 554 increased. Top move: TD (INCREASED, conviction 62). Portfolio: $10.2B across 1773 positions.

Top holdings by portfolio weight

Total AUM$10B
TD7.46%
RY6.67%
MSFT2.80%
ENB2.71%
NTR2.62%
CM2.60%
CNI2.49%
BAM/A2.42%
TRP2.39%
BCE2.31%
Other2.19%

Portfolio allocation by GICS sector

Sectors11
Financial Services26.10%
Unknown12.81%
Energy10.27%
Communication Services9.06%
Technology8.97%
Industrials6.83%
Healthcare6.08%
Consumer Cyclical5.62%
Basic Materials5.49%
Utilities4.66%
Other4.09%

Behavioral investing profile

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Balanced Allocator- primarily Financial Services, Unknown, Energy
Compare DNA across all funds
7-dimension, SEC 13F-derived research score
Solid(3.0 / 5.0)
Holdings P&L44
Conviction39
Concentration49
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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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Accumulation Streaks

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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer

Verify source filings on SEC EDGAR

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