NICOLA WEALTH MANAGEMENT LTD. - Portfolio overview

NICOLA WEALTH MANAGEMENT LTD. has 71 reported holdings in this dataset, with the latest filing dated 2026-05-07.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Financial Services and Energy.

Largest reported holdings by portfolio allocation

1. TRP - TC ENERGY CORP, 11.32%
2. CM - CANADIAN IMPERIAL BANK OF CO, 6.86%
3. WCN - WASTE CONNECTIONS INC, 3.06%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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