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Asset Manager ← All Institutions

BANK OF NOVA SCOTIA

Q3 2025 · Filed 2025-11-14
Market Value
$55.5B
+15.6%
Holdings
1,000
+13
New Purchases
96
Added To
524
Closed
65
Reduced
285
Top 10 Concentration
37.9%
Turnover
16.1%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
AAPL 6.48% 5.50% +0.98% $3.6B
IVV 2.45% 1.51% +0.94% $1.4B
NVDA 6.68% 6.05% +0.63% $3.7B
TSLA 1.11% 0.49% +0.62% $616M
JPM 1.32% 0.85% +0.47% $731M
ENB 0.87% 0.41% +0.45% $481M
SMH 0.44% 0.00% +0.44% $246M
PLTR 0.50% 0.07% +0.42% $276M
QQQ 0.42% 0.00% +0.42% $235M
GOOG 2.25% 1.84% +0.41% $1.3B
SHOP 1.22% 0.88% +0.34% $680M
JNJ 0.54% 0.25% +0.30% $301M
MU 0.47% 0.21% +0.27% $262M
COIN 0.28% 0.02% +0.26% $154M
CQQQ 0.22% 0.00% +0.22% $120M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
GOOGL 1.43% 3.04% -1.61% $795M
MSFT 3.53% 4.25% -0.72% $2.0B
TD 2.63% 3.29% -0.66% $1.5B
TRP 1.11% 1.71% -0.60% $618M
RY 3.98% 4.55% -0.57% $2.2B
KEY 5.49% 5.91% -0.42% $3.0B
SLF 0.51% 0.85% -0.34% $283M
QQQM 0.24% 0.58% -0.34% $132M
INTU 0.08% 0.39% -0.30% $46M
FXI 0.02% 0.30% -0.27% $13M
BMO 1.50% 1.76% -0.26% $831M
XLF 0.27% 0.52% -0.25% $148M
CM 2.20% 2.45% -0.25% $1.2B
TU 0.42% 0.66% -0.24% $232M
UNH 0.70% 0.92% -0.22% $386M

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 69 $26.5B 47.8%
Large Cap 667 $26.9B 48.4%
Mid Cap 210 $1.8B 3.3%
Small Cap 44 $207M 0.4%
Micro Cap 10 $88M 0.2%

Portfolio Analytics

Avg Market Cap
$92.7B
Median Market Cap
$22.9B
Avg P/E
34.0
Median P/E
23.5
Avg Dividend Yield
0.02%
Avg Beta
1.01
# Stocks
868
# ETFs / Funds
132

Top Holdings (1,000 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 NVDA 6.68% 19,870,763 $3.7B $186.58 $803M +1,486,006 +8.1%
2 AAPL 6.48% 14,123,137 $3.6B $254.63 $955M +1,249,918 +9.7%
3 KEY 5.49% 162,967,411 $3.0B $18.69 $207M +13,589 +0.0%
4 RY 3.98% 14,994,943 $2.2B $147.40 $24M -1,602,202 -9.7%
5 MSFT 3.53% 3,786,996 $2.0B $517.95 -$82M -321,606 -7.8%
6 TD 2.63% 18,252,231 $1.5B $79.97 -$122M -3,256,242 -15.1%
7 IVV 2.45% 2,034,092 $1.4B $669.30 $637M +867,865 +74.4%
8 GOOG 2.25% 5,136,458 $1.3B $243.55 $365M +140,684 +2.8%
9 AMZN 2.22% 5,601,729 $1.2B $219.57 $157M +711,621 +14.6%
10 CM 2.20% 15,296,767 $1.2B $79.92 $44M -1,311,455 -7.9%
11 AVGO 1.69% 2,846,611 $939M $329.91 $213M +211,367 +8.0%
12 SPY 1.58% 1,315,026 $876M $666.18 $34M -47,642 -3.5%
13 BMO 1.50% 6,373,601 $831M $130.32 -$14M -1,248,285 -16.4%
14 BN 1.49% 12,058,881 $826M $68.54 $6M -1,204,304 -9.1%
15 META 1.45% 1,097,984 $806M $734.38 $89M +125,646 +12.9%
16 GOOGL 1.43% 3,268,862 $795M $243.10 -$666M -5,017,121 -60.5%
17 JPM 1.32% 2,316,567 $731M $315.43 $325M +915,742 +65.4%
18 SHOP 1.22% 4,574,057 $680M $148.59 $257M +910,706 +24.9%
19 TRP 1.11% 11,370,589 $618M $54.37 -$203M -5,460,982 -32.4%
20 TSLA 1.11% 1,386,162 $616M $444.74 $381M +644,164 +86.8%
21 ENB 0.87% 9,526,380 $481M $50.44 $282M +5,157,030 +118.0%
22 MFC 0.75% 13,301,099 $414M $31.16 -$33M -701,069 -5.0%
23 UNH 0.70% 1,118,454 $386M $345.30 -$55M -296,480 -20.9%
24 AEM 0.63% 2,069,884 $349M $168.39 $90M -98,496 -4.5%
25 BCE 0.63% 14,886,360 $348M $23.37 -$24M -1,897,980 -11.3%
26 JNJ 0.54% 1,625,531 $301M $185.42 $182M +846,888 +108.8%
27 RCI 0.53% 8,465,953 $292M $34.44 $46M +186,510 +2.2%
28 SLF 0.51% 4,713,666 $283M $60.05 -$127M -1,443,539 -23.4%
29 AMD 0.50% 1,708,448 $276M $161.79 $104M +492,942 +40.5%
30 PLTR 0.50% 1,512,200 $276M $182.42 $241M +1,257,378 +493.4%
31 BAP 0.49% 1,030,687 $274M $266.28 $47M +15,278 +1.5%
32 ISRG 0.49% 602,496 $269M $447.23 $81M +255,005 +73.4%
33 MU 0.47% 1,567,573 $262M $167.32 $163M +762,930 +94.8%
34 BSX 0.47% 2,674,552 $261M $97.63 -$64M -350,967 -11.6%
35 PEP 0.47% 1,859,154 $261M $140.44 $57M +310,403 +20.0%
36 FTS 0.46% 5,035,398 $255M $50.72 -$23M -790,484 -13.6%
37 LLY 0.46% 333,304 $254M $762.99 $61M +85,044 +34.3%
38 CNI 0.46% 2,685,798 $253M $94.31 -$36M -88,301 -3.2%
39 SMH 0.44% 755,107 $246M $326.36 $246M +752,097 +24986.6%
40 QQQ 0.42% 391,029 $235M $600.37 $234M +389,218 +21491.9%
41 CRM 0.42% 981,490 $233M $237.00 $74M +399,673 +68.7%
42 TU 0.42% 14,738,322 $232M $15.75 -$85M -5,033,466 -25.5%
43 ADBE 0.40% 632,703 $223M $352.75 $36M +149,031 +30.8%
44 H 0.40% 1,561,510 $222M $141.93 -$22M -184,800 -10.6%
45 ORCL 0.40% 784,391 $221M $281.24 $117M +312,393 +66.2%
46 LRCX 0.38% 1,585,023 $212M $133.90 $103M +464,511 +41.5%
47 NFLX 0.38% 175,811 $211M $1,198.92 $20M +33,209 +23.3%
48 SU 0.38% 5,028,399 $210M $41.86 $95M +1,952,444 +63.5%
49 CAT 0.38% 439,989 $210M $477.15 $50M +26,928 +6.5%
50 EFA 0.38% 2,240,841 $209M $93.37 $22M +149,919 +7.2%
51 BRK-B 0.37% 408,016 $205M $502.74 $69M +127,006 +45.2%
52 KGC 0.37% 8,193,236 $203M $24.82 $72M -225,873 -2.7%
53 HON 0.35% 926,815 $195M $210.50 $7M +120,762 +15.0%
54 B 0.33% 5,601,107 $184M $32.87 $91M +1,106,825 +24.6%
55 RBLX 0.31% 1,236,715 $171M $138.52 $102M +582,162 +88.9%
56 PG 0.31% 1,114,869 $171M $153.65 $28M +212,652 +23.6%
57 AKAM 0.30% 2,219,353 $168M $75.76 -$18M -116,137 -5.0%
58 PGR 0.29% 657,228 $162M $246.95 $60M +274,851 +71.9%
59 COST 0.29% 173,637 $161M $925.62 -$45M -34,403 -16.5%
60 WPM 0.29% 1,423,448 $159M $111.88 $40M +98,741 +7.5%
61 ANET 0.28% 1,079,950 $157M $145.71 $380K -454,402 -29.6%
62 REGN 0.28% 278,551 $157M $562.27 $26M +29,273 +11.7%
63 NEM 0.28% 1,854,245 $156M $84.31 $76M +469,424 +33.9%
64 COIN 0.28% 457,365 $154M $337.49 $146M +433,289 +1799.7%
65 EMRAF 0.28% 3,191,698 $153M $47.98 -$56M -1,376,332 -30.1%
66 DIA 0.28% 329,943 $153M $463.75 $48M +92,536 +39.0%
67 HD 0.27% 370,373 $150M $405.19 $75M +165,436 +80.7%
68 XLF 0.27% 2,747,178 $148M $53.87 -$102M -2,020,063 -42.4%
69 CI 0.26% 500,019 $144M $288.25 $31M +157,772 +46.1%
70 KO 0.26% 2,170,459 $144M $66.32 $51M +854,953 +65.0%
71 NTR 0.25% 2,402,476 $141M $58.72 -$24M -428,042 -15.1%
72 PBA 0.25% 3,461,021 $140M $40.43 -$36M -1,229,282 -26.2%
73 FNV 0.24% 608,736 $135M $222.52 $33M -16,114 -2.6%
74 KLAC 0.24% 125,524 $135M $1,078.59 $40M +19,540 +18.4%
75 MA 0.24% 236,286 $134M $568.81 $47M +81,065 +52.2%
76 PM 0.24% 826,367 $134M $162.20 -$53M -199,239 -19.4%
77 BVN 0.24% 5,476,160 $133M $24.33 $11M -1,994,155 -26.7%
78 QQQM 0.24% 533,537 $132M $247.12 -$146M -689,353 -56.4%
79 SCHW 0.24% 1,379,801 $132M $95.47 $16M +111,029 +8.8%
80 ABNB 0.23% 1,053,942 $128M $121.42 $1M +97,754 +10.2%
81 CSCO 0.23% 1,832,600 $125M $68.42 $8M +134,293 +7.9%
82 CCJ 0.23% 1,491,977 $125M $83.95 $13M -18,626 -1.2%
83 ABBV 0.22% 523,278 $121M $231.54 $84M +321,177 +158.9%
84 SPGI 0.22% 246,676 $120M $486.71 $33M +81,289 +49.1%
85 CQQQ 0.22% 2,030,450 $120M $59.01 +2,030,450 NEW
86 V 0.21% 346,694 $118M $341.38 -$411K +12,186 +3.6%
87 GPN 0.21% 1,421,289 $118M $83.08 -$25K -54,293 -3.7%
88 MRK 0.21% 1,377,185 $116M $83.93 $2M -53,617 -3.8%
89 GS 0.20% 141,673 $113M $796.34 -$70M -116,583 -45.1%
90 IWD 0.20% 540,970 $110M $203.59 $5M +160 +0.0%
91 WM 0.20% 496,242 $110M $220.83 $63M +294,265 +145.7%
92 IWF 0.19% 229,000 $107M $468.41 $10M
93 ICE 0.19% 630,171 $106M $168.48 -$4M +31,445 +5.2%
94 HOOD 0.19% 728,492 $104M $143.18 $102M +707,200 +3321.4%
95 MGA 0.19% 2,190,899 $104M $47.38 $18M -41,717 -1.9%
96 MCD 0.18% 337,666 $103M $303.89 -$43M -160,311 -32.2%
97 XLC 0.18% 860,580 $102M $118.37 +860,580 NEW
98 GEV 0.18% 165,059 $101M $614.90 $70M +106,038 +179.7%
99 BKNG 0.18% 18,656 $101M $5,399.27 $43M +8,763 +88.6%
100 WMT 0.18% 967,224 $100M $103.06 $15M +96,672 +11.1%

Options Breakdown

0 Calls $0 Call Value 97 Puts $89M Put Value

Top Puts

SymbolSharesValueStatus
TSLA 44,415 $20M
NVDA 56,541 $11M
AAPL 40,450 $10M
AMZN 40,417 $9M
DIA 8,100 $4M NEW
RSP 18,500 $4M
GOOG 13,000 $3M
MS 19,650 $3M
GOOGL 10,253 $2M
MSFT 4,240 $2M

New Positions

SymbolValue% Port
CQQQ $120M 0.22%
XLC $102M 0.18%
KWEB $95M 0.17%
COPX $93M 0.17%
SIL $85M 0.15%
INSM $73M 0.13%
RSP $57M 0.10%
EFV $51M 0.09%
SNDK $50M 0.09%
XLB $45M 0.08%
ECH $30M 0.05%
ESGU $27M 0.05%
W $27M 0.05%
FIVE $26M 0.05%
EWY $21M 0.04%

Sold Out Positions

SymbolValue% Port
AR —%
SLGN —%
BNL —%
ALLY —%
FCN —%
DAR —%
PATH —%
SSD —%
KNX —%
FAF —%
COLD —%
CLF —%
KMPR —%
BWA —%
KNSL —%
View SEC EDGAR Filings for BANK OF NOVA SCOTIA →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms