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SCOTIA CAPITAL INC.

Q3 2025 · Filed 2025-11-14
Market Value
$23.0B
+11.3%
Holdings
927
+38
New Purchases
97
Added To
438
Closed
49
Reduced
292
Top 10 Concentration
35.0%
Turnover
15.7%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
GOOGL 2.31% 1.85% +0.46% $530M
AAPL 3.67% 3.25% +0.43% $844M
GOOG 1.57% 1.27% +0.30% $360M
NVDA 2.63% 2.44% +0.19% $604M
BNS 3.96% 3.81% +0.15% $911M
AEM 0.54% 0.40% +0.14% $125M
VOO 0.42% 0.29% +0.13% $96M
SHOP 0.73% 0.62% +0.11% $168M
BMO 2.01% 1.92% +0.10% $463M
BIL 0.19% 0.09% +0.10% $44M
PBA 1.13% 1.04% +0.09% $259M
IXUS 0.08% 0.00% +0.08% $19M
AVGO 0.74% 0.66% +0.08% $170M
CNQ 1.16% 1.08% +0.08% $268M
JNJ 1.08% 1.00% +0.07% $247M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
V 2.33% 2.61% -0.28% $536M
CNI 1.52% 1.76% -0.24% $349M
COST 1.55% 1.78% -0.23% $357M
MSFT 4.52% 4.72% -0.20% $1.0B
AMZN 2.90% 3.09% -0.19% $666M
MFC 1.55% 1.72% -0.17% $356M
SLF 0.86% 1.00% -0.13% $198M
TU 1.35% 1.46% -0.12% $310M
ACN 0.45% 0.55% -0.10% $104M
TD 3.74% 3.83% -0.09% $859M
CRM 0.17% 0.26% -0.08% $40M
DHR 0.34% 0.43% -0.08% $79M
BIP 1.05% 1.12% -0.07% $242M
NTR 0.29% 0.35% -0.06% $66M
QSR 0.42% 0.48% -0.06% $96M

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 80 $10.2B 44.3%
Large Cap 520 $12.0B 52.2%
Mid Cap 188 $639M 2.8%
Small Cap 107 $132M 0.6%
Micro Cap 32 $25M 0.1%

Portfolio Analytics

Avg Market Cap
$102.0B
Median Market Cap
$22.7B
Avg P/E
31.8
Median P/E
22.9
Avg Dividend Yield
0.02%
Avg Beta
1.01
# Stocks
612
# ETFs / Funds
315

Top Holdings (927 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 RY 5.82% 9,085,281 $1.3B $147.22 $146M +19,314 +0.2%
2 MSFT 4.52% 2,004,252 $1.0B $517.97 $63M +44,373 +2.3%
3 BNS 3.96% 14,095,456 $911M $64.62 $124M -136,234 -1.0%
4 TD 3.74% 10,746,880 $859M $79.91 $69M -10,645 -0.1%
5 AAPL 3.67% 3,314,976 $844M $254.64 $174M +46,906 +1.4%
6 ENB 3.15% 14,369,949 $723M $50.34 $88M +300,391 +2.1%
7 AMZN 2.90% 3,033,822 $666M $219.57 $28M +125,777 +4.3%
8 NVDA 2.63% 3,237,585 $604M $186.58 $100M +47,388 +1.5%
9 V 2.33% 1,568,634 $536M $341.39 -$3M +50,456 +3.3%
10 GOOGL 2.31% 2,181,085 $530M $243.11 $148M +10,854 +0.5%
11 JPM 2.24% 1,633,321 $515M $315.44 $48M +21,606 +1.3%
12 BN 2.18% 7,343,989 $501M $68.27 $55M +117,666 +1.6%
13 TRP 2.15% 9,155,004 $493M $53.90 $65M +330,694 +3.8%
14 BMO 2.01% 3,571,761 $463M $129.55 $67M -5,378 -0.1%
15 FTS 2.01% 9,163,354 $462M $50.39 $40M +326,212 +3.7%
16 GOOG 1.57% 1,479,147 $360M $243.56 $98M -1,190 -0.1%
17 COST 1.55% 385,425 $357M $925.65 -$11M +13,576 +3.6%
18 MFC 1.55% 11,437,252 $356M $31.12 $1M +346,793 +3.1%
19 CNI 1.52% 3,703,622 $349M $94.26 -$14M +204,898 +5.9%
20 CM 1.46% 4,206,661 $336M $79.86 $23M -213,227 -4.8%
21 BRK-B 1.44% 656,480 $330M $502.75 $33M +45,666 +7.5%
22 TU 1.35% 19,687,766 $310M $15.75 $8M +845,682 +4.5%
23 META 1.28% 400,535 $294M $734.39 $21M +31,112 +8.4%
24 CNQ 1.16% 8,372,021 $268M $31.97 $44M +1,242,197 +17.4%
25 PBA 1.13% 6,425,487 $259M $40.27 $44M +717,773 +12.6%
26 JNJ 1.08% 1,333,650 $247M $185.43 $40M -21,594 -1.6%
27 BIP 1.05% 7,367,383 $242M $32.84 $10M +431,557 +6.2%
28 HD 1.02% 578,187 $234M $405.20 $29M +18,290 +3.3%
29 EMRAF 0.94% 4,551,186 $217M $47.64 $11M +37,778 +0.8%
30 SLF 0.86% 3,303,733 $198M $59.84 -$8M +196,675 +6.3%
31 SU 0.80% 4,403,931 $184M $41.81 $19M -11,350 -0.3%
32 WMT 0.77% 1,709,638 $176M $103.06 $19M +98,488 +6.1%
33 AVGO 0.74% 515,413 $170M $329.92 $34M +23,617 +4.8%
34 SHOP 0.73% 1,136,539 $168M $148.15 $40M +21,045 +1.9%
35 SPY 0.72% 248,468 $166M $666.20 $12M +260 +0.1%
36 WM 0.70% 730,196 $161M $220.83 $11M +72,549 +11.0%
37 RCI 0.60% 4,035,223 $139M $34.42 $18M -58,553 -1.4%
38 BLK 0.56% 110,197 $128M $1,165.89 $19M +5,812 +5.6%
39 AEM 0.54% 741,808 $125M $168.23 $41M +38,917 +5.5%
40 PEP 0.48% 787,244 $111M $140.44 $6M -2,643 -0.3%
41 ACN 0.45% 421,489 $104M $246.60 -$9M +43,185 +11.4%
42 MCD 0.43% 327,054 $99M $303.90 $790K -10,442 -3.1%
43 BCE 0.43% 4,239,737 $99M $23.37 $2M -148,349 -3.4%
44 TSM 0.43% 351,706 $98M $279.30 $24M +22,610 +6.9%
45 EMR 0.42% 737,978 $97M $131.18 $11M +93,073 +14.4%
46 QSR 0.42% 1,500,597 $96M $64.14 -$3M +1,708 +0.1%
47 VOO 0.42% 156,689 $96M $612.38 $36M +51,950 +49.6%
48 MA 0.40% 162,064 $92M $568.82 $3M +2,474 +1.6%
49 PG 0.39% 585,636 $90M $153.65 -$1M +14,298 +2.5%
50 MDT 0.39% 942,341 $90M $95.24 $9M +15,894 +1.7%
51 ORCL 0.37% 305,521 $86M $281.25 $22M +12,734 +4.3%
52 UBER 0.37% 868,711 $85M $97.97 $12M +84,667 +10.8%
53 PLD 0.37% 739,166 $85M $114.52 $10M +27,155 +3.8%
54 ASML 0.35% 82,533 $80M $968.09 $19M +5,953 +7.8%
55 CCJ 0.34% 944,388 $79M $83.86 -$896K -139,055 -12.8%
56 DHR 0.34% 398,680 $79M $198.26 -$9M -46,800 -10.5%
57 WCN 0.33% 432,490 $76M $175.80 -$4M +4,960 +1.2%
58 WPM 0.33% 680,487 $76M $111.08 $19M +48,514 +7.7%
59 BEP 0.31% 2,751,581 $71M $25.73 $3M +67,481 +2.5%
60 LLY 0.31% 92,459 $71M $763.00 -$5M -4,647 -4.8%
61 VCIT 0.30% 830,465 $70M $84.11 $13M +147,574 +21.6%
62 NTR 0.29% 1,137,404 $66M $58.29 -$7M -117,639 -9.4%
63 GIB 0.28% 735,916 $65M $88.77 -$5M +67,870 +10.2%
64 GLD 0.27% 176,598 $63M $355.47 $11M +7,255 +4.3%
65 TMO 0.27% 128,534 $62M $485.02 $15M +11,814 +10.1%
66 UNH 0.27% 180,352 $62M $345.32 $10M +11,932 +7.1%
67 QQQ 0.27% 103,599 $62M $600.38 -$3M -14,324 -12.2%
68 HON 0.27% 293,363 $62M $210.50 -$4M +10,123 +3.6%
69 GS 0.27% 77,314 $62M $796.36 $15M +11,034 +16.6%
70 ADBE 0.27% 173,884 $61M $352.76 -$4M +5,367 +3.2%
71 BAC 0.27% 1,183,925 $61M $51.59 $4M -17,904 -1.5%
72 BIPC 0.24% 1,366,054 $56M $40.90 $892K +33,914 +2.5%
73 NFLX 0.23% 43,655 $52M $1,198.94 $4M +7,433 +20.5%
74 TSLA 0.21% 108,372 $48M $444.73 $17M +10,360 +10.6%
75 BEPC 0.21% 1,387,794 $47M $34.22 $3M +15,163 +1.1%
76 BKNG 0.19% 8,258 $45M $5,399.40 $2M +889 +12.1%
77 BIL 0.19% 479,182 $44M $91.75 $25M +267,484 +126.3%
78 AGG 0.19% 435,571 $44M $100.25 $326K -1,329 -0.3%
79 SYK 0.19% 117,220 $43M $369.68 $2M +11,874 +11.3%
80 TJX 0.18% 288,336 $42M $144.55 $3M -28,827 -9.1%
81 AEP 0.17% 356,350 $40M $112.50 $6M +25,008 +7.5%
82 PANW 0.17% 196,818 $40M $203.62 $10M +51,687 +35.6%
83 DIS 0.17% 346,654 $40M $114.50 -$5M -12,047 -3.4%
84 CRM 0.17% 166,974 $40M $237.01 -$13M -26,272 -13.6%
85 IDV 0.17% 1,082,548 $40M $36.55 -$932K -91,014 -7.8%
86 ABBV 0.16% 162,150 $38M $231.54 $12M +22,624 +16.2%
87 SGOV 0.16% 361,094 $36M $100.70 $9M +85,465 +31.0%
88 FNV 0.16% 162,069 $36M $222.56 $11M +8,825 +5.8%
89 TFII 0.15% 404,225 $36M $87.87 $354K +10,594 +2.7%
90 KO 0.15% 521,759 $35M $66.32 -$1M +17,160 +3.4%
91 CSCO 0.14% 473,938 $32M $68.42 -$72K +5,499 +1.2%
92 MS 0.13% 192,320 $31M $158.96 $2M -8,441 -4.2%
93 VIG 0.13% 138,861 $30M $215.80 $4M +9,863 +7.7%
94 BOND 0.13% 318,934 $30M $93.35 -$5M -58,265 -15.4%
95 AMD 0.13% 181,907 $29M $161.79 $7M +25,250 +16.1%
96 C 0.13% 285,644 $29M $101.50 $9M +53,910 +23.3%
97 XOM 0.13% 255,875 $29M $112.75 $3M +16,587 +6.9%
98 NOW 0.12% 31,125 $29M $920.30 $2M +4,970 +19.0%
99 NEE 0.12% 376,983 $28M $75.49 $2M -6,366 -1.7%
100 CAT 0.12% 59,528 $28M $477.15 -$2M -19,588 -24.8%

New Positions

SymbolValue% Port
IXUS $19M 0.08%
QXO $6M 0.02%
PBR $4M 0.02%
CLOA $3M 0.01%
IREN $3M 0.01%
AMLP $3M 0.01%
CWAN $3M 0.01%
JIRE $3M 0.01%
PCAR $3M 0.01%
PSKY $3M 0.01%
PHB $2M 0.01%
YNDX $2M 0.01%
VYMI $2M 0.01%
TOL $2M 0.01%
HLT $2M 0.01%

Sold Out Positions

SymbolValue% Port
ED —%
HRTG —%
IHD —%
STLA —%
SN —%
HIG —%
FE —%
STZ —%
EAT —%
XHR —%
EPD —%
PTY —%
GPN —%
OKE —%
VSCO —%
View SEC EDGAR Filings for SCOTIA CAPITAL INC. →

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