Nicola Wealth Management Ltd. has filed its 13F form on May 10, 2024 for Q1 2024 where it was disclosed a total value porftolio of $869 Million distributed in 113 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Bank Of Nova Scotia with a value of $77.7M, Visa Inc. with a value of $26.8M, At&T Inc. with a value of $25.8M, Microsoft Corp with a value of $24.5M, and Hyatt Hotels Corp with a value of $24.3M.
Examining the 13F form we can see an increase of $53M in the current position value, from $816M to 869M.
Nicola Wealth Management Ltd. is based out at Vancouver, A1
Below you can find more details about Nicola Wealth Management Ltd. portfolio as well as his latest detailed transactions.
Portfolio value
$869 Million
Financial Services: $168 Million
Technology: $110 Million
Communication Services: $96.8 Million
Industrials: $96.5 Million
Consumer Cyclical: $94.8 Million
Energy: $87 Million
Real Estate: $85.1 Million
Healthcare: $71.9 Million
Other: $56.9 Million
Stock Holdings Table Market Cap. of $2 Billions to $10 Billions