MFS INVESTMENT MANAGEMENT CANADA LTD — 13F Holdings

2011 Q4  ·  296 Positions

2011 Q4 Portfolio Activity

In 2011 Q4, MFS INVESTMENT MANAGEMENT CANADA LTD maintained a portfolio of 296 distinct positions. The most significant new addition was YAMANA GOLD INC COMMON, now representing 0.49% of the total fund value. They heavily accumulated shares in TALISMAN ENERGY INC COMMON, increasing the position by 1039491.6%. Conversely, MFS INVESTMENT MANAGEMENT CANADA LTD completely exited their position in RESEARCH IN MOTION COMMON.
Position History hover any row below to update
Loading…
MFS INVESTMENT MANAGEMENT CANADA LTD Toronto, ON Registered Investment Advisor / Asset Manager AUM $13,193M
PCA Score Concentration Risk
Risk ENB
Total Positions
296
Quarter
2011 Q4
Top Holding
TD (5.2%)
Top 10 Concentration
35.4%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 296

MFS INVESTMENT MANAGEMENT CANADA LTD Full Holdings List — 2011 Q4

Stock History Sector / Type Port % Prev % Rank / Prev Conviction
Freshness
Change % Change Influence Shares Mkt Value Avg Cost Price Held 1st Owned Source Source Date Date Reported
TD
TORONTO DOMINIO...
Financial Services 5.24% 5.20% #1 1
Prev: #2
4.6
-828,390 -8.4%
P
S
9,066,479 $691,682,000
$13.65 +767.8%
$21.33 +455.6%
2001 Q2 13F Filing 2011-12-31 2012-02-14 (Est.)
RY
ROYAL BANK CDA ...
Financial Services 5.16% 5.31% #2 1
Prev: #1
4.1
-2,590,210 -16.5%
P
S
13,098,691 $680,870,000 2001 Q2 13F Filing 2011-12-31 2012-02-14 (Est.)
SU
SUNCOR ENERGY I...
Energy 4.47% 4.09% #3
Prev: #3
3.3
-1,623,380 -7.5%
P
S
20,067,827 $589,593,000 2001 Q2 13F Filing 2011-12-31 2012-02-14 (Est.)
CNQ
CDN NATURAL RES...
Energy 4.16% 3.39% #4
Prev: #4
2.7
-1,275,220 -8.1%
P
S
14,395,493 $549,188,000 2001 Q2 13F Filing 2011-12-31 2012-02-14 (Est.)
BNS
BANK OF NOVA SC...
Financial Services 3.16% 2.33% #5 5
Prev: #10
4.3
1,941,146 31.0%
P
S
8,208,723 $417,249,000 2002 Q1 13F Filing 2011-12-31 2012-02-14 (Est.)
ABX
BARRICK GOLD CO...
Financial Services 2.92% 1.58% #6 15
Prev: #21
4.2
3,791,707 83.1%
P
S
8,355,013 $385,584,000 2001 Q2 13F Filing 2011-12-31 2012-02-14 (Est.)
N/A
TALISMAN ENERGY...
Unknown 2.73% 2.50% #7 2
Prev: #9
1.6
127,490 0.5%
P
S
27,725,908 $359,882,000 13F Filing 2011-12-31 2012-02-14 (Est.)
TECK
TECK RESOURCES ...
Basic Materials 2.62% 2.69% #8 2
Prev: #6
1.0
-2,762,900 -22.3%
P
S
9,612,235 $345,175,000 2010 Q4 13F Filing 2011-12-31 2012-02-14 (Est.)
N/A
GOLDCORP INC ...
Unknown 2.61% 1.39% #9 13
Prev: #22
4.0
3,511,900 85.7%
P
S
7,609,502 $344,026,000 13F Filing 2011-12-31 2012-02-14 (Est.)
CVE
CENOVUS ENERGY ...
Energy 2.35% 2.57% #10 3
Prev: #7
1.4
-2,158,204 -19.1%
P
S
9,163,066 $309,987,000 2009 Q4 13F Filing 2011-12-31 2012-02-14 (Est.)
MGA
MAGNA INTL INC ...
Consumer Cyclical 2.09% 2.92% #11 6
Prev: #5
0.8
-3,880,500 -32.4%
P
S
8,106,546 $275,623,000 2001 Q2 13F Filing 2011-12-31 2012-02-14 (Est.)
BBD-BCHF
BOMBARDIER INC ...
Unknown 2.09% 1.96% #12 3
Prev: #15
1.3
-8,094,300 -10.7%
P
S
67,812,930 $275,320,000 2010 Q4 13F Filing 2011-12-31 2012-02-14 (Est.)
AGU
AGRIUM INC ...
Unknown 1.95% 2.00% #13
Prev: #13
1.3
-304,500 -7.5%
P
S
3,762,185 $257,258,000 2003 Q3 13F Filing 2011-12-31 2012-02-14 (Est.)
POT
POTASH CORP OF ...
Unknown 1.88% 2.10% #14 3
Prev: #11
1.3
-664,165 -10.1%
P
S
5,900,510 $248,470,000 2001 Q2 13F Filing 2011-12-31 2012-02-14 (Est.)
N/A
ENCANA CORPORAT...
Unknown 1.68% 1.80% #15 1
Prev: #16
1.2
-994,050 -7.8%
P
S
11,701,315 $221,038,000 13F Filing 2011-12-31 2012-02-14 (Est.)
N/A
THOMSON REUTERS...
Unknown 1.67% 1.71% #16 1
Prev: #17
1.2
-446,600 -5.2%
P
S
8,099,931 $220,561,000 13F Filing 2011-12-31 2012-02-14 (Est.)
CNI
CDN NATL RAILWA...
Industrials 1.66% 1.98% #17 3
Prev: #14
0.7
-1,282,878 -31.9%
P
S
2,734,438 $219,165,000 2001 Q2 13F Filing 2011-12-31 2012-02-14 (Est.)
N/A
TRANSCANADA COR...
Unknown 1.64% 0.60% #18 32
Prev: #50
3.7
2,849,600 141.4%
P
S
4,865,250 $216,650,000 13F Filing 2011-12-31 2012-02-14 (Est.)
CCJ
CAMECO CORP ...
Energy 1.54% 1.58% #19 1
Prev: #20
1.1
-626,307 -5.4%
P
S
11,021,712 $202,910,000 2002 Q2 13F Filing 2011-12-31 2012-02-14 (Est.)
BAM
BROOKFIELD ASSE...
Financial Services 1.50% 1.63% #20 1
Prev: #19
1.1
-935,150 -11.7%
P
S
7,055,235 $197,829,000 2006 Q1 13F Filing 2011-12-31 2012-02-14 (Est.)
N/A
SHOPPERS DRUG M...
Unknown 1.29% 1.30% #21 3
Prev: #24
1.0
-370,900 -8.2%
P
S
4,151,460 $170,791,000 13F Filing 2011-12-31 2012-02-14 (Est.)
MRK
MERCK & CO INC ...
Healthcare 1.24% 1.28% #22 3
Prev: #25
0.5
-1,075,250 -20.1%
P
S
4,278,805 $164,053,000 2001 Q2 13F Filing 2011-12-31 2012-02-14 (Est.)
OTEX
OPEN TEXT CORP ...
Technology 1.22% 1.34% #23
Prev: #23
1.0
-393,200 -11.3%
P
S
3,082,950 $161,022,000 2008 Q1 13F Filing 2011-12-31 2012-02-14 (Est.)
PFE
PFIZER INC ...
Healthcare 1.11% 1.05% #24 4
Prev: #28
0.9
-1,434,270 -17.7%
P
S
6,658,062 $146,530,000 2001 Q2 13F Filing 2011-12-31 2012-02-14 (Est.)
N/A
INMET MINING CO...
Unknown 1.06% 0.73% #25 15
Prev: #40
0.9
-203,900 -8.7%
P
S
2,130,900 $139,574,000 13F Filing 2011-12-31 2012-02-14 (Est.)
MSFT
MICROSOFT CORP ...
Technology 1.02% 1.12% #26
Prev: #26
0.9
-1,041,210 -16.9%
P
S
5,114,065 $135,018,000 2001 Q2 13F Filing 2011-12-31 2012-02-14 (Est.)
MFC
MANULIFE FINCL ...
Financial Services 1.01% 1.64% #27 9
Prev: #18
0.4
-7,262,260 -37.1%
P
S
12,300,928 $133,465,000 2001 Q2 13F Filing 2011-12-31 2012-02-14 (Est.)
IFCZF
INTACT FINANCIA...
Financial Services 1.00% 0.36% #28 47
Prev: #75
3.4
1,376,670 156.4%
P
S
2,256,730 $132,086,000 2010 Q4 13F Filing 2011-12-31 2012-02-14 (Est.)
GIL
GILDAN ACTIVEWE...
Consumer Cyclical 0.97% 2.04% #29 17
Prev: #12
0.4
-3,945,005 -37.1%
P
S
6,692,500 $128,228,000 2003 Q4 13F Filing 2011-12-31 2012-02-14 (Est.)
N/A
ACE LIMITED ...
Unknown 0.94% 1.04% #30 1
Prev: #29
0.4
-613,300 -26.0%
P
S
1,743,800 $124,354,000 13F Filing 2011-12-31 2012-02-14 (Est.)
JPM
JPMORGAN CHASE ...
Financial Services 0.94% 0.99% #31
Prev: #31
0.9
-811,850 -18.1%
P
S
3,670,270 $124,111,000 2001 Q2 13F Filing 2011-12-31 2012-02-14 (Est.)
PEP
PEPSICO INC ...
Consumer Defensive 0.94% 1.06% #32 5
Prev: #27
0.4
-518,650 -22.1%
P
S
1,831,000 $123,552,000 2001 Q2 13F Filing 2011-12-31 2012-02-14 (Est.)
XOM
EXXON MOBIL COR...
Energy 0.91% 0.99% #33 3
Prev: #30
0.4
-465,150 -25.0%
P
S
1,398,395 $120,543,000 2001 Q2 13F Filing 2011-12-31 2012-02-14 (Est.)
WMT
WAL MART STORES...
Consumer Defensive 0.84% 0.86% #34
Prev: #34
0.8
-447,400 -19.8%
P
S
1,816,620 $110,407,000 2001 Q2 13F Filing 2011-12-31 2012-02-14 (Est.)
CL
COLGATE PALMOLI...
Consumer Defensive 0.82% 0.91% #35 2
Prev: #33
0.8
-255,005 -18.1%
P
S
1,153,705 $108,403,000 2001 Q2 13F Filing 2011-12-31 2012-02-14 (Est.)
HPQ
HEWLETT PACKARD...
Technology 0.81% 0.83% #36
Prev: #36
0.8
-999,830 -19.7%
P
S
4,063,802 $106,463,000 2001 Q2 13F Filing 2011-12-31 2012-02-14 (Est.)
RCI
ROGERS COMMUNIC...
Communication Services 0.79% 0.79% #37
Prev: #37
0.8
-475,140 -15.2%
P
S
2,641,107 $103,663,000 2001 Q2 13F Filing 2011-12-31 2012-02-14 (Est.)
APA
APACHE CORP ...
Energy 0.77% 0.78% #38
Prev: #38
0.8
-231,485 -17.3%
P
S
1,104,010 $101,701,000 2002 Q2 13F Filing 2011-12-31 2012-02-14 (Est.)
GE
GENERAL ELECTRI...
Industrials 0.73% 0.70% #39 3
Prev: #42
0.8
-973,300 -15.5%
P
S
5,311,995 $96,755,000 2001 Q2 13F Filing 2011-12-31 2012-02-14 (Est.)
WFC
WELLS FARGO & C...
Financial Services 0.72% 0.73% #40 1
Prev: #39
0.8
-784,100 -18.8%
P
S
3,382,041 $94,794,000 2007 Q2 13F Filing 2011-12-31 2012-02-14 (Est.)
SLB
SCHLUMBERGER LT...
Energy 0.72% 0.63% #41 5
Prev: #46
0.8
-84,450 -5.8%
P
S
1,360,180 $94,493,000 2001 Q2 13F Filing 2011-12-31 2012-02-14 (Est.)
T
AT&T INC ...
Communication Services 0.70% 0.97% #42 10
Prev: #32
0.3
-1,653,600 -35.6%
P
S
2,985,642 $91,821,000 2001 Q2 13F Filing 2011-12-31 2012-02-14 (Est.)
AAPL
APPLE INC ...
Technology 0.67% 0.61% #43 5
Prev: #48
0.8
-6,850 -3.1%
P
S
213,180 $87,806,000 2001 Q2 13F Filing 2011-12-31 2012-02-14 (Est.)
PWCDF
POWER CORP OF C...
Financial Services 0.66% 0.52% #44 15
Prev: #59
2.3
424,680 13.2%
P
S
3,651,859 $86,987,000 2010 Q4 13F Filing 2011-12-31 2012-02-14 (Est.)
UNH
UNITEDHEALTH GR...
Healthcare 0.65% 0.71% #45 4
Prev: #41
0.3
-439,600 -20.8%
P
S
1,674,600 $86,311,000 2010 Q1 13F Filing 2011-12-31 2012-02-14 (Est.)
GOOG
GOOGLE INC ...
Communication Services 0.65% 0.63% #46 1
Prev: #45
0.3
-38,520 -22.9%
P
S
129,630 $85,151,000 2008 Q1 13F Filing 2011-12-31 2012-02-14 (Est.)
TU
TELUS CORP ...
Communication Services 0.64% 0.55% #47 9
Prev: #56
0.8
-57,800 -3.8%
P
S
1,475,200 $85,031,000 2002 Q1 13F Filing 2011-12-31 2012-02-14 (Est.)
BAC
BANK OF AMERICA...
Financial Services 0.64% 0.85% #48 13
Prev: #35
0.3
-3,944,240 -20.8%
P
S
14,981,154 $84,711,000 2001 Q2 13F Filing 2011-12-31 2012-02-14 (Est.)
BMO
BANK OF MONTREA...
Financial Services 0.64% 0.62% #49 2
Prev: #47
0.8
-8,780 -0.6%
P
S
1,501,070 $83,880,000 2001 Q2 13F Filing 2011-12-31 2012-02-14 (Est.)
AMGN
AMGEN INC ...
Healthcare 0.63% 0.61% #50 1
Prev: #49
0.8
-229,800 -15.2%
P
S
1,279,300 $83,540,000 2001 Q2 13F Filing 2011-12-31 2012-02-14 (Est.)
Showing 1-50 of 296 holdings

Unlock Full MFS INVESTMENT MANAGEMENT CANADA LTD Analysis

PRO subscribers get access to all historical quarters, Excel/CSV exports, Portfolio Concentration Analytics (PCA), and Risk-Based ENB.

Full Historical Quarters
Excel & CSV Export
PCA & Risk-Based ENB
Auto Cost Basis
Position Change Alerts
Price-Held Analytics
Full history →