MONTRUSCO BOLTON INVESTMENTS INC. Diversified Active

CIK: 0001475940 · Show all filings

Period: Q1 2019 (← Previous) (Next →)

Filing Date: May 10, 2019

Total Value ($000): $1,559,241 (100.0% shares, 0.0% debt)

Holdings (65)

BROOKFIELD ASSET MGMT INC 6.3%
Value ($000) $97,500 Shares 2,030,617 Est. Cost $39.11 Unrealized
RY ROYAL BK CDA MONTREAL QUE 6.2%
Value ($000) $96,979 Shares 1,221,839 Est. Cost $64.13 Unrealized +17.9%
TD TORONTO DOMINION BK ONT 5.7%
Value ($000) $88,857 Shares 1,564,122 Est. Cost $48.19 Unrealized +14.7%
BROOKFIELD PPTY PARTNERS L P 4.7%
Value ($000) $72,669 Shares 3,493,727 Est. Cost $18.59 Unrealized
BIP BROOKFIELD INFRAST PARTNERS 4.3%
Value ($000) $67,740 Shares 1,642,473 Est. Cost $38.82 Unrealized
BNS BANK N S HALIFAX 4.2%
Value ($000) $65,592 Shares 1,195,913 Est. Cost $35.19 Unrealized +7.7%
TU TELUS CORP 3.5%
Value ($000) $55,065 Shares 1,501,585 Est. Cost $16.64 Unrealized +6.2%
AQN ALGONQUIN PWR UTILS CORP 3.5%
Value ($000) $54,305 Shares 4,777,667 Est. Cost $5.95 Unrealized +29.9%
BEP BROOKFIELD RENEWABLE PARTNER 3.2%
Value ($000) $49,676 Shares 1,583,125 Est. Cost $30.61 Unrealized
MSFT MICROSOFT CORP 3.2%
Value ($000) $49,474 Shares 387,394 Est. Cost $81.17 Unrealized +26.0%
GRANITE REAL ESTATE INVT TR 3.1%
Value ($000) $48,818 Shares 1,076,727 Est. Cost $43.70 Unrealized
DHR DANAHER CORPORATION 2.9%
Value ($000) $45,430 Shares 350,039 Est. Cost $73.76 Unrealized +34.8%
FTS FORTIS INC 2.6%
Value ($000) $40,449 Shares 1,098,793 Est. Cost $24.24 Unrealized +13.0%
MA MASTERCARD INC 2.4%
Value ($000) $37,080 Shares 149,480 Est. Cost $124.73 Unrealized +66.1%
BLACKROCK INC 2.3%
Value ($000) $36,293 Shares 76,790 Est. Cost $416.86 Unrealized
GOOGL ALPHABET INC 2.3%
Value ($000) $36,233 Shares 30,978 Est. Cost $45.46 Unrealized +23.3%
AMZN AMAZON COM INC 2.3%
Value ($000) $36,165 Shares 19,219 Est. Cost $56.33 Unrealized +47.7%
ENB ENBRIDGE INC 2.3%
Value ($000) $35,426 Shares 962,911 Est. Cost $20.25 Unrealized +13.1%
NTR NUTRIEN LTD 2.1%
Value ($000) $32,670 Shares 604,842 Est. Cost $38.37 Unrealized +7.4%
SLF SUN LIFE FINL INC 2.1%
Value ($000) $32,359 Shares 782,063 Est. Cost $36.23 Unrealized +1.3%
META FACEBOOK INC 1.8%
Value ($000) $28,128 Shares 148,240 Est. Cost $147.61 Unrealized +7.0%
TJX TJX COS INC NEW 1.7%
Value ($000) $26,651 Shares 496,508 Est. Cost $36.96 Unrealized +23.0%
TSN TYSON FOODS INC 1.7%
Value ($000) $26,603 Shares 363,588 Est. Cost $55.67 Unrealized -8.5%
BK BANK NEW YORK MELLON CORP 1.6%
Value ($000) $25,253 Shares 521,350 Est. Cost $34.55 Unrealized +22.5%
PSA PUBLIC STORAGE 1.6%
Value ($000) $24,692 Shares 114,804 Est. Cost $155.64 Unrealized +1.0%
CME CME GROUP INC 1.4%
Value ($000) $22,132 Shares 127,009 Est. Cost $140.76 Unrealized -2.0%
JNJ JOHNSON & JOHNSON 1.3%
Value ($000) $20,814 Shares 147,405 Est. Cost $94.82 Unrealized +16.4%
LINDE PLC 1.3%
Value ($000) $19,709 Shares 112,276 Est. Cost $158.29 Unrealized
AAPL APPLE INC 1.2%
Value ($000) $18,233 Shares 90,863 Est. Cost $44.71 Unrealized -9.6%
FIRSTSERVICE CORP NEW 1.2%
Value ($000) $18,080 Shares 208,617 Est. Cost $50.70 Unrealized
DSGX DESCARTES SYS GROUP INC 1.2%
Value ($000) $18,032 Shares 453,402 Est. Cost $14.36 Unrealized +125.1%
PROOFPOINT INC 1.0%
Value ($000) $16,328 Shares 130,188 Est. Cost $106.02 Unrealized
PBA PEMBINA PIPELINE CORP 1.0%
Value ($000) $15,234 Shares 427,823 Est. Cost $17.44 Unrealized +38.4%
EOG EOG RES INC 0.9%
Value ($000) $14,753 Shares 153,837 Est. Cost $73.73 Unrealized -2.4%
XOM EXXON MOBIL CORP 0.9%
Value ($000) $14,717 Shares 183,318 Est. Cost $55.72 Unrealized -0.5%
BIIB BIOGEN INC 0.9%
Value ($000) $14,304 Shares 63,484 Est. Cost $326.84 Unrealized -3.7%
TXN TEXAS INSTRS INC 0.9%
Value ($000) $14,208 Shares 120,580 Est. Cost $84.57 Unrealized +1.0%
PEP PEPSICO INC 0.9%
Value ($000) $14,139 Shares 110,419 Est. Cost $79.80 Unrealized +15.8%
SWKS SKYWORKS SOLUTIONS INC 0.8%
Value ($000) $12,632 Shares 147,989 Est. Cost $75.93 Unrealized -13.6%
TRANSCANADA CORP 0.8%
Value ($000) $12,238 Shares 257,468 Est. Cost $45.57 Unrealized
THOMSON REUTERS CORP 0.7%
Value ($000) $11,303 Shares 183,662 Est. Cost $48.27 Unrealized
CFR CULLEN FROST BANKERS INC 0.7%
Value ($000) $11,052 Shares 108,687 Est. Cost $80.65 Unrealized -0.2%
BKNG BOOKING HLDGS INC 0.6%
Value ($000) $10,065 Shares 5,426 Est. Cost $1755.46 Unrealized 0.0%
VARIAN MED SYS INC 0.5%
Value ($000) $8,150 Shares 59,855 Est. Cost $103.49 Unrealized
EL LAUDER ESTEE COS INC 0.4%
Value ($000) $6,967 Shares 40,552 Est. Cost $89.67 Unrealized +50.1%
ACTIVISION BLIZZARD INC 0.4%
Value ($000) $6,646 Shares 137,847 Est. Cost $76.78 Unrealized
UNP UNION PACIFIC CORP 0.4%
Value ($000) $6,350 Shares 35,870 Est. Cost $82.51 Unrealized +67.4%
GGG GRACO INC 0.4%
Value ($000) $6,306 Shares 123,041 Est. Cost $36.57 Unrealized +13.5%
SPGI S&P GLOBAL INC 0.4%
Value ($000) $5,866 Shares 26,584 Est. Cost $148.28 Unrealized +23.2%
CIGI COLLIERS INTL GROUP INC 0.3%
Value ($000) $3,970 Shares 62,046 Est. Cost $63.08 Unrealized 0.0%
QCOM QUALCOMM INC 0.2%
Value ($000) $3,536 Shares 41,051 Est. Cost $46.43 Unrealized -1.5%
GIL GILDAN ACTIVEWEAR INC 0.2%
Value ($000) $3,340 Shares 90,941 Est. Cost $27.47 Unrealized +11.1%
WPM WHEATON PRECIOUS METALS CORP 0.2%
Value ($000) $3,221 Shares 149,535 Est. Cost $19.59 Unrealized 0.0%
GIB CGI INC 0.2%
Value ($000) $2,892 Shares 40,338 Est. Cost $65.67 Unrealized 0.0%
BTG B2GOLD CORP 0.2%
Value ($000) $2,797 Shares 1,033,738 Est. Cost $2.38 Unrealized 0.0%
CB CHUBB LIMITED 0.2%
Value ($000) $2,599 Shares 19,417 Est. Cost $118.54 Unrealized 0.0%
CNI CANADIAN NATL RY CO 0.1%
Value ($000) $2,136 Shares 23,092 Est. Cost $55.54 Unrealized +32.7%
ABBV ABBVIE INC 0.1%
Value ($000) $2,023 Shares 25,482 Est. Cost $61.36 Unrealized -0.6%
CANADIAN PAC RY LTD 0.1%
Value ($000) $1,202 Shares 5,386 Est. Cost $174.77 Unrealized
SHOP SHOPIFY INC 0.1%
Value ($000) $1,058 Shares 4,369 Est. Cost $7.68 Unrealized +129.9%
PAYX PAYCHEX INC 0.0%
Value ($000) $598 Shares 7,087 Est. Cost $48.01 Unrealized +25.9%
MGA MAGNA INTL INC 0.0%
Value ($000) $455 Shares 8,209 Est. Cost $43.90 Unrealized -7.9%
PG PROCTER AND GAMBLE CO 0.0%
Value ($000) $416 Shares 3,903 Est. Cost $70.29 Unrealized +16.8%
PFE PFIZER INC 0.0%
Value ($000) $321 Shares 7,904 Est. Cost $22.40 Unrealized +30.5%
RCI ROGERS COMMUNICATIONS INC 0.0%
Value ($000) $312 Shares 6,214 Est. Cost $51.83 Unrealized +4.0%