MONTRUSCO BOLTON INVESTMENTS INC. Diversified Active

CIK: 0001475940 · Show all filings

Period: Q2 2019 (← Previous) (Next →)

Filing Date: Aug 5, 2019

Total Value ($000): $1,538,540 (100.0% shares, 0.0% debt)

Holdings (63)

BROOKFIELD ASSET MGMT INC 6.3%
Value ($000) $96,881 Shares 2,020,733 Est. Cost $39.11 Unrealized
RY ROYAL BK CDA MONTREAL QUE 6.3%
Value ($000) $96,563 Shares 1,212,484 Est. Cost $64.13 Unrealized +21.9%
TD TORONTO DOMINION BK ONT 5.9%
Value ($000) $91,093 Shares 1,555,624 Est. Cost $48.19 Unrealized +16.7%
TU TELUS CORP 5.0%
Value ($000) $77,428 Shares 2,090,033 Est. Cost $17.16 Unrealized +7.8%
BIP BROOKFIELD INFRAST PARTNERS 4.6%
Value ($000) $70,604 Shares 1,643,711 Est. Cost $38.82 Unrealized
BNS BANK N S HALIFAX 4.1%
Value ($000) $63,779 Shares 1,184,857 Est. Cost $35.19 Unrealized +6.3%
BCE BCE INC 3.8%
Value ($000) $58,988 Shares 1,293,768 Est. Cost $29.17 Unrealized 0.0%
AQN ALGONQUIN PWR UTILS CORP 3.8%
Value ($000) $57,766 Shares 4,756,484 Est. Cost $5.95 Unrealized +40.7%
BEP BROOKFIELD RENEWABLE PARTNER 3.5%
Value ($000) $54,568 Shares 1,574,086 Est. Cost $30.61 Unrealized
MSFT MICROSOFT CORP 3.3%
Value ($000) $51,317 Shares 393,349 Est. Cost $81.76 Unrealized +46.2%
DHR DANAHER CORPORATION 3.1%
Value ($000) $47,911 Shares 341,070 Est. Cost $73.76 Unrealized +55.9%
FTS FORTIS INC 2.8%
Value ($000) $43,514 Shares 1,099,636 Est. Cost $24.24 Unrealized +21.5%
MA MASTERCARD INC 2.4%
Value ($000) $36,214 Shares 139,452 Est. Cost $124.73 Unrealized +93.5%
AMZN AMAZON COM INC 2.3%
Value ($000) $35,488 Shares 19,191 Est. Cost $56.33 Unrealized +65.4%
ENB ENBRIDGE INC 2.3%
Value ($000) $34,700 Shares 958,641 Est. Cost $20.25 Unrealized +16.0%
META FACEBOOK INC 2.1%
Value ($000) $32,670 Shares 173,245 Est. Cost $152.49 Unrealized +19.0%
GOOGL ALPHABET INC 2.1%
Value ($000) $32,575 Shares 30,935 Est. Cost $45.46 Unrealized +26.4%
BLACKROCK INC 2.1%
Value ($000) $32,363 Shares 70,953 Est. Cost $416.86 Unrealized
TJX TJX COS INC NEW 1.9%
Value ($000) $28,557 Shares 555,258 Est. Cost $38.20 Unrealized +27.4%
PSA PUBLIC STORAGE 1.8%
Value ($000) $26,984 Shares 117,099 Est. Cost $156.00 Unrealized +11.4%
CME CME GROUP INC 1.7%
Value ($000) $26,466 Shares 140,612 Est. Cost $141.12 Unrealized +2.4%
BK BANK NEW YORK MELLON CORP 1.6%
Value ($000) $24,567 Shares 571,807 Est. Cost $34.93 Unrealized +11.1%
GRANITE REAL ESTATE INVT TR 1.5%
Value ($000) $23,585 Shares 511,192 Est. Cost $43.70 Unrealized
PEP PEPSICO INC 1.5%
Value ($000) $22,611 Shares 172,429 Est. Cost $88.77 Unrealized +18.0%
JNJ JOHNSON & JOHNSON 1.3%
Value ($000) $20,513 Shares 147,277 Est. Cost $94.82 Unrealized +21.0%
BIIB BIOGEN INC 1.3%
Value ($000) $20,234 Shares 88,120 Est. Cost $300.02 Unrealized -23.0%
LINDE PLC 1.3%
Value ($000) $19,526 Shares 99,423 Est. Cost $158.29 Unrealized
SLF SUN LIFE FINL INC 1.2%
Value ($000) $18,727 Shares 451,261 Est. Cost $36.23 Unrealized +10.9%
PROOFPOINT INC 1.2%
Value ($000) $18,430 Shares 153,264 Est. Cost $108.16 Unrealized
FSV FIRSTSERVICE CORP NEW 1.2%
Value ($000) $18,383 Shares 190,650 Est. Cost $86.95 Unrealized 0.0%
AAPL APPLE INC 1.2%
Value ($000) $17,996 Shares 90,926 Est. Cost $44.71 Unrealized +4.3%
TXN TEXAS INSTRS INC 1.1%
Value ($000) $16,716 Shares 145,659 Est. Cost $85.98 Unrealized +7.9%
TSN TYSON FOODS INC 1.0%
Value ($000) $15,551 Shares 199,391 Est. Cost $55.67 Unrealized +14.5%
EOG EOG RES INC 1.0%
Value ($000) $15,139 Shares 162,727 Est. Cost $73.55 Unrealized -4.4%
XOM EXXON MOBIL CORP 0.9%
Value ($000) $14,035 Shares 183,156 Est. Cost $55.72 Unrealized +2.1%
DSGX DESCARTES SYS GROUP INC 0.9%
Value ($000) $13,335 Shares 359,647 Est. Cost $14.36 Unrealized +170.9%
BKNG BOOKING HLDGS INC 0.8%
Value ($000) $12,922 Shares 6,893 Est. Cost $1757.91 Unrealized +0.5%
TRP TC ENERGY CORP 0.8%
Value ($000) $12,852 Shares 258,688 Est. Cost $34.25 Unrealized 0.0%
PBA PEMBINA PIPELINE CORP 0.8%
Value ($000) $11,887 Shares 318,622 Est. Cost $17.44 Unrealized +44.0%
CFR CULLEN FROST BANKERS INC 0.8%
Value ($000) $11,550 Shares 123,323 Est. Cost $80.55 Unrealized -0.9%
THOMSON REUTERS CORP 0.7%
Value ($000) $11,416 Shares 176,578 Est. Cost $48.27 Unrealized
SWKS SKYWORKS SOLUTIONS INC 0.7%
Value ($000) $10,593 Shares 141,881 Est. Cost $75.93 Unrealized -10.8%
IEX IDEX CORP 0.7%
Value ($000) $10,400 Shares 62,650 Est. Cost $144.81 Unrealized 0.0%
EL LAUDER ESTEE COS INC 0.7%
Value ($000) $10,196 Shares 55,681 Est. Cost $107.94 Unrealized +45.4%
NTR NUTRIEN LTD 0.6%
Value ($000) $9,055 Shares 168,918 Est. Cost $38.37 Unrealized +8.5%
CIGI COLLIERS INTL GROUP INC 0.5%
Value ($000) $8,310 Shares 115,977 Est. Cost $64.00 Unrealized +1.7%
VARIAN MED SYS INC 0.5%
Value ($000) $8,141 Shares 59,803 Est. Cost $103.49 Unrealized
BROOKFIELD PROPERTY PARTRS L 0.5%
Value ($000) $7,263 Shares 383,650 Est. Cost $18.59 Unrealized
ACTIVISION BLIZZARD INC 0.4%
Value ($000) $6,495 Shares 137,613 Est. Cost $76.78 Unrealized
GGG GRACO INC 0.4%
Value ($000) $6,169 Shares 122,933 Est. Cost $36.57 Unrealized +26.7%
SPGI S&P GLOBAL INC 0.4%
Value ($000) $6,050 Shares 26,560 Est. Cost $148.28 Unrealized +39.3%
BBU BROOKFIELD BUSINESS PARTNERS 0.3%
Value ($000) $3,902 Shares 99,994 Est. Cost $39.02 Unrealized
CB CHUBB LIMITED 0.2%
Value ($000) $3,141 Shares 23,937 Est. Cost $120.58 Unrealized +7.3%
GIB CGI INC 0.2%
Value ($000) $2,895 Shares 37,580 Est. Cost $65.67 Unrealized +10.1%
CNI CANADIAN NATL RY CO 0.1%
Value ($000) $2,152 Shares 23,199 Est. Cost $55.54 Unrealized +45.9%
QCOM QUALCOMM INC 0.1%
Value ($000) $1,337 Shares 17,570 Est. Cost $46.43 Unrealized +35.1%
CANADIAN PAC RY LTD 0.1%
Value ($000) $1,277 Shares 5,412 Est. Cost $174.77 Unrealized
SHOP SHOPIFY INC 0.1%
Value ($000) $1,245 Shares 4,132 Est. Cost $7.68 Unrealized +238.9%
PG PROCTER AND GAMBLE CO 0.1%
Value ($000) $1,221 Shares 11,134 Est. Cost $83.41 Unrealized +8.5%
PAYX PAYCHEX INC 0.1%
Value ($000) $1,161 Shares 14,111 Est. Cost $58.74 Unrealized +18.4%
MGA MAGNA INTL INC 0.0%
Value ($000) $452 Shares 9,071 Est. Cost $43.52 Unrealized -8.3%
PFE PFIZER INC 0.0%
Value ($000) $342 Shares 7,904 Est. Cost $22.40 Unrealized +30.5%
ABBV ABBVIE INC 0.0%
Value ($000) $339 Shares 4,655 Est. Cost $61.36 Unrealized -3.2%