MONTRUSCO BOLTON INVESTMENTS INC. Diversified Active

CIK: 0001475940 · Show all filings

Period: Q1 2020 (← Previous) (Next →)

Filing Date: May 14, 2020

Total Value ($000): $1,269,077 (100.0% shares, 0.0% debt)

Holdings (62)

BCE BCE INC 7.3%
Value ($000) $92,044 Shares 2,269,362 Est. Cost $29.66 Unrealized +1.5%
TU TELUS CORPORATION 6.3%
Value ($000) $79,768 Shares 5,102,844 Est. Cost $17.98 Unrealized +3.0%
FTS FORTIS INC 6.3%
Value ($000) $79,363 Shares 2,081,473 Est. Cost $30.18 Unrealized +8.5%
THOMSON REUTERS CORP 5.9%
Value ($000) $74,383 Shares 1,104,221 Est. Cost $65.38 Unrealized
MSFT MICROSOFT CORP 4.2%
Value ($000) $53,891 Shares 354,890 Est. Cost $82.44 Unrealized +89.6%
BROOKFIELD ASSET MGMT INC 4.2%
Value ($000) $52,750 Shares 1,203,617 Est. Cost $39.11 Unrealized
AMZN AMAZON COM INC 3.6%
Value ($000) $46,004 Shares 24,634 Est. Cost $66.09 Unrealized +46.4%
META FACEBOOK INC 3.3%
Value ($000) $41,563 Shares 264,185 Est. Cost $177.98 Unrealized +9.2%
BIIB BIOGEN INC 3.2%
Value ($000) $40,745 Shares 134,124 Est. Cost $302.00 Unrealized +0.5%
MA MASTERCARD INC 3.2%
Value ($000) $40,429 Shares 175,217 Est. Cost $155.37 Unrealized +85.2%
SHAW COMMUNICATIONS INC 3.1%
Value ($000) $39,459 Shares 2,460,071 Est. Cost $16.04 Unrealized
DHR DANAHER CORPORATION 3.0%
Value ($000) $38,404 Shares 290,016 Est. Cost $74.50 Unrealized +76.3%
PROOFPOINT INC 2.6%
Value ($000) $33,440 Shares 342,571 Est. Cost $104.22 Unrealized
PEP PEPSICO INC 2.5%
Value ($000) $31,146 Shares 259,330 Est. Cost $96.95 Unrealized +16.3%
IBKR INTERACTIVE BROKERS GROUP IN 2.4%
Value ($000) $30,213 Shares 741,617 Est. Cost $11.66 Unrealized +0.0%
AAPL APPLE INC 2.2%
Value ($000) $27,947 Shares 109,901 Est. Cost $46.83 Unrealized +51.8%
VARIAN MED SYS INC 2.1%
Value ($000) $26,767 Shares 260,739 Est. Cost $113.17 Unrealized
PSA PUBLIC STORAGE 2.1%
Value ($000) $26,555 Shares 141,027 Est. Cost $163.24 Unrealized +2.1%
BLACKROCK INC 2.0%
Value ($000) $25,639 Shares 61,465 Est. Cost $416.95 Unrealized
TXN TEXAS INSTRS INC 1.9%
Value ($000) $24,048 Shares 251,865 Est. Cost $95.71 Unrealized +6.2%
NFLX NETFLIX INC 1.7%
Value ($000) $21,804 Shares 60,661 Est. Cost $30.59 Unrealized +15.7%
LINDE PLC 1.7%
Value ($000) $21,630 Shares 132,476 Est. Cost $161.39 Unrealized
PG PROCTER & GAMBLE CO 1.5%
Value ($000) $19,641 Shares 178,553 Est. Cost $102.52 Unrealized +1.3%
RY ROYAL BK CDA 1.4%
Value ($000) $17,242 Shares 281,530 Est. Cost $66.69 Unrealized +11.3%
CME CME GROUP INC 1.3%
Value ($000) $16,831 Shares 101,746 Est. Cost $142.13 Unrealized +12.3%
FSV FIRSTSERVICE CORP NEW 1.3%
Value ($000) $16,731 Shares 219,442 Est. Cost $89.65 Unrealized +3.2%
BKNG BOOKING HLDGS INC 1.3%
Value ($000) $16,545 Shares 12,906 Est. Cost $1769.63 Unrealized -2.4%
DLR DIGITAL RLTY TR INC 1.2%
Value ($000) $15,263 Shares 109,876 Est. Cost $103.69 Unrealized 0.0%
TD TORONTO DOMINION BK ONT 1.2%
Value ($000) $14,661 Shares 348,788 Est. Cost $50.50 Unrealized +1.6%
CFR CULLEN FROST BANKERS INC 1.1%
Value ($000) $14,459 Shares 259,160 Est. Cost $74.52 Unrealized -8.5%
IEX IDEX CORP 1.0%
Value ($000) $13,293 Shares 101,487 Est. Cost $149.29 Unrealized -2.1%
CCI CROWN CASTLE INTL CORP NEW 1.0%
Value ($000) $12,693 Shares 87,903 Est. Cost $114.89 Unrealized 0.0%
BEP BROOKFIELD RENEWABLE PARTNER 1.0%
Value ($000) $12,188 Shares 293,083 Est. Cost $30.61 Unrealized
DSGX DESCARTES SYS GROUP INC 0.8%
Value ($000) $10,428 Shares 306,595 Est. Cost $20.40 Unrealized +103.9%
EOG EOG RES INC 0.8%
Value ($000) $10,370 Shares 288,696 Est. Cost $62.44 Unrealized -20.4%
GOOGL ALPHABET INC 0.8%
Value ($000) $10,356 Shares 8,913 Est. Cost $45.60 Unrealized +47.5%
EL LAUDER ESTEE COS INC 0.8%
Value ($000) $10,215 Shares 64,107 Est. Cost $128.77 Unrealized +38.6%
TJX TJX COS INC NEW 0.8%
Value ($000) $9,906 Shares 207,191 Est. Cost $38.20 Unrealized +39.6%
AQN ALGONQUIN PWR UTILS CORP 0.7%
Value ($000) $9,041 Shares 679,085 Est. Cost $5.95 Unrealized +81.0%
BNS BANK NOVA SCOTIA B C 0.7%
Value ($000) $8,563 Shares 212,080 Est. Cost $36.62 Unrealized +0.2%
ALLE ALLEGION PLC 0.7%
Value ($000) $8,533 Shares 92,735 Est. Cost $110.79 Unrealized 0.0%
BIP BROOKFIELD INFRAST PARTNERS 0.6%
Value ($000) $7,900 Shares 220,055 Est. Cost $38.82 Unrealized
GRANITE REAL ESTATE INVT TR 0.6%
Value ($000) $7,325 Shares 179,353 Est. Cost $45.70 Unrealized
ACTIVISION BLIZZARD INC 0.6%
Value ($000) $7,072 Shares 118,904 Est. Cost $68.74 Unrealized
TRP TC ENERGY CORP 0.5%
Value ($000) $6,513 Shares 148,206 Est. Cost $35.43 Unrealized +5.3%
PBA PEMBINA PIPELINE CORP 0.5%
Value ($000) $5,846 Shares 315,161 Est. Cost $23.71 Unrealized -0.8%
XOM EXXON MOBIL CORP 0.5%
Value ($000) $5,837 Shares 153,736 Est. Cost $55.72 Unrealized -24.5%
ENB ENBRIDGE INC 0.5%
Value ($000) $5,718 Shares 198,606 Est. Cost $21.19 Unrealized +18.0%
SLF SUN LIFE FINL INC 0.4%
Value ($000) $5,593 Shares 175,865 Est. Cost $36.37 Unrealized +17.8%
XYL XYLEM INC 0.4%
Value ($000) $5,509 Shares 84,582 Est. Cost $72.49 Unrealized +1.3%
QCOM QUALCOMM INC 0.3%
Value ($000) $3,532 Shares 52,213 Est. Cost $71.44 Unrealized +0.7%
TFII TFI INTL INC 0.2%
Value ($000) $2,519 Shares 115,472 Est. Cost $30.02 Unrealized 0.0%
SHOP SHOPIFY INC 0.2%
Value ($000) $2,485 Shares 5,999 Est. Cost $24.95 Unrealized +80.6%
CIGI COLLIERS INTL GROUP INC 0.2%
Value ($000) $2,043 Shares 43,203 Est. Cost $64.00 Unrealized +15.6%
GIB CGI INC 0.1%
Value ($000) $1,341 Shares 25,047 Est. Cost $65.67 Unrealized +9.8%
CNI CANADIAN NATL RY CO 0.1%
Value ($000) $997 Shares 12,898 Est. Cost $55.54 Unrealized +40.3%
BROOKFIELD INFRASTRUCTURE CO 0.1%
Value ($000) $846 Shares 24,442 Est. Cost $34.61 Unrealized
CANADIAN PAC RY LTD 0.1%
Value ($000) $736 Shares 3,374 Est. Cost $194.64 Unrealized
BBU BROOKFIELD BUSINESS PARTNERS 0.1%
Value ($000) $721 Shares 28,838 Est. Cost $39.02 Unrealized
PFE PFIZER INC 0.1%
Value ($000) $645 Shares 19,757 Est. Cost $26.17 Unrealized -1.3%
PAYX PAYCHEX INC 0.0%
Value ($000) $564 Shares 8,956 Est. Cost $60.85 Unrealized +10.8%
ABBV ABBVIE INC 0.0%
Value ($000) $384 Shares 5,043 Est. Cost $61.17 Unrealized +9.8%