MONTRUSCO BOLTON INVESTMENTS INC. Diversified Active

CIK: 0001475940 · Show all filings

Period: Q2 2020 (← Previous) (Next →)

Filing Date: Aug 12, 2020

Total Value ($000): $1,747,306 (100.0% shares, 0.0% debt)

Holdings (62)

RY ROYAL BK CDA 4.8%
Value ($000) $84,295 Shares 1,221,998 Est. Cost $64.31 Unrealized -1.1%
BCE BCE INC 4.4%
Value ($000) $77,435 Shares 1,846,931 Est. Cost $29.66 Unrealized -5.3%
TU TELUS CORPORATION 3.9%
Value ($000) $68,677 Shares 3,960,115 Est. Cost $17.98 Unrealized -7.5%
MSFT MICROSOFT CORP 3.7%
Value ($000) $64,500 Shares 324,642 Est. Cost $82.44 Unrealized +109.9%
TD TORONTO DOMINION BK ONT 3.6%
Value ($000) $63,617 Shares 1,437,740 Est. Cost $44.49 Unrealized -4.3%
VARIAN MED SYS INC 3.3%
Value ($000) $57,137 Shares 411,684 Est. Cost $122.56 Unrealized
GRANITE REAL ESTATE INVT TR 3.1%
Value ($000) $54,664 Shares 939,956 Est. Cost $55.78 Unrealized
DHR DANAHER CORPORATION 3.1%
Value ($000) $54,396 Shares 271,346 Est. Cost $74.50 Unrealized +88.0%
MA MASTERCARD INCORPORATED 3.1%
Value ($000) $53,385 Shares 178,788 Est. Cost $157.73 Unrealized +73.3%
META FACEBOOK INC 2.8%
Value ($000) $49,437 Shares 202,107 Est. Cost $177.98 Unrealized +16.5%
ENB ENBRIDGE INC 2.8%
Value ($000) $49,321 Shares 1,541,075 Est. Cost $21.10 Unrealized -0.1%
THOMSON REUTERS CORP. 2.8%
Value ($000) $48,984 Shares 702,062 Est. Cost $65.38 Unrealized
CNI CANADIAN NATL RY CO 2.8%
Value ($000) $48,154 Shares 492,982 Est. Cost $74.28 Unrealized +0.7%
AMZN AMAZON COM INC 2.7%
Value ($000) $47,963 Shares 15,677 Est. Cost $66.09 Unrealized +82.7%
SLF SUN LIFE FINANCIAL INC. 2.5%
Value ($000) $44,367 Shares 1,138,290 Est. Cost $34.68 Unrealized -0.9%
FTS FORTIS INC 2.5%
Value ($000) $43,904 Shares 1,078,079 Est. Cost $30.18 Unrealized +1.9%
BLACKROCK INC 2.5%
Value ($000) $43,636 Shares 79,126 Est. Cost $446.97 Unrealized
SHAW COMMUNICATIONS INC 2.4%
Value ($000) $42,579 Shares 2,327,948 Est. Cost $16.04 Unrealized
PROOFPOINT INC 2.4%
Value ($000) $42,323 Shares 378,725 Est. Cost $104.94 Unrealized
PEP PEPSICO INC 2.3%
Value ($000) $39,770 Shares 288,897 Est. Cost $98.36 Unrealized +12.6%
BROOKFIELD ASSET MGMT INC 2.2%
Value ($000) $38,921 Shares 1,205,161 Est. Cost $39.11 Unrealized
BNS BANK NOVA SCOTIA B C 2.2%
Value ($000) $37,570 Shares 914,841 Est. Cost $31.13 Unrealized -5.3%
AAPL APPLE INC 2.1%
Value ($000) $36,042 Shares 84,797 Est. Cost $46.83 Unrealized +60.4%
ALLE ALLEGION PLC 2.0%
Value ($000) $35,178 Shares 369,290 Est. Cost $96.40 Unrealized -5.0%
TRP TC ENERGY CORP 2.0%
Value ($000) $34,129 Shares 748,828 Est. Cost $33.85 Unrealized -1.1%
PSA PUBLIC STORAGE 1.8%
Value ($000) $31,192 Shares 162,095 Est. Cost $161.73 Unrealized -6.3%
BEP BROOKFIELD RENEWABLE PARTNER 1.6%
Value ($000) $28,266 Shares 657,561 Est. Cost $37.47 Unrealized
TJX TJX COS INC NEW 1.6%
Value ($000) $28,241 Shares 543,200 Est. Cost $43.42 Unrealized +7.4%
NFLX NETFLIX INC 1.6%
Value ($000) $27,972 Shares 59,290 Est. Cost $30.59 Unrealized +39.1%
ADBE ADOBE INC 1.4%
Value ($000) $25,262 Shares 58,703 Est. Cost $370.53 Unrealized 0.0%
LINDE PLC 1.4%
Value ($000) $24,831 Shares 104,682 Est. Cost $161.39 Unrealized
QCOM QUALCOMM INC 1.4%
Value ($000) $24,009 Shares 227,332 Est. Cost $71.07 Unrealized -0.2%
FSV FIRSTSERVICE CORP NEW 1.3%
Value ($000) $23,245 Shares 194,358 Est. Cost $89.65 Unrealized -4.4%
IBKR INTERACTIVE BROKERS GROUP IN 1.3%
Value ($000) $22,519 Shares 474,412 Est. Cost $11.66 Unrealized -13.3%
TXN TEXAS INSTRS INC 1.3%
Value ($000) $21,912 Shares 178,126 Est. Cost $95.71 Unrealized +4.0%
CCI CROWN CASTLE INTL CORP NEW 1.0%
Value ($000) $18,062 Shares 108,353 Est. Cost $116.81 Unrealized +7.1%
CFR CULLEN FROST BANKERS INC 1.0%
Value ($000) $17,296 Shares 240,026 Est. Cost $74.52 Unrealized -21.1%
ACTIVISION BLIZZARD INC 0.8%
Value ($000) $14,687 Shares 177,748 Est. Cost $73.34 Unrealized
DLR DIGITAL RLTY TR INC 0.8%
Value ($000) $14,185 Shares 88,356 Est. Cost $103.69 Unrealized +12.2%
EOG EOG RES INC 0.8%
Value ($000) $13,985 Shares 298,504 Est. Cost $61.62 Unrealized -39.4%
BIIB BIOGEN INC 0.8%
Value ($000) $13,807 Shares 51,981 Est. Cost $302.00 Unrealized -0.5%
BKNG BOOKING HOLDINGS INC 0.7%
Value ($000) $12,687 Shares 7,633 Est. Cost $1769.63 Unrealized -15.4%
CME CME GROUP INC 0.7%
Value ($000) $12,472 Shares 77,956 Est. Cost $142.13 Unrealized +1.6%
PG PROCTER AND GAMBLE CO 0.6%
Value ($000) $11,137 Shares 84,934 Est. Cost $102.52 Unrealized -1.0%
DSGX DESCARTES SYS GROUP INC 0.6%
Value ($000) $10,930 Shares 194,156 Est. Cost $20.40 Unrealized +117.9%
BIP BROOKFIELD INFRAST PARTNERS 0.6%
Value ($000) $10,444 Shares 249,860 Est. Cost $39.18 Unrealized
GOOGL ALPHABET INC 0.6%
Value ($000) $9,858 Shares 6,625 Est. Cost $45.60 Unrealized +46.7%
AQN ALGONQUIN PWR UTILS CORP 0.5%
Value ($000) $8,819 Shares 639,257 Est. Cost $5.95 Unrealized +71.9%
TTC TORO CO 0.5%
Value ($000) $7,935 Shares 114,733 Est. Cost $65.68 Unrealized 0.0%
XYL XYLEM INC 0.4%
Value ($000) $7,698 Shares 105,475 Est. Cost $70.36 Unrealized -12.2%
EL LAUDER ESTEE COS INC 0.4%
Value ($000) $7,551 Shares 38,225 Est. Cost $128.77 Unrealized +28.6%
TFII TFI INTL INC 0.4%
Value ($000) $6,974 Shares 160,740 Est. Cost $29.57 Unrealized -3.8%
SHOP SHOPIFY INC 0.4%
Value ($000) $6,795 Shares 6,645 Est. Cost $29.28 Unrealized +137.1%
XOM EXXON MOBIL CORP 0.4%
Value ($000) $6,589 Shares 156,592 Est. Cost $55.34 Unrealized -37.1%
IEX IDEX CORP 0.3%
Value ($000) $5,393 Shares 33,748 Est. Cost $149.29 Unrealized -4.4%
PFE PFIZER INC 0.2%
Value ($000) $2,920 Shares 75,879 Est. Cost $26.04 Unrealized -0.2%
GIB CGI INC 0.2%
Value ($000) $2,629 Shares 36,815 Est. Cost $64.49 Unrealized -3.9%
ABBV ABBVIE INC 0.1%
Value ($000) $2,551 Shares 26,874 Est. Cost $68.75 Unrealized +2.5%
CIGI COLLIERS INTL GROUP INC 0.1%
Value ($000) $1,793 Shares 33,150 Est. Cost $64.00 Unrealized -17.5%
BBU BROOKFIELD BUSINESS PARTNERS 0.1%
Value ($000) $952 Shares 35,839 Est. Cost $36.59 Unrealized
CANADIAN PAC RY LTD 0.1%
Value ($000) $911 Shares 3,311 Est. Cost $194.64 Unrealized
PAYX PAYCHEX INC 0.0%
Value ($000) $413 Shares 5,746 Est. Cost $60.85 Unrealized -3.1%