MONTRUSCO BOLTON INVESTMENTS INC. Diversified Active

CIK: 0001475940 · Show all filings

Period: Q3 2020 (← Previous) (Next →)

Filing Date: Nov 9, 2020

Total Value ($000): $1,989,154 (100.0% shares, 0.0% debt)

Holdings (59)

RY ROYAL BK CDA 4.7%
Value ($000) $93,558 Shares 1,336,718 Est. Cost $64.96 Unrealized +10.7%
MSFT MICROSOFT CORP 4.5%
Value ($000) $90,415 Shares 441,242 Est. Cost $113.70 Unrealized +76.6%
BCE BCE INC 3.9%
Value ($000) $77,884 Shares 1,883,984 Est. Cost $29.66 Unrealized -1.3%
TU TELUS CORPORATION 3.6%
Value ($000) $70,799 Shares 4,036,270 Est. Cost $17.98 Unrealized -1.2%
MA MASTERCARD INCORPORATED 3.5%
Value ($000) $69,202 Shares 210,632 Est. Cost $181.61 Unrealized +73.8%
VARIAN MED SYS INC 3.2%
Value ($000) $62,910 Shares 373,536 Est. Cost $122.56 Unrealized
DHR DANAHER CORPORATION 3.2%
Value ($000) $62,748 Shares 295,536 Est. Cost $82.62 Unrealized +110.3%
AMZN AMAZON COM INC 3.1%
Value ($000) $62,552 Shares 20,346 Est. Cost $87.11 Unrealized +81.0%
TD TORONTO DOMINION BK ONT 3.1%
Value ($000) $61,038 Shares 1,322,484 Est. Cost $44.49 Unrealized +4.7%
META FACEBOOK INC 2.9%
Value ($000) $58,041 Shares 229,840 Est. Cost $187.40 Unrealized +36.7%
THOMSON REUTERS CORP. 2.9%
Value ($000) $57,046 Shares 717,104 Est. Cost $65.68 Unrealized
GRANITE REAL ESTATE INVT TR 2.8%
Value ($000) $56,538 Shares 977,234 Est. Cost $55.86 Unrealized
CNI CANADIAN NATL RY CO 2.7%
Value ($000) $53,402 Shares 503,006 Est. Cost $74.61 Unrealized +21.5%
PROOFPOINT INC 2.7%
Value ($000) $52,903 Shares 516,405 Est. Cost $104.28 Unrealized
BLACKROCK INC 2.6%
Value ($000) $51,691 Shares 95,718 Est. Cost $463.10 Unrealized
PEP PEPSICO INC 2.6%
Value ($000) $51,281 Shares 369,991 Est. Cost $102.05 Unrealized +12.9%
SLF SUN LIFE FINANCIAL INC. 2.4%
Value ($000) $47,176 Shares 1,161,354 Est. Cost $34.79 Unrealized +16.2%
AAPL APPLE INC 2.3%
Value ($000) $46,214 Shares 399,051 Est. Cost $93.40 Unrealized +13.5%
ENB ENBRIDGE INC 2.3%
Value ($000) $45,781 Shares 1,572,040 Est. Cost $21.12 Unrealized +4.2%
FTS FORTIS INC 2.3%
Value ($000) $44,836 Shares 1,100,094 Est. Cost $30.23 Unrealized +7.4%
SHAW COMMUNICATIONS INC 2.2%
Value ($000) $43,139 Shares 2,371,324 Est. Cost $16.08 Unrealized
TXN TEXAS INSTRS INC 2.1%
Value ($000) $41,911 Shares 303,081 Est. Cost $104.42 Unrealized +11.9%
BROOKFIELD ASSET MGMT INC 2.0%
Value ($000) $40,456 Shares 1,226,474 Est. Cost $39.01 Unrealized
ALLE ALLEGION PLC 2.0%
Value ($000) $40,222 Shares 421,874 Est. Cost $96.17 Unrealized -1.7%
BNS BANK NOVA SCOTIA B C 1.9%
Value ($000) $38,627 Shares 932,675 Est. Cost $31.14 Unrealized +1.1%
BEP BROOKFIELD RENEWABLE PARTNER 1.8%
Value ($000) $35,071 Shares 669,224 Est. Cost $37.73 Unrealized
TJX TJX COS INC NEW 1.7%
Value ($000) $34,642 Shares 622,492 Est. Cost $44.26 Unrealized +13.1%
PSA PUBLIC STORAGE 1.7%
Value ($000) $33,467 Shares 150,265 Est. Cost $161.73 Unrealized +0.3%
CFR CULLEN FROST BANKERS INC 1.6%
Value ($000) $32,404 Shares 506,715 Est. Cost $66.71 Unrealized -10.5%
TRP TC ENERGY CORP 1.6%
Value ($000) $31,933 Shares 763,052 Est. Cost $33.86 Unrealized +2.1%
TTC TORO CO 1.5%
Value ($000) $30,439 Shares 374,000 Est. Cost $72.02 Unrealized +3.9%
NFLX NETFLIX INC 1.5%
Value ($000) $29,317 Shares 60,788 Est. Cost $31.06 Unrealized +60.2%
LINDE PLC 1.4%
Value ($000) $27,818 Shares 120,333 Est. Cost $170.47 Unrealized
FSV FIRSTSERVICE CORP NEW 1.3%
Value ($000) $25,407 Shares 193,135 Est. Cost $89.65 Unrealized +27.6%
QCOM QUALCOMM INC 1.3%
Value ($000) $25,150 Shares 213,716 Est. Cost $71.07 Unrealized +33.9%
ADBE ADOBE SYSTEMS INCORPORATED 1.2%
Value ($000) $24,781 Shares 51,648 Est. Cost $370.53 Unrealized +25.5%
IBKR INTERACTIVE BROKERS GROUP IN 1.0%
Value ($000) $19,796 Shares 425,983 Est. Cost $11.66 Unrealized +3.7%
EOG EOG RES INC 0.9%
Value ($000) $17,804 Shares 495,369 Est. Cost $50.98 Unrealized -31.6%
GOOGL ALPHABET INC 0.9%
Value ($000) $17,430 Shares 11,893 Est. Cost $58.90 Unrealized +28.4%
ACTIVISION BLIZZARD INC 0.9%
Value ($000) $17,209 Shares 212,587 Est. Cost $74.58 Unrealized
CCI CROWN CASTLE INTL CORP NEW 0.8%
Value ($000) $16,043 Shares 96,352 Est. Cost $116.81 Unrealized +10.5%
BKNG BOOKING HOLDINGS INC 0.8%
Value ($000) $15,362 Shares 8,980 Est. Cost $1763.37 Unrealized -2.0%
CME CME GROUP INC 0.8%
Value ($000) $15,006 Shares 92,714 Est. Cost $141.20 Unrealized -3.5%
BIIB BIOGEN INC 0.8%
Value ($000) $14,988 Shares 54,622 Est. Cost $300.89 Unrealized -7.3%
BIP BROOKFIELD INFRAST PARTNERS 0.6%
Value ($000) $12,093 Shares 254,432 Est. Cost $39.33 Unrealized
DSGX DESCARTES SYS GROUP INC 0.6%
Value ($000) $12,007 Shares 211,457 Est. Cost $23.25 Unrealized +138.0%
PG PROCTER AND GAMBLE CO 0.6%
Value ($000) $11,987 Shares 86,246 Est. Cost $102.73 Unrealized +13.3%
DLR DIGITAL RLTY TR INC 0.6%
Value ($000) $11,472 Shares 78,167 Est. Cost $103.69 Unrealized +19.8%
EL LAUDER ESTEE COS INC 0.5%
Value ($000) $9,813 Shares 44,961 Est. Cost $138.07 Unrealized +38.2%
BROOKFIELD RENEWABLE CORP 0.5%
Value ($000) $9,786 Shares 167,329 Est. Cost $58.48 Unrealized
AQN ALGONQUIN PWR UTILS CORP 0.5%
Value ($000) $9,588 Shares 662,225 Est. Cost $6.10 Unrealized +70.2%
SHOP SHOPIFY INC 0.4%
Value ($000) $7,430 Shares 7,288 Est. Cost $35.46 Unrealized +180.3%
TFII TFI INTL INC 0.3%
Value ($000) $6,861 Shares 164,588 Est. Cost $29.87 Unrealized +41.0%
CIGI COLLIERS INTL GROUP INC 0.2%
Value ($000) $3,234 Shares 48,724 Est. Cost $62.74 Unrealized -4.3%
ABBV ABBVIE INC 0.2%
Value ($000) $3,083 Shares 35,201 Est. Cost $70.54 Unrealized +8.2%
PFE PFIZER INC 0.1%
Value ($000) $2,785 Shares 75,879 Est. Cost $26.04 Unrealized +4.1%
GIB CGI INC 0.1%
Value ($000) $2,485 Shares 36,723 Est. Cost $64.49 Unrealized +5.0%
BBU BROOKFIELD BUSINESS PARTNERS 0.1%
Value ($000) $1,091 Shares 35,869 Est. Cost $36.59 Unrealized
CANADIAN PAC RY LTD 0.1%
Value ($000) $1,002 Shares 3,304 Est. Cost $194.64 Unrealized