MONTRUSCO BOLTON INVESTMENTS INC. Diversified Active

CIK: 0001475940 · Show all filings

Period: Q4 2020 (← Previous) (Next →)

Filing Date: Feb 16, 2021

Total Value ($000): $2,274,126 (100.0% shares, 0.0% debt)

Holdings (59)

MSFT MICROSOFT CORP 5.2%
Value ($000) $119,226 Shares 550,048 Est. Cost $131.97 Unrealized +56.1%
RY ROYAL BK CDA 4.9%
Value ($000) $112,027 Shares 1,364,593 Est. Cost $65.21 Unrealized +18.7%
AMZN AMAZON COM INC 4.5%
Value ($000) $101,935 Shares 31,982 Est. Cost $113.47 Unrealized +40.6%
TD TORONTO DOMINION BK ONT 3.8%
Value ($000) $85,326 Shares 1,511,476 Est. Cost $45.26 Unrealized +12.0%
TU TELUS CORPORATION 3.3%
Value ($000) $73,921 Shares 3,735,612 Est. Cost $17.98 Unrealized +4.7%
BLACKROCK INC 3.2%
Value ($000) $73,754 Shares 105,681 Est. Cost $485.24 Unrealized
BROOKFIELD ASSET MGMT INC 3.2%
Value ($000) $72,879 Shares 1,764,498 Est. Cost $39.71 Unrealized
MA MASTERCARD INCORPORATED 3.1%
Value ($000) $69,838 Shares 199,587 Est. Cost $181.61 Unrealized +78.0%
DHR DANAHER CORPORATION 3.0%
Value ($000) $68,431 Shares 310,846 Est. Cost $88.20 Unrealized +122.2%
GRANITE REAL ESTATE INVT TR 2.8%
Value ($000) $63,390 Shares 1,036,701 Est. Cost $56.16 Unrealized
PROOFPOINT INC 2.6%
Value ($000) $60,202 Shares 452,629 Est. Cost $104.28 Unrealized
CRL CHARLES RIV LABS INTL INC 2.5%
Value ($000) $57,842 Shares 237,363 Est. Cost $238.16 Unrealized 0.0%
PEP PEPSICO INC 2.5%
Value ($000) $56,840 Shares 383,278 Est. Cost $102.71 Unrealized +18.0%
CNI CANADIAN NATL RY CO 2.5%
Value ($000) $56,123 Shares 510,937 Est. Cost $74.97 Unrealized +30.7%
META FACEBOOK INC 2.4%
Value ($000) $54,302 Shares 204,416 Est. Cost $187.40 Unrealized +45.3%
BEP BROOKFIELD RENEWABLE PARTNER 2.4%
Value ($000) $54,182 Shares 1,256,186 Est. Cost $40.25 Unrealized
FTS FORTIS INC 2.3%
Value ($000) $53,247 Shares 1,304,562 Est. Cost $30.77 Unrealized +9.5%
BNS BANK NOVA SCOTIA B C 2.3%
Value ($000) $52,430 Shares 970,868 Est. Cost $31.33 Unrealized +15.3%
ADBE ADOBE SYSTEMS INCORPORATED 2.2%
Value ($000) $49,843 Shares 102,198 Est. Cost $426.22 Unrealized +13.3%
ALLE ALLEGION PLC 2.1%
Value ($000) $47,155 Shares 416,512 Est. Cost $96.17 Unrealized +5.7%
AAPL APPLE INC 2.1%
Value ($000) $46,836 Shares 352,976 Est. Cost $93.40 Unrealized +25.3%
AMGN AMGEN INC 2.1%
Value ($000) $46,695 Shares 205,888 Est. Cost $196.32 Unrealized 0.0%
LINDE PLC 2.0%
Value ($000) $46,376 Shares 181,186 Est. Cost $199.18 Unrealized
NFLX NETFLIX INC 2.0%
Value ($000) $46,357 Shares 88,535 Est. Cost $37.21 Unrealized +36.2%
BIP BROOKFIELD INFRAST PARTNERS 2.0%
Value ($000) $44,954 Shares 909,350 Est. Cost $46.61 Unrealized
TXN TEXAS INSTRS INC 2.0%
Value ($000) $44,622 Shares 278,627 Est. Cost $104.42 Unrealized +28.9%
THOMSON REUTERS CORP. 1.9%
Value ($000) $42,847 Shares 523,963 Est. Cost $65.68 Unrealized
CFR CULLEN FROST BANKERS INC 1.8%
Value ($000) $40,562 Shares 465,006 Est. Cost $66.71 Unrealized +1.3%
BCE BCE INC 1.7%
Value ($000) $39,369 Shares 921,471 Est. Cost $29.66 Unrealized +1.4%
SHAW COMMUNICATIONS INC 1.7%
Value ($000) $37,992 Shares 2,166,578 Est. Cost $16.08 Unrealized
GOOGL ALPHABET INC 1.6%
Value ($000) $37,358 Shares 21,315 Est. Cost $69.77 Unrealized +19.7%
ENB ENBRIDGE INC 1.6%
Value ($000) $36,869 Shares 1,153,799 Est. Cost $21.12 Unrealized +2.7%
AQN ALGONQUIN PWR UTILS CORP 1.4%
Value ($000) $32,172 Shares 1,956,406 Est. Cost $10.04 Unrealized +20.1%
SLF SUN LIFE FINANCIAL INC. 1.4%
Value ($000) $31,579 Shares 710,796 Est. Cost $34.79 Unrealized +24.5%
TJX TJX COS INC NEW 1.2%
Value ($000) $27,381 Shares 400,945 Est. Cost $44.26 Unrealized +27.6%
PSA PUBLIC STORAGE 1.1%
Value ($000) $24,731 Shares 107,092 Est. Cost $161.73 Unrealized +13.5%
EOG EOG RES INC 1.1%
Value ($000) $24,201 Shares 485,276 Est. Cost $50.98 Unrealized -33.1%
TTC TORO CO 1.0%
Value ($000) $22,753 Shares 246,838 Est. Cost $72.02 Unrealized +22.7%
IBKR INTERACTIVE BROKERS GROUP IN 0.9%
Value ($000) $19,970 Shares 337,177 Est. Cost $11.66 Unrealized +10.3%
CME CME GROUP INC 0.9%
Value ($000) $19,849 Shares 111,766 Est. Cost $140.73 Unrealized -1.6%
DLR DIGITAL RLTY TR INC 0.8%
Value ($000) $17,972 Shares 128,821 Est. Cost $109.88 Unrealized +8.7%
FSV FIRSTSERVICE CORP NEW 0.8%
Value ($000) $17,780 Shares 130,019 Est. Cost $89.65 Unrealized +45.7%
TRP TC ENERGY CORP 0.7%
Value ($000) $16,924 Shares 416,634 Est. Cost $33.86 Unrealized -3.8%
DSGX DESCARTES SYS GROUP INC 0.7%
Value ($000) $16,607 Shares 284,178 Est. Cost $31.79 Unrealized +78.1%
CCI CROWN CASTLE INTL CORP NEW 0.7%
Value ($000) $15,199 Shares 95,474 Est. Cost $116.81 Unrealized +9.4%
ACTIVISION BLIZZARD INC 0.6%
Value ($000) $12,680 Shares 136,565 Est. Cost $74.58 Unrealized
PG PROCTER AND GAMBLE CO 0.5%
Value ($000) $11,920 Shares 85,671 Est. Cost $102.73 Unrealized +19.9%
EL LAUDER ESTEE COS INC 0.5%
Value ($000) $11,448 Shares 43,006 Est. Cost $138.07 Unrealized +62.0%
BKNG BOOKING HOLDINGS INC 0.5%
Value ($000) $11,388 Shares 5,113 Est. Cost $1763.37 Unrealized +7.7%
QCOM QUALCOMM INC 0.5%
Value ($000) $10,693 Shares 70,192 Est. Cost $71.07 Unrealized +75.5%
TFII TFI INTL INC 0.4%
Value ($000) $8,618 Shares 167,556 Est. Cost $30.22 Unrealized +64.3%
SHOP SHOPIFY INC 0.3%
Value ($000) $6,041 Shares 5,355 Est. Cost $35.46 Unrealized +196.0%
AKUMIN INC 0.3%
Value ($000) $5,883 Shares 1,967,149 Est. Cost $2.99 Unrealized
CIGI COLLIERS INTL GROUP INC 0.2%
Value ($000) $4,885 Shares 54,943 Est. Cost $64.56 Unrealized +22.1%
GIB CGI INC 0.1%
Value ($000) $3,297 Shares 41,592 Est. Cost $65.23 Unrealized +8.6%
ABBV ABBVIE INC 0.1%
Value ($000) $2,136 Shares 19,938 Est. Cost $70.54 Unrealized +11.9%
PFE PFIZER INC 0.1%
Value ($000) $1,777 Shares 48,286 Est. Cost $26.04 Unrealized +10.0%
BBU BROOKFIELD BUSINESS PARTNERS 0.1%
Value ($000) $1,340 Shares 35,361 Est. Cost $36.59 Unrealized
CANADIAN PAC RY LTD 0.1%
Value ($000) $1,172 Shares 3,381 Est. Cost $198.10 Unrealized