MONTRUSCO BOLTON INVESTMENTS INC. Diversified Active

CIK: 0001475940 · Show all filings

Period: Q1 2021 (← Previous) (Next →)

Filing Date: May 12, 2021

Total Value ($000): $3,067,815 (100.0% shares, 0.0% debt)

Holdings (64)

MSFT MICROSOFT CORP 6.0%
Value ($000) $185,550 Shares 799,645 Est. Cost $160.35 Unrealized +39.0%
RY ROYAL BK CDA 5.2%
Value ($000) $159,812 Shares 1,733,491 Est. Cost $69.86 Unrealized +24.6%
AMZN AMAZON COM INC 5.2%
Value ($000) $159,524 Shares 52,429 Est. Cost $131.04 Unrealized +21.0%
ADBE ADOBE SYSTEMS INCORPORATED 3.7%
Value ($000) $114,190 Shares 244,724 Est. Cost $450.22 Unrealized +3.8%
META FACEBOOK INC 3.5%
Value ($000) $106,574 Shares 369,571 Est. Cost $223.15 Unrealized +19.8%
TD TORONTO DOMINION BK ONT 3.4%
Value ($000) $103,554 Shares 1,587,986 Est. Cost $46.02 Unrealized +32.7%
BROOKFIELD ASSET MGMT INC 3.3%
Value ($000) $101,441 Shares 2,280,783 Est. Cost $40.79 Unrealized
BLACKROCK INC 3.1%
Value ($000) $95,290 Shares 128,704 Est. Cost $530.88 Unrealized
BNS BANK NOVA SCOTIA B C 2.9%
Value ($000) $90,379 Shares 1,444,832 Est. Cost $35.75 Unrealized +25.3%
AAPL APPLE INC 2.9%
Value ($000) $88,954 Shares 728,238 Est. Cost $109.72 Unrealized +14.0%
PROOFPOINT INC 2.8%
Value ($000) $84,818 Shares 685,857 Est. Cost $110.87 Unrealized
CRL CHARLES RIV LABS INTL INC 2.7%
Value ($000) $82,132 Shares 287,849 Est. Cost $245.14 Unrealized +13.4%
GOOGL ALPHABET INC 2.6%
Value ($000) $80,630 Shares 39,093 Est. Cost $82.59 Unrealized +18.6%
DHR DANAHER CORPORATION 2.6%
Value ($000) $80,342 Shares 359,602 Est. Cost $103.19 Unrealized +92.6%
LINDE PLC 2.5%
Value ($000) $76,147 Shares 277,602 Est. Cost $225.27 Unrealized
CNI CANADIAN NATL RY CO 2.4%
Value ($000) $73,502 Shares 633,437 Est. Cost $80.01 Unrealized +26.3%
CME CME GROUP INC 2.4%
Value ($000) $72,297 Shares 360,201 Est. Cost $156.19 Unrealized +4.5%
BIP BROOKFIELD INFRAST PARTNERS 2.3%
Value ($000) $71,662 Shares 1,342,494 Est. Cost $48.79 Unrealized
TU TELUS CORPORATION 2.1%
Value ($000) $63,996 Shares 3,213,469 Est. Cost $17.98 Unrealized +15.6%
MA MASTERCARD INCORPORATED 2.1%
Value ($000) $63,984 Shares 181,782 Est. Cost $181.61 Unrealized +87.0%
AMGN AMGEN INC 2.0%
Value ($000) $61,221 Shares 248,713 Est. Cost $197.76 Unrealized +3.5%
GRANITE REAL ESTATE INVT TR 1.9%
Value ($000) $59,719 Shares 982,172 Est. Cost $56.16 Unrealized
NFLX NETFLIX INC 1.9%
Value ($000) $57,449 Shares 112,638 Est. Cost $40.60 Unrealized +30.6%
ENB ENBRIDGE INC 1.8%
Value ($000) $55,668 Shares 1,528,329 Est. Cost $22.21 Unrealized +15.1%
PEP PEPSICO INC 1.7%
Value ($000) $53,015 Shares 374,795 Est. Cost $102.71 Unrealized +14.8%
BEP BROOKFIELD RENEWABLE PARTNER 1.7%
Value ($000) $50,831 Shares 1,190,816 Est. Cost $40.25 Unrealized
TXN TEXAS INSTRS INC 1.6%
Value ($000) $48,288 Shares 261,359 Est. Cost $104.42 Unrealized +45.0%
TJX TJX COS INC NEW 1.4%
Value ($000) $44,279 Shares 669,375 Est. Cost $51.49 Unrealized +21.0%
ALLE ALLEGION PLC 1.4%
Value ($000) $42,204 Shares 343,256 Est. Cost $96.17 Unrealized +12.6%
CFR CULLEN FROST BANKERS INC 1.4%
Value ($000) $41,964 Shares 385,836 Est. Cost $66.71 Unrealized +33.9%
FIVE FIVE BELOW INC 1.3%
Value ($000) $39,695 Shares 208,057 Est. Cost $188.45 Unrealized 0.0%
PSA PUBLIC STORAGE 1.3%
Value ($000) $38,853 Shares 157,451 Est. Cost $170.21 Unrealized +10.6%
BCE BCE INC 1.2%
Value ($000) $35,508 Shares 786,671 Est. Cost $29.66 Unrealized +6.1%
COST COSTCO WHSL CORP NEW 1.1%
Value ($000) $34,642 Shares 98,282 Est. Cost $329.77 Unrealized 0.0%
SLF SUN LIFE FINANCIAL INC. 1.1%
Value ($000) $34,530 Shares 683,345 Est. Cost $34.79 Unrealized +40.7%
EOG EOG RES INC 1.1%
Value ($000) $33,870 Shares 466,981 Est. Cost $50.98 Unrealized -1.1%
TRP TC ENERGY CORP 1.1%
Value ($000) $33,715 Shares 735,555 Est. Cost $34.10 Unrealized +0.9%
SHAW COMMUNICATIONS INC 1.0%
Value ($000) $30,532 Shares 1,174,236 Est. Cost $16.08 Unrealized
AQN ALGONQUIN PWR UTILS CORP 1.0%
Value ($000) $29,740 Shares 1,877,394 Est. Cost $10.04 Unrealized +26.9%
THOMSON REUTERS CORP. 0.9%
Value ($000) $28,695 Shares 327,599 Est. Cost $65.68 Unrealized
FTS FORTIS INC 0.9%
Value ($000) $26,715 Shares 615,740 Est. Cost $30.77 Unrealized +10.4%
V VISA INC 0.6%
Value ($000) $19,325 Shares 91,274 Est. Cost $203.18 Unrealized 0.0%
TFII TFI INTL INC 0.6%
Value ($000) $17,133 Shares 228,597 Est. Cost $40.29 Unrealized +68.6%
DSGX DESCARTES SYS GROUP INC 0.5%
Value ($000) $15,582 Shares 255,431 Est. Cost $31.79 Unrealized +91.6%
TMO THERMO FISHER SCIENTIFIC INC 0.5%
Value ($000) $15,392 Shares 33,726 Est. Cost $471.13 Unrealized 0.0%
BKNG BOOKING HOLDINGS INC 0.5%
Value ($000) $14,990 Shares 6,434 Est. Cost $1849.98 Unrealized +18.1%
FSV FIRSTSERVICE CORP NEW 0.5%
Value ($000) $14,529 Shares 97,890 Est. Cost $89.65 Unrealized +57.8%
FIS FIDELITY NATL INFORMATION SV 0.5%
Value ($000) $14,484 Shares 103,007 Est. Cost $122.30 Unrealized 0.0%
ACTIVISION BLIZZARD INC 0.5%
Value ($000) $14,108 Shares 151,699 Est. Cost $76.42 Unrealized
TTC TORO CO 0.5%
Value ($000) $13,945 Shares 135,204 Est. Cost $72.02 Unrealized +38.8%
ADI ANALOG DEVICES INC 0.4%
Value ($000) $12,742 Shares 82,161 Est. Cost $141.13 Unrealized 0.0%
DLR DIGITAL RLTY TR INC 0.4%
Value ($000) $12,451 Shares 88,403 Est. Cost $109.88 Unrealized +6.0%
CCI CROWN CASTLE INTL CORP NEW 0.4%
Value ($000) $11,630 Shares 67,568 Est. Cost $116.81 Unrealized +9.0%
PG PROCTER AND GAMBLE CO 0.4%
Value ($000) $11,496 Shares 84,886 Est. Cost $102.73 Unrealized +12.6%
QCOM QUALCOMM INC 0.3%
Value ($000) $9,354 Shares 70,546 Est. Cost $71.07 Unrealized +82.5%
AKUMIN INC 0.3%
Value ($000) $8,350 Shares 2,261,676 Est. Cost $3.08 Unrealized
TELUS INTL CDA INC 0.2%
Value ($000) $6,688 Shares 237,771 Est. Cost $28.13 Unrealized
CIGI COLLIERS INTL GROUP INC 0.2%
Value ($000) $5,094 Shares 51,849 Est. Cost $64.56 Unrealized +50.1%
GIB CGI INC 0.1%
Value ($000) $3,880 Shares 46,586 Est. Cost $66.68 Unrealized +18.1%
SHOP SHOPIFY INC 0.1%
Value ($000) $2,643 Shares 2,394 Est. Cost $35.46 Unrealized +240.7%
ABBV ABBVIE INC 0.1%
Value ($000) $2,414 Shares 22,307 Est. Cost $72.49 Unrealized +22.7%
BBU BROOKFIELD BUSINESS PARTNERS 0.1%
Value ($000) $2,258 Shares 55,938 Est. Cost $37.98 Unrealized
PFE PFIZER INC 0.1%
Value ($000) $1,957 Shares 54,025 Est. Cost $26.25 Unrealized +6.8%
CANADIAN PAC RY LTD 0.0%
Value ($000) $1,459 Shares 3,820 Est. Cost $219.23 Unrealized