MONTRUSCO BOLTON INVESTMENTS INC. Diversified Active

CIK: 0001475940 · Show all filings

Period: Q3 2021 (← Previous) (Next →)

Filing Date: Nov 12, 2021

Total Value ($000): $3,673,589 (100.0% shares, 0.0% debt)

Holdings (63)

MSFT MICROSOFT CORP 7.2%
Value ($000) $262,770 Shares 947,086 Est. Cost $177.45 Unrealized +58.2%
AMZN AMAZON COM INC 5.6%
Value ($000) $204,743 Shares 63,488 Est. Cost $137.95 Unrealized +25.0%
MA MASTERCARD INCORPORATED 4.6%
Value ($000) $168,791 Shares 495,152 Est. Cost $293.64 Unrealized +20.8%
RY ROYAL BK CDA 4.3%
Value ($000) $159,742 Shares 1,605,725 Est. Cost $69.86 Unrealized +45.9%
TD TORONTO DOMINION BK ONT 4.3%
Value ($000) $158,025 Shares 2,387,526 Est. Cost $53.95 Unrealized +23.6%
DHR DANAHER CORPORATION 4.1%
Value ($000) $149,906 Shares 500,622 Est. Cost $138.03 Unrealized +93.3%
NFLX NETFLIX INC 3.2%
Value ($000) $118,785 Shares 198,582 Est. Cost $46.20 Unrealized +19.1%
BROOKFIELD ASSET MGMT INC 3.1%
Value ($000) $112,668 Shares 2,103,042 Est. Cost $40.95 Unrealized
AAPL APPLE INC 2.9%
Value ($000) $106,483 Shares 752,529 Est. Cost $110.51 Unrealized +30.2%
BNS BANK NOVA SCOTIA B C 2.9%
Value ($000) $105,713 Shares 1,717,832 Est. Cost $38.07 Unrealized +29.8%
CME CME GROUP INC 2.8%
Value ($000) $101,653 Shares 537,153 Est. Cost $161.75 Unrealized +4.6%
ADI ANALOG DEVICES INC 2.7%
Value ($000) $100,809 Shares 610,857 Est. Cost $153.65 Unrealized +1.1%
META FACEBOOK INC 2.7%
Value ($000) $99,120 Shares 296,185 Est. Cost $223.15 Unrealized +60.3%
BIP BROOKFIELD INFRAST PARTNERS 2.7%
Value ($000) $97,565 Shares 1,735,235 Est. Cost $51.07 Unrealized
LINDE PLC 2.5%
Value ($000) $92,571 Shares 321,316 Est. Cost $233.85 Unrealized
AMGN AMGEN INC 2.5%
Value ($000) $91,205 Shares 436,366 Est. Cost $198.86 Unrealized +0.7%
TXN TEXAS INSTRS INC 2.4%
Value ($000) $89,166 Shares 474,033 Est. Cost $132.00 Unrealized +27.2%
ENB ENBRIDGE INC 2.4%
Value ($000) $87,913 Shares 2,207,155 Est. Cost $24.46 Unrealized +21.4%
NDSN NORDSON CORP 2.3%
Value ($000) $84,397 Shares 359,180 Est. Cost $219.45 Unrealized 0.0%
GOOGL ALPHABET INC 2.2%
Value ($000) $81,318 Shares 30,416 Est. Cost $82.59 Unrealized +63.5%
WCN WASTE CONNECTIONS INC 1.9%
Value ($000) $69,565 Shares 552,412 Est. Cost $122.85 Unrealized 0.0%
CNI CANADIAN NATL RY CO 1.8%
Value ($000) $65,228 Shares 562,979 Est. Cost $80.01 Unrealized +26.9%
GRANITE REAL ESTATE INVT TR 1.6%
Value ($000) $59,754 Shares 840,361 Est. Cost $56.53 Unrealized
TU TELUS CORPORATION 1.6%
Value ($000) $59,671 Shares 2,715,310 Est. Cost $18.61 Unrealized +21.1%
IBKR INTERACTIVE BROKERS GROUP IN 1.6%
Value ($000) $57,715 Shares 925,812 Est. Cost $15.97 Unrealized -3.8%
CRL CHARLES RIV LABS INTL INC 1.6%
Value ($000) $57,422 Shares 141,083 Est. Cost $245.14 Unrealized +69.4%
PEP PEPSICO INC 1.5%
Value ($000) $56,125 Shares 373,145 Est. Cost $104.68 Unrealized +29.0%
FIVE FIVE BELOW INC 1.5%
Value ($000) $53,430 Shares 302,189 Est. Cost $189.28 Unrealized +5.2%
MRSH MARSH & MCLENNAN COS INC 1.3%
Value ($000) $49,419 Shares 331,971 Est. Cost $141.63 Unrealized 0.0%
ADBE ADOBE SYSTEMS INCORPORATED 1.2%
Value ($000) $44,108 Shares 77,578 Est. Cost $450.22 Unrealized +39.8%
EOG EOG RES INC 1.2%
Value ($000) $43,006 Shares 535,771 Est. Cost $52.92 Unrealized +11.2%
BCE BCE INC 1.2%
Value ($000) $42,655 Shares 851,651 Est. Cost $30.29 Unrealized +22.6%
SLF SUN LIFE FINANCIAL INC. 1.1%
Value ($000) $41,782 Shares 811,833 Est. Cost $38.01 Unrealized +35.3%
COST COSTCO WHSL CORP NEW 1.1%
Value ($000) $39,308 Shares 87,478 Est. Cost $329.77 Unrealized +26.8%
SHAW COMMUNICATIONS INC 1.0%
Value ($000) $38,037 Shares 1,308,734 Est. Cost $17.68 Unrealized
BEP BROOKFIELD RENEWABLE PARTNER 1.0%
Value ($000) $36,749 Shares 994,786 Est. Cost $40.25 Unrealized
CFR CULLEN FROST BANKERS INC 0.9%
Value ($000) $34,460 Shares 290,510 Est. Cost $66.71 Unrealized +46.7%
TRP TC ENERGY CORP 0.9%
Value ($000) $33,980 Shares 706,155 Est. Cost $34.10 Unrealized +13.3%
ROK ROCKWELL AUTOMATION INC 0.7%
Value ($000) $25,782 Shares 87,683 Est. Cost $249.16 Unrealized +14.3%
TFII TFI INTL INC 0.7%
Value ($000) $25,583 Shares 250,112 Est. Cost $50.51 Unrealized +111.8%
THOMSON REUTERS CORP. 0.7%
Value ($000) $24,947 Shares 225,662 Est. Cost $65.68 Unrealized
DHI D R HORTON INC 0.7%
Value ($000) $24,677 Shares 293,883 Est. Cost $89.00 Unrealized -1.0%
QCOM QUALCOMM INC 0.7%
Value ($000) $24,266 Shares 188,136 Est. Cost $106.10 Unrealized +21.4%
TJX TJX COS INC NEW 0.6%
Value ($000) $23,228 Shares 352,049 Est. Cost $51.49 Unrealized +27.1%
BLACKROCK INC 0.6%
Value ($000) $20,446 Shares 24,379 Est. Cost $530.88 Unrealized
FSV FIRSTSERVICE CORP NEW 0.5%
Value ($000) $17,464 Shares 96,614 Est. Cost $96.29 Unrealized +87.0%
CIGI COLLIERS INTL GROUP INC 0.5%
Value ($000) $17,028 Shares 133,050 Est. Cost $96.53 Unrealized +29.9%
V VISA INC 0.4%
Value ($000) $15,639 Shares 70,208 Est. Cost $203.18 Unrealized +11.7%
DSGX DESCARTES SYS GROUP INC 0.4%
Value ($000) $14,108 Shares 173,351 Est. Cost $31.79 Unrealized +138.2%
TMO THERMO FISHER SCIENTIFIC INC 0.3%
Value ($000) $12,041 Shares 21,076 Est. Cost $471.13 Unrealized +15.1%
DLR DIGITAL RLTY TR INC 0.3%
Value ($000) $10,089 Shares 69,842 Est. Cost $109.88 Unrealized +22.2%
FTS FORTIS INC 0.3%
Value ($000) $9,618 Shares 216,855 Est. Cost $30.77 Unrealized +24.2%
AQN ALGONQUIN PWR UTILS CORP 0.3%
Value ($000) $9,185 Shares 626,569 Est. Cost $10.04 Unrealized +21.1%
ACTIVISION BLIZZARD INC 0.2%
Value ($000) $7,463 Shares 96,430 Est. Cost $76.42 Unrealized
CCI CROWN CASTLE INTL CORP NEW 0.2%
Value ($000) $6,545 Shares 37,763 Est. Cost $127.33 Unrealized +22.4%
TELUS INTL CDA INC 0.2%
Value ($000) $6,264 Shares 178,559 Est. Cost $28.13 Unrealized
PG PROCTER AND GAMBLE CO 0.2%
Value ($000) $5,917 Shares 42,323 Est. Cost $102.73 Unrealized +23.9%
BBU BROOKFIELD BUSINESS PARTNERS 0.1%
Value ($000) $4,688 Shares 102,747 Est. Cost $41.56 Unrealized
FIS FIDELITY NATL INFORMATION SV 0.1%
Value ($000) $4,051 Shares 33,295 Est. Cost $123.53 Unrealized -2.2%
GIB CGI INC 0.1%
Value ($000) $3,366 Shares 39,638 Est. Cost $66.68 Unrealized +34.1%
SHOP SHOPIFY INC 0.1%
Value ($000) $2,764 Shares 2,037 Est. Cost $35.46 Unrealized +322.5%
CANADIAN PAC RY LTD 0.0%
Value ($000) $1,577 Shares 24,157 Est. Cost $96.04 Unrealized
ABBV ABBVIE INC 0.0%
Value ($000) $1,096 Shares 10,165 Est. Cost $84.55 Unrealized +15.0%