MONTRUSCO BOLTON INVESTMENTS INC. Diversified Active

CIK: 0001475940 · Show all filings

Period: Q4 2021 (← Previous) (Next →)

Filing Date: Feb 7, 2022

Total Value ($000): $4,242,032 (100.0% shares, 0.0% debt)

Holdings (61)

MSFT MICROSOFT CORP 5.1%
Value ($000) $217,549 Shares 654,828 Est. Cost $177.45 Unrealized +76.6%
MA MASTERCARD INCORPORATED 4.3%
Value ($000) $183,940 Shares 521,480 Est. Cost $295.87 Unrealized +14.2%
TD TORONTO DOMINION BK ONT 4.1%
Value ($000) $172,879 Shares 2,251,725 Est. Cost $53.95 Unrealized +35.1%
RY ROYAL BK CDA 3.9%
Value ($000) $166,731 Shares 1,568,758 Est. Cost $69.86 Unrealized +48.6%
META META PLATFORMS INC 3.7%
Value ($000) $157,759 Shares 476,894 Est. Cost $263.52 Unrealized +25.1%
FIVE FIVE BELOW INC 3.5%
Value ($000) $149,772 Shares 736,892 Est. Cost $193.66 Unrealized +1.6%
AMZN AMAZON COM INC 3.3%
Value ($000) $140,741 Shares 42,731 Est. Cost $137.95 Unrealized +24.1%
GOOGL ALPHABET INC 3.1%
Value ($000) $130,064 Shares 45,261 Est. Cost $102.38 Unrealized +39.6%
WDAY WORKDAY INC 3.0%
Value ($000) $127,449 Shares 473,910 Est. Cost $277.65 Unrealized 0.0%
AAPL APPLE INC 3.0%
Value ($000) $126,692 Shares 713,478 Est. Cost $110.51 Unrealized +40.0%
DHR DANAHER CORPORATION 3.0%
Value ($000) $125,571 Shares 386,211 Est. Cost $138.03 Unrealized +95.7%
AMGN AMGEN INC 3.0%
Value ($000) $125,462 Shares 568,722 Est. Cost $195.67 Unrealized -5.4%
ADI ANALOG DEVICES INC 2.9%
Value ($000) $124,622 Shares 721,010 Est. Cost $155.34 Unrealized +6.0%
ENB ENBRIDGE INC 2.9%
Value ($000) $122,435 Shares 3,130,018 Est. Cost $26.29 Unrealized +16.7%
BNS BANK NOVA SCOTIA B C 2.8%
Value ($000) $118,952 Shares 1,677,874 Est. Cost $38.07 Unrealized +38.8%
CME CME GROUP INC 2.8%
Value ($000) $118,819 Shares 527,871 Est. Cost $161.75 Unrealized +14.3%
BROOKFIELD ASSET MGMT INC 2.8%
Value ($000) $117,118 Shares 1,936,601 Est. Cost $40.95 Unrealized
BIP BROOKFIELD INFRAST PARTNERS 2.5%
Value ($000) $105,731 Shares 1,734,695 Est. Cost $51.07 Unrealized
NDSN NORDSON CORP 2.5%
Value ($000) $105,037 Shares 417,914 Est. Cost $222.82 Unrealized +9.2%
LINDE PLC 2.2%
Value ($000) $94,928 Shares 278,548 Est. Cost $233.85 Unrealized
NVST ENVISTA HOLDINGS CORPORATION 2.2%
Value ($000) $93,850 Shares 2,112,436 Est. Cost $41.13 Unrealized 0.0%
LW LAMB WESTON HLDGS INC 2.2%
Value ($000) $93,650 Shares 1,477,591 Est. Cost $53.78 Unrealized 0.0%
TXN TEXAS INSTRS INC 2.1%
Value ($000) $87,442 Shares 472,638 Est. Cost $132.00 Unrealized +28.9%
MRSH MARSH & MCLENNAN COS INC 2.0%
Value ($000) $86,063 Shares 503,897 Est. Cost $146.60 Unrealized +6.6%
WCN WASTE CONNECTIONS INC 1.7%
Value ($000) $71,023 Shares 527,284 Est. Cost $122.85 Unrealized +5.3%
TJX TJX COS INC NEW 1.6%
Value ($000) $69,351 Shares 913,469 Est. Cost $59.96 Unrealized +8.9%
CNI CANADIAN NATL RY CO 1.5%
Value ($000) $65,610 Shares 533,375 Est. Cost $80.01 Unrealized +46.0%
GRANITE REAL ESTATE INVT TR 1.5%
Value ($000) $65,192 Shares 781,288 Est. Cost $56.53 Unrealized
TRP TC ENERGY CORP 1.5%
Value ($000) $62,796 Shares 1,348,307 Est. Cost $36.85 Unrealized +8.2%
CRL CHARLES RIV LABS INTL INC 1.5%
Value ($000) $62,052 Shares 167,377 Est. Cost $267.66 Unrealized +45.2%
TU TELUS CORPORATION 1.4%
Value ($000) $59,184 Shares 2,509,494 Est. Cost $18.61 Unrealized +22.9%
CFR CULLEN FROST BANKERS INC 1.3%
Value ($000) $55,946 Shares 443,769 Est. Cost $82.87 Unrealized +37.0%
BCE BCE INC 1.3%
Value ($000) $53,089 Shares 1,018,986 Est. Cost $31.56 Unrealized +20.5%
ADBE ADOBE SYSTEMS INCORPORATED 1.2%
Value ($000) $52,772 Shares 93,062 Est. Cost $479.31 Unrealized +30.4%
EOG EOG RES INC 1.2%
Value ($000) $49,741 Shares 559,961 Est. Cost $53.80 Unrealized +36.3%
SHAW COMMUNICATIONS INC 1.1%
Value ($000) $48,035 Shares 1,580,509 Est. Cost $19.86 Unrealized
QCOM QUALCOMM INC 1.0%
Value ($000) $44,408 Shares 242,837 Est. Cost $115.10 Unrealized +26.9%
SLF SUN LIFE FINANCIAL INC. 1.0%
Value ($000) $42,064 Shares 754,616 Est. Cost $38.01 Unrealized +45.5%
BEP BROOKFIELD RENEWABLE PARTNER 0.9%
Value ($000) $40,177 Shares 1,120,051 Est. Cost $39.76 Unrealized
PEP PEPSICO INC 0.9%
Value ($000) $37,341 Shares 214,964 Est. Cost $104.68 Unrealized +37.0%
ROK ROCKWELL AUTOMATION INC 0.7%
Value ($000) $30,322 Shares 86,920 Est. Cost $249.16 Unrealized +23.6%
IBKR INTERACTIVE BROKERS GROUP IN 0.7%
Value ($000) $29,685 Shares 373,772 Est. Cost $15.97 Unrealized +13.9%
DHI D R HORTON INC 0.6%
Value ($000) $26,334 Shares 242,826 Est. Cost $89.00 Unrealized +3.7%
TFII TFI INTL INC 0.6%
Value ($000) $25,762 Shares 229,378 Est. Cost $50.51 Unrealized +115.4%
THOMSON REUTERS CORP. 0.6%
Value ($000) $23,513 Shares 196,341 Est. Cost $65.68 Unrealized
NFLX NETFLIX INC 0.5%
Value ($000) $22,705 Shares 37,688 Est. Cost $46.20 Unrealized +38.3%
CIGI COLLIERS INTL GROUP INC 0.4%
Value ($000) $18,806 Shares 126,101 Est. Cost $96.53 Unrealized +45.1%
FSV FIRSTSERVICE CORP NEW 0.4%
Value ($000) $17,965 Shares 91,281 Est. Cost $96.29 Unrealized +95.5%
FTS FORTIS INC 0.3%
Value ($000) $10,950 Shares 226,633 Est. Cost $31.11 Unrealized +24.0%
DLR DIGITAL RLTY TR INC 0.2%
Value ($000) $10,561 Shares 59,709 Est. Cost $109.88 Unrealized +25.7%
DSGX DESCARTES SYS GROUP INC 0.2%
Value ($000) $8,985 Shares 108,488 Est. Cost $31.79 Unrealized +157.7%
CCI CROWN CASTLE INTL CORP NEW 0.2%
Value ($000) $7,880 Shares 37,748 Est. Cost $127.33 Unrealized +17.8%
PG PROCTER AND GAMBLE CO 0.1%
Value ($000) $6,111 Shares 37,358 Est. Cost $102.73 Unrealized +30.6%
TELUS INTL CDA INC 0.1%
Value ($000) $5,781 Shares 174,710 Est. Cost $28.13 Unrealized
V VISA INC 0.1%
Value ($000) $5,440 Shares 25,101 Est. Cost $203.18 Unrealized +2.4%
TMO THERMO FISHER SCIENTIFIC INC 0.1%
Value ($000) $4,952 Shares 7,421 Est. Cost $471.13 Unrealized +31.0%
BBU BROOKFIELD BUSINESS PARTNERS 0.1%
Value ($000) $4,259 Shares 92,684 Est. Cost $41.56 Unrealized
GIB CGI INC 0.1%
Value ($000) $3,428 Shares 38,708 Est. Cost $66.68 Unrealized +30.7%
SHOP SHOPIFY INC 0.1%
Value ($000) $2,652 Shares 1,923 Est. Cost $35.46 Unrealized +312.0%
CANADIAN PAC RY LTD 0.1%
Value ($000) $2,287 Shares 31,755 Est. Cost $90.30 Unrealized
ABBV ABBVIE INC 0.0%
Value ($000) $1,617 Shares 11,946 Est. Cost $87.11 Unrealized +16.8%