MONTRUSCO BOLTON INVESTMENTS INC. Diversified Active

CIK: 0001475940 · Show all filings

Period: Q1 2022 (← Previous) (Next →)

Filing Date: May 10, 2022

Total Value ($000): $4,335,136 (100.0% shares, 0.0% debt)

Holdings (63)

MSFT MICROSOFT CORP 5.0%
Value ($000) $216,560 Shares 709,223 Est. Cost $186.19 Unrealized +56.5%
TD TORONTO DOMINION BK ONT 3.7%
Value ($000) $158,588 Shares 1,997,018 Est. Cost $53.95 Unrealized +49.4%
RY ROYAL BK CDA 3.7%
Value ($000) $158,388 Shares 1,437,329 Est. Cost $69.86 Unrealized +60.5%
FIVE FIVE BELOW INC 3.5%
Value ($000) $153,397 Shares 984,211 Est. Cost $186.91 Unrealized -10.8%
ENB ENBRIDGE INC 3.5%
Value ($000) $150,769 Shares 3,272,252 Est. Cost $26.59 Unrealized +25.2%
GOOGL ALPHABET INC 3.4%
Value ($000) $146,004 Shares 53,174 Est. Cost $107.21 Unrealized +25.7%
WDAY WORKDAY INC 3.1%
Value ($000) $135,643 Shares 574,625 Est. Cost $270.75 Unrealized -12.0%
AMGN AMGEN INC 3.1%
Value ($000) $134,884 Shares 566,273 Est. Cost $195.67 Unrealized +3.9%
LW LAMB WESTON HLDGS INC 3.1%
Value ($000) $134,823 Shares 2,277,323 Est. Cost $55.31 Unrealized +5.1%
ADI ANALOG DEVICES INC 3.0%
Value ($000) $128,593 Shares 789,994 Est. Cost $154.98 Unrealized -2.4%
CME CME GROUP INC 2.9%
Value ($000) $126,695 Shares 541,142 Est. Cost $162.71 Unrealized +23.4%
AMZN AMAZON COM INC 2.9%
Value ($000) $124,542 Shares 38,499 Est. Cost $137.95 Unrealized +12.0%
DHR DANAHER CORPORATION 2.7%
Value ($000) $118,683 Shares 411,742 Est. Cost $144.71 Unrealized +69.8%
MA MASTERCARD INCORPORATED 2.7%
Value ($000) $118,197 Shares 337,505 Est. Cost $295.87 Unrealized +18.8%
NDSN NORDSON CORP 2.6%
Value ($000) $113,026 Shares 503,901 Est. Cost $222.22 Unrealized -1.3%
AAPL APPLE INC 2.6%
Value ($000) $112,578 Shares 644,737 Est. Cost $110.51 Unrealized +49.2%
META META PLATFORMS INC 2.6%
Value ($000) $112,416 Shares 514,313 Est. Cost $262.41 Unrealized -5.4%
NVST ENVISTA HOLDINGS CORPORATION 2.5%
Value ($000) $110,418 Shares 2,292,721 Est. Cost $41.52 Unrealized +11.1%
BIP BROOKFIELD INFRAST PARTNERS 2.5%
Value ($000) $110,039 Shares 1,660,357 Est. Cost $51.07 Unrealized
LINDE PLC 2.5%
Value ($000) $109,709 Shares 348,637 Est. Cost $250.10 Unrealized
TXN TEXAS INSTRS INC 2.5%
Value ($000) $109,370 Shares 609,500 Est. Cost $137.68 Unrealized +14.2%
BROOKFIELD ASSET MGMT INC 2.5%
Value ($000) $107,518 Shares 1,900,052 Est. Cost $40.95 Unrealized
TRP TC ENERGY CORP 2.4%
Value ($000) $103,079 Shares 1,825,992 Est. Cost $38.46 Unrealized +11.8%
BNS BANK NOVA SCOTIA B C 2.3%
Value ($000) $97,913 Shares 1,364,935 Est. Cost $38.07 Unrealized +54.0%
MRSH MARSH & MCLENNAN COS INC 2.2%
Value ($000) $93,813 Shares 561,322 Est. Cost $146.81 Unrealized +1.2%
CRL CHARLES RIV LABS INTL INC 2.0%
Value ($000) $85,271 Shares 303,608 Est. Cost $285.92 Unrealized +7.8%
ADBE ADOBE SYSTEMS INCORPORATED 1.8%
Value ($000) $80,166 Shares 175,949 Est. Cost $480.15 Unrealized +0.2%
WCN WASTE CONNECTIONS INC 1.7%
Value ($000) $73,132 Shares 530,232 Est. Cost $122.85 Unrealized +1.6%
GRANITE REAL ESTATE INVT TR 1.6%
Value ($000) $70,764 Shares 917,081 Est. Cost $59.59 Unrealized
BCE BCE INC 1.6%
Value ($000) $67,249 Shares 1,212,075 Est. Cost $32.90 Unrealized +21.5%
CFR CULLEN FROST BANKERS INC 1.5%
Value ($000) $66,655 Shares 481,577 Est. Cost $86.06 Unrealized +43.5%
EOG EOG RES INC 1.5%
Value ($000) $65,197 Shares 546,819 Est. Cost $53.80 Unrealized +73.8%
CNI CANADIAN NATL RY CO 1.5%
Value ($000) $64,692 Shares 481,835 Est. Cost $80.01 Unrealized +44.6%
TU TELUS CORPORATION 1.4%
Value ($000) $62,531 Shares 2,391,434 Est. Cost $18.61 Unrealized +32.8%
SLF SUN LIFE FINANCIAL INC. 1.2%
Value ($000) $50,613 Shares 905,713 Est. Cost $40.85 Unrealized +34.8%
NFLX NETFLIX INC 1.1%
Value ($000) $47,467 Shares 126,717 Est. Cost $42.99 Unrealized -3.2%
IBKR INTERACTIVE BROKERS GROUP IN 1.0%
Value ($000) $41,339 Shares 627,203 Est. Cost $16.32 Unrealized +3.2%
TJX TJX COS INC NEW 0.9%
Value ($000) $36,891 Shares 608,969 Est. Cost $59.96 Unrealized +5.5%
PEP PEPSICO INC 0.8%
Value ($000) $35,734 Shares 213,489 Est. Cost $104.68 Unrealized +41.8%
ROK ROCKWELL AUTOMATION INC 0.8%
Value ($000) $32,771 Shares 117,028 Est. Cost $254.08 Unrealized +5.6%
SHAW COMMUNICATIONS INC 0.7%
Value ($000) $29,205 Shares 940,153 Est. Cost $19.86 Unrealized
QCOM QUALCOMM INC 0.7%
Value ($000) $28,601 Shares 187,152 Est. Cost $115.10 Unrealized +33.4%
BEP BROOKFIELD RENEWABLE PARTNER 0.6%
Value ($000) $26,866 Shares 654,012 Est. Cost $39.76 Unrealized
THOMSON REUTERS CORP. 0.6%
Value ($000) $26,011 Shares 239,362 Est. Cost $73.40 Unrealized
TFII TFI INTL INC 0.6%
Value ($000) $24,958 Shares 234,121 Est. Cost $51.55 Unrealized +97.4%
DHI D R HORTON INC 0.5%
Value ($000) $23,079 Shares 309,741 Est. Cost $87.78 Unrealized -5.1%
CIGI COLLIERS INTL GROUP INC 0.5%
Value ($000) $21,302 Shares 163,296 Est. Cost $105.75 Unrealized +29.6%
BROOKFIELD RENEWABLE CORP 0.4%
Value ($000) $16,145 Shares 369,346 Est. Cost $43.71 Unrealized
FSV FIRSTSERVICE CORP NEW 0.3%
Value ($000) $13,596 Shares 93,914 Est. Cost $97.75 Unrealized +51.8%
FTS FORTIS INC 0.2%
Value ($000) $10,731 Shares 216,772 Est. Cost $31.11 Unrealized +29.7%
DLR DIGITAL RLTY TR INC 0.2%
Value ($000) $8,224 Shares 57,996 Est. Cost $109.88 Unrealized +14.2%
CCI CROWN CASTLE INTL CORP NEW 0.2%
Value ($000) $6,628 Shares 35,902 Est. Cost $127.33 Unrealized +14.5%
NVDA NVIDIA CORPORATION 0.1%
Value ($000) $6,484 Shares 23,762 Est. Cost $25.03 Unrealized 0.0%
PG PROCTER AND GAMBLE CO 0.1%
Value ($000) $5,798 Shares 37,947 Est. Cost $103.34 Unrealized +37.5%
DSGX DESCARTES SYS GROUP INC 0.1%
Value ($000) $4,541 Shares 61,971 Est. Cost $31.79 Unrealized +126.8%
TELUS INTL CDA INC 0.1%
Value ($000) $3,638 Shares 147,070 Est. Cost $28.13 Unrealized
BBU BROOKFIELD BUSINESS PARTNERS 0.1%
Value ($000) $3,014 Shares 98,644 Est. Cost $40.90 Unrealized
GIB CGI INC 0.1%
Value ($000) $2,697 Shares 33,824 Est. Cost $66.68 Unrealized +24.0%
CANADIAN PAC RY LTD 0.1%
Value ($000) $2,556 Shares 30,947 Est. Cost $90.30 Unrealized
SHOP SHOPIFY INC 0.1%
Value ($000) $2,243 Shares 3,314 Est. Cost $55.04 Unrealized +49.2%
BBUC BROOKFIELD BUSINESS CORP 0.0%
Value ($000) $1,608 Shares 49,608 Est. Cost $30.46 Unrealized 0.0%
ABBV ABBVIE INC 0.0%
Value ($000) $894 Shares 5,512 Est. Cost $87.11 Unrealized +45.1%
BMO BANK MONTREAL QUE 0.0%
Value ($000) $200 Shares 1,700 Est. Cost $98.30 Unrealized 0.0%