MONTRUSCO BOLTON INVESTMENTS INC. Diversified Active

Location: Montreal, Quebec, Canada

CIK: 0001475940 · Show all filings

Period: Q3 2022 (← Previous) (Next →)

Filing Date: Nov 7, 2022

Total Value: $3.794B (100.0% shares, 0.0% debt)

Holdings (62)

MSFT MICROSOFT CORP 6.5%
Value $247M Shares 1,073,458 Est. Cost $211.42 Unrealized +21.5%
AMZN AMAZON COM INC 4.5%
Value $172M Shares 1,549,558 Est. Cost $125.61 Unrealized +0.6%
DHR DANAHER CORPORATION 4.4%
Value $165M Shares 652,048 Est. Cost $176.58 Unrealized +36.3%
LW LAMB WESTON HLDGS INC 4.2%
Value $159M Shares 2,089,338 Est. Cost $55.89 Unrealized +31.9%
FIVE FIVE BELOW INC 3.3%
Value $126M Shares 930,772 Est. Cost $185.46 Unrealized -29.2%
ADI ANALOG DEVICES INC 3.3%
Value $124M Shares 905,485 Est. Cost $154.20 Unrealized -3.4%
WDAY WORKDAY INC 3.3%
Value $124M Shares 825,814 Est. Cost $244.26 Unrealized -35.9%
RY ROYAL BK CDA 3.3%
Value $124M Shares 1,369,298 Est. Cost $69.86 Unrealized +37.3%
GOOGL ALPHABET INC 3.1%
Value $117M Shares 1,249,879 Est. Cost $109.98 Unrealized +0.1%
ENB ENBRIDGE INC 3.1%
Value $116M Shares 3,123,435 Est. Cost $26.59 Unrealized +27.1%
AMGN AMGEN INC 2.9%
Value $109M Shares 494,285 Est. Cost $195.67 Unrealized +11.3%
NVST ENVISTA HOLDINGS CORPORATION 2.9%
Value $109M Shares 3,352,257 Est. Cost $40.83 Unrealized -7.2%
CME CME GROUP INC 2.8%
Value $106M Shares 616,335 Est. Cost $164.21 Unrealized +3.8%
TD TORONTO DOMINION BK ONT 2.8%
Value $105M Shares 1,709,775 Est. Cost $53.95 Unrealized +20.0%
META META PLATFORMS INC 2.7%
Value $102M Shares 765,873 Est. Cost $230.94 Unrealized -30.3%
LINDE PLC 2.5%
Value $96.72M Shares 365,840 Est. Cost $252.11 Unrealized
IBKR INTERACTIVE BROKERS GROUP IN 2.3%
Value $88.35M Shares 1,382,401 Est. Cost $15.43 Unrealized -2.0%
AAPL APPLE INC 2.3%
Value $87.09M Shares 630,171 Est. Cost $111.85 Unrealized +37.9%
TRP TC ENERGY CORP 2.3%
Value $85.76M Shares 2,117,858 Est. Cost $39.05 Unrealized +6.2%
MA MASTERCARD INCORPORATED 2.1%
Value $81.38M Shares 294,683 Est. Cost $298.67 Unrealized +8.9%
EOG EOG RES INC 2.1%
Value $81.02M Shares 725,150 Est. Cost $65.21 Unrealized +49.8%
WCN WASTE CONNECTIONS INC 2.1%
Value $79.77M Shares 604,282 Est. Cost $124.80 Unrealized +6.9%
BCE BCE INC 2.1%
Value $78.84M Shares 1,870,286 Est. Cost $35.96 Unrealized +4.7%
ADBE ADOBE SYSTEMS INCORPORATED 2.0%
Value $76.89M Shares 279,380 Est. Cost $446.35 Unrealized -15.2%
BIP BROOKFIELD INFRAST PARTNERS 1.9%
Value $71.48M Shares 1,982,196 Est. Cost $48.79 Unrealized
TJX TJX COS INC NEW 1.7%
Value $66.05M Shares 1,063,298 Est. Cost $59.75 Unrealized +0.2%
CRL CHARLES RIV LABS INTL INC 1.7%
Value $64.71M Shares 333,739 Est. Cost $279.40 Unrealized -22.7%
NDSN NORDSON CORP 1.6%
Value $62.52M Shares 299,815 Est. Cost $222.22 Unrealized -3.3%
MRSH MARSH & MCLENNAN COS INC 1.6%
Value $61.66M Shares 424,871 Est. Cost $146.81 Unrealized +3.8%
PSA PUBLIC STORAGE 1.5%
Value $56.95M Shares 194,494 Est. Cost $287.70 Unrealized -2.3%
SHAW COMMUNICATIONS INC 1.5%
Value $56.61M Shares 2,315,572 Est. Cost $24.28 Unrealized
CFR CULLEN FROST BANKERS INC 1.5%
Value $55.93M Shares 423,007 Est. Cost $87.67 Unrealized +34.4%
TXN TEXAS INSTRS INC 1.4%
Value $53.36M Shares 356,300 Est. Cost $137.68 Unrealized +10.1%
CNI CANADIAN NATL RY CO 1.3%
Value $49.82M Shares 458,892 Est. Cost $80.01 Unrealized +39.2%
ROK ROCKWELL AUTOMATION INC 1.2%
Value $45.94M Shares 213,566 Est. Cost $233.88 Unrealized -6.0%
TU TELUS CORPORATION 1.2%
Value $45.62M Shares 2,285,195 Est. Cost $18.61 Unrealized +20.0%
GRANITE REAL ESTATE INVT TR 1.1%
Value $41.7M Shares 859,337 Est. Cost $59.59 Unrealized
BROOKFIELD ASSET MGMT INC 1.0%
Value $38.64M Shares 939,606 Est. Cost $40.95 Unrealized
BNS BANK NOVA SCOTIA HALIFAX 0.9%
Value $35.76M Shares 747,842 Est. Cost $38.07 Unrealized +24.4%
PEP PEPSICO INC 0.9%
Value $33.46M Shares 204,956 Est. Cost $110.79 Unrealized +39.4%
SLF SUN LIFE FINANCIAL INC. 0.8%
Value $29.15M Shares 729,197 Est. Cost $40.85 Unrealized +9.7%
THOMSON REUTERS CORP. 0.6%
Value $23.25M Shares 225,316 Est. Cost $73.40 Unrealized
BROOKFIELD RENEWABLE CORP 0.6%
Value $21.66M Shares 659,468 Est. Cost $40.14 Unrealized
NFLX NETFLIX INC 0.6%
Value $20.98M Shares 89,119 Est. Cost $42.00 Unrealized -47.1%
TFII TFI INTL INC 0.5%
Value $18.25M Shares 200,562 Est. Cost $51.55 Unrealized +88.1%
CIGI COLLIERS INTL GROUP INC 0.4%
Value $13.89M Shares 150,768 Est. Cost $105.75 Unrealized +9.3%
FSV FIRSTSERVICE CORP NEW 0.2%
Value $9.191M Shares 76,804 Est. Cost $97.75 Unrealized +27.9%
BEP BROOKFIELD RENEWABLE PARTNER 0.2%
Value $8.4M Shares 267,471 Est. Cost $39.76 Unrealized
FTS FORTIS INC 0.2%
Value $7.809M Shares 204,469 Est. Cost $31.11 Unrealized +27.2%
DLR DIGITAL RLTY TR INC 0.2%
Value $6.102M Shares 61,528 Est. Cost $109.79 Unrealized -1.2%
NVDA NVIDIA CORPORATION 0.2%
Value $5.997M Shares 49,402 Est. Cost $21.42 Unrealized -26.3%
CCI CROWN CASTLE INC 0.1%
Value $5.165M Shares 35,735 Est. Cost $127.33 Unrealized +11.9%
PG PROCTER AND GAMBLE CO 0.1%
Value $4.921M Shares 38,976 Est. Cost $104.26 Unrealized +25.3%
QCOM QUALCOMM INC 0.1%
Value $4.632M Shares 40,999 Est. Cost $115.10 Unrealized +10.4%
DSGX DESCARTES SYS GROUP INC 0.1%
Value $3.509M Shares 54,970 Est. Cost $31.79 Unrealized +113.4%
GIB CGI INC 0.1%
Value $2.463M Shares 32,538 Est. Cost $66.68 Unrealized +21.6%
CANADIAN PAC RY LTD 0.1%
Value $2.183M Shares 32,524 Est. Cost $89.29 Unrealized
BROOKFIELD ASSET MGMT REINS 0.0%
Value $1.788M Shares 43,458 Est. Cost $44.45 Unrealized
BBU BROOKFIELD BUSINESS PARTNERS 0.0%
Value $1.459M Shares 74,109 Est. Cost $39.14 Unrealized
TELUS INTL CDA INC 0.0%
Value $1.436M Shares 54,575 Est. Cost $28.13 Unrealized
SHOP SHOPIFY INC 0.0%
Value $833K Shares 30,785 Est. Cost $43.67 Unrealized -22.1%
XVV ISHARES TR 0.0%
Value $314K Shares 11,687 Est. Cost $26.87 Unrealized