BANK OF MONTREAL /CAN/
Institutional investor · Portfolio as of Q1 2021
Top Holdings5,089 positions
ROYAL BK CDA | 66.2M | $6.1B | 4.0% | $67.56 | +12.94% | 2 qtrssince 2020-Q4 | Increased 61 |
APPLE INC | 39.1M | $5.1B | 3.3% | $127.34 | -6.73% | 2 qtrssince 2020-Q4 | Increased 68 |
TORONTO DOMINION BK ONT | 71.4M | $4.7B | 3.1% | $45.01 | +16.07% | 2 qtrssince 2020-Q4 | Increased 61 |
MICROSOFT CORP | 15.5M | $3.9B | 2.6% | $212.08 | +6.25% | 2 qtrssince 2020-Q4 | Decreased 0 |
AMAZON COM INC | 981,341 | $3.2B | 2.1% | $161.99 | -4.50% | 2 qtrssince 2020-Q4 | Increased 61 |
BANK NOVA SCOTIA B C | 51.9M | $3.2B | 2.1% | $40.01 | +17.28% | 2 qtrssince 2020-Q4 | Decreased 0 |
| 54.8M | $2.5B | 1.6% | — | — | 2 qtrssince 2020-Q4 | Increased 55 | |
ALPHABET INC | 932,224 | $2.1B | 1.4% | $87.70 | +16.48% | 2 qtrssince 2020-Q4 | Increased 53 |
BANK OF MONTREAL | 22.9M | $2.1B | 1.4% | $61.33 | +17.60% | 2 qtrssince 2020-Q4 | Increased 52 |
CANADIAN NATL RY CO | 17.3M | $2B | 1.3% | $98.47 | +5.74% | 2 qtrssince 2020-Q4 | Increased 53 |
ALPHABET INC | 865,621 | $2B | 1.3% | $86.77 | +18.08% | 2 qtrssince 2020-Q4 | Decreased 0 |
ENBRIDGE INC | 50M | $1.9B | 1.2% | $22.42 | +15.90% | 2 qtrssince 2020-Q4 | Decreased 0 |
CANADIAN IMPERIAL BANK OF CO | 17.3M | $1.7B | 1.1% | $33.72 | +15.84% | 2 qtrssince 2020-Q4 | Decreased 0 |
Manulife Financial Corp ADR | 79.2M | $1.7B | 1.1% | $14.06 | +20.39% | 2 qtrssince 2020-Q4 | Increased 54 |
INVESCO QQQ TR | 4.6M | $1.5B | 1.0% | — | — | — | Increased — |
TC ENERGY CORP | 30.6M | $1.4B | 0.9% | $30.92 | +12.89% | 2 qtrssince 2020-Q4 | Increased 48 |
MASTERCARD INCORPORATED | 3.8M | $1.4B | 0.9% | $344.72 | -0.11% | 2 qtrssince 2020-Q4 | Increased 49 |
BCE INC | 30.9M | $1.4B | 0.9% | $29.34 | +6.81% | 2 qtrssince 2020-Q4 | Increased 47 |
META PLATFORMS INC | 4.5M | $1.4B | 0.9% | $270.57 | +7.82% | 2 qtrssince 2020-Q4 | Decreased 0 |
SHOPIFY INC | 1.1M | $1.4B | 0.9% | $113.03 | -2.11% | 2 qtrssince 2020-Q4 | Increased 48 |
BANK OF MONTREAL /CAN/ manages $153.6B across 5089 positions as of Q1 2021. Top holdings: RY (4.0%), AAPL (3.3%), TD (3.1%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 3.5/5.0.
Active quarter - 421 new positions, 208 exits, 1304 increased. Top move: AAPL (INCREASED, conviction 68). Portfolio: $153.6B across 5089 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
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Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
Verify source filings on SEC EDGAR