BANK OF MONTREAL /CAN/
Institutional investor · Portfolio as of Q1 2022
Top Holdings4,144 positions
APPLE INC | 26.2M | $13.1B | 6.4% | $128.57 | +32.83% | 6 qtrssince 2020-Q4 | Decreased 0 |
ROYAL BK CDA | 63.2M | $7.1B | 3.4% | $68.77 | +37.34% | 6 qtrssince 2020-Q4 | Decreased 0 |
TORONTO DOMINION BK ONT | 74M | $6B | 2.9% | $46.60 | +41.67% | 6 qtrssince 2020-Q4 | Increased 55 |
MICROSOFT CORP | 13.4M | $4.2B | 2.1% | $222.58 | +33.46% | 6 qtrssince 2020-Q4 | Decreased 0 |
BANK NOVA SCOTIA B C | 54M | $4B | 1.9% | $41.79 | +34.71% | 6 qtrssince 2020-Q4 | Increased 51 |
ENBRIDGE INC | 78M | $3.6B | 1.7% | $24.94 | +40.94% | 6 qtrssince 2020-Q4 | Increased 51 |
AMAZON COM INC | 1.1M | $3.6B | 1.7% | $163.93 | -0.57% | 6 qtrssince 2020-Q4 | Decreased 0 |
| 50.6M | $2.9B | 1.4% | — | — | 6 qtrssince 2020-Q4 | Decreased 0 | |
STATE STR SPDR S&P 500 ETF T | 6M | $2.7B | 1.3% | $378.60 | +12.31% | 6 qtrssince 2020-Q4 | Increased 52 |
BANK OF MONTREAL | 21.7M | $2.6B | 1.2% | $64.05 | +54.30% | 6 qtrssince 2020-Q4 | Increased 51 |
STATE STR SPDR S&P 500 ETF T | 5.5M | $2.5B | 1.2% | — | — | — | Increased — |
META PLATFORMS INC | 8.9M | $2.5B | 1.2% | $281.09 | -21.64% | 6 qtrssince 2020-Q4 | Increased 62 |
NVIDIA CORPORATION | 8.8M | $2.5B | 1.2% | $18.27 | +48.76% | 6 qtrssince 2020-Q4 | Decreased 0 |
TESLA INC | 2.1M | $2.3B | 1.1% | $245.54 | +46.29% | 6 qtrssince 2020-Q4 | Decreased 0 |
CANADIAN IMPERIAL BANK OF CO | 17.6M | $2.2B | 1.1% | $35.57 | +40.73% | 6 qtrssince 2020-Q4 | Increased 50 |
CANADIAN NATL RY CO | 15.7M | $2.1B | 1.0% | $97.87 | +25.13% | 6 qtrssince 2020-Q4 | Decreased 0 |
ALPHABET INC | 736,109 | $2.1B | 1.0% | $92.42 | +49.06% | 6 qtrssince 2020-Q4 | Decreased 0 |
DISNEY WALT CO | 10.7M | $2B | 1.0% | $162.22 | -18.02% | 6 qtrssince 2020-Q4 | Decreased 0 |
TC ENERGY CORP | 33.5M | $1.9B | 0.9% | $33.41 | +35.44% | 6 qtrssince 2020-Q4 | Decreased 0 |
ALPHABET INC | 641,220 | $1.8B | 0.9% | $92.02 | +50.34% | 6 qtrssince 2020-Q4 | Decreased 0 |
BANK OF MONTREAL /CAN/ manages $206.4B across 4144 positions as of Q1 2022. Top holdings: AAPL (6.4%), RY (3.4%), TD (2.9%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 3.5/5.0.
Active quarter - 484 new positions, 271 exits, 1332 increased. Top move: META (INCREASED, conviction 62). Portfolio: $206.4B across 4144 positions.
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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