BANK OF MONTREAL /CAN/
Institutional investor · Portfolio as of Q1 2024
Top Holdings3,836 positions
ALPHABET INC | 23.8M | $64.3B | 19.5% | $105.84 | +41.26% | 14 qtrssince 2020-Q4 | Decreased 0 |
AMAZON COM INC | 25.7M | $45B | 13.7% | $148.63 | +21.36% | 14 qtrssince 2020-Q4 | Increased 63 |
APPLE INC | 32M | $16B | 4.8% | $148.05 | +14.57% | 14 qtrssince 2020-Q4 | Increased 59 |
TESLA INC | 8M | $8.7B | 2.7% | $247.95 | -29.10% | 14 qtrssince 2020-Q4 | Decreased 0 |
ROYAL BK CDA | 74.4M | $7.5B | 2.3% | $73.52 | +28.37% | 14 qtrssince 2020-Q4 | Decreased 0 |
MICROSOFT CORP | 17.2M | $7.3B | 2.2% | $254.61 | +62.09% | 14 qtrssince 2020-Q4 | Decreased 0 |
TORONTO DOMINION BK ONT | 106.2M | $6.4B | 1.9% | $48.95 | +12.02% | 14 qtrssince 2020-Q4 | Decreased 0 |
NVIDIA CORPORATION | 6.6M | $6.1B | 1.9% | $26.97 | +234.05% | 14 qtrssince 2020-Q4 | Decreased 0 |
STATE STR SPDR S&P 500 ETF T | 9.3M | $4.9B | 1.5% | $391.31 | +29.84% | 14 qtrssince 2020-Q4 | Increased 55 |
BANK NOVA SCOTIA HALIFAX | 69.6M | $3.6B | 1.1% | $41.93 | +9.48% | 14 qtrssince 2020-Q4 | Decreased 0 |
STATE STR SPDR S&P 500 ETF T | 5.4M | $2.9B | 0.9% | — | — | — | Decreased — |
META PLATFORMS INC | 5.7M | $2.9B | 0.9% | $287.39 | +67.53% | 14 qtrssince 2020-Q4 | Decreased 0 |
CANADIAN IMPERIAL BK COMM | 53.3M | $2.7B | 0.8% | $36.78 | +27.50% | 14 qtrssince 2020-Q4 | Decreased 0 |
BANK MONTREAL QUE | 25.8M | $2.5B | 0.8% | $67.16 | +33.52% | 14 qtrssince 2020-Q4 | Increased 46 |
BROADCOM INC | 1.7M | $2.3B | 0.7% | $63.57 | +103.64% | 14 qtrssince 2020-Q4 | Decreased 0 |
MASTERCARD INCORPORATED | 4.9M | $2.3B | 0.7% | $417.77 | +13.41% | 14 qtrssince 2020-Q4 | Increased 73 |
TC ENERGY CORP | 57.7M | $2.3B | 0.7% | $34.57 | +5.46% | 14 qtrssince 2020-Q4 | Increased 52 |
BROOKFIELD CORP | 54.8M | $2.3B | 0.7% | $21.11 | +30.12% | 6 qtrssince 2022-Q4 | Increased 46 |
CANADIAN NAT RES LTD | 29.2M | $2.2B | 0.7% | $17.90 | +94.72% | 14 qtrssince 2020-Q4 | Increased 48 |
ENBRIDGE INC | 59.8M | $2.2B | 0.7% | $25.92 | +22.05% | 14 qtrssince 2020-Q4 | Increased 47 |
BANK OF MONTREAL /CAN/ manages $329.8B across 3836 positions as of Q1 2024. Top holdings: GOOGL (19.5%), AMZN (13.7%), AAPL (4.8%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 3.5/5.0.
Active quarter - 493 new positions, 477 exits, 1380 increased. Top move: MA (INCREASED, conviction 73). Portfolio: $329.8B across 3836 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
Top Winners
Top Losers
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