BANK OF MONTREAL /CAN/
Institutional investor · Portfolio as of Q3 2022
Top Holdings4,052 positions
ALPHABET INC | 14.4M | $38.9B | 16.8% | $94.00 | +0.80% | 8 qtrssince 2020-Q4 | Increased 100 |
AMAZON COM INC | 13.9M | $24.4B | 10.6% | $163.93 | -31.07% | 8 qtrssince 2020-Q4 | Decreased 0 |
APPLE INC | 21.9M | $10.9B | 4.7% | $129.02 | +5.06% | 8 qtrssince 2020-Q4 | Decreased 0 |
ROYAL BK CDA | 75.4M | $6.9B | 3.0% | $70.99 | +11.42% | 8 qtrssince 2020-Q4 | Increased 62 |
TORONTO DOMINION BK ONT | 92.8M | $5.9B | 2.6% | $47.85 | +8.66% | 8 qtrssince 2020-Q4 | Increased 64 |
TESLA INC | 4.8M | $5.3B | 2.3% | $248.94 | +6.55% | 8 qtrssince 2020-Q4 | Increased 88 |
STATE STR SPDR S&P 500 ETF T | 9.9M | $3.9B | 1.7% | — | — | — | Increased — |
BANK NOVA SCOTIA B C | 64.3M | $3.1B | 1.3% | $41.88 | -8.58% | 8 qtrssince 2020-Q4 | Increased 55 |
MICROSOFT CORP | 12.7M | $3.1B | 1.3% | $223.05 | +1.05% | 8 qtrssince 2020-Q4 | Decreased 0 |
TESLA INC | 2.6M | $2.8B | 1.2% | — | — | — | Increased — |
AMAZON COM INC | 1.6M | $2.7B | 1.2% | — | — | — | Decreased — |
STATE STR SPDR S&P 500 ETF T | 6.9M | $2.7B | 1.2% | $372.92 | -9.06% | 8 qtrssince 2020-Q4 | Increased 58 |
| 62.2M | $2.6B | 1.1% | — | — | 8 qtrssince 2020-Q4 | Increased 61 | |
ENBRIDGE INC | 65.6M | $2.5B | 1.1% | $24.94 | +17.00% | 8 qtrssince 2020-Q4 | Decreased 0 |
BANK OF MONTREAL | 24.1M | $2.1B | 0.9% | $65.37 | +14.63% | 8 qtrssince 2020-Q4 | Increased 48 |
CANADIAN IMPERIAL BANK OF CO | 44.2M | $2B | 0.9% | $36.86 | +0.33% | 8 qtrssince 2020-Q4 | Decreased 0 |
CANADIAN NATL RY CO | 17.2M | $1.9B | 0.8% | $98.10 | +1.49% | 8 qtrssince 2020-Q4 | Increased 52 |
| 23.7M | $1.8B | 0.8% | — | — | — | Increased 56 | |
BROOKFIELD INFRASTRUCTURE PA | 42M | $1.7B | 0.7% | $27.05 | +10.20% | 8 qtrssince 2020-Q4 | Increased 55 |
TC ENERGY CORP | 39.4M | $1.6B | 0.7% | $36.32 | -8.66% | 8 qtrssince 2020-Q4 | Decreased 0 |
BANK OF MONTREAL /CAN/ manages $231.5B across 4052 positions as of Q3 2022. Top holdings: GOOGL (16.8%), AMZN (10.6%), AAPL (4.7%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 3.5/5.0.
Active quarter - 486 new positions, 533 exits, 1333 increased. Top move: GOOGL (INCREASED, conviction 100). Portfolio: $231.5B across 4052 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
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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