BANK OF MONTREAL /CAN/
Institutional investor · Portfolio as of Q3 2023
Top Holdings3,766 positions
ALPHABET INC | 20.8M | $56.2B | 19.4% | $100.97 | +28.38% | 12 qtrssince 2020-Q4 | Decreased 0 |
AMAZON COM INC | 21.5M | $37.7B | 13.0% | $147.52 | -13.83% | 12 qtrssince 2020-Q4 | Decreased 0 |
APPLE INC | 28.7M | $14.3B | 5.0% | $143.49 | +17.73% | 12 qtrssince 2020-Q4 | Increased 61 |
ROYAL BK CDA | 88.9M | $8.1B | 2.8% | $73.52 | +8.77% | 12 qtrssince 2020-Q4 | Increased 63 |
TORONTO DOMINION BK ONT | 112.8M | $7B | 2.4% | $48.95 | +9.15% | 12 qtrssince 2020-Q4 | Increased 60 |
TESLA INC | 5.8M | $6.4B | 2.2% | $247.72 | +1.01% | 12 qtrssince 2020-Q4 | Increased 57 |
MICROSOFT CORP | 16.6M | $5.8B | 2.0% | $237.70 | +29.80% | 12 qtrssince 2020-Q4 | Increased 57 |
STATE STR SPDR S&P 500 ETF T | 9.5M | $4.3B | 1.5% | $380.78 | +8.27% | 12 qtrssince 2020-Q4 | Increased 58 |
BANK NOVA SCOTIA B C | 80.3M | $3.9B | 1.3% | $41.93 | -5.19% | 12 qtrssince 2020-Q4 | Decreased 0 |
STATE STR SPDR S&P 500 ETF T | 6.3M | $2.9B | 1.0% | — | — | — | Decreased — |
NVIDIA CORPORATION | 5.7M | $2.6B | 0.9% | $21.94 | +97.66% | 12 qtrssince 2020-Q4 | Decreased 0 |
CANADIAN IMPERIAL BANK OF CO | 62.2M | $2.5B | 0.9% | $36.78 | -5.56% | 12 qtrssince 2020-Q4 | Increased 49 |
ENBRIDGE INC | 69.6M | $2.4B | 0.8% | $25.67 | +8.71% | 12 qtrssince 2020-Q4 | Increased 49 |
BANK OF MONTREAL | 26.7M | $2.4B | 0.8% | $66.65 | +13.26% | 12 qtrssince 2020-Q4 | Increased 46 |
CANADIAN NAT RES LTD MED TER | 35.2M | $2.3B | 0.8% | $16.94 | +70.40% | 12 qtrssince 2020-Q4 | Decreased 0 |
TC ENERGY CORP | 60.7M | $2.3B | 0.8% | $34.28 | -11.83% | 12 qtrssince 2020-Q4 | Increased 61 |
BROOKFIELD CORP | 55.2M | $2B | 0.7% | $20.96 | -2.49% | 4 qtrssince 2022-Q4 | Increased 45 |
INVESCO QQQ TR | 5.2M | $1.9B | 0.7% | $288.96 | +21.91% | 12 qtrssince 2020-Q4 | Increased 46 |
META PLATFORMS INC | 6M | $1.9B | 0.7% | $279.28 | +6.47% | 12 qtrssince 2020-Q4 | Decreased 0 |
ALPHABET INC | 13.5M | $1.9B | 0.6% | $96.60 | +35.20% | 12 qtrssince 2020-Q4 | Increased 45 |
BANK OF MONTREAL /CAN/ manages $288.9B across 3766 positions as of Q3 2023. Top holdings: GOOGL (19.4%), AMZN (13.0%), AAPL (5.0%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 3.5/5.0.
Active quarter - 388 new positions, 590 exits, 1332 increased. Top move: RY (INCREASED, conviction 63). Portfolio: $288.9B across 3766 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