BANK OF MONTREAL /CAN/
Institutional investor · Portfolio as of Q3 2024
Top Holdings3,821 positions
NVIDIA Corporation | 76.4M | $9.3B | 4.1% | $46.44 | +160.78% | 16 qtrssince 2020-Q4 | Increased 72 |
Royal Bank of Canada | 70.7M | $8.8B | 3.9% | $73.45 | +60.99% | 16 qtrssince 2020-Q4 | Decreased 0 |
Apple Inc. | 33.4M | $7.6B | 3.3% | $150.92 | +53.10% | 16 qtrssince 2020-Q4 | Increased 59 |
Microsoft Corporation | 17M | $7.3B | 3.2% | $262.71 | +61.25% | 16 qtrssince 2020-Q4 | Decreased 0 |
Toronto-Dominion Bank | 90.6M | $5.7B | 2.5% | $49.51 | +19.12% | 16 qtrssince 2020-Q4 | Increased 58 |
State Street SPDR S&P 500 ETF | 9.7M | $5.5B | 2.4% | $439.16 | +27.70% | 16 qtrssince 2020-Q4 | Increased 72 |
Amazon.com, Inc. | 26.5M | $5B | 2.2% | $149.84 | +24.35% | 16 qtrssince 2020-Q4 | Increased 56 |
Alphabet Inc. | 24.3M | $4B | 1.8% | $107.28 | +53.52% | 16 qtrssince 2020-Q4 | Increased 50 |
Meta Platforms Inc | 5.8M | $3.3B | 1.5% | $296.03 | +92.12% | 16 qtrssince 2020-Q4 | Increased 52 |
BANK NOVA SCOTIA B C | 60.3M | $3.3B | 1.4% | $41.93 | +18.99% | 16 qtrssince 2020-Q4 | Decreased 0 |
State Street SPDR S&P 500 ETF | 5.7M | $3.3B | 1.4% | — | — | — | Decreased — |
Mastercard Incorporated | 5.8M | $2.8B | 1.3% | $441.44 | +10.37% | 16 qtrssince 2020-Q4 | Increased 70 |
BURFORD CAPITAL LIMITED | 3M | $2.8B | 1.2% | $12.17 | +6.50% | 16 qtrssince 2020-Q4 | Decreased 0 |
Brookfield Corporation | 52.6M | $2.8B | 1.2% | $21.12 | +65.68% | 8 qtrssince 2022-Q4 | Increased 50 |
Broadcom Inc. | 16.1M | $2.8B | 1.2% | $64.67 | +162.18% | 16 qtrssince 2020-Q4 | Increased 81 |
BANK OF MONTREAL | 27.7M | $2.5B | 1.1% | $67.98 | +24.88% | 16 qtrssince 2020-Q4 | Increased 51 |
TC ENERGY CORP | 53.2M | $2.5B | 1.1% | $35.01 | +26.98% | 16 qtrssince 2020-Q4 | Increased 53 |
CANADIAN IMPERIAL BANK OF CO | 40.2M | $2.5B | 1.1% | $36.78 | +58.00% | 16 qtrssince 2020-Q4 | Decreased 0 |
ENBRIDGE INC | 58.5M | $2.4B | 1.0% | $26.04 | +41.21% | 16 qtrssince 2020-Q4 | Decreased 0 |
Alphabet Inc. | 13.4M | $2.2B | 1.0% | $101.11 | +64.20% | 16 qtrssince 2020-Q4 | Increased 47 |
BANK OF MONTREAL /CAN/ manages $227.4B across 3821 positions as of Q3 2024. Top holdings: NVDA (4.1%), RY (3.9%), AAPL (3.3%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 3.5/5.0.
Active quarter - 435 new positions, 482 exits, 1299 increased. Top move: AVGO (INCREASED, conviction 81). Portfolio: $227.4B across 3821 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