BANK OF MONTREAL /CAN/
Institutional investor · Portfolio as of Q4 2020
Top Holdings4,958 positions
ROYAL BK CDA | 63.7M | $5.4B | 3.6% | $67.64 | 0.00% | 1 qtr | First report 0 |
APPLE INC | 33.3M | $4.3B | 2.8% | $128.82 | 0.00% | 1 qtr | First report 0 |
TORONTO DOMINION BK ONT | 68.6M | $4B | 2.6% | $44.72 | 0.00% | 1 qtr | First report 0 |
MICROSOFT CORP | 16.7M | $3.6B | 2.4% | $212.08 | 0.00% | 1 qtr | First report 0 |
BANK NOVA SCOTIA B C | 52.1M | $2.8B | 1.8% | $40.01 | 0.00% | 1 qtr | First report 0 |
AMAZON COM INC | 878,368 | $2.7B | 1.8% | $162.85 | 0.00% | 1 qtr | First report 0 |
ENBRIDGE INC | 69.1M | $2.3B | 1.5% | $22.42 | 0.00% | 1 qtr | First report 0 |
TESLA INC | 2.7M | $2.2B | 1.5% | — | — | — | First report — |
TESLA INC | 2.5M | $2B | 1.3% | — | — | — | First report — |
| 50.1M | $1.9B | 1.3% | — | — | 1 qtr | First report 0 | |
NIO INC | 30.1M | $1.9B | 1.2% | — | — | — | First report — |
CANADIAN NATL RY CO | 16.5M | $1.9B | 1.2% | $98.19 | 0.00% | 1 qtr | First report 0 |
BANK OF MONTREAL | 22M | $1.7B | 1.1% | $60.87 | 0.00% | 1 qtr | First report 0 |
ISHARES TR | 18.7M | $1.6B | 1.1% | — | — | — | First report — |
CANADIAN IMPERIAL BANK OF CO | 18.4M | $1.6B | 1.1% | $33.72 | 0.00% | 1 qtr | First report 0 |
ALPHABET INC | 902,340 | $1.6B | 1.1% | $86.77 | 0.00% | 1 qtr | First report 0 |
ALPHABET INC | 877,899 | $1.5B | 1.0% | $86.81 | 0.00% | 1 qtr | First report 0 |
MANULIFE FINL CORP | 74.3M | $1.4B | 0.9% | $13.87 | 0.00% | 1 qtr | First report 0 |
TESLA INC | 1.6M | $1.3B | 0.9% | $235.22 | 0.00% | 1 qtr | First report 0 |
BCE INC | 29.8M | $1.3B | 0.8% | $29.26 | 0.00% | 1 qtr | First report 0 |
BANK OF MONTREAL /CAN/ manages $151.2B across 4958 positions as of Q4 2020. Top holdings: RY (3.6%), AAPL (2.8%), TD (2.6%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 3.5/5.0.
First quarter we have for this fund: 4958 positions, nothing earlier to compare. No standout high-conviction moves this quarter. Portfolio: $151.2B across 4958 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