BANK OF MONTREAL /CAN/
Institutional investor · Portfolio as of Q4 2021
Top Holdings3,466 positions
ROYAL BK CDA | 64M | $6.8B | 3.6% | $69.20 | +31.09% | 5 qtrssince 2020-Q4 | Decreased 0 |
APPLE INC | 32.7M | $6.7B | 3.6% | $128.57 | +34.91% | 5 qtrssince 2020-Q4 | Decreased 0 |
MICROSOFT CORP | 18.8M | $6.4B | 3.4% | $222.58 | +45.28% | 5 qtrssince 2020-Q4 | Increased 60 |
TORONTO DOMINION BK ONT | 72.9M | $5.6B | 3.0% | $46.32 | +36.39% | 5 qtrssince 2020-Q4 | Decreased 0 |
BANK NOVA SCOTIA HALIFAX | 53M | $3.8B | 2.0% | $41.51 | +35.58% | 5 qtrssince 2020-Q4 | Decreased 0 |
AMAZON COM INC | 1.1M | $3.7B | 1.9% | $163.93 | +1.70% | 5 qtrssince 2020-Q4 | Decreased 0 |
| 53.3M | $3.3B | 1.7% | — | — | 5 qtrssince 2020-Q4 | Decreased 0 | |
NVIDIA CORPORATION | 10.2M | $3.2B | 1.7% | $18.27 | +60.32% | 5 qtrssince 2020-Q4 | Increased 65 |
ENBRIDGE INC | 77M | $3B | 1.6% | $24.80 | +18.28% | 5 qtrssince 2020-Q4 | Increased 51 |
STATE STR SPDR S&P 500 ETF T | 5.8M | $2.8B | 1.5% | $377.30 | +18.15% | 5 qtrssince 2020-Q4 | Decreased 0 |
ALPHABET INC | 866,375 | $2.6B | 1.4% | $92.02 | +55.75% | 5 qtrssince 2020-Q4 | Decreased 0 |
TESLA INC | 2.2M | $2.5B | 1.3% | $245.54 | +43.46% | 5 qtrssince 2020-Q4 | Increased 58 |
META PLATFORMS INC | 7.2M | $2.5B | 1.3% | $296.19 | +12.48% | 5 qtrssince 2020-Q4 | Increased 55 |
ALPHABET INC | 819,737 | $2.4B | 1.3% | $92.42 | +55.26% | 5 qtrssince 2020-Q4 | Decreased 0 |
PAYPAL HLDGS INC | 8.1M | $2.3B | 1.2% | $209.05 | -10.79% | 5 qtrssince 2020-Q4 | Increased 81 |
BANK MONTREAL QUE | 21.2M | $2.3B | 1.2% | $63.27 | +41.32% | 5 qtrssince 2020-Q4 | Decreased 0 |
VISA INC | 9.4M | $2.1B | 1.1% | $212.68 | -1.72% | 5 qtrssince 2020-Q4 | Increased 63 |
CANADIAN IMPERIAL BK COMM | 17.5M | $2B | 1.1% | $35.52 | +33.60% | 5 qtrssince 2020-Q4 | Decreased 0 |
DISNEY WALT CO | 11.1M | $2B | 1.1% | $162.22 | -7.42% | 5 qtrssince 2020-Q4 | Increased 78 |
CANADIAN NATL RY CO | 16.1M | $2B | 1.1% | $97.87 | +14.07% | 5 qtrssince 2020-Q4 | Decreased 0 |
BANK OF MONTREAL /CAN/ manages $188.2B across 3466 positions as of Q4 2021. Top holdings: RY (3.6%), AAPL (3.6%), MSFT (3.4%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 3.5/5.0.
Active quarter - 384 new positions, 561 exits, 905 increased. Top move: PYPL (INCREASED, conviction 81). Portfolio: $188.2B across 3466 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