BANK OF MONTREAL /CAN/
Institutional investor · Portfolio as of Q4 2022
Top Holdings3,929 positions
ALPHABET INC | 15.4M | $41.6B | 18.0% | $93.57 | -6.59% | 9 qtrssince 2020-Q4 | Increased 66 |
AMAZON COM INC | 14.2M | $24.9B | 10.8% | $162.51 | -48.31% | 9 qtrssince 2020-Q4 | Increased 63 |
APPLE INC | 22.7M | $11.4B | 4.9% | $128.97 | -1.02% | 9 qtrssince 2020-Q4 | Increased 61 |
ROYAL BK CDA | 69.4M | $6.8B | 2.9% | $70.99 | +17.55% | 9 qtrssince 2020-Q4 | Decreased 0 |
TORONTO DOMINION BK ONT | 89M | $5.8B | 2.5% | $47.85 | +15.92% | 9 qtrssince 2020-Q4 | Decreased 0 |
TESLA INC | 3.8M | $4.1B | 1.8% | $248.94 | -50.52% | 9 qtrssince 2020-Q4 | Decreased 0 |
STATE STR SPDR S&P 500 ETF T | 9.6M | $3.9B | 1.7% | — | — | — | Decreased — |
MICROSOFT CORP | 13.7M | $3.5B | 1.5% | $223.74 | +4.02% | 9 qtrssince 2020-Q4 | Increased 54 |
STATE STR SPDR S&P 500 ETF T | 7.6M | $3B | 1.3% | $372.20 | -2.00% | 9 qtrssince 2020-Q4 | Increased 55 |
BANK NOVA SCOTIA B C | 58.6M | $2.9B | 1.3% | $41.88 | -4.38% | 9 qtrssince 2020-Q4 | Decreased 0 |
AMAZON COM INC | 1.7M | $2.9B | 1.3% | — | — | — | Increased — |
ENBRIDGE INC | 58.4M | $2.3B | 1.0% | $24.94 | +25.25% | 9 qtrssince 2020-Q4 | Decreased 0 |
BANK OF MONTREAL | 24.1M | $2.2B | 0.9% | $65.37 | +19.81% | 9 qtrssince 2020-Q4 | Decreased 0 |
CANADIAN IMPERIAL BANK OF CO | 45.6M | $2.1B | 0.9% | $36.79 | -5.64% | 9 qtrssince 2020-Q4 | Increased 46 |
CANADIAN NATL RY CO | 15.4M | $1.9B | 0.8% | $98.10 | +12.21% | 9 qtrssince 2020-Q4 | Decreased 0 |
| 19.2M | $1.4B | 0.6% | — | — | — | Decreased 0 | |
TC ENERGY CORP | 35.6M | $1.4B | 0.6% | $36.32 | -8.25% | 9 qtrssince 2020-Q4 | Decreased 0 |
CANADIAN NAT RES LTD MED TER | 25.4M | $1.4B | 0.6% | $13.84 | +72.91% | 9 qtrssince 2020-Q4 | Decreased 0 |
BCE INC | 29.9M | $1.3B | 0.6% | $30.63 | +9.82% | 9 qtrssince 2020-Q4 | Increased 47 |
ALPHABET INC | 14.6M | $1.3B | 0.6% | $92.18 | -4.65% | 9 qtrssince 2020-Q4 | Increased 49 |
BANK OF MONTREAL /CAN/ manages $230.7B across 3929 positions as of Q4 2022. Top holdings: GOOGL (18.0%), AMZN (10.8%), AAPL (4.9%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 3.5/5.0.
Active quarter - 462 new positions, 548 exits, 1489 increased. Top move: GOOGL (INCREASED, conviction 66). Portfolio: $230.7B across 3929 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.
Similar Funds
Funds with similar investing DNA
Explore More
Accumulation Streaks
Positions with 2+ consecutive quarters of increases - persistent directional conviction.
Continue exploring
Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
Verify source filings on SEC EDGAR