BANK OF MONTREAL /CAN/
Institutional investor · Portfolio as of Q4 2023
Top Holdings3,942 positions
ALPHABET INC | 23.9M | $64.6B | 19.6% | $105.84 | +30.74% | 13 qtrssince 2020-Q4 | Increased 71 |
AMAZON COM INC | 25.3M | $44.4B | 13.5% | $148.19 | +2.53% | 13 qtrssince 2020-Q4 | Increased 73 |
APPLE INC | 31.6M | $15.8B | 4.8% | $147.77 | +28.72% | 13 qtrssince 2020-Q4 | Increased 65 |
TESLA INC | 8.3M | $9B | 2.7% | $247.95 | +0.21% | 13 qtrssince 2020-Q4 | Increased 73 |
ROYAL BK CDA | 75.6M | $7.7B | 2.3% | $73.52 | +27.36% | 13 qtrssince 2020-Q4 | Decreased 0 |
MICROSOFT CORP | 19.1M | $7.2B | 2.2% | $254.61 | +44.61% | 13 qtrssince 2020-Q4 | Increased 63 |
TORONTO DOMINION BK ONT | 107.6M | $7B | 2.1% | $48.95 | +18.48% | 13 qtrssince 2020-Q4 | Decreased 0 |
STATE STR SPDR S&P 500 ETF T | 8.5M | $4.1B | 1.3% | $380.78 | +20.87% | 13 qtrssince 2020-Q4 | Decreased 0 |
ALPHABET INC | 1.3M | $3.6B | 1.1% | — | — | — | New — |
BANK NOVA SCOTIA B C | 72M | $3.5B | 1.1% | $41.93 | +1.25% | 13 qtrssince 2020-Q4 | Decreased 0 |
NVIDIA CORPORATION | 7M | $3.5B | 1.1% | $26.97 | +83.08% | 13 qtrssince 2020-Q4 | Increased 61 |
STATE STR SPDR S&P 500 ETF T | 5.8M | $2.8B | 0.9% | — | — | — | Decreased — |
CANADIAN IMPERIAL BANK OF CO | 53.4M | $2.6B | 0.8% | $36.78 | +19.42% | 13 qtrssince 2020-Q4 | Decreased 0 |
BANK OF MONTREAL | 25.2M | $2.5B | 0.8% | $66.65 | +34.69% | 13 qtrssince 2020-Q4 | Decreased 0 |
META PLATFORMS INC | 6.8M | $2.5B | 0.7% | $287.39 | +21.99% | 13 qtrssince 2020-Q4 | Increased 51 |
BROOKFIELD CORP | 53.5M | $2.2B | 0.7% | $20.96 | +25.36% | 5 qtrssince 2022-Q4 | Decreased 0 |
DISNEY WALT CO | 4.3M | $2.1B | 0.7% | $127.65 | -31.20% | 13 qtrssince 2020-Q4 | Increased 51 |
BROADCOM INC | 1.9M | $2.1B | 0.6% | $63.57 | +70.78% | 13 qtrssince 2020-Q4 | Increased 52 |
ENBRIDGE INC | 57.3M | $2.1B | 0.6% | $25.67 | +20.26% | 13 qtrssince 2020-Q4 | Decreased 0 |
TC ENERGY CORP | 50M | $2B | 0.6% | $34.28 | +1.77% | 13 qtrssince 2020-Q4 | Decreased 0 |
BANK OF MONTREAL /CAN/ manages $329.7B across 3942 positions as of Q4 2023. Top holdings: GOOGL (19.6%), AMZN (13.5%), AAPL (4.8%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 3.5/5.0.
Active quarter - 574 new positions, 395 exits, 1520 increased. Top move: AMZN (INCREASED, conviction 73). Portfolio: $329.7B across 3942 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
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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