BANK OF MONTREAL /CAN/
Institutional investor · Portfolio as of Q4 2024
Top Holdings3,492 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
NVIDIA CORP | 61.6M | $8.3B | 3.9% | $137.45 | 0.00% | 1 qtr | New 88 |
ROYAL BANK OF CANADA | 67.2M | $8.1B | 3.8% | $115.92 | 0.00% | 1 qtr | New 88 |
APPLE INC | 30.6M | $7.7B | 3.6% | $248.62 | 0.00% | 1 qtr | New 88 |
MICROSOFT CORP | 16.5M | $7B | 3.2% | $421.72 | 0.00% | 1 qtr | New 88 |
STATE STREET SPDR S&P 500 ETF TRUST CL USD INC | 9.5M | $5.6B | 2.6% | $581.39 | 0.00% | 1 qtr | New 83 |
AMAZON.COM INC | 23M | $5B | 2.4% | $221.30 | 0.00% | 1 qtr | New 83 |
TORONTO-DOMINION BANK | 83.7M | $4.5B | 2.1% | $51.16 | 0.00% | 1 qtr | New 83 |
ALPHABET INC-CL A | 21.3M | $4B | 1.9% | $190.49 | 0.00% | 1 qtr | New 73 |
BANK OF NOVA SCOTIA | 64.6M | $3.5B | 1.6% | $51.57 | 0.00% | 1 qtr | New 73 |
META PLATFORMS INC-CLASS A | 5.9M | $3.4B | 1.6% | $589.38 | 0.00% | 1 qtr | New 73 |
BROADCOM INC | 13.9M | $3.2B | 1.5% | $228.92 | 0.00% | 1 qtr | New 73 |
BANK OF MONTREAL | 29.9M | $2.9B | 1.3% | $92.44 | 0.00% | 1 qtr | New 73 |
BROOKFIELD CORP /CAD/ | 49.8M | $2.9B | 1.3% | $38.00 | 0.00% | 1 qtr | New 73 |
TESLA INC | 6.9M | $2.8B | 1.3% | $417.41 | 0.00% | 1 qtr | New 73 |
CAN IMPERIAL BK OF COMMERCE | 42.5M | $2.7B | 1.3% | $62.01 | 0.00% | 1 qtr | New 73 |
BURFORD CAPITAL LIMITED | 2.8M | $2.5B | 1.2% | $12.65 | 0.00% | 1 qtr | New 73 |
NETFLIX INC | 2.8M | $2.5B | 1.2% | $90.04 | 0.00% | 1 qtr | New 73 |
ALPHABET INC-CL C | 12.7M | $2.4B | 1.1% | $191.94 | 0.00% | 1 qtr | New 73 |
ENBRIDGE INC | 54.8M | $2.3B | 1.1% | $40.29 | 0.00% | 1 qtr | New 73 |
INVESCO QQQ TRUST SERIES 1 CL USD INC | 4.1M | $2.1B | 1.0% | — | — | — | New — |
BANK OF MONTREAL /CAN/ manages $214.7B across 3492 positions as of Q4 2024. Top holdings: NVDA (3.9%), RY (3.8%), AAPL (3.6%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 2.5/5.0.
Active quarter - 3150 new positions, 0 exits, 0 increased. Top move: NVDA (NEW, conviction 88). Portfolio: $214.7B across 3492 positions.
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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