BANK OF MONTREAL /CAN/
Institutional investor · Portfolio as of Q4 2024
Top Holdings3,492 positions
NVIDIA CORPORATION | 61.6M | $8.3B | 3.9% | $46.44 | +188.40% | 17 qtrssince 2020-Q4 | Decreased 0 |
ROYAL BK CDA | 67.2M | $8.1B | 3.8% | $73.92 | +56.83% | 17 qtrssince 2020-Q4 | Decreased 0 |
APPLE INC | 30.6M | $7.7B | 3.6% | $150.92 | +64.73% | 17 qtrssince 2020-Q4 | Decreased 0 |
MICROSOFT CORP | 16.5M | $7B | 3.2% | $262.71 | +58.26% | 17 qtrssince 2020-Q4 | Decreased 0 |
STATE STR SPDR S&P 500 ETF T | 9.5M | $5.6B | 2.6% | $439.16 | +30.88% | 17 qtrssince 2020-Q4 | Decreased 0 |
AMAZON COM INC | 23M | $5B | 2.4% | $149.84 | +46.42% | 17 qtrssince 2020-Q4 | Decreased 0 |
TORONTO DOMINION BK ONT | 83.7M | $4.5B | 2.1% | $49.51 | +1.44% | 17 qtrssince 2020-Q4 | Decreased 0 |
ALPHABET INC | 21.3M | $4B | 1.9% | $107.28 | +75.42% | 17 qtrssince 2020-Q4 | Decreased 0 |
BANK NOVA SCOTIA B C | 64.6M | $3.5B | 1.6% | $42.46 | +17.54% | 17 qtrssince 2020-Q4 | Increased 54 |
META PLATFORMS INC | 5.9M | $3.4B | 1.6% | $297.37 | +95.77% | 17 qtrssince 2020-Q4 | Increased 50 |
BROADCOM INC | 13.9M | $3.2B | 1.5% | $64.67 | +253.32% | 17 qtrssince 2020-Q4 | Decreased 0 |
BANK OF MONTREAL | 29.9M | $2.9B | 1.3% | $69.76 | +32.51% | 17 qtrssince 2020-Q4 | Increased 54 |
BROOKFIELD CORP | 49.8M | $2.9B | 1.3% | $21.12 | +79.33% | 9 qtrssince 2022-Q4 | Decreased 0 |
TESLA INC | 6.9M | $2.8B | 1.3% | $244.92 | +64.88% | 17 qtrssince 2020-Q4 | Increased 52 |
CANADIAN IMPERIAL BANK OF CO | 42.5M | $2.7B | 1.3% | $38.09 | +58.90% | 17 qtrssince 2020-Q4 | Increased 53 |
BURFORD CAPITAL LIMITED | 2.8M | $2.5B | 1.2% | $12.17 | +2.88% | 17 qtrssince 2020-Q4 | Decreased 0 |
NETFLIX INC. | 2.8M | $2.5B | 1.2% | $42.37 | +110.37% | 17 qtrssince 2020-Q4 | Decreased 0 |
ALPHABET INC | 12.7M | $2.4B | 1.1% | $101.11 | +87.25% | 17 qtrssince 2020-Q4 | Decreased 0 |
ENBRIDGE INC | 54.8M | $2.3B | 1.1% | $26.04 | +49.80% | 17 qtrssince 2020-Q4 | Decreased 0 |
INVESCO QQQ TR | 4.1M | $2.1B | 1.0% | — | — | — | Increased — |
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 Score: 3.5/5.0.
Active quarter - 197 new positions, 500 exits, 1332 increased. Top move: BNS (INCREASED, conviction 54). Portfolio: $214.7B across 3492 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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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