Montrusco Bolton Investments Inc. Portfolio Holdings

Montrusco Bolton Investments Inc.

  • $9.56 Billion
  • Q3 2024

Montrusco Bolton Investments Inc. has filed its 13F form on November 12, 2024 for Q3 2024 where it was disclosed a total value porftolio of $9.56 Billion distributed in 62 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $1.03B, Nvidia Corp with a value of $626M, Amazon Com Inc with a value of $586M, Mastercard Inc with a value of $585M, and Alphabet Inc. with a value of $558M.

Examining the 13F form we can see an decrease of $11.4M in the current position value, from $9.58B to 9.56B.

Montrusco Bolton Investments Inc. is based out at Montreal, A8

Below you can find more details about Montrusco Bolton Investments Inc. portfolio as well as his latest detailed transactions.

Portfolio value $9.56 Billion
Technology: $2.99 Billion
Financial Services: $1.24 Billion
Consumer Cyclical: $1.24 Billion
Healthcare: $1.23 Billion
Communication Services: $984 Million
Consumer Defensive: $477 Million
Industrials: $455 Million
Energy: $415 Million
Other: $541 Million

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 62
  • Current Value $9.56 Billion
  • Prior Value $9.58 Billion
  • Filing
  • Period Q3 2024
  • Filing Date November 12, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 6 stocks
  • Additional Purchases 23 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 33 stocks
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