Montrusco Bolton Investments Inc. Portfolio Holdings

Montrusco Bolton Investments Inc.

  • $8.05 Billion
  • Q4 2024

Montrusco Bolton Investments Inc. has filed its 13F form on January 22, 2025 for Q4 2024 where it was disclosed a total value porftolio of $8.05 Billion distributed in 61 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $879M, Nvidia Corp with a value of $650M, Amazon Com Inc with a value of $630M, Alphabet Inc. with a value of $526M, and Mastercard Inc with a value of $418M.

Examining the 13F form we can see an decrease of $1.51B in the current position value, from $9.56B to 8.05B.

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 $8.05 Billion
Technology: $2.97 Billion
Consumer Cyclical: $1.08 Billion
Healthcare: $884 Million
Communication Services: $881 Million
Financial Services: $772 Million
Consumer Defensive: $376 Million
Industrials: $368 Million
Energy: $318 Million
Other: $410 Million

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$8.93B
$114 Million 1.41% of portfolio
848,892
Q4 2024 Reduced 29.79%
$5.93B
$14.6 Million 0.18% of portfolio
107,018
Q4 2024 Reduced 1.15%
$8.2B
$11.6 Million 0.14% of portfolio
63,948
Q4 2024 Reduced 1.12%
$2.49B
$10.1 Million 0.13% of portfolio
670,446
Q4 2024 Reduced 3.81%
$3.46B
$10.4 Million 0.13% of portfolio
574,704
Q4 2024 Reduced 3.51%
$2.87B
$9.44 Million 0.12% of portfolio
634,591
Q4 2024 Reduced 6.85%
$8.61B
$4.36 Million 0.05% of portfolio
63,430
Q4 2024 Reduced 92.78%

Summary

  • Portfolio
  • No. of Stocks 61
  • Current Value $8.05 Billion
  • Prior Value $9.56 Billion
  • Filing
  • Period Q4 2024
  • Filing Date January 22, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 3 stocks
  • Additional Purchases 14 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 44 stocks
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