MBI

Montrusco Bolton Investments Portfolio holdings

AUM $6.61B
1-Year Est. Return 19.21%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.21%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.35B
AUM Growth
-$3.11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
98
New
Increased
Reduced
Closed

Top Buys

1
+$39.6M
2
+$31.5M
3
+$21.2M
4
POT
Potash Corp Of Saskatchewan
POT
+$20.1M
5
BIIB icon
Biogen
BIIB
+$11.5M

Top Sells

1
+$38M
2
+$23.6M
3
+$11.5M
4
BN icon
Brookfield
BN
+$10.7M
5
BB icon
BlackBerry
BB
+$9.69M

Sector Composition

1 Financials 25.45%
2 Materials 14%
3 Energy 12.31%
4 Industrials 10.73%
5 Technology 9.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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85
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92
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98
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