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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
$1.89B
AUM Growth
+$72.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
91
New
Increased
Reduced
Closed

Top Buys

1
+$36.6M
2
+$30.2M
3
+$25.4M
4
TU icon
Telus
TU
+$14.4M
5
AQN icon
Algonquin Power & Utilities
AQN
+$12.8M

Top Sells

1
+$57.7M
2
+$42.3M
3
+$19.9M
4
IMO icon
Imperial Oil
IMO
+$9.56M
5
MGA icon
Magna International
MGA
+$8.87M

Sector Composition

1 Financials 37.41%
2 Energy 12.86%
3 Materials 11.32%
4 Industrials 8.52%
5 Utilities 7.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
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-2,580
77
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78
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79
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-739
80
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-1,982
81
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-55,067
82
– –
-1,366
83
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-1,148
84
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-3,244
85
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-2,600
86
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-64,403
87
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88
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-5,000
89
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-87,737
90
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-847
91
– –
-49,998
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4