MBI

Montrusco Bolton Investments Portfolio holdings

AUM $9.01B
1-Year Est. Return 18.04%
This Quarter Est. Return
1 Year Est. Return
+18.04%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.57B
AUM Growth
+$360M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1 +$88.8M
2 +$69.1M
3 +$61.3M
4
RY icon
Royal Bank of Canada
RY
+$46.4M
5
BNS icon
Scotiabank
BNS
+$45.3M

Top Sells

1 +$21M
2 +$15.2M
3 +$15.2M
4
LSG
LAKE SHORE GOLD CORP
LSG
+$14.6M
5
WCN icon
Waste Connections
WCN
+$12.6M

Sector Composition

1 Financials 27.99%
2 Materials 20.48%
3 Energy 11%
4 Industrials 10.6%
5 Communication Services 8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-1,035