MBI

Montrusco Bolton Investments Portfolio holdings

AUM $8.03B
1-Year Est. Return 23.54%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.54%
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 +$87.9M
2 +$70.5M
3 +$60.6M
4
RY icon
Royal Bank of Canada
RY
+$47.5M
5
BNS icon
Scotiabank
BNS
+$45.7M

Top Sells

1 +$21M
2 +$16.5M
3 +$14.6M
4
PPP
Primero Mining Corp
PPP
+$13.5M
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