Stocks Most Commonly
Held By Funds

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Name Funds
holding 		Growth Growth % Return since
31 Dec ‘20
2001
37 +4 +12% 133%
2002
37 +4 +12% 33.5%
2003
37 +4 +12% 9.66%
ACV
2004
Virtus Diversified Income & Convertible Fund
ACV
$273M
37 +4 +12% 19.7%
2005
731 +79 +12% 19.3%
2006
139 +15 +12% 84.5%
2007
436 +47 +12% 19.1%
2008
65 +7 +12% 11.6%
2009
381 +41 +12% 1.02%
2010
158 +17 +12% 96.4%
BMO icon
2011
Bank of Montreal
BMO
$107B
400 +43 +12% 100%
2012
307 +33 +12% 80.7%
2013
2,168 +233 +12% 91.1%
2014
149 +16 +12% 23.1%
2015
177 +19 +12% 9.4%
2016
289 +31 +12% 32.4%
2017
289 +31 +12% 135%
2018
289 +31 +12% 299%
2019
905 +97 +12% 50.9%
2020
280 +30 +12% 24%
2021
140 +15 +12% 42.4%
2022
84 +9 +12% 114%
2023
56 +6 +12% 46.7%
2024
28 +3 +12% 29.1%
2025
28 +3 +12% 207%
79 80
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82 83