Bank of Montreal Portfolio holdings
Bank of Montreal (BMO), established in 1817 as Canada’s first chartered bank and headquartered in Montreal, Quebec (with key operations in Toronto), is a major North American financial institution offering personal and commercial banking, wealth management, and capital markets services. Managing hundreds of billions in assets, BMO serves over 13 million customers, with a strong U.S. presence through BMO Harris Bank, bolstered by its 1984 acquisition of Harris Bank and the 2022 purchase of Bank of the West, expanding its footprint to 32 states. Known for its longevity and stability, BMO has paid dividends since 1829, one of the longest streaks globally, and emphasizes digital innovation and sustainable finance under CEO Darryl White. With a global reach spanning North America, Europe, and Asia, BMO blends its historical roots with a modern focus on customer-centric growth.
Top Buys
| 1 |
Tesla
TSLA
|
+$1.29B |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
+$1.2B |
| 3 |
Amazon
AMZN
|
+$812M |
| 4 |
Enbridge
ENB
|
+$695M |
| 5 |
iShares Core S&P 500 ETF
IVV
|
+$635M |
Top Sells
| 1 |
Apple
AAPL
|
+$352M |
| 2 |
iShares US Medical Devices ETF
IHI
|
+$144M |
| 3 |
Sea Limited
SE
|
+$131M |
| 4 |
SPLK
Splunk Inc
SPLK
|
+$130M |
| 5 |
Hilton Grand Vacations
HGV
|
+$109M |
Sector Composition
| 1 | Financials | 23.77% |
| 2 | Technology | 16.96% |
| 3 | Communication Services | 8.91% |
| 4 | Consumer Discretionary | 8.52% |
| 5 | Industrials | 8.08% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
2551
Nu Skin
NUS
$580M
| $553K | ﹤0.01% |
9,408
+1,355
| +17% | +$79.6K |
|
2552
American Woodmark
AMWD
$1.01B
| $545K | ﹤0.01% |
6,558
+1,152
| +21% | +$95.7K |
|
2553
ARK Web x.0 ETF
ARKW
$2.92B
| $544K | ﹤0.01% |
3,488
+1,661
| +91% | +$259K |
|
2554
Belden
BDC
$5.13B
| $544K | ﹤0.01% |
10,512
+4,348
| +71% | +$225K |
|
|
AAMI
2555
Acadian Asset Management Inc.
AAMI
$1.74B
| $544K | ﹤0.01% |
23,078
+7,075
| +44% | +$167K |
|
2556
Fox Factory Holding Corp
FOXF
$1.13B
| $543K | ﹤0.01% |
3,464
-619
| -15% | -$97K |
|
2557
Magnachip Semiconductor
MX
$114M
| $543K | ﹤0.01% |
+22,400
| New | +$543K |
|
|
SKX
2558
DELISTED
Skechers
SKX
| $542K | ﹤0.01% |
10,991
+875
| +9% | +$43.1K |
|
2559
MindMed
MNMD
$739M
| $539K | ﹤0.01% |
+9,900
| New | +$539K |
|
2560
Vanguard International High Dividend Yield ETF
VYMI
$12.4B
| $539K | ﹤0.01% |
7,835
+300
| +4% | +$20.6K |
|
2561
QuidelOrtho
QDEL
$2.01B
| $537K | ﹤0.01% |
4,048
+626
| +18% | +$83K |
|
2562
Synaptics
SYNA
$2.8B
| $537K | ﹤0.01% |
3,497
-567
| -14% | -$87.1K |
|
|
MTOR
2563
DELISTED
MERITOR, Inc.
MTOR
| $537K | ﹤0.01% |
23,454
+4,695
| +25% | +$107K |
|
2564
Minerals Technologies
MTX
$1.98B
| $535K | ﹤0.01% |
6,766
-355
| -5% | -$28.1K |
|
|
EPAY
2565
DELISTED
Bottomline Technologies Inc
EPAY
| $535K | ﹤0.01% |
14,141
+2,141
| +18% | +$81K |
|
2566
iShares Global Consumer Staples ETF
KXI
$858M
| $529K | ﹤0.01% |
8,618
+7,482
| +659% | +$459K |
|
2567
Empire State Realty Trust
ESRT
$1.31B
| $527K | ﹤0.01% |
44,750
+21,366
| +91% | +$252K |
|
2568
Brighthouse Financial
BHF
$2.68B
| $526K | ﹤0.01% |
11,741
+3,524
| +43% | +$158K |
|
2569
Enviri
NVRI
$1.01B
| $526K | ﹤0.01% |
24,948
+3,979
| +19% | +$83.9K |
|
|
RAD
2570
DELISTED
Rite Aid Corporation
RAD
| $526K | ﹤0.01% |
32,237
-19,796
| -38% | -$323K |
|
2571
Kennedy-Wilson Holdings
KW
$1.21B
| $523K | ﹤0.01% |
26,337
-3,476
| -12% | -$69K |
|
2572
MasTec
MTZ
$15.1B
| $521K | ﹤0.01% |
4,940
-4,049
| -45% | -$427K |
|
2573
Buckle
BKE
$3.11B
| $519K | ﹤0.01% |
11,131
+2,162
| +24% | +$101K |
|
2574
iShares MSCI Germany ETF
EWG
$2.37B
| $518K | ﹤0.01% |
14,800
+7,100
| +92% | +$249K |
|
|
BITF
2575
Bitfarms
BITF
$1.6B
| $517K | ﹤0.01% |
+123,733
| New | +$517K |
|