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 |
Royal Bank of Canada
RY
|
$3.4B |
| 2 |
Toronto Dominion Bank
TD
|
$3.09B |
| 3 |
Scotiabank
BNS
|
$2.58B |
| 4 |
BCE
BCE
|
$1.17B |
| 5 |
Suncor Energy
SU
|
$1.07B |
Top Sells
Sector Composition
| 1 | Financials | 29.52% |
| 2 | Energy | 14.91% |
| 3 | Communication Services | 7.12% |
| 4 | Industrials | 7.1% |
| 5 | Technology | 6.15% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
251
Descartes Systems
DSGX
$9.26B
| $28.7M | 0.05% |
+2,491,600
| New | +$28.7M |
|
252
NOV
NOV
$4.95B
| $28.4M | 0.05% |
+457,559
| New | +$28.4M |
|
253
Meta Platforms (Facebook)
META
$1.89T
| $28.1M | 0.05% |
+1,128,501
| New | +$28.1M |
|
254
Financial Select Sector SPDR Fund
XLF
$53.2B
| $28M | 0.05% |
+1,640,024
| New | +$28M |
|
|
SAAS
255
DELISTED
inContact, Inc.
SAAS
| $27.8M | 0.05% |
+3,377,508
| New | +$27.8M |
|
256
iShares TIPS Bond ETF
TIP
$13.6B
| $27.4M | 0.05% |
+244,937
| New | +$27.4M |
|
257
Corning
GLW
$61B
| $26.6M | 0.05% |
+1,866,871
| New | +$26.6M |
|
258
IAMGOLD
IAG
$5.7B
| $26.4M | 0.05% |
+6,105,004
| New | +$26.4M |
|
259
WisdomTree International SmallCap Dividend Fund
DLS
$1.04B
| $26.3M | 0.05% |
+504,113
| New | +$26.3M |
|
260
General Dynamics
GD
$86.8B
| $26.3M | 0.05% |
+335,424
| New | +$26.3M |
|
261
Regal Rexnord
RRX
$9.66B
| $26.3M | 0.05% |
+405,172
| New | +$26.3M |
|
262
Duke Energy
DUK
$93.8B
| $26.2M | 0.05% |
+388,704
| New | +$26.2M |
|
263
Snap-on
SNA
$17.1B
| $26M | 0.05% |
+291,309
| New | +$26M |
|
264
CSX Corp
CSX
$60.6B
| $25.8M | 0.05% |
+3,340,941
| New | +$25.8M |
|
|
PARA
265
DELISTED
Paramount Global Class B
PARA
| $25.8M | 0.05% |
+528,113
| New | +$25.8M |
|
266
BWX Technologies
BWXT
$15B
| $25.5M | 0.05% |
+1,184,816
| New | +$25.5M |
|
267
Automatic Data Processing
ADP
$120B
| $25.1M | 0.04% |
+414,560
| New | +$25.1M |
|
268
TE Connectivity
TEL
$61.7B
| $25M | 0.04% |
+547,967
| New | +$25M |
|
269
Trip.com Group
TCOM
$47.6B
| $24.7M | 0.04% |
+1,515,586
| New | +$24.7M |
|
270
SPDR Dow Jones Industrial Average ETF Trust
DIA
$39.8B
| $24.6M | 0.04% |
+165,899
| New | +$24.6M |
|
271
iShares Preferred and Income Securities ETF
PFF
$14.5B
| $24.3M | 0.04% |
+617,364
| New | +$24.3M |
|
|
LLTC
272
DELISTED
Linear Technology Corp
LLTC
| $24.2M | 0.04% |
+655,617
| New | +$24.2M |
|
273
AXIS Capital
AXS
$7.62B
| $24.1M | 0.04% |
+526,919
| New | +$24.1M |
|
274
Dollar Tree
DLTR
$20.6B
| $24.1M | 0.04% |
+474,507
| New | +$24.1M |
|
275
Tapestry
TPR
$21.7B
| $24M | 0.04% |
+420,391
| New | +$24M |
|