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 |
Apple
AAPL
|
+$750M |
| 2 |
Amazon
AMZN
|
+$340M |
| 3 |
Advanced Micro Devices
AMD
|
+$325M |
| 4 |
NVIDIA
NVDA
|
+$246M |
| 5 |
Royal Bank of Canada
RY
|
+$232M |
Top Sells
| 1 |
Enbridge
ENB
|
+$709M |
| 2 |
Tesla
TSLA
|
+$512M |
| 3 |
Vanguard S&P 500 ETF
VOO
|
+$413M |
| 4 |
Microsoft
MSFT
|
+$306M |
| 5 |
Canadian Natural Resources
CNQ
|
+$277M |
Sector Composition
| 1 | Financials | 26.37% |
| 2 | Technology | 16.74% |
| 3 | Communication Services | 9.43% |
| 4 | Industrials | 9.11% |
| 5 | Consumer Discretionary | 8.4% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
251
Snap-on
SNA
$17.1B
| $92.1M | 0.06% |
393,155
-29,474
| -7% | -$6.91M |
|
252
Tractor Supply
TSCO
$31.8B
| $91.9M | 0.06% |
2,602,430
-493,305
| -16% | -$17.4M |
|
253
Equinix
EQIX
$74.9B
| $91.4M | 0.06% |
132,963
-6,883
| -5% | -$4.73M |
|
254
CAE Inc
CAE
$8.54B
| $91.1M | 0.06% |
3,020,379
+195,886
| +7% | +$5.91M |
|
255
Deckers Outdoor
DECK
$17.9B
| $90.4M | 0.06% |
1,611,720
-24,582
| -2% | -$1.38M |
|
256
Zoetis
ZTS
$67.3B
| $90.4M | 0.06% |
565,012
-52,002
| -8% | -$8.32M |
|
257
Principal Financial Group
PFG
$17.8B
| $90.3M | 0.06% |
1,470,862
+67,194
| +5% | +$4.13M |
|
258
RB Global
RBA
$21.5B
| $90.2M | 0.06% |
1,464,949
-361,282
| -20% | -$22.2M |
|
259
Lennar Class A
LEN
$36.9B
| $90.1M | 0.06% |
909,771
-32,954
| -3% | -$3.26M |
|
260
C.H. Robinson
CHRW
$14.9B
| $89M | 0.06% |
921,966
-416,103
| -31% | -$40.2M |
|
261
VF Corp
VFC
$6.08B
| $88.9M | 0.06% |
1,069,602
+204,908
| +24% | +$17M |
|
262
B2Gold
BTG
$5.68B
| $88.8M | 0.06% |
18,944,252
+947,234
| +5% | +$4.44M |
|
263
KeyCorp
KEY
$21B
| $88.7M | 0.06% |
4,364,607
-212,927
| -5% | -$4.33M |
|
264
Wayfair
W
$11.3B
| $88.4M | 0.06% |
266,153
-44,053
| -14% | -$14.6M |
|
265
A.O. Smith
AOS
$10.3B
| $88.3M | 0.06% |
1,321,295
+206,708
| +19% | +$13.8M |
|
266
Fifth Third Bancorp
FITB
$30.1B
| $86.6M | 0.06% |
2,270,761
-348,775
| -13% | -$13.3M |
|
267
FedEx
FDX
$53.1B
| $86.5M | 0.06% |
304,138
-213,460
| -41% | -$60.7M |
|
268
Cadence Design Systems
CDNS
$98.3B
| $86.1M | 0.06% |
591,875
-110,217
| -16% | -$16M |
|
|
269
Vanguard S&P 500 ETF
VOO
$730B
| $86M | 0.06% |
229,097
-1,098,776
| -83% | -$413M |
|
270
Chegg
CHGG
$169M
| $85.8M | 0.06% |
956,577
+245,652
| +35% | +$22M |
|
271
Fidelity National Information Services
FIS
$36B
| $85.2M | 0.06% |
572,070
-269,760
| -32% | -$40.2M |
|
272
International Paper
IP
$25B
| $84.9M | 0.06% |
1,641,564
+184,015
| +13% | +$9.52M |
|
273
CBRE Group
CBRE
$48.7B
| $84.7M | 0.06% |
1,075,555
-106,711
| -9% | -$8.41M |
|
274
Mondelez International
MDLZ
$80.1B
| $84.3M | 0.05% |
1,429,518
-240,264
| -14% | -$14.2M |
|
275
Best Buy
BBY
$16.3B
| $83.3M | 0.05% |
696,120
+13,410
| +2% | +$1.6M |
|