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
|
$907K |
| 2 |
Toronto Dominion Bank
TD
|
$890K |
| 3 |
Royal Bank of Canada
RY
|
$868K |
| 4 |
Invesco QQQ Trust
QQQ
|
$589K |
| 5 |
Brookfield
BN
|
$479K |
Top Sells
| 1 |
Alphabet (Google) Class A
GOOGL
|
$5.36M |
| 2 |
Amazon
AMZN
|
$3.78M |
| 3 |
Apple
AAPL
|
$3.39M |
| 4 |
Meta Platforms (Facebook)
META
|
$1.1M |
| 5 |
Alibaba
BABA
|
$964K |
Sector Composition
| 1 | Communication Services | 23.73% |
| 2 | Financials | 17.39% |
| 3 | Consumer Discretionary | 16.47% |
| 4 | Technology | 11.56% |
| 5 | Industrials | 5.69% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
251
Mondelez International
MDLZ
$79.9B
| $74.7K | 0.03% |
1,280,907
-108,850
| -8% | -$6.35K |
|
|
ZEN
252
DELISTED
ZENDESK INC
ZEN
| $74.4K | 0.03% |
971,063
+142,544
| +17% | +$10.9K |
|
253
Intuit
INTU
$188B
| $73.5K | 0.03% |
184,838
-41,572
| -18% | -$16.5K |
|
254
Technology Select Sector SPDR Fund
XLK
$84.1B
| $72.5K | 0.03% |
542,026
-79,064
| -13% | -$10.6K |
|
255
Becton Dickinson
BDX
$55.1B
| $71.9K | 0.03% |
315,414
-34,707
| -10% | -$7.92K |
|
256
Amphenol
APH
$135B
| $71.7K | 0.03% |
2,108,790
-21,112
| -1% | -$718 |
|
257
Kimberly-Clark
KMB
$43.1B
| $71.3K | 0.03% |
523,078
-12,899
| -2% | -$1.76K |
|
|
FRC
258
DELISTED
First Republic Bank
FRC
| $70.5K | 0.03% |
518,269
+74,111
| +17% | +$10.1K |
|
259
Bunge Global
BG
$16.9B
| $70K | 0.03% |
719,456
+9,360
| +1% | +$911 |
|
260
Ameriprise Financial
AMP
$46.1B
| $68.9K | 0.03% |
266,998
-11,887
| -4% | -$3.07K |
|
261
Brookfield Infrastructure
BIPC
$4.75B
| $67.6K | 0.03% |
1,427,026
+132,629
| +10% | +$6.29K |
|
262
Enphase Energy
ENPH
$5.18B
| $67.5K | 0.03% |
235,911
+73,829
| +46% | +$21.1K |
|
263
HCA Healthcare
HCA
$98.5B
| $66.7K | 0.03% |
353,001
+29,078
| +9% | +$5.5K |
|
264
TELUS International
TIXT
$1.25B
| $66.4K | 0.03% |
2,383,329
+1,291,469
| +118% | +$36K |
|
265
McKesson
MCK
$85.5B
| $66.3K | 0.03% |
192,052
-21,730
| -10% | -$7.5K |
|
266
Progressive
PGR
$143B
| $66.1K | 0.03% |
557,224
-23,360
| -4% | -$2.77K |
|
267
MetLife
MET
$52.9B
| $65.8K | 0.03% |
1,036,917
+139,027
| +15% | +$8.83K |
|
268
Middleby
MIDD
$7.32B
| $65.4K | 0.03% |
451,222
-13,859
| -3% | -$2.01K |
|
269
Eaton
ETN
$136B
| $65K | 0.03% |
482,381
+75,864
| +19% | +$10.2K |
|
270
Energy Transfer Partners
ET
$59.7B
| $64.9K | 0.03% |
5,497,299
-7,675,383
| -58% | -$90.6K |
|
271
Novo Nordisk
NVO
$245B
| $64.2K | 0.03% |
1,277,826
-125,224
| -9% | -$6.29K |
|
272
Marriott International Class A Common Stock
MAR
$71.9B
| $64K | 0.03% |
450,491
-69,587
| -13% | -$9.89K |
|
273
BHP
BHP
$138B
| $63.1K | 0.03% |
1,192,159
+834,544
| +233% | +$44.1K |
|
274
Ford
F
$46.7B
| $62.9K | 0.03% |
3,967,548
+300,079
| +8% | +$4.76K |
|
275
KLA
KLAC
$119B
| $62.7K | 0.03% |
181,233
-11,081
| -6% | -$3.83K |
|