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 |
Burford Capital
BUR
|
+$4.1B |
| 2 |
Tesla
TSLA
|
+$1.59B |
| 3 |
Alphabet (Google) Class A
GOOGL
|
+$933M |
| 4 |
Apple
AAPL
|
+$495M |
| 5 |
Snowflake
SNOW
|
+$378M |
Top Sells
| 1 |
Alibaba
BABA
|
+$1.83B |
| 2 |
Chipotle Mexican Grill
CMG
|
+$1.61B |
| 3 |
SPDR S&P 500 ETF Trust
SPY
|
+$1.32B |
| 4 |
Toronto Dominion Bank
TD
|
+$1.14B |
| 5 |
Indivior
INDV
|
+$701M |
Sector Composition
| 1 | Communication Services | 24.26% |
| 2 | Consumer Discretionary | 20.36% |
| 3 | Technology | 15.82% |
| 4 | Financials | 14.17% |
| 5 | Industrials | 4.33% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
2751
AvidXchange
AVDX
$2.06B
| $146K | ﹤0.01% |
12,120
| – | – |
|
2752
KraneShares Electric Vehicles and Future Mobility Index ETF
KARS
$77.2M
| $146K | ﹤0.01% |
6,861
-64,778
| -90% | -$1.38M |
|
|
EMCG
2753
DELISTED
Embrace Change Acquisition Corp
EMCG
| $144K | ﹤0.01% |
+12,808
| New | +$144K |
|
2754
RPC Inc
RES
$986M
| $143K | ﹤0.01% |
22,347
-7,900
| -26% | -$50.6K |
|
2755
Eastern Bankshares
EBC
$3.46B
| $143K | ﹤0.01% |
+10,201
| New | +$143K |
|
2756
Franklin FTSE Latin America
FLLA
$38.8M
| $142K | ﹤0.01% |
6,800
-32,527
| -83% | -$680K |
|
|
GXDW
2757
Global X Funds Global X Dorsey Wright Thematic ETF
GXDW
$10.9M
| $142K | ﹤0.01% |
6,064
-9,536
| -61% | -$223K |
|
2758
Sibanye-Stillwater
SBSW
$6.17B
| $142K | ﹤0.01% |
26,948
-1,558
| -5% | -$8.2K |
|
2759
BCB Bancorp
BCBP
$148M
| $142K | ﹤0.01% |
+11,080
| New | +$142K |
|
2760
Airgain
AIRG
$48.9M
| $142K | ﹤0.01% |
21,500
| – | – |
|
2761
ON24
ONTF
$232M
| $142K | ﹤0.01% |
+23,553
| New | +$142K |
|
2762
Innovator International Developed Power Buffer ETF April
IAPR
$238M
| $141K | ﹤0.01% |
5,200
+2,200
| +73% | +$59.8K |
|
2763
WisdomTree US LargeCap Dividend Fund
DLN
$5.31B
| $141K | ﹤0.01% |
1,923
-560
| -23% | -$41.2K |
|
2764
American Axle
AXL
$697M
| $141K | ﹤0.01% |
19,810
+805
| +4% | +$5.72K |
|
2765
Twin Disc
TWIN
$187M
| $141K | ﹤0.01% |
+11,492
| New | +$141K |
|
2766
WisdomTree Europe Hedged Equity Fund
HEDJ
$1.81B
| $140K | ﹤0.01% |
3,004
-916
| -23% | -$42.8K |
|
2767
ReNew
RNW
$2.76B
| $140K | ﹤0.01% |
21,276
-7,000
| -25% | -$46.1K |
|
2768
VanEck Vietnam ETF
VNM
$586M
| $140K | ﹤0.01% |
7,420
-2,183
| -23% | -$41.2K |
|
2769
Payoneer
PAYO
$2.34B
| $139K | ﹤0.01% |
24,955
+800
| +3% | +$4.47K |
|
|
WSR
2770
Whitestone REIT
WSR
$664M
| $139K | ﹤0.01% |
+10,469
| New | +$139K |
|
2771
Farmers National Banc Corp
FMNB
$554M
| $139K | ﹤0.01% |
+11,081
| New | +$139K |
|
2772
Opendoor
OPEN
$6.68B
| $139K | ﹤0.01% |
75,140
+3,378
| +5% | +$6.25K |
|
2773
Black Diamond Therapeutics
BDTX
$185M
| $139K | ﹤0.01% |
+28,593
| New | +$139K |
|
2774
CoreCivic
CXW
$2.26B
| $139K | ﹤0.01% |
10,637
+520
| +5% | +$6.78K |
|
2775
iShares Currency Hedged MSCI Eurozone ETF
HEZU
$678M
| $138K | ﹤0.01% |
3,727
-1,100
| -23% | -$40.8K |
|