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 | |
|---|---|---|---|---|---|---|
276
Accenture
ACN
$159B
| $23.7M | 0.04% |
+329,331
| New | +$23.7M |
|
|
AT
277
DELISTED
Atlantic Power Corporation
AT
| $23.6M | 0.04% |
+5,995,558
| New | +$23.6M |
|
|
WDR
278
DELISTED
Waddell & Reed Financial, Inc.
WDR
| $23.6M | 0.04% |
+542,201
| New | +$23.6M |
|
279
Vanguard Growth ETF
VUG
$186B
| $23.5M | 0.04% |
+300,700
| New | +$23.5M |
|
|
BXE
280
DELISTED
Bellatrix Exploration Ltd.
BXE
| $23.4M | 0.04% |
+769,734
| New | +$23.4M |
|
|
ACAT
281
DELISTED
Arctic Cat Inc
ACAT
| $22.9M | 0.04% |
+509,899
| New | +$22.9M |
|
282
Honeywell
HON
$136B
| $22.9M | 0.04% |
+302,584
| New | +$22.9M |
|
283
Mastercard
MA
$528B
| $22.8M | 0.04% |
+396,380
| New | +$22.8M |
|
284
lululemon athletica
LULU
$19.9B
| $22.7M | 0.04% |
+346,955
| New | +$22.7M |
|
285
Humana
HUM
$37B
| $22.6M | 0.04% |
+267,620
| New | +$22.6M |
|
286
Consumers Staples Select Sector SPDR Fund
XLP
$15.8B
| $22.5M | 0.04% |
+566,151
| New | +$22.5M |
|
287
Regions Financial
RF
$24.1B
| $22.1M | 0.04% |
+2,322,643
| New | +$22.1M |
|
288
Moody's
MCO
$89.5B
| $21.9M | 0.04% |
+359,923
| New | +$21.9M |
|
289
Stantec
STN
$12.3B
| $21.9M | 0.04% |
+1,035,120
| New | +$21.9M |
|
290
iShares Core US Aggregate Bond ETF
AGG
$131B
| $21.8M | 0.04% |
+203,630
| New | +$21.8M |
|
291
Illinois Tool Works
ITW
$77.6B
| $21.8M | 0.04% |
+315,411
| New | +$21.8M |
|
292
General Mills
GIS
$27B
| $21.7M | 0.04% |
+447,712
| New | +$21.7M |
|
293
C.H. Robinson
CHRW
$14.9B
| $21.5M | 0.04% |
+382,667
| New | +$21.5M |
|
294
SPDR S&P Dividend ETF
SDY
$20.5B
| $21.4M | 0.04% |
+322,688
| New | +$21.4M |
|
|
ENT
295
DELISTED
Global Eagle Entertainment Inc.
ENT
| $21.1M | 0.04% |
+83,798
| New | +$21.1M |
|
|
ACTA
296
DELISTED
Actua Corporation
ACTA
| $20.9M | 0.04% |
+1,833,591
| New | +$20.9M |
|
297
Vanguard Extended Market ETF
VXF
$24.1B
| $20.7M | 0.04% |
+296,972
| New | +$20.7M |
|
298
MGM Resorts International
MGM
$9.98B
| $20.7M | 0.04% |
+1,400,479
| New | +$20.7M |
|
299
Ford
F
$46.7B
| $20.6M | 0.04% |
+1,332,408
| New | +$20.6M |
|
|
PL
300
DELISTED
PROTECTIVE LIFE CORP
PL
| $20.5M | 0.04% |
+533,529
| New | +$20.5M |
|