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 | +$758M | |
| 2 | +$527M | |
| 3 | +$493M | |
| 4 |
iShares 20+ Year Treasury Bond ETF
TLT
|
+$423M |
| 5 |
Strategy Inc
MSTR
|
+$297M |
Top Sells
| 1 | +$2.94B | |
| 2 | +$1.49B | |
| 3 | +$1.17B | |
| 4 |
Canadian Imperial Bank of Commerce
CM
|
+$978M |
| 5 |
Mastercard
MA
|
+$787M |
Sector Composition
| 1 | Financials | 22.52% |
| 2 | Technology | 21.74% |
| 3 | Communication Services | 8.95% |
| 4 | Industrials | 7.3% |
| 5 | Consumer Discretionary | 6.51% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
3251
SP Funds S&P 500 Sharia ETF
SPUS
$1.61B
| – | – |
-4,300
|
|
||
3252
ProShares UltraPro Short QQQ
SQQQ
$2B
| – | – |
-5
|
|
||
3253
ProShares Ultra S&P500
SSO
$7.6B
| – | – |
-425
|
|
||
3254
STAAR Surgical
STAA
$1.27B
| – | – |
-11,230
|
|
||
3255
Stem
STEM
$250M
| – | – |
-10
|
|
||
3256
Star Holdings Shares of Beneficial Interest
STHO
$101M
| – | – |
-15,549
|
|
||
|
SVC
3257
Service Properties Trust
SVC
$382M
| – | – |
-27,150
|
|
||
3258
Triumph Financial Inc
TFIN
$1.14B
| – | – |
-3,562
|
|
||
3259
Treasure Global
TGL
$3.78M
| – | – |
-200
|
|
||
3260
Treehouse Foods
THS
$971M
| – | – |
-8,010
|
|