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 |
SPDR S&P 500 ETF Trust
SPY
|
$488M |
| 2 |
Blackstone
BX
|
$310M |
| 3 |
AABA
Altaba Inc. Common Stock
AABA
|
$299M |
| 4 |
SPDR Gold Trust
GLD
|
$242M |
| 5 |
Eli Lilly
LLY
|
$180M |
Top Sells
| 1 |
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
|
$385M |
| 2 |
Enterprise Products Partners
EPD
|
$278M |
| 3 |
Merck
MRK
|
$275M |
| 4 |
CTXS
Citrix Systems Inc
CTXS
|
$271M |
| 5 |
Royal Bank of Canada
RY
|
$233M |
Sector Composition
| 1 | Financials | 27.4% |
| 2 | Technology | 9.96% |
| 3 | Energy | 9.93% |
| 4 | Industrials | 8.56% |
| 5 | Communication Services | 8.19% |
