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 | |
|---|---|---|---|---|---|---|
451
Nice
NICE
$8.83B
| $10.6M | 0.02% |
+287,418
| New | +$10.6M |
|
452
Novartis
NVS
$249B
| $10.6M | 0.02% |
+167,300
| New | +$10.6M |
|
453
Lincoln National
LNC
$7.9B
| $10.5M | 0.02% |
+287,163
| New | +$10.5M |
|
|
AKRX
454
DELISTED
Akorn, Inc.
AKRX
| $10.4M | 0.02% |
+771,337
| New | +$10.4M |
|
|
RDS.A
455
DELISTED
Royal Dutch Shell PLC ADS Class A
RDS.A
| $10.4M | 0.02% |
+163,107
| New | +$10.4M |
|
|
QVCGA
456
QVC Group, Inc. Series A Common Stock
QVCGA
$79M
| $10.4M | 0.02% |
+10,991
| New | +$10.4M |
|
457
KeyCorp
KEY
$21B
| $10.4M | 0.02% |
+938,149
| New | +$10.4M |
|
458
iShares Russell Mid-Cap ETF
IWR
$44.5B
| $10.3M | 0.02% |
+317,388
| New | +$10.3M |
|
459
DexCom
DXCM
$30.6B
| $10.3M | 0.02% |
+1,832,616
| New | +$10.3M |
|
460
Cardinal Health
CAH
$35.9B
| $10.3M | 0.02% |
+217,785
| New | +$10.3M |
|
461
SPDR MSCI ACWI ex-US ETF
CWI
$1.99B
| $10.2M | 0.02% |
+491,697
| New | +$10.2M |
|
|
TNGO
462
DELISTED
Tangoe, Inc.
TNGO
| $10.1M | 0.02% |
+657,663
| New | +$10.1M |
|
463
Capital One
COF
$141B
| $10.1M | 0.02% |
+161,456
| New | +$10.1M |
|
464
iShares US Healthcare ETF
IYH
$2.79B
| $10.1M | 0.02% |
+504,705
| New | +$10.1M |
|
465
iShares S&P 100 ETF
OEF
$22.3B
| $10.1M | 0.02% |
+140,090
| New | +$10.1M |
|
466
Sonic Automotive
SAH
$2.83B
| $9.95M | 0.02% |
+470,697
| New | +$9.95M |
|
467
M&T Bank
MTB
$31.1B
| $9.91M | 0.02% |
+88,662
| New | +$9.91M |
|
468
Eaton
ETN
$136B
| $9.84M | 0.02% |
+149,569
| New | +$9.84M |
|
469
Enerpac Tool Group
EPAC
$2.29B
| $9.8M | 0.02% |
+297,372
| New | +$9.8M |
|
|
DISCA
470
DELISTED
Discovery, Inc. Series A Common Stock
DISCA
| $9.8M | 0.02% |
+248,189
| New | +$9.8M |
|
471
Check Point Software Technologies
CHKP
$21.1B
| $9.79M | 0.02% |
+197,024
| New | +$9.79M |
|
472
Archer Daniels Midland
ADM
$29.9B
| $9.78M | 0.02% |
+288,397
| New | +$9.78M |
|
473
B2Gold
BTG
$5.6B
| $9.77M | 0.02% |
+4,587,927
| New | +$9.77M |
|
|
CA
474
DELISTED
CA, Inc.
CA
| $9.71M | 0.02% |
+339,181
| New | +$9.71M |
|
475
Salesforce
CRM
$240B
| $9.65M | 0.02% |
+252,784
| New | +$9.65M |
|