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 | |
|---|---|---|---|---|---|---|
|
GRA
476
DELISTED
W.R. Grace & Co.
GRA
| $9.64M | 0.02% |
+114,685
| New | +$9.64M |
|
477
Western Union
WU
$2.79B
| $9.56M | 0.02% |
+558,950
| New | +$9.56M |
|
478
iShares Russell 2000 Value ETF
IWN
$11.8B
| $9.54M | 0.02% |
+111,056
| New | +$9.54M |
|
|
INN
479
Summit Hotel Properties
INN
$608M
| $9.39M | 0.02% |
+993,395
| New | +$9.39M |
|
480
Unilever
UL
$155B
| $9.36M | 0.02% |
+231,486
| New | +$9.36M |
|
|
ESV
481
DELISTED
Ensco Rowan plc
ESV
| $9.35M | 0.02% |
+40,223
| New | +$9.35M |
|
482
Teva Pharmaceuticals
TEVA
$22.6B
| $9.32M | 0.02% |
+237,836
| New | +$9.32M |
|
483
VF Corp
VFC
$5.95B
| $9.32M | 0.02% |
+205,055
| New | +$9.32M |
|
484
Lithia Motors
LAD
$8.71B
| $9.31M | 0.02% |
+174,646
| New | +$9.31M |
|
485
Leggett & Platt
LEG
$1.38B
| $9.25M | 0.02% |
+297,431
| New | +$9.25M |
|
486
Ventas
VTR
$30.9B
| $9.17M | 0.02% |
+115,663
| New | +$9.17M |
|
487
Insulet
PODD
$24.6B
| $9.16M | 0.02% |
+291,688
| New | +$9.16M |
|
488
TriMas Corp
TRS
$1.59B
| $9.15M | 0.02% |
+308,051
| New | +$9.15M |
|
489
Edison International
EIX
$21.1B
| $9.07M | 0.02% |
+188,317
| New | +$9.07M |
|
490
Pacira BioSciences
PCRX
$1.2B
| $9.05M | 0.02% |
+312,008
| New | +$9.05M |
|
491
Macerich
MAC
$4.68B
| $9.04M | 0.02% |
+148,199
| New | +$9.04M |
|
492
Verisk Analytics
VRSK
$38.1B
| $8.98M | 0.02% |
+150,316
| New | +$8.98M |
|
493
Northern Trust
NTRS
$24.3B
| $8.97M | 0.02% |
+154,953
| New | +$8.97M |
|
494
iShares Russell Mid-Cap Growth ETF
IWP
$20.6B
| $8.9M | 0.02% |
+247,994
| New | +$8.9M |
|
495
Materials Select Sector SPDR Fund
XLB
$5.43B
| $8.84M | 0.02% |
+230,554
| New | +$8.84M |
|
|
THOR
496
DELISTED
THORATEC CORPORATION
THOR
| $8.8M | 0.02% |
+281,200
| New | +$8.8M |
|
497
APA Corp
APA
$7.75B
| $8.75M | 0.02% |
+104,322
| New | +$8.75M |
|
|
TFM
498
DELISTED
THE FRESH MARKET, INC COM STK
TFM
| $8.73M | 0.02% |
+175,639
| New | +$8.73M |
|
|
ABCO
499
DELISTED
Advisory Board Co/The
ABCO
| $8.72M | 0.02% |
+159,479
| New | +$8.72M |
|
500
Motorola Solutions
MSI
$79.6B
| $8.68M | 0.02% |
+150,424
| New | +$8.68M |
|