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 | |
|---|---|---|---|---|---|---|
551
CenterPoint Energy
CNP
$24.6B
| $7.41M | 0.01% |
+315,234
| New | +$7.41M |
|
552
PPL Corp
PPL
$26.4B
| $7.31M | 0.01% |
+259,232
| New | +$7.31M |
|
|
WPZ
553
DELISTED
WILLIAMS PARTNERS L.P. COM UTS REPTG L.P. INT
WPZ
| $7.28M | 0.01% |
+149,823
| New | +$7.28M |
|
|
BIOL
554
DELISTED
Biolase, Inc.
BIOL
| $7.28M | 0.01% |
+166
| New | +$7.28M |
|
555
Encompass Health
EHC
$12.5B
| $7.28M | 0.01% |
+317,621
| New | +$7.28M |
|
556
UDR
UDR
$12.7B
| $7.27M | 0.01% |
+285,272
| New | +$7.27M |
|
557
Devon Energy
DVN
$22.4B
| $7.25M | 0.01% |
+139,657
| New | +$7.25M |
|
558
Camden Property Trust
CPT
$11.7B
| $7.24M | 0.01% |
+104,664
| New | +$7.24M |
|
559
Invesco
IVZ
$9.89B
| $7.23M | 0.01% |
+227,347
| New | +$7.23M |
|
560
CMS Energy
CMS
$21.3B
| $7.22M | 0.01% |
+265,549
| New | +$7.22M |
|
561
ACI Worldwide
ACIW
$5.18B
| $7.2M | 0.01% |
+464,808
| New | +$7.2M |
|
562
Manitowoc
MTW
$356M
| $7.19M | 0.01% |
+443,184
| New | +$7.19M |
|
|
QEP
563
DELISTED
QEP RESOURCES, INC.
QEP
| $7.18M | 0.01% |
+258,435
| New | +$7.18M |
|
|
ARUN
564
DELISTED
ARUBA NETWORKS, INC.
ARUN
| $7.15M | 0.01% |
+465,667
| New | +$7.15M |
|
565
iShares Intermediate Government/Credit Bond ETF
GVI
$3.55B
| $7.14M | 0.01% |
+65,025
| New | +$7.14M |
|
566
Amphenol
APH
$146B
| $7.11M | 0.01% |
+729,616
| New | +$7.11M |
|
567
Annaly Capital Management
NLY
$14.3B
| $7.1M | 0.01% |
+141,249
| New | +$7.1M |
|
568
LyondellBasell Industries
LYB
$17.6B
| $7.08M | 0.01% |
+106,812
| New | +$7.08M |
|
|
PX
569
DELISTED
Praxair Inc
PX
| $7.07M | 0.01% |
+61,424
| New | +$7.07M |
|
570
Option Care Health
OPCH
$4.66B
| $7.06M | 0.01% |
+106,909
| New | +$7.06M |
|
571
Texas Instruments
TXN
$168B
| $7.05M | 0.01% |
+202,373
| New | +$7.05M |
|
572
Vale
VALE
$44.6B
| $7.01M | 0.01% |
+532,705
| New | +$7.01M |
|
573
CEVA Inc
CEVA
$544M
| $6.98M | 0.01% |
+360,383
| New | +$6.98M |
|
|
TEAR
574
DELISTED
TearLab Corporation
TEAR
| $6.96M | 0.01% |
+65,583
| New | +$6.96M |
|
575
Watsco
WSO
$15.9B
| $6.88M | 0.01% |
+81,953
| New | +$6.88M |
|