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 |
Tesla
TSLA
|
+$1.29B |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
+$1.2B |
| 3 |
Amazon
AMZN
|
+$812M |
| 4 |
Enbridge
ENB
|
+$695M |
| 5 |
iShares Core S&P 500 ETF
IVV
|
+$635M |
Top Sells
| 1 |
Apple
AAPL
|
+$352M |
| 2 |
iShares US Medical Devices ETF
IHI
|
+$144M |
| 3 |
Sea Limited
SE
|
+$131M |
| 4 |
SPLK
Splunk Inc
SPLK
|
+$130M |
| 5 |
Hilton Grand Vacations
HGV
|
+$109M |
Sector Composition
| 1 | Financials | 23.77% |
| 2 | Technology | 16.96% |
| 3 | Communication Services | 8.91% |
| 4 | Consumer Discretionary | 8.52% |
| 5 | Industrials | 8.08% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
576
Western Alliance Bancorporation
WAL
$9.8B
| $37.4M | 0.02% |
367,147
-4,464
| -1% | -$455K |
|
577
Ally Financial
ALLY
$12.7B
| $37.4M | 0.02% |
743,493
+382,170
| +106% | +$19.2M |
|
578
Harley-Davidson
HOG
$3.65B
| $37.3M | 0.02% |
809,109
+752,040
| +1,318% | +$34.7M |
|
579
iShares Silver Trust
SLV
$20.2B
| $37.2M | 0.02% |
1,534,553
+1,451,384
| +1,745% | +$35.2M |
|
580
Domino's
DPZ
$15.3B
| $37.2M | 0.02% |
80,043
+7,285
| +10% | +$3.39M |
|
581
Booz Allen Hamilton
BAH
$12.6B
| $37.1M | 0.02% |
432,051
+297,747
| +222% | +$25.6M |
|
582
Old Dominion Freight Line
ODFL
$30.7B
| $36.8M | 0.02% |
288,548
+92,700
| +47% | +$11.8M |
|
583
Seagate
STX
$41.1B
| $36.7M | 0.02% |
418,199
+31,122
| +8% | +$2.73M |
|
584
iShares Global REIT ETF
REET
$3.87B
| $36.6M | 0.02% |
+1,300,043
| New | +$36.6M |
|
585
Jacobs Solutions
J
$17.3B
| $36.5M | 0.02% |
334,702
+39,929
| +14% | +$4.35M |
|
586
Molina Healthcare
MOH
$9.71B
| $36.4M | 0.02% |
141,491
+551
| +0.4% | +$142K |
|
587
TransUnion
TRU
$17.5B
| $36.2M | 0.02% |
330,608
+189,702
| +135% | +$20.8M |
|
588
Neurocrine Biosciences
NBIX
$14B
| $36.2M | 0.02% |
361,459
+8,024
| +2% | +$804K |
|
589
Vale
VALE
$44.8B
| $36.2M | 0.02% |
1,590,868
+171,007
| +12% | +$3.89M |
|
590
DoorDash
DASH
$110B
| $36.2M | 0.02% |
196,499
+175,194
| +822% | +$32.2M |
|
591
Interactive Brokers
IBKR
$27.8B
| $36.2M | 0.02% |
2,181,872
+2,158,024
| +9,049% | +$35.8M |
|
592
Wintrust Financial
WTFC
$9.17B
| $36.1M | 0.02% |
464,453
+160,468
| +53% | +$12.5M |
|
593
McCormick & Company Non-Voting
MKC
$18.4B
| $36.1M | 0.02% |
410,290
+120,043
| +41% | +$10.6M |
|
594
Eastman Chemical
EMN
$7.47B
| $36M | 0.02% |
309,798
+99,180
| +47% | +$11.5M |
|
595
PACCAR
PCAR
$51.8B
| $36M | 0.02% |
609,302
+5,307
| +0.9% | +$314K |
|
596
Bio-Techne
TECH
$7.93B
| $36M | 0.02% |
320,456
+59,224
| +23% | +$6.65M |
|
597
Vanguard Short-Term Bond ETF
BSV
$38.5B
| $36M | 0.02% |
436,286
+421,720
| +2,895% | +$34.8M |
|
598
Veeva Systems
VEEV
$45B
| $35.8M | 0.02% |
111,636
+40,163
| +56% | +$12.9M |
|
599
Teva Pharmaceuticals
TEVA
$22.4B
| $35.5M | 0.02% |
3,462,376
+3,205,928
| +1,250% | +$32.9M |
|
600
iShares Russell Mid-Cap ETF
IWR
$44.5B
| $35.5M | 0.02% |
446,766
+431,830
| +2,891% | +$34.3M |
|