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 | |
|---|---|---|---|---|---|---|
626
IDEX
IEX
$12.1B
| $5.57M | 0.01% |
+103,565
| New | +$5.57M |
|
627
Geospace Technologies
GEOS
$211M
| $5.57M | 0.01% |
+80,661
| New | +$5.57M |
|
628
Eversource Energy
ES
$23.8B
| $5.53M | 0.01% |
+131,489
| New | +$5.53M |
|
|
IM
629
DELISTED
Ingram Micro
IM
| $5.51M | 0.01% |
+290,261
| New | +$5.51M |
|
630
Hologic
HOLX
$14.6B
| $5.49M | 0.01% |
+284,500
| New | +$5.49M |
|
631
Reliance Steel & Aluminium
RS
$15.4B
| $5.47M | 0.01% |
+83,493
| New | +$5.47M |
|
632
iShares S&P Small-Cap 600 Value ETF
IJS
$6.59B
| $5.43M | 0.01% |
+116,250
| New | +$5.43M |
|
633
Hasbro
HAS
$10.9B
| $5.43M | 0.01% |
+121,094
| New | +$5.43M |
|
634
Sandstorm Gold
SAND
$3.4B
| $5.43M | 0.01% |
+927,809
| New | +$5.43M |
|
|
CTB
635
DELISTED
Cooper Tire & Rubber Co.
CTB
| $5.43M | 0.01% |
+163,620
| New | +$5.43M |
|
636
8x8 Inc
EGHT
$285M
| $5.42M | 0.01% |
+658,084
| New | +$5.42M |
|
|
CERN
637
DELISTED
Cerner Corp
CERN
| $5.42M | 0.01% |
+225,690
| New | +$5.42M |
|
638
General Motors
GM
$54.6B
| $5.41M | 0.01% |
+162,489
| New | +$5.41M |
|
639
Cadence Design Systems
CDNS
$92.2B
| $5.4M | 0.01% |
+372,883
| New | +$5.4M |
|
640
Invesco MSCI Global Timber ETF
CUT
$44.1M
| $5.39M | 0.01% |
+248,450
| New | +$5.39M |
|
641
Transocean
RIG
$3.06B
| $5.38M | 0.01% |
+112,138
| New | +$5.38M |
|
642
Marriott International Class A Common Stock
MAR
$71.2B
| $5.37M | 0.01% |
+132,910
| New | +$5.37M |
|
|
IPXL
643
DELISTED
Impax Laboratories, Inc.
IPXL
| $5.35M | 0.01% |
+268,139
| New | +$5.35M |
|
644
Air Products & Chemicals
APD
$64B
| $5.35M | 0.01% |
+63,108
| New | +$5.35M |
|
645
iShares US Telecommunications ETF
IYZ
$610M
| $5.3M | 0.01% |
+205,102
| New | +$5.3M |
|
|
GXP
646
DELISTED
Great Plains Energy Incorporated
GXP
| $5.3M | 0.01% |
+235,171
| New | +$5.3M |
|
|
NXTM
647
DELISTED
NxStage Medical Inc.
NXTM
| $5.26M | 0.01% |
+368,452
| New | +$5.26M |
|
648
Equifax
EFX
$30.3B
| $5.26M | 0.01% |
+89,168
| New | +$5.26M |
|
649
Alaska Air
ALK
$7.22B
| $5.24M | 0.01% |
+201,548
| New | +$5.24M |
|
650
Clorox
CLX
$15.1B
| $5.24M | 0.01% |
+63,006
| New | +$5.24M |
|