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
|
+$907K |
| 2 |
Toronto Dominion Bank
TD
|
+$890K |
| 3 |
Royal Bank of Canada
RY
|
+$868K |
| 4 |
Invesco QQQ Trust
QQQ
|
+$589K |
| 5 |
Brookfield
BN
|
+$479K |
Top Sells
| 1 |
Alphabet (Google) Class A
GOOGL
|
+$5.36M |
| 2 |
Amazon
AMZN
|
+$3.78M |
| 3 |
Apple
AAPL
|
+$3.39M |
| 4 |
Meta Platforms (Facebook)
META
|
+$1.1M |
| 5 |
Alibaba
BABA
|
+$964K |
Sector Composition
| 1 | Communication Services | 23.73% |
| 2 | Financials | 17.39% |
| 3 | Consumer Discretionary | 16.47% |
| 4 | Technology | 11.56% |
| 5 | Industrials | 5.68% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
626
Domino's
DPZ
$15.3B
| $17.6K | 0.01% |
55,358
+221
| +0.4% | +$70 |
|
627
Ross Stores
ROST
$48.8B
| $17.5K | 0.01% |
203,990
-16,817
| -8% | -$1.44K |
|
628
Halozyme
HALO
$8.87B
| $17.5K | 0.01% |
431,396
+411,341
| +2,051% | +$16.6K |
|
629
HF Sinclair
DINO
$9.57B
| $17.4K | 0.01% |
318,991
-155,161
| -33% | -$8.48K |
|
630
Masco
MAS
$15.3B
| $17.3K | 0.01% |
313,988
+6,233
| +2% | +$344 |
|
631
Novartis
NVS
$245B
| $17.3K | 0.01% |
224,591
+66,313
| +42% | +$5.1K |
|
632
Arista Networks
ANET
$189B
| $17.2K | 0.01% |
570,212
+90,816
| +19% | +$2.75K |
|
|
BBU
633
Brookfield Business Partners
BBU
$2.41B
| $17.2K | 0.01% |
834,770
+28,636
| +4% | +$590 |
|
|
VYGG
634
DELISTED
Vy Global Growth
VYGG
| $17.2K | 0.01% |
1,709,625
+1,437,325
| +528% | +$14.4K |
|
635
Vanguard FTSE All-World ex-US ETF
VEU
$49.3B
| $17.1K | 0.01% |
356,229
-301,085
| -46% | -$14.5K |
|
636
Molson Coors Class B
TAP
$9.7B
| $17K | 0.01% |
301,220
-226,825
| -43% | -$12.8K |
|
637
Zimmer Biomet
ZBH
$20.3B
| $17K | 0.01% |
157,052
-33,259
| -17% | -$3.6K |
|
638
iShares Russell 2000 Growth ETF
IWO
$12.5B
| $17K | 0.01% |
76,668
+6,773
| +10% | +$1.5K |
|
639
Pure Storage
PSTG
$26.5B
| $16.9K | 0.01% |
554,885
+352,177
| +174% | +$10.7K |
|
640
iShares Russell Mid-Cap Growth ETF
IWP
$20.5B
| $16.9K | 0.01% |
140,200
-211
| -0.2% | -$25 |
|
641
Dynatrace
DT
$14.4B
| $16.9K | 0.01% |
475,787
-153,583
| -24% | -$5.44K |
|
642
Fortive
FTV
$16.2B
| $16.9K | 0.01% |
258,891
+9,318
| +4% | +$607 |
|
643
Medical Properties Trust
MPW
$2.77B
| $16.8K | 0.01% |
1,213,838
+176,682
| +17% | +$2.44K |
|
644
AptarGroup
ATR
$8.98B
| $16.7K | 0.01% |
162,840
-52,459
| -24% | -$5.38K |
|
|
ANSS
645
DELISTED
Ansys
ANSS
| $16.7K | 0.01% |
72,664
+2,983
| +4% | +$684 |
|
646
Alliance Resource Partners
ARLP
$2.92B
| $16.6K | 0.01% |
694,600
-824,700
| -54% | -$19.7K |
|
647
Hartford Financial Services
HIG
$36.9B
| $16.5K | 0.01% |
262,290
-240,764
| -48% | -$15.2K |
|
648
Extra Space Storage
EXR
$30.8B
| $16.5K | 0.01% |
89,426
-66,337
| -43% | -$12.2K |
|
649
Utilities Select Sector SPDR Fund
XLU
$21B
| $16.5K | 0.01% |
221,213
+68,911
| +45% | +$5.13K |
|
650
Comstock Resources
CRK
$4.65B
| $16.5K | 0.01% |
862,175
-11,364
| -1% | -$217 |
|