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 | |
|---|---|---|---|---|---|---|
|
KMP
676
DELISTED
KINDER MORGAN ENER PNTRS L.P.
KMP
| $4.68M | 0.01% |
+54,781
| New | +$4.68M |
|
|
AUQ
677
DELISTED
AURICO GOLD INC COM
AUQ
| $4.65M | 0.01% |
+1,063,969
| New | +$4.65M |
|
678
iShares China Large-Cap ETF
FXI
$6.79B
| $4.63M | 0.01% |
+142,215
| New | +$4.63M |
|
679
Whirlpool
WHR
$5.24B
| $4.62M | 0.01% |
+40,373
| New | +$4.62M |
|
680
NiSource
NI
$19.2B
| $4.59M | 0.01% |
+407,531
| New | +$4.59M |
|
681
iShares MSCI New Zealand ETF
ENZL
$75M
| $4.58M | 0.01% |
+136,378
| New | +$4.58M |
|
682
Community Health Systems
CYH
$409M
| $4.57M | 0.01% |
+117,858
| New | +$4.57M |
|
683
HSBC
HSBC
$237B
| $4.56M | 0.01% |
+101,966
| New | +$4.56M |
|
|
STKL
684
SunOpta
STKL
$735M
| $4.55M | 0.01% |
+600,000
| New | +$4.55M |
|
|
FNFG
685
DELISTED
FIRST NIAGARA FINANCIAL GROUP INC
FNFG
| $4.55M | 0.01% |
+451,962
| New | +$4.55M |
|
686
iShares Global Healthcare ETF
IXJ
$3.83B
| $4.55M | 0.01% |
+122,508
| New | +$4.55M |
|
687
Fastenal
FAST
$55.1B
| $4.53M | 0.01% |
+396,036
| New | +$4.53M |
|
688
Harley-Davidson
HOG
$3.65B
| $4.51M | 0.01% |
+82,190
| New | +$4.51M |
|
689
VanEck Biotech ETF
BBH
$349M
| $4.47M | 0.01% |
+65,234
| New | +$4.47M |
|
690
The Mosaic Company
MOS
$10.6B
| $4.46M | 0.01% |
+82,949
| New | +$4.46M |
|
|
WLL
691
DELISTED
Whiting Petroleum Corporation
WLL
| $4.45M | 0.01% |
+322
| New | +$4.45M |
|
692
L3Harris
LHX
$51.6B
| $4.45M | 0.01% |
+90,302
| New | +$4.45M |
|
693
NNN REIT
NNN
$8.06B
| $4.44M | 0.01% |
+129,136
| New | +$4.44M |
|
694
Estee Lauder
EL
$31.5B
| $4.44M | 0.01% |
+67,522
| New | +$4.44M |
|
695
Vanguard Small-Cap Value ETF
VBR
$31.4B
| $4.44M | 0.01% |
+52,992
| New | +$4.44M |
|
|
ONCY
696
DELISTED
ONCOLYTICS BIOTECH INC
ONCY
| $4.43M | 0.01% |
+1,537,524
| New | +$4.43M |
|
697
Labcorp
LH
$22.7B
| $4.43M | 0.01% |
+51,450
| New | +$4.43M |
|
698
Corpay
CPAY
$21.5B
| $4.41M | 0.01% |
+54,194
| New | +$4.41M |
|
|
BRCD
699
DELISTED
Brocade Communications Systems, Inc. NEW
BRCD
| $4.4M | 0.01% |
+764,680
| New | +$4.4M |
|
700
American Water Works
AWK
$27B
| $4.4M | 0.01% |
+106,665
| New | +$4.4M |
|