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 | |
|---|---|---|---|---|---|---|
701
Cintas
CTAS
$81.2B
| $4.38M | 0.01% |
+384,840
| New | +$4.38M |
|
702
Affiliated Managers Group
AMG
$6.6B
| $4.37M | 0.01% |
+26,654
| New | +$4.37M |
|
703
Coterra Energy
CTRA
$18.6B
| $4.37M | 0.01% |
+122,992
| New | +$4.37M |
|
|
UN
704
DELISTED
Unilever NV New York Registry Shares
UN
| $4.36M | 0.01% |
+110,909
| New | +$4.36M |
|
|
RAI
705
DELISTED
Reynolds American Inc
RAI
| $4.35M | 0.01% |
+179,970
| New | +$4.35M |
|
706
iShares National Muni Bond ETF
MUB
$39.3B
| $4.29M | 0.01% |
+40,842
| New | +$4.29M |
|
707
Stryker
SYK
$146B
| $4.28M | 0.01% |
+66,134
| New | +$4.28M |
|
708
AMC Networks
AMCX
$328M
| $4.24M | 0.01% |
+64,909
| New | +$4.24M |
|
|
KSU
709
DELISTED
Kansas City Southern
KSU
| $4.24M | 0.01% |
+39,987
| New | +$4.24M |
|
710
Entergy
ETR
$39.5B
| $4.22M | 0.01% |
+121,192
| New | +$4.22M |
|
|
JWN
711
DELISTED
Nordstrom
JWN
| $4.22M | 0.01% |
+70,364
| New | +$4.22M |
|
712
RenaissanceRe
RNR
$11.2B
| $4.19M | 0.01% |
+48,237
| New | +$4.19M |
|
|
LCC
713
DELISTED
US AIRWAYS GROUP INC.
LCC
| $4.19M | 0.01% |
+254,875
| New | +$4.19M |
|
714
Maximus
MMS
$4.94B
| $4.18M | 0.01% |
+224,350
| New | +$4.18M |
|
|
SWFT
715
DELISTED
Swift Transportation Company
SWFT
| $4.18M | 0.01% |
+252,417
| New | +$4.18M |
|
|
MFA
716
MFA Financial
MFA
$1.05B
| $4.17M | 0.01% |
+123,475
| New | +$4.17M |
|
|
ONXX
717
DELISTED
ONYX PHARMACEUTICALS INC
ONXX
| $4.14M | 0.01% |
+47,640
| New | +$4.14M |
|
718
Expedia Group
EXPE
$26.7B
| $4.13M | 0.01% |
+68,718
| New | +$4.13M |
|
719
Jacobs Solutions
J
$17.3B
| $4.12M | 0.01% |
+90,431
| New | +$4.12M |
|
|
AWAY
720
DELISTED
HOMEAWAY INC COM
AWAY
| $4.12M | 0.01% |
+127,427
| New | +$4.12M |
|
721
Boston Properties
BXP
$11.7B
| $4.11M | 0.01% |
+38,942
| New | +$4.11M |
|
722
TechnipFMC
FTI
$16.8B
| $4.08M | 0.01% |
+98,361
| New | +$4.08M |
|
|
WNR
723
DELISTED
Western Refining Inc
WNR
| $4.06M | 0.01% |
+144,748
| New | +$4.06M |
|
724
Expeditors International
EXPD
$16.5B
| $4.06M | 0.01% |
+106,594
| New | +$4.06M |
|
725
Campbell Soup
CPB
$9.98B
| $4.03M | 0.01% |
+90,067
| New | +$4.03M |
|