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
|
+$789M |
| 2 |
Apple
AAPL
|
+$641M |
| 3 |
Enbridge
ENB
|
+$596M |
| 4 |
Microsoft
MSFT
|
+$585M |
| 5 |
Amazon
AMZN
|
+$523M |
Top Sells
| 1 |
Alibaba
BABA
|
+$389M |
| 2 |
Toronto Dominion Bank
TD
|
+$384M |
| 3 |
Royal Bank of Canada
RY
|
+$327M |
| 4 |
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
|
+$296M |
| 5 |
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
|
+$260M |
Sector Composition
| 1 | Financials | 24.6% |
| 2 | Technology | 16% |
| 3 | Industrials | 8.97% |
| 4 | Communication Services | 8.68% |
| 5 | Consumer Discretionary | 8.57% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
701
Travel + Leisure Co
TNL
$4.11B
| $16.2M | 0.01% |
347,341
+218,901
| +170% | +$10.2M |
|
702
Avnet
AVT
$4.52B
| $16.2M | 0.01% |
424,221
+416,971
| +5,751% | +$16M |
|
703
Mercado Libre
MELI
$119B
| $16.2M | 0.01% |
9,207
+3,149
| +52% | +$5.55M |
|
704
iShares TIPS Bond ETF
TIP
$14B
| $16.2M | 0.01% |
128,095
+5,891
| +5% | +$745K |
|
|
ORLA
705
Orla Mining
ORLA
$3.73B
| $16.2M | 0.01% |
+3,160,248
| New | +$16.2M |
|
706
Aecom
ACM
$16.9B
| $16.2M | 0.01% |
296,988
+1,169
| +0.4% | +$63.7K |
|
707
VanEck Junior Gold Miners ETF
GDXJ
$7.55B
| $16.1M | 0.01% |
307,319
+78,415
| +34% | +$4.12M |
|
708
Carpenter Technology
CRS
$12.1B
| $16.1M | 0.01% |
498,136
+188,030
| +61% | +$6.09M |
|
709
iShares Core S&P Small-Cap ETF
IJR
$86.9B
| $16.1M | 0.01% |
164,214
-85,473
| -34% | -$8.39M |
|
710
NovaGold Resources
NG
$2.84B
| $16M | 0.01% |
1,659,512
+243,596
| +17% | +$2.36M |
|
711
CyberArk
CYBR
$23.8B
| $15.9M | 0.01% |
103,236
-36,027
| -26% | -$5.56M |
|
712
AptarGroup
ATR
$9.03B
| $15.8M | 0.01% |
114,104
+17,478
| +18% | +$2.43M |
|
713
Mueller Industries
MLI
$10.9B
| $15.8M | 0.01% |
827,120
+140,012
| +20% | +$2.68M |
|
|
AYX
714
DELISTED
Alteryx, Inc.
AYX
| $15.8M | 0.01% |
139,476
-3,163
| -2% | -$359K |
|
|
NGD
715
New Gold Inc
NGD
$5.17B
| $15.8M | 0.01% |
7,657,964
+2,123,105
| +38% | +$4.37M |
|
716
Halliburton
HAL
$19B
| $15.7M | 0.01% |
762,185
+303,887
| +66% | +$6.25M |
|
717
Fiverr
FVRR
$878M
| $15.6M | 0.01% |
67,075
+66,975
| +66,975% | +$15.6M |
|
718
Nomad Foods
NOMD
$2.14B
| $15.4M | 0.01% |
606,937
-107,229
| -15% | -$2.73M |
|
719
Grand Canyon Education
LOPE
$5.88B
| $15.4M | 0.01% |
169,230
+11,350
| +7% | +$1.03M |
|
720
Sony
SONY
$174B
| $15.3M | 0.01% |
737,440
+56,025
| +8% | +$1.16M |
|
721
Newell Brands
NWL
$2.55B
| $15.3M | 0.01% |
663,755
-24,325
| -4% | -$561K |
|
|
CADE
722
DELISTED
Cadence Bancorporation
CADE
| $15.3M | 0.01% |
776,255
+760,245
| +4,749% | +$15M |
|
723
Korn Ferry
KFY
$3.93B
| $15.3M | 0.01% |
319,145
-17,353
| -5% | -$831K |
|
724
iShares Micro-Cap ETF
IWC
$956M
| $15.3M | 0.01% |
120,717
-6,724
| -5% | -$851K |
|
725
Celanese
CE
$5.13B
| $15.2M | 0.01% |
111,210
+39,933
| +56% | +$5.47M |
|