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 | |
|---|---|---|---|---|---|---|
726
State Street
STT
$31.4B
| $4.03M | 0.01% |
+61,836
| New | +$4.03M |
|
|
CLR
727
DELISTED
CONTINENTAL RESOURCES INC.
CLR
| $4.02M | 0.01% |
+93,460
| New | +$4.02M |
|
728
Cboe Global Markets
CBOE
$24.5B
| $4.02M | 0.01% |
+86,174
| New | +$4.02M |
|
729
W.W. Grainger
GWW
$47.5B
| $4M | 0.01% |
+15,846
| New | +$4M |
|
730
Amdocs
DOX
$9.23B
| $3.97M | 0.01% |
+107,136
| New | +$3.97M |
|
731
SPDR S&P Regional Banking ETF
KRE
$4.23B
| $3.95M | 0.01% |
+116,590
| New | +$3.95M |
|
732
Republic Services
RSG
$71.3B
| $3.95M | 0.01% |
+116,248
| New | +$3.95M |
|
|
VIAB
733
DELISTED
Viacom Inc. Class B
VIAB
| $3.94M | 0.01% |
+57,850
| New | +$3.94M |
|
734
SPDR S&P Retail ETF
XRT
$437M
| $3.92M | 0.01% |
+102,400
| New | +$3.92M |
|
|
AMTD
735
DELISTED
TD Ameritrade Holding Corp
AMTD
| $3.92M | 0.01% |
+161,467
| New | +$3.92M |
|
736
First Solar
FSLR
$21.9B
| $3.91M | 0.01% |
+87,354
| New | +$3.91M |
|
737
PIMCO Active Bond Exchange-Traded Fund
BOND
$5.87B
| $3.91M | 0.01% |
+37,018
| New | +$3.91M |
|
738
Bunge Global
BG
$16.5B
| $3.9M | 0.01% |
+55,136
| New | +$3.9M |
|
|
FLG
739
Flagstar Financial, Inc.
FLG
$5.24B
| $3.9M | 0.01% |
+92,849
| New | +$3.9M |
|
740
Xerox
XRX
$456M
| $3.88M | 0.01% |
+162,218
| New | +$3.88M |
|
|
FRX
741
DELISTED
FOREST LABORATORIES INC
FRX
| $3.88M | 0.01% |
+94,505
| New | +$3.88M |
|
742
Keurig Dr Pepper
KDP
$37.3B
| $3.86M | 0.01% |
+83,991
| New | +$3.86M |
|
743
Invesco Pharmaceuticals ETF
PJP
$267M
| $3.86M | 0.01% |
+91,276
| New | +$3.86M |
|
|
PPS
744
DELISTED
Post Properties
PPS
| $3.84M | 0.01% |
+77,633
| New | +$3.84M |
|
745
Honda
HMC
$44.4B
| $3.84M | 0.01% |
+103,136
| New | +$3.84M |
|
746
iShares Russell 3000 ETF
IWV
$16.8B
| $3.84M | 0.01% |
+39,839
| New | +$3.84M |
|
747
Kimco Realty
KIM
$15.1B
| $3.83M | 0.01% |
+178,875
| New | +$3.83M |
|
|
NOA
748
North American Construction
NOA
$400M
| $3.83M | 0.01% |
+904,472
| New | +$3.83M |
|
749
J.M. Smucker
SJM
$11.7B
| $3.82M | 0.01% |
+37,023
| New | +$3.82M |
|
750
Tenet Healthcare
THC
$16.9B
| $3.79M | 0.01% |
+82,120
| New | +$3.79M |
|