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 |
NVIDIA
NVDA
|
+$1.92B |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
+$1.56B |
| 3 |
Mastercard
MA
|
+$970M |
| 4 |
Flutter Entertainment
FLUT
|
+$958M |
| 5 |
CrowdStrike
CRWD
|
+$866M |
Top Sells
| 1 |
Burford Capital
BUR
|
+$2.61B |
| 2 |
Tesla
TSLA
|
+$737M |
| 3 |
Canadian Imperial Bank of Commerce
CM
|
+$639M |
| 4 |
Royal Bank of Canada
RY
|
+$589M |
| 5 |
Scotiabank
BNS
|
+$495M |
Sector Composition
| 1 | Financials | 22.78% |
| 2 | Technology | 20.68% |
| 3 | Communication Services | 8.12% |
| 4 | Industrials | 7% |
| 5 | Consumer Discretionary | 6.9% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
726
Guess, Inc.
GES
$868M
| $18.8M | 0.01% |
935,426
+20,979
| +2% | +$421K |
|
727
Genuine Parts
GPC
$19.4B
| $18.8M | 0.01% |
132,979
-20,615
| -13% | -$2.91M |
|
728
SPDR S&P Insurance ETF
KIE
$815M
| $18.8M | 0.01% |
332,480
-168,830
| -34% | -$9.54M |
|
729
Ormat Technologies
ORA
$5.51B
| $18.8M | 0.01% |
242,356
-3,746
| -2% | -$290K |
|
730
HubSpot
HUBS
$25.8B
| $18.7M | 0.01% |
34,934
+18,020
| +107% | +$9.66M |
|
731
Vanguard Total International Bond ETF
BNDX
$68.5B
| $18.7M | 0.01% |
371,720
-27,176
| -7% | -$1.37M |
|
732
Harley-Davidson
HOG
$3.65B
| $18.4M | 0.01% |
467,485
-1,133
| -0.2% | -$44.6K |
|
|
SMAR
733
DELISTED
Smartsheet Inc.
SMAR
| $18.4M | 0.01% |
331,728
+257,764
| +348% | +$14.3M |
|
734
W.R. Berkley
WRB
$27.4B
| $18.3M | 0.01% |
323,681
-17,403
| -5% | -$983K |
|
735
Ball Corp
BALL
$13.6B
| $18.3M | 0.01% |
271,084
-19,377
| -7% | -$1.31M |
|
736
Leidos
LDOS
$23.1B
| $18.2M | 0.01% |
114,220
+5,648
| +5% | +$902K |
|
737
Alcoa
AA
$8.01B
| $18.1M | 0.01% |
460,502
-86,017
| -16% | -$3.38M |
|
738
Amdocs
DOX
$9.23B
| $18.1M | 0.01% |
205,881
+14,858
| +8% | +$1.3M |
|
739
Royal Gold
RGLD
$12.3B
| $18M | 0.01% |
127,285
+36,815
| +41% | +$5.22M |
|
740
Southwest Airlines
LUV
$16.3B
| $18M | 0.01% |
610,328
-2,305,708
| -79% | -$68.1M |
|
741
The Mosaic Company
MOS
$10.6B
| $18M | 0.01% |
665,629
-35,907
| -5% | -$970K |
|
742
iShares Russell Mid-Cap Growth ETF
IWP
$20.5B
| $18M | 0.01% |
153,113
+3,026
| +2% | +$355K |
|
743
Vanguard Short-Term Bond ETF
BSV
$38.5B
| $17.9M | 0.01% |
227,560
-14,852
| -6% | -$1.17M |
|
744
Boston Properties
BXP
$11.7B
| $17.9M | 0.01% |
221,972
-11,435
| -5% | -$924K |
|
745
Brown-Forman Class B
BF.B
$12.9B
| $17.9M | 0.01% |
370,727
+47,840
| +15% | +$2.31M |
|
746
Boise Cascade
BCC
$3.21B
| $17.9M | 0.01% |
126,559
+119,103
| +1,597% | +$16.9M |
|
747
MP Materials
MP
$11.1B
| $17.9M | 0.01% |
973,500
+74,540
| +8% | +$1.37M |
|
748
Alarm.com
ALRM
$2.76B
| $17.9M | 0.01% |
323,133
+49,403
| +18% | +$2.73M |
|
749
Nu Holdings
NU
$74.9B
| $17.9M | 0.01% |
1,287,963
+517,541
| +67% | +$7.18M |
|
750
Vanguard Total International Stock ETF
VXUS
$103B
| $17.7M | 0.01% |
271,523
+199,240
| +276% | +$13M |
|