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 |
PayPal
PYPL
|
+$1.19B |
| 2 |
Walt Disney
DIS
|
+$927M |
| 3 |
Advanced Micro Devices
AMD
|
+$843M |
| 4 |
NVIDIA
NVDA
|
+$841M |
| 5 |
XYZ
Block Inc
XYZ
|
+$596M |
Top Sells
| 1 |
Burford Capital
BUR
|
+$3.45B |
| 2 |
Apple
AAPL
|
+$1.94B |
| 3 |
Scotiabank
BNS
|
+$793M |
| 4 |
Royal Bank of Canada
RY
|
+$773M |
| 5 |
Toronto Dominion Bank
TD
|
+$635M |
Sector Composition
| 1 | Financials | 24.49% |
| 2 | Technology | 18.2% |
| 3 | Communication Services | 9.48% |
| 4 | Consumer Discretionary | 8.26% |
| 5 | Industrials | 7.58% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
751
Datadog
DDOG
$47.7B
| $18.2M | 0.01% |
101,282
-150,506
| -60% | -$27.1M |
|
752
Teleflex
TFX
$5.56B
| $18.1M | 0.01% |
54,148
-29,392
| -35% | -$9.83M |
|
|
CGC
753
Canopy Growth
CGC
$431M
| $18.1M | 0.01% |
192,994
+35,689
| +23% | +$3.34M |
|
754
CF Industries
CF
$13.6B
| $18.1M | 0.01% |
250,947
-168,633
| -40% | -$12.1M |
|
755
Masimo
MASI
$7.77B
| $17.8M | 0.01% |
59,595
-716
| -1% | -$214K |
|
756
JetBlue
JBLU
$1.85B
| $17.8M | 0.01% |
1,250,946
+612,959
| +96% | +$8.73M |
|
757
Varonis Systems
VRNS
$6.44B
| $17.8M | 0.01% |
353,643
+91,288
| +35% | +$4.59M |
|
758
Plains All American Pipeline
PAA
$12.2B
| $17.7M | 0.01% |
1,904,590
+766,495
| +67% | +$7.11M |
|
759
Invitation Homes
INVH
$18.1B
| $17.7M | 0.01% |
390,934
-280,306
| -42% | -$12.7M |
|
760
Banco Bilbao Vizcaya Argentaria
BBVA
$110B
| $17.6M | 0.01% |
2,542,328
+2,214,620
| +676% | +$15.3M |
|
|
AVLR
761
DELISTED
Avalara, Inc.
AVLR
| $17.6M | 0.01% |
131,180
-6,484
| -5% | -$870K |
|
762
American Express Global Business Travel
GBTG
$4.35B
| $17.6M | 0.01% |
+1,779,754
| New | +$17.6M |
|
763
ING
ING
$74.4B
| $17.6M | 0.01% |
1,262,809
-247,377
| -16% | -$3.44M |
|
764
International Paper
IP
$24.9B
| $17.6M | 0.01% |
375,952
-1,718,594
| -82% | -$80.3M |
|
765
ARK Innovation ETF
ARKK
$9.55B
| $17.5M | 0.01% |
180,747
+126,145
| +231% | +$12.2M |
|
766
Jacobs Solutions
J
$17.9B
| $17.5M | 0.01% |
152,212
-54,239
| -26% | -$6.23M |
|
767
Vanguard Information Technology ETF
VGT
$106B
| $17.5M | 0.01% |
37,610
+779
| +2% | +$362K |
|
768
KBR
KBR
$6.36B
| $17.4M | 0.01% |
368,487
-93,560
| -20% | -$4.42M |
|
769
Cardinal Health
CAH
$35.6B
| $17.4M | 0.01% |
333,761
-11,488
| -3% | -$599K |
|
770
Qorvo
QRVO
$8.34B
| $17.4M | 0.01% |
111,578
-93,074
| -45% | -$14.5M |
|
771
Alcon
ALC
$38.5B
| $17.1M | 0.01% |
192,035
-1,330
| -0.7% | -$118K |
|
772
CarMax
KMX
$9B
| $17.1M | 0.01% |
132,836
-26,096
| -16% | -$3.35M |
|
773
Riot Platforms
RIOT
$6.47B
| $16.8M | 0.01% |
+713,822
| New | +$16.8M |
|
774
Ingredion
INGR
$7.96B
| $16.7M | 0.01% |
172,338
+110,063
| +177% | +$10.7M |
|
|
BZUN
775
Baozun
BZUN
$265M
| $16.7M | 0.01% |
1,183,800
+938,044
| +382% | +$13.2M |
|