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 | |
|---|---|---|---|---|---|---|
776
CubeSmart
CUBE
$9.37B
| $3.44M | 0.01% |
+215,154
| New | +$3.44M |
|
|
PXD
777
DELISTED
Pioneer Natural Resource Co.
PXD
| $3.43M | 0.01% |
+23,692
| New | +$3.43M |
|
778
Ameren
AEE
$27B
| $3.43M | 0.01% |
+99,469
| New | +$3.43M |
|
779
Avis
CAR
$5.54B
| $3.42M | 0.01% |
+118,899
| New | +$3.42M |
|
780
Commerce Bancshares
CBSH
$8.04B
| $3.4M | 0.01% |
+140,283
| New | +$3.4M |
|
781
Xtrackers MSCI Japan Hedged Equity ETF
DBJP
$410M
| $3.4M | 0.01% |
+100,843
| New | +$3.4M |
|
|
ENDP
782
DELISTED
Endo International plc
ENDP
| $3.4M | 0.01% |
+92,346
| New | +$3.4M |
|
783
CVR Energy
CVI
$3.21B
| $3.39M | 0.01% |
+71,565
| New | +$3.39M |
|
784
Ross Stores
ROST
$49B
| $3.39M | 0.01% |
+104,620
| New | +$3.39M |
|
785
Public Storage
PSA
$51.3B
| $3.38M | 0.01% |
+22,066
| New | +$3.38M |
|
786
Waste Connections
WCN
$45.6B
| $3.38M | 0.01% |
+123,150
| New | +$3.38M |
|
|
HTS
787
DELISTED
HATTERAS FINANCIAL CORP
HTS
| $3.37M | 0.01% |
+136,837
| New | +$3.37M |
|
788
Dick's Sporting Goods
DKS
$20.3B
| $3.36M | 0.01% |
+67,012
| New | +$3.36M |
|
|
SCG
789
DELISTED
Scana
SCG
| $3.33M | 0.01% |
+67,795
| New | +$3.33M |
|
|
HSP
790
DELISTED
HOSPIRA INC
HSP
| $3.33M | 0.01% |
+86,868
| New | +$3.33M |
|
791
Wolfspeed
WOLF
$258M
| $3.32M | 0.01% |
+52,043
| New | +$3.32M |
|
|
RTI
792
DELISTED
RTI INTL METALS INC(HLDG CO)
RTI
| $3.32M | 0.01% |
+119,699
| New | +$3.32M |
|
793
Welltower
WELL
$113B
| $3.31M | 0.01% |
+49,439
| New | +$3.31M |
|
794
Crown Holdings
CCK
$11.2B
| $3.31M | 0.01% |
+80,461
| New | +$3.31M |
|
795
Kilroy Realty
KRC
$5.08B
| $3.27M | 0.01% |
+61,735
| New | +$3.27M |
|
796
Prologis
PLD
$105B
| $3.27M | 0.01% |
+86,681
| New | +$3.27M |
|
|
KMR
797
DELISTED
KINDER MORGAN MANAGEMENT LLC
KMR
| $3.27M | 0.01% |
+43,237
| New | +$3.27M |
|
|
JAH
798
DELISTED
JARDEN CORPORATION
JAH
| $3.22M | 0.01% |
+110,301
| New | +$3.22M |
|
799
Applied Materials
AMAT
$135B
| $3.21M | 0.01% |
+214,765
| New | +$3.21M |
|
|
CHL
800
DELISTED
China Mobile Limited
CHL
| $3.2M | 0.01% |
+61,872
| New | +$3.2M |
|