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
|
+$907K |
| 2 |
Toronto Dominion Bank
TD
|
+$890K |
| 3 |
Royal Bank of Canada
RY
|
+$868K |
| 4 |
Invesco QQQ Trust
QQQ
|
+$589K |
| 5 |
Brookfield
BN
|
+$479K |
Top Sells
| 1 |
Alphabet (Google) Class A
GOOGL
|
+$5.36M |
| 2 |
Amazon
AMZN
|
+$3.78M |
| 3 |
Apple
AAPL
|
+$3.39M |
| 4 |
Meta Platforms (Facebook)
META
|
+$1.1M |
| 5 |
Alibaba
BABA
|
+$964K |
Sector Composition
| 1 | Communication Services | 23.73% |
| 2 | Financials | 17.39% |
| 3 | Consumer Discretionary | 16.47% |
| 4 | Technology | 11.56% |
| 5 | Industrials | 5.68% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
BERY
826
DELISTED
Berry Global Group, Inc.
BERY
| $10K | ﹤0.01% |
233,552
+122,183
| +110% | +$5.26K |
|
827
Zillow
ZG
$20.5B
| $10K | ﹤0.01% |
279,564
+194,228
| +228% | +$6.98K |
|
|
VLAT
828
DELISTED
Valor Latitude Acquisition Corp. Class A Ordinary Shares
VLAT
| $10K | ﹤0.01% |
1,017,350
+931,156
| +1,080% | +$9.18K |
|
829
Vale
VALE
$45.3B
| $10K | ﹤0.01% |
747,100
+44,144
| +6% | +$593 |
|
|
LUXA
830
DELISTED
Lux Health Tech Acquisition Corp. Class A Common Stock
LUXA
| $10K | ﹤0.01% |
1,000,000
-79,900
| -7% | -$800 |
|
831
Viatris
VTRS
$12B
| $10K | ﹤0.01% |
1,058,851
-2,054,464
| -66% | -$19.4K |
|
|
GXII
832
DELISTED
GX Acquisition Corp. II Class A Common Stock
GXII
| $9.97K | ﹤0.01% |
1,015,724
+7,364
| +0.7% | +$72 |
|
833
Sealed Air
SEE
$4.9B
| $9.91K | ﹤0.01% |
170,768
+13,167
| +8% | +$764 |
|
|
MACC
834
DELISTED
Mission Advancement Corp.
MACC
| $9.87K | ﹤0.01% |
1,004,321
| – | – |
|
835
iShares MSCI World ETF
URTH
$5.71B
| $9.86K | ﹤0.01% |
91,316
+91,126
| +47,961% | +$9.84K |
|
836
NetApp
NTAP
$24.7B
| $9.83K | ﹤0.01% |
155,820
-18,272
| -10% | -$1.15K |
|
|
GTPB
837
DELISTED
Gores Technology Partners II, Inc. Class A Common
GTPB
| $9.8K | ﹤0.01% |
+998,132
| New | +$9.8K |
|
|
FCAX
838
DELISTED
Fortress Capital Acquisition Corp.
FCAX
| $9.77K | ﹤0.01% |
+981,498
| New | +$9.77K |
|
839
Brown & Brown
BRO
$30.7B
| $9.76K | ﹤0.01% |
155,309
+23,496
| +18% | +$1.48K |
|
840
Taylor Morrison
TMHC
$6.97B
| $9.75K | ﹤0.01% |
400,255
-588
| -0.1% | -$14 |
|
841
Pultegroup
PHM
$27.2B
| $9.75K | ﹤0.01% |
239,724
-6,452
| -3% | -$262 |
|
842
Equifax
EFX
$31.3B
| $9.75K | ﹤0.01% |
56,602
-65,517
| -54% | -$11.3K |
|
843
Dimensional US High Profitability ETF
DUHP
$9.44B
| $9.73K | ﹤0.01% |
418,576
+202,976
| +94% | +$4.72K |
|
844
Darden Restaurants
DRI
$24.7B
| $9.69K | ﹤0.01% |
74,337
-4,342
| -6% | -$566 |
|
|
FICV
845
DELISTED
Frontier Investment Corp Class A Ordinary Shares
FICV
| $9.68K | ﹤0.01% |
965,930
+34,060
| +4% | +$341 |
|
|
WRK
846
DELISTED
WestRock Company
WRK
| $9.66K | ﹤0.01% |
227,912
-112,668
| -33% | -$4.78K |
|
847
RingCentral
RNG
$2.76B
| $9.65K | ﹤0.01% |
223,287
+46,422
| +26% | +$2.01K |
|
848
Vanguard Intermediate-Term Treasury ETF
VGIT
$32.5B
| $9.64K | ﹤0.01% |
162,184
+1,091
| +0.7% | +$65 |
|
849
Broadridge
BR
$29.6B
| $9.6K | ﹤0.01% |
58,577
-59,675
| -50% | -$9.78K |
|
850
iShares Global Clean Energy ETF
ICLN
$1.59B
| $9.6K | ﹤0.01% |
433,377
+205,093
| +90% | +$4.54K |
|