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 |
Amazon
AMZN
|
+$4.8B |
| 2 |
Alphabet (Google) Class A
GOOGL
|
+$2.26B |
| 3 |
Burford Capital
BUR
|
+$1.47B |
| 4 |
Brookfield
BN
|
+$1.18B |
| 5 |
Toronto Dominion Bank
TD
|
+$717M |
Top Sells
| 1 |
Apple
AAPL
|
+$567M |
| 2 |
Suncor Energy
SU
|
+$419M |
| 3 |
Alphabet (Google) Class C
GOOG
|
+$344M |
| 4 |
iShares China Large-Cap ETF
FXI
|
+$228M |
| 5 |
SJR
Shaw Communications Inc.
SJR
|
+$216M |
Sector Composition
| 1 | Communication Services | 22.53% |
| 2 | Financials | 19.07% |
| 3 | Consumer Discretionary | 16.69% |
| 4 | Technology | 11.85% |
| 5 | Industrials | 5.38% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
876
iShares US Financial Services ETF
IYG
$1.94B
| $9.19M | ﹤0.01% |
182,484
+618
| +0.3% | +$31.1K |
|
877
Tecnoglass
TGLS
$3.46B
| $9.19M | ﹤0.01% |
+216,509
| New | +$9.19M |
|
878
Under Armour
UAA
$2.16B
| $9.15M | ﹤0.01% |
964,374
+909,963
| +1,672% | +$8.64M |
|
879
Loews
L
$20.3B
| $9.03M | ﹤0.01% |
155,603
+134
| +0.1% | +$7.78K |
|
880
Wintrust Financial
WTFC
$9.11B
| $9.02M | ﹤0.01% |
123,236
-56,546
| -31% | -$4.14M |
|
881
EQT Corp
EQT
$31.8B
| $8.99M | ﹤0.01% |
278,793
-66,579
| -19% | -$2.15M |
|
882
SPDR S&P Semiconductor ETF
XSD
$1.48B
| $8.99M | ﹤0.01% |
+43,061
| New | +$8.99M |
|
883
Barclays
BCS
$72.8B
| $8.98M | ﹤0.01% |
1,246,680
+872,830
| +233% | +$6.28M |
|
884
Liberty Media Series A
FWONA
$23.1B
| $8.9M | ﹤0.01% |
135,188
+126
| +0.1% | +$8.29K |
|
|
GFGD
885
DELISTED
The Growth for Good Acquisition Corporation Class A Ordinary Shares
GFGD
| $8.85M | ﹤0.01% |
862,386
+351,292
| +69% | +$3.6M |
|
886
Reliance Steel & Aluminium
RS
$15.6B
| $8.82M | ﹤0.01% |
34,342
+19,688
| +134% | +$5.06M |
|
887
Rentokil
RTO
$12.9B
| $8.82M | ﹤0.01% |
241,117
-331,157
| -58% | -$12.1M |
|
|
KVSC
888
DELISTED
Khosla Ventures Acquisition Co. III Class A Common Stock
KVSC
| $8.82M | ﹤0.01% |
867,629
-1,983,785
| -70% | -$20.2M |
|
889
Broadridge
BR
$29.8B
| $8.81M | ﹤0.01% |
59,951
-40,274
| -40% | -$5.92M |
|
890
iShares 0-5 Year TIPS Bond ETF
STIP
$12.7B
| $8.72M | ﹤0.01% |
87,857
+50,850
| +137% | +$5.05M |
|
891
Carlyle Group
CG
$24.4B
| $8.63M | ﹤0.01% |
277,578
-38,392
| -12% | -$1.19M |
|
|
RENE
892
DELISTED
Cartesian Growth Corp II
RENE
| $8.59M | ﹤0.01% |
810,497
+660,497
| +440% | +$7M |
|
893
Sotera Health
SHC
$4.58B
| $8.58M | ﹤0.01% |
478,267
+278,500
| +139% | +$4.99M |
|
894
iShares Intermediate Government/Credit Bond ETF
GVI
$3.55B
| $8.52M | ﹤0.01% |
81,548
-20,616
| -20% | -$2.15M |
|
895
APA Corp
APA
$8.22B
| $8.47M | ﹤0.01% |
215,640
-106,291
| -33% | -$4.17M |
|
896
Philips
PHG
$27.2B
| $8.43M | ﹤0.01% |
517,017
-1,716,756
| -77% | -$28M |
|
897
British American Tobacco
BTI
$125B
| $8.42M | ﹤0.01% |
239,181
+32,404
| +16% | +$1.14M |
|
898
Zillow
ZG
$20.8B
| $8.4M | ﹤0.01% |
190,422
-52,833
| -22% | -$2.33M |
|
899
iShares Global 100 ETF
IOO
$7.17B
| $8.37M | ﹤0.01% |
119,452
+7,966
| +7% | +$558K |
|
|
CSLM
900
DELISTED
CSLM Acquisition Corp. Class A Ordinary Share
CSLM
| $8.29M | ﹤0.01% |
800,000
+550,000
| +220% | +$5.7M |
|