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 | |
|---|---|---|---|---|---|---|
901
Carter's
CRI
$1.1B
| $2.25M | ﹤0.01% |
+30,348
| New | +$2.25M |
|
902
Industrial Select Sector SPDR Fund
XLI
$23.5B
| $2.24M | ﹤0.01% |
+52,557
| New | +$2.24M |
|
|
TCO
903
DELISTED
Taubman Centers Inc.
TCO
| $2.23M | ﹤0.01% |
+29,706
| New | +$2.23M |
|
904
Chart Industries
GTLS
$8.98B
| $2.22M | ﹤0.01% |
+23,620
| New | +$2.22M |
|
905
Pebblebrook Hotel Trust
PEB
$1.4B
| $2.22M | ﹤0.01% |
+85,936
| New | +$2.22M |
|
906
Vulcan Materials
VMC
$39.9B
| $2.22M | ﹤0.01% |
+45,860
| New | +$2.22M |
|
|
CSC
907
DELISTED
Computer Sciences
CSC
| $2.21M | ﹤0.01% |
+119,753
| New | +$2.21M |
|
|
HAR
908
DELISTED
Harman International Industries
HAR
| $2.21M | ﹤0.01% |
+40,744
| New | +$2.21M |
|
909
SPDR S&P Bank ETF
KBE
$1.56B
| $2.21M | ﹤0.01% |
+76,841
| New | +$2.21M |
|
|
AXLL
910
DELISTED
AXIALL CORP COM STK (DE)
AXLL
| $2.21M | ﹤0.01% |
+51,829
| New | +$2.21M |
|
911
Sherwin-Williams
SHW
$91.9B
| $2.21M | ﹤0.01% |
+37,476
| New | +$2.21M |
|
912
SITE Centers
SITC
$474M
| $2.2M | ﹤0.01% |
+102,541
| New | +$2.2M |
|
|
PCL
913
DELISTED
PLUM CREEK TIMBER CO (REIT)
PCL
| $2.2M | ﹤0.01% |
+47,044
| New | +$2.2M |
|
914
Adeia
ADEA
$1.71B
| $2.19M | ﹤0.01% |
+398,185
| New | +$2.19M |
|
915
NovaGold Resources
NG
$2.84B
| $2.17M | ﹤0.01% |
+1,029,872
| New | +$2.17M |
|
|
CEO
916
DELISTED
CNOOC Limited
CEO
| $2.17M | ﹤0.01% |
+12,960
| New | +$2.17M |
|
917
Realty Income
O
$55B
| $2.16M | ﹤0.01% |
+53,050
| New | +$2.16M |
|
|
WBC
918
DELISTED
WABCO HOLDINGS INC.
WBC
| $2.16M | ﹤0.01% |
+28,843
| New | +$2.16M |
|
919
iShares US Home Construction ETF
ITB
$3.33B
| $2.15M | ﹤0.01% |
+96,094
| New | +$2.15M |
|
920
VanEck Steel ETF
SLX
$83M
| $2.13M | ﹤0.01% |
+55,995
| New | +$2.13M |
|
921
Range Resources
RRC
$8.38B
| $2.12M | ﹤0.01% |
+27,375
| New | +$2.12M |
|
922
Enterprise Products Partners
EPD
$69.1B
| $2.1M | ﹤0.01% |
+67,710
| New | +$2.1M |
|
923
Oil States International
OIS
$348M
| $2.1M | ﹤0.01% |
+39,646
| New | +$2.1M |
|
|
RIOM
924
DELISTED
RIO ALTO MNG LTD NEW COM SHS (CANADA)
RIOM
| $2.09M | ﹤0.01% |
+1,152,850
| New | +$2.09M |
|
925
SL Green Realty
SLG
$4.5B
| $2.05M | ﹤0.01% |
+24,048
| New | +$2.05M |
|