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 | |
|---|---|---|---|---|---|---|
|
DHC
926
Diversified Healthcare Trust
DHC
$1.09B
| $2.05M | ﹤0.01% |
+79,551
| New | +$2.05M |
|
927
Newell Brands
NWL
$2.55B
| $2.04M | ﹤0.01% |
+77,724
| New | +$2.04M |
|
928
Willis Towers Watson
WTW
$33.2B
| $2.04M | ﹤0.01% |
+18,884
| New | +$2.04M |
|
929
Waters Corp
WAT
$18B
| $2.04M | ﹤0.01% |
+20,363
| New | +$2.04M |
|
930
Idexx Laboratories
IDXX
$51.6B
| $2.03M | ﹤0.01% |
+45,272
| New | +$2.03M |
|
|
CYS
931
DELISTED
CYS Investments Inc.
CYS
| $2.03M | ﹤0.01% |
+219,979
| New | +$2.03M |
|
932
NCR Voyix
VYX
$1.8B
| $2.02M | ﹤0.01% |
+99,877
| New | +$2.02M |
|
933
RB Global
RBA
$22B
| $2.02M | ﹤0.01% |
+105,124
| New | +$2.02M |
|
934
Vanguard Mid-Cap Value ETF
VOE
$19B
| $2.02M | ﹤0.01% |
+29,349
| New | +$2.02M |
|
|
WPRT
935
Westport Fuel Systems
WPRT
$41.3M
| $2.01M | ﹤0.01% |
+6,002
| New | +$2.01M |
|
|
OUBS
936
DELISTED
USB AG (NEW)
OUBS
| $2M | ﹤0.01% |
+118,043
| New | +$2M |
|
|
GOLD
937
DELISTED
Randgold Resources Ltd
GOLD
| $2M | ﹤0.01% |
+31,679
| New | +$2M |
|
|
TUP
938
DELISTED
Tupperware Brands Corporation
TUP
| $1.99M | ﹤0.01% |
+25,634
| New | +$1.99M |
|
|
STB
939
DELISTED
Student Transportation Inc
STB
| $1.99M | ﹤0.01% |
+325,106
| New | +$1.99M |
|
|
PVG
940
DELISTED
PRETIUM RESOURCES INC.
PVG
| $1.98M | ﹤0.01% |
+300,645
| New | +$1.98M |
|
941
United Bankshares
UBSI
$5.4B
| $1.98M | ﹤0.01% |
+74,654
| New | +$1.98M |
|
942
Helix Energy Solutions
HLX
$932M
| $1.97M | ﹤0.01% |
+85,547
| New | +$1.97M |
|
943
SM Energy
SM
$3.13B
| $1.95M | ﹤0.01% |
+32,530
| New | +$1.95M |
|
|
TTM
944
DELISTED
Tata Motors Limited
TTM
| $1.95M | ﹤0.01% |
+83,163
| New | +$1.95M |
|
|
ENY
945
DELISTED
Invesco Canadian Energy Income ETF
ENY
| $1.95M | ﹤0.01% |
+145,483
| New | +$1.95M |
|
946
First Majestic Silver
AG
$5.08B
| $1.94M | ﹤0.01% |
+183,033
| New | +$1.94M |
|
947
Myriad Genetics
MYGN
$715M
| $1.94M | ﹤0.01% |
+72,107
| New | +$1.94M |
|
948
MDU Resources
MDU
$3.35B
| $1.93M | ﹤0.01% |
+196,224
| New | +$1.93M |
|
|
EPAY
949
DELISTED
Bottomline Technologies Inc
EPAY
| $1.93M | ﹤0.01% |
+76,438
| New | +$1.93M |
|
950
Carpenter Technology
CRS
$12.1B
| $1.93M | ﹤0.01% |
+42,852
| New | +$1.93M |
|