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 | |
|---|---|---|---|---|---|---|
951
Analog Devices
ADI
$122B
| $1.93M | ﹤0.01% |
+42,811
| New | +$1.93M |
|
952
WisdomTree Emerging Markets High Dividend Fund
DEM
$3.19B
| $1.93M | ﹤0.01% |
+39,865
| New | +$1.93M |
|
953
iShares MSCI Malaysia ETF
EWM
$243M
| $1.93M | ﹤0.01% |
+30,949
| New | +$1.93M |
|
954
Lennar Class A
LEN
$36.3B
| $1.92M | ﹤0.01% |
+56,020
| New | +$1.92M |
|
955
Essential Utilities
WTRG
$10.7B
| $1.92M | ﹤0.01% |
+76,728
| New | +$1.92M |
|
956
Signet Jewelers
SIG
$3.8B
| $1.91M | ﹤0.01% |
+28,277
| New | +$1.91M |
|
|
ANSS
957
DELISTED
Ansys
ANSS
| $1.9M | ﹤0.01% |
+26,026
| New | +$1.9M |
|
|
LUFK
958
DELISTED
LUFKIN IND INC
LUFK
| $1.89M | ﹤0.01% |
+21,311
| New | +$1.89M |
|
959
IQVIA
IQV
$32.4B
| $1.88M | ﹤0.01% |
+44,105
| New | +$1.88M |
|
960
Regency Centers
REG
$13.1B
| $1.88M | ﹤0.01% |
+36,944
| New | +$1.88M |
|
961
Invesco Solar ETF
TAN
$727M
| $1.87M | ﹤0.01% |
+78,734
| New | +$1.87M |
|
|
CERE
962
DELISTED
CERES, INC. COMMON STOCK NEW
CERE
| $1.87M | ﹤0.01% |
+74,650
| New | +$1.87M |
|
963
iShares MSCI Hong Kong ETF
EWH
$741M
| $1.85M | ﹤0.01% |
+101,025
| New | +$1.85M |
|
964
iShares Gold Trust
IAU
$53.4B
| $1.84M | ﹤0.01% |
+76,899
| New | +$1.84M |
|
965
Cullen/Frost Bankers
CFR
$8.23B
| $1.84M | ﹤0.01% |
+27,550
| New | +$1.84M |
|
|
LINE
966
DELISTED
LINN ENERGY LLC COM UTS REP LTD LIABILITY CO INTS
LINE
| $1.83M | ﹤0.01% |
+55,208
| New | +$1.83M |
|
967
Celanese
CE
$5.13B
| $1.83M | ﹤0.01% |
+40,814
| New | +$1.83M |
|
968
SiriusXM
SIRI
$8.02B
| $1.83M | ﹤0.01% |
+54,472
| New | +$1.83M |
|
|
LSI
969
DELISTED
Life Storage, Inc.
LSI
| $1.82M | ﹤0.01% |
+42,159
| New | +$1.82M |
|
|
FDO
970
DELISTED
FAMILY DOLLAR STORES
FDO
| $1.81M | ﹤0.01% |
+29,079
| New | +$1.81M |
|
|
LSI
971
DELISTED
LSI CORPORATION
LSI
| $1.8M | ﹤0.01% |
+252,604
| New | +$1.8M |
|
|
WRI
972
DELISTED
Weingarten Realty Investors
WRI
| $1.8M | ﹤0.01% |
+58,587
| New | +$1.8M |
|
|
XLNX
973
DELISTED
Xilinx Inc
XLNX
| $1.79M | ﹤0.01% |
+45,256
| New | +$1.79M |
|
974
Pan American Silver
PAAS
$15.5B
| $1.79M | ﹤0.01% |
+153,971
| New | +$1.79M |
|
975
Henry Schein
HSIC
$8.43B
| $1.79M | ﹤0.01% |
+47,601
| New | +$1.79M |
|