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 |
Broadcom
AVGO
|
$2.48B |
| 2 |
NVIDIA
NVDA
|
$1.92B |
| 3 |
SPDR S&P 500 ETF Trust
SPY
|
$1.56B |
| 4 |
Mastercard
MA
|
$970M |
| 5 |
Flutter Entertainment
FLUT
|
$958M |
Top Sells
| 1 |
Burford Capital
BUR
|
$2.61B |
| 2 |
Tesla
TSLA
|
$737M |
| 3 |
Canadian Imperial Bank of Commerce
CM
|
$639M |
| 4 |
Royal Bank of Canada
RY
|
$589M |
| 5 |
Scotiabank
BNS
|
$495M |
Sector Composition
| 1 | Financials | 22.78% |
| 2 | Technology | 20.68% |
| 3 | Communication Services | 8.12% |
| 4 | Industrials | 7% |
| 5 | Consumer Discretionary | 6.9% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
76
iShares MSCI Japan ETF
EWJ
$15.3B
| $550M | 0.24% |
7,735,522
+244,641
| +3% | +$17.4M |
|
77
iShares Russell 2000 ETF
IWM
$66.6B
| $544M | 0.24% |
2,466,853
+154,625
| +7% | +$34.1M |
|
78
Vanguard S&P 500 ETF
VOO
$720B
| $543M | 0.24% |
1,033,214
+57,852
| +6% | +$30.4M |
|
79
Oracle
ORCL
$633B
| $526M | 0.23% |
3,119,153
-392,589
| -11% | -$66.2M |
|
80
Verizon
VZ
$185B
| $521M | 0.23% |
11,604,029
-1,412,242
| -11% | -$63.4M |
|
81
iShares Core MSCI Emerging Markets ETF
IEMG
$102B
| $503M | 0.22% |
8,633,091
+222,690
| +3% | +$13M |
|
82
McDonald's
MCD
$225B
| $491M | 0.22% |
1,617,259
-258,825
| -14% | -$78.6M |
|
83
NextEra Energy, Inc.
NEE
$150B
| $488M | 0.21% |
5,770,591
-97,773
| -2% | -$8.27M |
|
84
Thermo Fisher Scientific
TMO
$184B
| $472M | 0.21% |
768,677
-71,433
| -9% | -$43.9M |
|
85
VanEck Gold Miners ETF
GDX
$19.5B
| $469M | 0.21% |
11,608,870
+1,712,179
| +17% | +$69.1M |
|
86
Salesforce
CRM
$242B
| $468M | 0.21% |
1,691,493
-280,840
| -14% | -$77.7M |
|
87
Palo Alto Networks
PANW
$127B
| $467M | 0.21% |
1,391,295
-255,644
| -16% | -$85.8M |
|
88
Parker-Hannifin
PH
$95B
| $457M | 0.2% |
721,717
-14,038
| -2% | -$8.88M |
|
89
S&P Global
SPGI
$165B
| $454M | 0.2% |
885,444
+47,076
| +6% | +$24.1M |
|
90
Pfizer
PFE
$142B
| $447M | 0.2% |
15,367,234
+287,512
| +2% | +$8.36M |
|
91
Brookfield Asset Management
BAM
$95.4B
| $436M | 0.19% |
9,236,374
+43,134
| +0.5% | +$2.03M |
|
92
iShares 1-3 Year Treasury Bond ETF
SHY
$24.5B
| $428M | 0.19% |
5,135,345
+41,969
| +0.8% | +$3.49M |
|
93
Chevron
CVX
$326B
| $427M | 0.19% |
2,937,104
-289,910
| -9% | -$42.2M |
|
94
Amgen
AMGN
$154B
| $419M | 0.18% |
1,298,389
+2,787
| +0.2% | +$899K |
|
95
Snowflake
SNOW
$77.9B
| $417M | 0.18% |
3,659,653
-3,948,383
| -52% | -$450M |
|
96
Micron Technology
MU
$133B
| $414M | 0.18% |
3,855,808
+613,928
| +19% | +$66M |
|
97
Boston Scientific
BSX
$158B
| $409M | 0.18% |
4,901,480
-335,299
| -6% | -$27.9M |
|
98
General Dynamics
GD
$87.3B
| $407M | 0.18% |
1,356,939
+19,213
| +1% | +$5.77M |
|
99
TJX Companies
TJX
$155B
| $407M | 0.18% |
3,460,411
-83,735
| -2% | -$9.84M |
|
100
Medtronic
MDT
$120B
| $406M | 0.18% |
4,546,819
+1,790,483
| +65% | +$160M |
|