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 |
NVIDIA
NVDA
|
+$1.92B |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
+$1.56B |
| 3 |
Mastercard
MA
|
+$970M |
| 4 |
Flutter Entertainment
FLUT
|
+$958M |
| 5 |
CrowdStrike
CRWD
|
+$866M |
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 | |
|---|---|---|---|---|---|---|
1126
Landstar System
LSTR
$4.49B
| $4.8M | ﹤0.01% |
25,654
+16,850
| +191% | +$3.15M |
|
1127
Nutanix
NTNX
$21.5B
| $4.8M | ﹤0.01% |
80,440
+44,012
| +121% | +$2.62M |
|
1128
iShares MSCI India ETF
INDA
$9.39B
| $4.78M | ﹤0.01% |
80,907
-131,577
| -62% | -$7.78M |
|
1129
First Industrial Realty Trust
FR
$6.92B
| $4.75M | ﹤0.01% |
84,725
-474,407
| -85% | -$26.6M |
|
1130
Chewy
CHWY
$14.5B
| $4.74M | ﹤0.01% |
158,166
+153,175
| +3,069% | +$4.59M |
|
1131
AppFolio
APPF
$10B
| $4.74M | ﹤0.01% |
20,199
+17,074
| +546% | +$4M |
|
1132
Appian
APPN
$2.28B
| $4.72M | ﹤0.01% |
135,194
-683
| -0.5% | -$23.9K |
|
|
ITCI
1133
DELISTED
Intra-Cellular Therapies Inc.
ITCI
| $4.71M | ﹤0.01% |
64,198
-228,777
| -78% | -$16.8M |
|
1134
Pinterest
PINS
$23.8B
| $4.7M | ﹤0.01% |
144,702
-395,606
| -73% | -$12.8M |
|
1135
Indivior
INDV
$2.91B
| $4.66M | ﹤0.01% |
11,960
+2,217
| +23% | +$864K |
|
1136
Aramark
ARMK
$10.1B
| $4.66M | ﹤0.01% |
121,202
+76,214
| +169% | +$2.93M |
|
|
SRG
1137
Seritage Growth Properties
SRG
$238M
| $4.64M | ﹤0.01% |
+1,000,000
| New | +$4.64M |
|
1138
The Ensign Group
ENSG
$9.64B
| $4.64M | ﹤0.01% |
32,172
-2,879
| -8% | -$415K |
|
|
CNH
1139
CNH Industrial
CNH
$13.7B
| $4.63M | ﹤0.01% |
408,666
+114,033
| +39% | +$1.29M |
|
1140
Enovix
ENVX
$1.78B
| $4.61M | ﹤0.01% |
552,119
+299,882
| +119% | +$2.5M |
|
1141
TopBuild
BLD
$11.8B
| $4.6M | ﹤0.01% |
11,239
+4,703
| +72% | +$1.93M |
|
1142
iShares TIPS Bond ETF
TIP
$14B
| $4.59M | ﹤0.01% |
41,490
-36,342
| -47% | -$4.02M |
|
1143
SPDR S&P Aerospace & Defense ETF
XAR
$4.05B
| $4.57M | ﹤0.01% |
29,179
+27,055
| +1,274% | +$4.24M |
|
1144
Pediatrix Medical
MD
$1.45B
| $4.56M | ﹤0.01% |
404,896
-10,214
| -2% | -$115K |
|
1145
Sociedad Química y Minera de Chile
SQM
$11.9B
| $4.56M | ﹤0.01% |
109,286
+18,001
| +20% | +$750K |
|
1146
ArcelorMittal
MT
$26.4B
| $4.54M | ﹤0.01% |
174,995
+32,834
| +23% | +$852K |
|
1147
MasterBrand
MBC
$1.7B
| $4.53M | ﹤0.01% |
246,855
+226,068
| +1,088% | +$4.15M |
|
1148
Axalta
AXTA
$6.81B
| $4.52M | ﹤0.01% |
121,327
-271,550
| -69% | -$10.1M |
|
1149
Wolfspeed
WOLF
$336M
| $4.51M | ﹤0.01% |
443,309
-69,452
| -14% | -$707K |
|
1150
Nexstar Media Group
NXST
$6.3B
| $4.47M | ﹤0.01% |
26,840
-3,964
| -13% | -$660K |
|