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 |
Alphabet (Google) Class A
GOOGL
|
+$8.4B |
| 2 |
Amazon
AMZN
|
+$6.78B |
| 3 |
Tesla
TSLA
|
+$2.67B |
| 4 |
Apple
AAPL
|
+$1.45B |
| 5 |
Microsoft
MSFT
|
+$929M |
Top Sells
| 1 |
Royal Bank of Canada
RY
|
+$1.35B |
| 2 |
Burford Capital
BUR
|
+$651M |
| 3 |
Invesco QQQ Trust
QQQ
|
+$567M |
| 4 |
Canadian Natural Resources
CNQ
|
+$499M |
| 5 |
SPDR S&P 500 ETF Trust
SPY
|
+$462M |
Sector Composition
| 1 | Communication Services | 25.57% |
| 2 | Consumer Discretionary | 19.87% |
| 3 | Technology | 14.68% |
| 4 | Financials | 14.23% |
| 5 | Industrials | 4.64% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1176
Brighthouse Financial
BHF
$2.8B
| $3.26M | ﹤0.01% |
60,254
+52,861
| +715% | +$2.86M |
|
1177
KB Home
KBH
$4.48B
| $3.26M | ﹤0.01% |
51,634
+5,871
| +13% | +$370K |
|
1178
FT Vest US Equity Buffer ETF June
FJUN
$999M
| $3.25M | ﹤0.01% |
+73,600
| New | +$3.25M |
|
1179
Tenet Healthcare
THC
$17B
| $3.23M | ﹤0.01% |
42,407
-5,082
| -11% | -$388K |
|
1180
Global X SuperDividend ETF
SDIV
$964M
| $3.23M | ﹤0.01% |
+142,304
| New | +$3.23M |
|
1181
iShares MSCI Malaysia ETF
EWM
$245M
| $3.2M | ﹤0.01% |
150,704
+28,931
| +24% | +$615K |
|
1182
DT Midstream
DTM
$10.9B
| $3.2M | ﹤0.01% |
58,237
-7,921
| -12% | -$435K |
|
1183
Adtalem Global Education
ATGE
$4.94B
| $3.19M | ﹤0.01% |
53,544
+202
| +0.4% | +$12.1K |
|
|
SILV
1184
DELISTED
SilverCrest Metals Inc. Common Shares
SILV
| $3.18M | ﹤0.01% |
464,113
-29,214
| -6% | -$200K |
|
1185
Helen of Troy
HELE
$554M
| $3.17M | ﹤0.01% |
25,837
+19,220
| +290% | +$2.36M |
|
1186
KB Financial Group
KB
$31.1B
| $3.13M | ﹤0.01% |
74,590
+731
| +1% | +$30.6K |
|
1187
Woodside Energy
WDS
$30.5B
| $3.12M | ﹤0.01% |
+146,727
| New | +$3.12M |
|
1188
Franklin FTSE Japan ETF
FLJP
$2.38B
| $3.11M | ﹤0.01% |
+111,089
| New | +$3.11M |
|
1189
Super Micro Computer
SMCI
$26.7B
| $3.09M | ﹤0.01% |
104,690
+56,790
| +119% | +$1.68M |
|
1190
Federal Agricultural Mortgage
AGM
$2.15B
| $3.08M | ﹤0.01% |
15,529
-1,247
| -7% | -$247K |
|
1191
CubeSmart
CUBE
$9.39B
| $3.08M | ﹤0.01% |
64,837
-20,739
| -24% | -$984K |
|
1192
First Trust Water ETF
FIW
$1.91B
| $3.07M | ﹤0.01% |
32,184
+906
| +3% | +$86.5K |
|
1193
Coeur Mining
CDE
$9.98B
| $3.07M | ﹤0.01% |
913,620
+64,160
| +8% | +$216K |
|
1194
HF Sinclair
DINO
$9.56B
| $3.06M | ﹤0.01% |
52,891
+14,819
| +39% | +$857K |
|
|
GOOS
1195
Canada Goose Holdings
GOOS
$1.36B
| $3.05M | ﹤0.01% |
237,332
-107,645
| -31% | -$1.38M |
|
1196
Telkom Indonesia
TLK
$19B
| $3.05M | ﹤0.01% |
117,138
-26,527
| -18% | -$690K |
|
1197
United States Oil Fund
USO
$911M
| $3.02M | ﹤0.01% |
42,161
+26,641
| +172% | +$1.91M |
|
1198
iShares Global Healthcare ETF
IXJ
$3.84B
| $3.02M | ﹤0.01% |
34,741
+14,888
| +75% | +$1.29M |
|
1199
ICICI Bank
IBN
$115B
| $3.01M | ﹤0.01% |
124,139
+64,275
| +107% | +$1.56M |
|
1200
Direxion Auspice Broad Commodity Strategy ETF
COM
$177M
| $3M | ﹤0.01% |
107,296
+52,459
| +96% | +$1.47M |
|