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
|
+$1.04B |
| 2 |
TC Energy
TRP
|
+$698M |
| 3 |
SPDR S&P 500 ETF Trust
SPY
|
+$608M |
| 4 |
Toronto Dominion Bank
TD
|
+$597M |
| 5 |
Broadcom
AVGO
|
+$524M |
Top Sells
| 1 |
Alphabet (Google) Class A
GOOGL
|
+$5B |
| 2 |
Amazon
AMZN
|
+$1.41B |
| 3 |
Advanced Micro Devices
AMD
|
+$317M |
| 4 |
NVIDIA
NVDA
|
+$236M |
| 5 |
Industrial Select Sector SPDR Fund
XLI
|
+$216M |
Sector Composition
| 1 | Communication Services | 25.06% |
| 2 | Consumer Discretionary | 18.3% |
| 3 | Financials | 15.37% |
| 4 | Technology | 13.41% |
| 5 | Energy | 4.94% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1276
Shoals Technologies Group
SHLS
$1.15B
| $2.64M | ﹤0.01% |
121,311
+3,169
| +3% | +$68.9K |
|
1277
US Foods
USFD
$17.9B
| $2.63M | ﹤0.01% |
64,859
-5,515
| -8% | -$224K |
|
1278
Ambac
AMBC
$413M
| $2.62M | ﹤0.01% |
+204,023
| New | +$2.62M |
|
1279
Essential Properties Realty Trust
EPRT
$5.91B
| $2.61M | ﹤0.01% |
111,655
+53
| +0% | +$1.24K |
|
1280
Petrobras
PBR
$81.4B
| $2.6M | ﹤0.01% |
169,651
+161,431
| +1,964% | +$2.47M |
|
1281
iShares Cybersecurity and Tech ETF
IHAK
$938M
| $2.59M | ﹤0.01% |
65,046
-12,754
| -16% | -$507K |
|
1282
Global X Silver Miners ETF NEW
SIL
$3.19B
| $2.58M | ﹤0.01% |
96,199
+84,094
| +695% | +$2.26M |
|
1283
iShares MSCI Malaysia ETF
EWM
$245M
| $2.58M | ﹤0.01% |
121,773
-19,143
| -14% | -$405K |
|
1284
RingCentral
RNG
$2.75B
| $2.58M | ﹤0.01% |
86,036
-52,661
| -38% | -$1.58M |
|
1285
Texas Pacific Land
TPL
$21.5B
| $2.57M | ﹤0.01% |
4,158
+45
| +1% | +$27.8K |
|
1286
Roblox
RBLX
$92.4B
| $2.57M | ﹤0.01% |
91,807
+22,113
| +32% | +$618K |
|
1287
Dorian LPG
LPG
$1.35B
| $2.57M | ﹤0.01% |
92,919
+61,697
| +198% | +$1.7M |
|
1288
Chegg
CHGG
$167M
| $2.57M | ﹤0.01% |
253,244
-1,117,426
| -82% | -$11.3M |
|
1289
Stem
STEM
$124M
| $2.56M | ﹤0.01% |
+26,604
| New | +$2.56M |
|
|
ATSG
1290
DELISTED
Air Transport Services Group, Inc.
ATSG
| $2.56M | ﹤0.01% |
113,482
-71
| -0.1% | -$1.6K |
|
1291
Antero Midstream
AM
$8.91B
| $2.56M | ﹤0.01% |
217,995
+6,258
| +3% | +$73.5K |
|
1292
Liberty Broadband Class A
LBRDA
$8.65B
| $2.54M | ﹤0.01% |
27,512
-5,083
| -16% | -$470K |
|
1293
California Water Service
CWT
$2.76B
| $2.53M | ﹤0.01% |
49,530
+878
| +2% | +$44.9K |
|
1294
iShares US Aerospace & Defense ETF
ITA
$9.28B
| $2.53M | ﹤0.01% |
22,975
-173,059
| -88% | -$19.1M |
|
1295
Universal Insurance Holdings
UVE
$719M
| $2.52M | ﹤0.01% |
+194,326
| New | +$2.52M |
|
1296
Real Estate Select Sector SPDR Fund
XLRE
$7.81B
| $2.52M | ﹤0.01% |
68,366
+56,667
| +484% | +$2.08M |
|
1297
iShares 0-5 Year Investment Grade Corporate Bond ETF
SLQD
$2.35B
| $2.51M | ﹤0.01% |
52,203
-855
| -2% | -$41.1K |
|
1298
Markel Group
MKL
$24.7B
| $2.5M | ﹤0.01% |
1,638
-3,188
| -66% | -$4.87M |
|
1299
Twilio
TWLO
$15.7B
| $2.49M | ﹤0.01% |
39,700
+12,559
| +46% | +$788K |
|
1300
RPAR Risk Parity ETF
RPAR
$542M
| $2.49M | ﹤0.01% |
+127,431
| New | +$2.49M |
|