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 |
Tesla
TSLA
|
+$907K |
| 2 |
Toronto Dominion Bank
TD
|
+$890K |
| 3 |
Royal Bank of Canada
RY
|
+$868K |
| 4 |
Invesco QQQ Trust
QQQ
|
+$589K |
| 5 |
Brookfield
BN
|
+$479K |
Top Sells
| 1 |
Alphabet (Google) Class A
GOOGL
|
+$5.36M |
| 2 |
Amazon
AMZN
|
+$3.78M |
| 3 |
Apple
AAPL
|
+$3.39M |
| 4 |
Meta Platforms (Facebook)
META
|
+$1.1M |
| 5 |
Alibaba
BABA
|
+$964K |
Sector Composition
| 1 | Communication Services | 23.73% |
| 2 | Financials | 17.39% |
| 3 | Consumer Discretionary | 16.47% |
| 4 | Technology | 11.56% |
| 5 | Industrials | 5.68% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1326
Vanguard Industrials ETF
VIS
$6.13B
| $3.2K | ﹤0.01% |
18,365
-347
| -2% | -$61 |
|
1327
IAMGOLD
IAG
$6.42B
| $3.17K | ﹤0.01% |
2,588,008
+316,639
| +14% | +$388 |
|
1328
RenaissanceRe
RNR
$11.6B
| $3.15K | ﹤0.01% |
20,710
+5,906
| +40% | +$898 |
|
1329
Southern Copper
SCCO
$86.2B
| $3.15K | ﹤0.01% |
73,209
+28,181
| +63% | +$1.21K |
|
|
SOHU
1330
Sohu.com
SOHU
$480M
| $3.13K | ﹤0.01% |
+184,900
| New | +$3.13K |
|
1331
Korea Electric Power
KEP
$17.2B
| $3.13K | ﹤0.01% |
+451,145
| New | +$3.13K |
|
1332
Crinetics Pharmaceuticals
CRNX
$3.2B
| $3.12K | ﹤0.01% |
+147,000
| New | +$3.12K |
|
|
SWCH
1333
DELISTED
Switch, Inc. Class A Common Stock
SWCH
| $3.12K | ﹤0.01% |
91,614
+71,599
| +358% | +$2.44K |
|
|
LTHM
1334
DELISTED
Livent Corporation
LTHM
| $3.11K | ﹤0.01% |
94,363
-14,178
| -13% | -$468 |
|
1335
Abercrombie & Fitch
ANF
$4.12B
| $3.1K | ﹤0.01% |
191,960
-16,327
| -8% | -$264 |
|
|
BIOT
1336
DELISTED
Biotech Acquisition Company Class A Ordinary Shares
BIOT
| $3.1K | ﹤0.01% |
312,414
+62,514
| +25% | +$620 |
|
1337
Sotera Health
SHC
$4.56B
| $3.1K | ﹤0.01% |
181,609
+77,709
| +75% | +$1.33K |
|
1338
Pathward Financial
CASH
$1.72B
| $3.08K | ﹤0.01% |
+92,897
| New | +$3.08K |
|
|
NSTB
1339
DELISTED
Northern Star Investment Corp. II
NSTB
| $3.07K | ﹤0.01% |
311,190
+150,000
| +93% | +$1.48K |
|
1340
Guardant Health
GH
$6.85B
| $3.06K | ﹤0.01% |
54,342
-15,955
| -23% | -$899 |
|
1341
Telefônica Brasil
VIV
$20B
| $3.06K | ﹤0.01% |
378,170
+312,220
| +473% | +$2.52K |
|
1342
Popular Inc
BPOP
$8.34B
| $3.05K | ﹤0.01% |
+41,723
| New | +$3.05K |
|
1343
Jones Lang LaSalle
JLL
$14.8B
| $3.04K | ﹤0.01% |
19,984
+10,476
| +110% | +$1.6K |
|
1344
Amicus Therapeutics
FOLD
$2.46B
| $3.04K | ﹤0.01% |
290,510
-340,213
| -54% | -$3.56K |
|
1345
iShares ESG Optimized MSCI USA ETF
SUSA
$3.63B
| $3.04K | ﹤0.01% |
36,248
-6,381
| -15% | -$535 |
|
1346
Murphy USA
MUSA
$7.53B
| $3.03K | ﹤0.01% |
10,926
+8,011
| +275% | +$2.22K |
|
|
BTWN
1347
DELISTED
Bridgetown Holdings Limited Class A Ordinary Shares
BTWN
| $3.01K | ﹤0.01% |
300,000
-308,400
| -51% | -$3.1K |
|
|
LEGA
1348
DELISTED
Lead Edge Growth Opportunities, Ltd Class A Ordinary Shares
LEGA
| $3K | ﹤0.01% |
302,628
+2,628
| +0.9% | +$26 |
|
1349
908 Devices
MASS
$202M
| $3K | ﹤0.01% |
+174,000
| New | +$3K |
|
1350
CACI
CACI
$10.9B
| $2.99K | ﹤0.01% |
11,173
+6,871
| +160% | +$1.84K |
|