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 | |
|---|---|---|---|---|---|---|
1351
ROBO Global Robotics & Automation Index ETF
ROBO
$1.13B
| $2.99K | ﹤0.01% |
66,996
+8,851
| +15% | +$394 |
|
1352
Talos Energy
TALO
$1.68B
| $2.97K | ﹤0.01% |
178,217
-3,506
| -2% | -$59 |
|
1353
Invesco Food & Beverage ETF
PBJ
$93.6M
| $2.95K | ﹤0.01% |
+66,911
| New | +$2.95K |
|
1354
ICICI Bank
IBN
$115B
| $2.94K | ﹤0.01% |
140,012
-16,903
| -11% | -$355 |
|
1355
Goodyear
GT
$2.43B
| $2.94K | ﹤0.01% |
277,665
-137,773
| -33% | -$1.46K |
|
|
ATSG
1356
DELISTED
Air Transport Services Group, Inc.
ATSG
| $2.94K | ﹤0.01% |
114,167
-7,271
| -6% | -$187 |
|
1357
Watsco
WSO
$15.5B
| $2.93K | ﹤0.01% |
11,157
+3,638
| +48% | +$954 |
|
1358
Bank OZK
OZK
$5.88B
| $2.92K | ﹤0.01% |
73,546
-532
| -0.7% | -$21 |
|
1359
SentinelOne
S
$6.13B
| $2.92K | ﹤0.01% |
+111,933
| New | +$2.92K |
|
|
CSLM
1360
DELISTED
CSLM Acquisition Corp. Class A Ordinary Share
CSLM
| $2.92K | ﹤0.01% |
+294,029
| New | +$2.92K |
|
|
TTM
1361
DELISTED
Tata Motors Limited
TTM
| $2.92K | ﹤0.01% |
119,165
-20
| -0% | – |
|
1362
Direxion Daily S&P 500 Bear 1X Shares
SPDN
$127M
| $2.91K | ﹤0.01% |
162,825
+162,625
| +81,313% | +$2.91K |
|
1363
iShares Core S&P Total US Stock Market ETF
ITOT
$76.7B
| $2.91K | ﹤0.01% |
33,696
+13,956
| +71% | +$1.21K |
|
1364
Navient
NAVI
$1.28B
| $2.91K | ﹤0.01% |
172,716
+128,182
| +288% | +$2.16K |
|
|
BLUA
1365
DELISTED
BlueRiver Acquisition Corp.
BLUA
| $2.9K | ﹤0.01% |
293,310
+50,000
| +21% | +$495 |
|
1366
Vanguard Health Care ETF
VHT
$15.7B
| $2.9K | ﹤0.01% |
11,976
+963
| +9% | +$233 |
|
1367
Banco Bilbao Vizcaya Argentaria
BBVA
$110B
| $2.87K | ﹤0.01% |
639,924
+324,835
| +103% | +$1.46K |
|
1368
Ryan Specialty Holdings
RYAN
$6.61B
| $2.87K | ﹤0.01% |
+69,233
| New | +$2.87K |
|
1369
Gray Television
GTN
$598M
| $2.86K | ﹤0.01% |
+177,418
| New | +$2.86K |
|
1370
Bandwidth Inc
BAND
$495M
| $2.85K | ﹤0.01% |
180,724
-2,482
| -1% | -$39 |
|
1371
Aecom
ACM
$16.8B
| $2.84K | ﹤0.01% |
40,939
+6,847
| +20% | +$475 |
|
1372
Performance Food Group
PFGC
$16.6B
| $2.82K | ﹤0.01% |
57,069
+28,640
| +101% | +$1.42K |
|
1373
Matador Resources
MTDR
$5.93B
| $2.81K | ﹤0.01% |
45,182
+3,212
| +8% | +$200 |
|
|
KNSW
1374
DELISTED
KnightSwan Acquisition Corporation
KNSW
| $2.81K | ﹤0.01% |
280,000
-55,000
| -16% | -$552 |
|
1375
Lear
LEA
$5.62B
| $2.8K | ﹤0.01% |
22,098
-579
| -3% | -$73 |
|