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 |
Amazon
AMZN
|
+$4.8B |
| 2 |
Alphabet (Google) Class A
GOOGL
|
+$2.26B |
| 3 |
Burford Capital
BUR
|
+$1.47B |
| 4 |
Brookfield
BN
|
+$1.18B |
| 5 |
Toronto Dominion Bank
TD
|
+$717M |
Top Sells
| 1 |
Apple
AAPL
|
+$567M |
| 2 |
Suncor Energy
SU
|
+$419M |
| 3 |
Alphabet (Google) Class C
GOOG
|
+$344M |
| 4 |
iShares China Large-Cap ETF
FXI
|
+$228M |
| 5 |
SJR
Shaw Communications Inc.
SJR
|
+$216M |
Sector Composition
| 1 | Communication Services | 22.53% |
| 2 | Financials | 19.07% |
| 3 | Consumer Discretionary | 16.69% |
| 4 | Technology | 11.85% |
| 5 | Industrials | 5.38% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1351
Fiverr
FVRR
$881M
| $2.59M | ﹤0.01% |
73,133
+40
| +0.1% | +$1.42K |
|
|
BNT
1352
Brookfield Wealth Solutions Ltd.
BNT
$19.3B
| $2.59M | ﹤0.01% |
78,661
-6,917
| -8% | -$228K |
|
1353
Invesco Emerging Markets Sovereign Debt ETF
PCY
$1.27B
| $2.59M | ﹤0.01% |
133,400
+132,920
| +27,692% | +$2.58M |
|
1354
iShares MSCI Global Sustainable Development Goals ETF
SDG
$173M
| $2.58M | ﹤0.01% |
+32,733
| New | +$2.58M |
|
1355
DoorDash
DASH
$110B
| $2.58M | ﹤0.01% |
40,147
+34,064
| +560% | +$2.19M |
|
1356
SoFi Technologies
SOFI
$31.8B
| $2.58M | ﹤0.01% |
399,981
-33,639
| -8% | -$217K |
|
|
NGD
1357
New Gold Inc
NGD
$5.16B
| $2.57M | ﹤0.01% |
2,273,144
+169,813
| +8% | +$192K |
|
|
CGC
1358
Canopy Growth
CGC
$427M
| $2.57M | ﹤0.01% |
113,828
+15,457
| +16% | +$349K |
|
1359
WESCO International
WCC
$10.4B
| $2.56M | ﹤0.01% |
16,566
+12,533
| +311% | +$1.94M |
|
1360
ESAB
ESAB
$6.69B
| $2.56M | ﹤0.01% |
42,208
+1,420
| +3% | +$86.2K |
|
1361
Thor Industries
THO
$5.55B
| $2.56M | ﹤0.01% |
32,096
+12,343
| +62% | +$985K |
|
1362
AllianceBernstein
AB
$4.19B
| $2.54M | ﹤0.01% |
+67,800
| New | +$2.54M |
|
1363
Independence Realty Trust
IRT
$4.07B
| $2.54M | ﹤0.01% |
132,599
+12,259
| +10% | +$235K |
|
1364
Pearson
PSO
$9.15B
| $2.53M | ﹤0.01% |
242,259
-500
| -0.2% | -$5.23K |
|
|
MRNS
1365
DELISTED
Marinus Pharmaceuticals, Inc
MRNS
| $2.53M | ﹤0.01% |
351,828
-68,572
| -16% | -$494K |
|
1366
Americold
COLD
$3.93B
| $2.52M | ﹤0.01% |
80,817
+3,411
| +4% | +$106K |
|
1367
EastGroup Properties
EGP
$8.9B
| $2.52M | ﹤0.01% |
15,231
-84
| -0.5% | -$13.9K |
|
1368
Energy Fuels
UUUU
$2.75B
| $2.52M | ﹤0.01% |
424,232
-80,935
| -16% | -$480K |
|
1369
Integral Ad Science
IAS
$1.4B
| $2.5M | ﹤0.01% |
175,406
-13,132
| -7% | -$188K |
|
1370
Murphy Oil
MUR
$3.68B
| $2.5M | ﹤0.01% |
64,020
+13,259
| +26% | +$517K |
|
|
SWN
1371
DELISTED
Southwestern Energy Company
SWN
| $2.5M | ﹤0.01% |
478,920
-90,014
| -16% | -$469K |
|
1372
MaxCyte
MXCT
$155M
| $2.49M | ﹤0.01% |
+3,974
| New | +$2.49M |
|
1373
Texas Roadhouse
TXRH
$11.1B
| $2.49M | ﹤0.01% |
22,918
+14,052
| +158% | +$1.53M |
|
1374
JPMorgan Short Duration Core Plus ETF
JSCP
$804M
| $2.47M | ﹤0.01% |
+53,392
| New | +$2.47M |
|
|
BIOS
1375
DELISTED
BioPlus Acquisition Corp. Class A Ordinary Shares
BIOS
| $2.47M | ﹤0.01% |
236,746
| – | – |
|