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 |
iShares Core S&P 500 ETF
IVV
|
+$3.24B |
| 2 |
NVIDIA
NVDA
|
+$963M |
| 3 |
Canadian Imperial Bank of Commerce
CM
|
+$668M |
| 4 |
TC Energy
TRP
|
+$591M |
| 5 |
Toronto Dominion Bank
TD
|
+$523M |
Top Sells
| 1 |
Microsoft
MSFT
|
+$832M |
| 2 |
Strategy Inc Common Stock Class A
MSTR
|
+$733M |
| 3 |
Apple
AAPL
|
+$721M |
| 4 |
SPDR S&P 500 ETF Trust
SPY
|
+$518M |
| 5 |
Amazon
AMZN
|
+$450M |
Sector Composition
| 1 | Financials | 24.86% |
| 2 | Technology | 18.84% |
| 3 | Communication Services | 7.88% |
| 4 | Industrials | 7.12% |
| 5 | Energy | 6.84% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1426
EXL Service
EXLS
$6.84B
| $1.29M | ﹤0.01% |
27,254
+139
| +0.5% | +$6.56K |
|
1427
Duolingo
DUOL
$12.9B
| $1.29M | ﹤0.01% |
4,142
+48
| +1% | +$14.9K |
|
1428
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
$14.5B
| $1.28M | ﹤0.01% |
11,666
-1,500
| -11% | -$165K |
|
1429
Ambev
ABEV
$36.8B
| $1.28M | ﹤0.01% |
550,563
-287,739
| -34% | -$670K |
|
1430
Franklin FTSE India ETF
FLIN
$2.51B
| $1.27M | ﹤0.01% |
34,598
+18,260
| +112% | +$673K |
|
1431
Voya Financial
VOYA
$7.27B
| $1.27M | ﹤0.01% |
18,713
+311
| +2% | +$21.1K |
|
1432
Wolfspeed
WOLF
$386M
| $1.27M | ﹤0.01% |
414,038
-579
| -0.1% | -$1.77K |
|
1433
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
$11.5B
| $1.26M | ﹤0.01% |
12,377
+1,295
| +12% | +$132K |
|
1434
RH
RH
$4.32B
| $1.26M | ﹤0.01% |
5,384
+603
| +13% | +$141K |
|
1435
WESCO International
WCC
$10.5B
| $1.26M | ﹤0.01% |
8,102
+44
| +0.5% | +$6.83K |
|
1436
UiPath
PATH
$6.19B
| $1.26M | ﹤0.01% |
122,055
+28,864
| +31% | +$297K |
|
1437
Vontier
VNT
$6.25B
| $1.26M | ﹤0.01% |
38,262
+1,159
| +3% | +$38.1K |
|
1438
Permian Resources
PR
$9.41B
| $1.25M | ﹤0.01% |
90,180
+15,658
| +21% | +$217K |
|
1439
Advance Auto Parts
AAP
$3.79B
| $1.25M | ﹤0.01% |
31,808
+6,845
| +27% | +$268K |
|
1440
XPeng
XPEV
$20.4B
| $1.25M | ﹤0.01% |
60,151
-5,309
| -8% | -$110K |
|
1441
Vanguard S&P 500 Value ETF
VOOV
$5.64B
| $1.24M | ﹤0.01% |
6,755
-1,131
| -14% | -$208K |
|
1442
Applied Industrial Technologies
AIT
$9.91B
| $1.24M | ﹤0.01% |
5,519
+53
| +1% | +$11.9K |
|
1443
Black Hills Corp
BKH
$4.25B
| $1.24M | ﹤0.01% |
20,419
+300
| +1% | +$18.2K |
|
1444
Saia
SAIA
$8.75B
| $1.24M | ﹤0.01% |
3,543
+11
| +0.3% | +$3.84K |
|
1445
Fortune Brands Innovations
FBIN
$7B
| $1.23M | ﹤0.01% |
20,195
+178
| +0.9% | +$10.8K |
|
1446
Euronet Worldwide
EEFT
$3.54B
| $1.23M | ﹤0.01% |
11,505
-446
| -4% | -$47.7K |
|
1447
Cogent Biosciences
COGT
$1.75B
| $1.23M | ﹤0.01% |
+205,030
| New | +$1.23M |
|
1448
Jefferies Financial Group
JEF
$13.7B
| $1.23M | ﹤0.01% |
22,909
+217
| +1% | +$11.6K |
|
1449
Prosperity Bancshares
PB
$6.19B
| $1.22M | ﹤0.01% |
17,151
+260
| +2% | +$18.6K |
|
1450
First Trust Rising Dividend Achievers ETF
RDVY
$16.7B
| $1.22M | ﹤0.01% |
20,853
-200
| -0.9% | -$11.7K |
|