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 | |
|---|---|---|---|---|---|---|
1451
Crocs
CROX
$4.23B
| $2.29K | ﹤0.01% |
31,999
+10,925
| +52% | +$782 |
|
1452
EastGroup Properties
EGP
$8.9B
| $2.29K | ﹤0.01% |
13,403
+3,019
| +29% | +$515 |
|
1453
Global X Robotics & Artificial Intelligence ETF
BOTZ
$2.88B
| $2.28K | ﹤0.01% |
109,660
+93,403
| +575% | +$1.95K |
|
1454
Spire
SR
$4.49B
| $2.28K | ﹤0.01% |
32,747
+497
| +2% | +$35 |
|
1455
Tevogen Bio Holdings
TVGN
$170M
| $2.28K | ﹤0.01% |
224,216
-725,784
| -76% | -$7.37K |
|
1456
Penumbra
PEN
$10.6B
| $2.27K | ﹤0.01% |
11,596
+3,298
| +40% | +$646 |
|
1457
Stifel
SF
$11.8B
| $2.27K | ﹤0.01% |
38,416
-701
| -2% | -$41 |
|
|
BBBY
1458
DELISTED
Bed Bath & Beyond Inc
BBBY
| $2.26K | ﹤0.01% |
350,050
+228,527
| +188% | +$1.48K |
|
1459
First Industrial Realty Trust
FR
$6.91B
| $2.26K | ﹤0.01% |
44,760
+10,614
| +31% | +$535 |
|
1460
Vanguard Large-Cap ETF
VV
$45.3B
| $2.26K | ﹤0.01% |
12,715
-1,050
| -8% | -$186 |
|
|
EPHY
1461
DELISTED
Epiphany Technology Acquisition Corp. Class A Common Stock
EPHY
| $2.25K | ﹤0.01% |
+227,832
| New | +$2.25K |
|
1462
Sibanye-Stillwater
SBSW
$6.17B
| $2.25K | ﹤0.01% |
239,321
-103,974
| -30% | -$978 |
|
1463
Owens Corning
OC
$12.7B
| $2.25K | ﹤0.01% |
28,281
+5,139
| +22% | +$409 |
|
1464
Coeur Mining
CDE
$9.98B
| $2.24K | ﹤0.01% |
642,822
+22,601
| +4% | +$79 |
|
1465
Fortuna Silver Mines
FSM
$2.56B
| $2.23K | ﹤0.01% |
883,734
+17,209
| +2% | +$43 |
|
1466
Cheniere Energy
CQP
$25.2B
| $2.23K | ﹤0.01% |
40,900
-99,200
| -71% | -$5.4K |
|
1467
iShares MSCI Global Metals & Mining Producers ETF
PICK
$841M
| $2.21K | ﹤0.01% |
61,466
+3,007
| +5% | +$108 |
|
1468
Wingstop
WING
$7.43B
| $2.21K | ﹤0.01% |
17,071
+7,091
| +71% | +$916 |
|
1469
Compass Minerals
CMP
$753M
| $2.2K | ﹤0.01% |
54,578
+9,626
| +21% | +$388 |
|
1470
Tenaris
TS
$18.7B
| $2.19K | ﹤0.01% |
79,804
+64,288
| +414% | +$1.76K |
|
1471
SPDR S&P Bank ETF
KBE
$1.56B
| $2.19K | ﹤0.01% |
45,595
-3,882
| -8% | -$186 |
|
|
DNMR
1472
DELISTED
Danimer Scientific, Inc.
DNMR
| $2.18K | ﹤0.01% |
11,296
-8,355
| -43% | -$1.61K |
|
1473
Omega Healthcare
OHI
$12.5B
| $2.18K | ﹤0.01% |
69,311
-27,212
| -28% | -$854 |
|
1474
iShares MSCI Malaysia ETF
EWM
$245M
| $2.17K | ﹤0.01% |
97,110
-7,501
| -7% | -$168 |
|
|
RENE
1475
DELISTED
Cartesian Growth Corp II
RENE
| $2.17K | ﹤0.01% |
+215,858
| New | +$2.17K |
|