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 |
Burford Capital
BUR
|
+$4.1B |
| 2 |
Tesla
TSLA
|
+$1.59B |
| 3 |
Alphabet (Google) Class A
GOOGL
|
+$933M |
| 4 |
Apple
AAPL
|
+$495M |
| 5 |
Snowflake
SNOW
|
+$378M |
Top Sells
| 1 |
Alibaba
BABA
|
+$1.83B |
| 2 |
Chipotle Mexican Grill
CMG
|
+$1.61B |
| 3 |
SPDR S&P 500 ETF Trust
SPY
|
+$1.32B |
| 4 |
Toronto Dominion Bank
TD
|
+$1.14B |
| 5 |
Indivior
INDV
|
+$701M |
Sector Composition
| 1 | Communication Services | 24.26% |
| 2 | Consumer Discretionary | 20.36% |
| 3 | Technology | 15.82% |
| 4 | Financials | 14.17% |
| 5 | Industrials | 4.33% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1451
New Fortress Energy
NFE
$373M
| $1.81M | ﹤0.01% |
81,843
+13,706
| +20% | +$303K |
|
1452
ARK 21Shares Bitcoin ETF
ARKB
$1.87B
| $1.8M | ﹤0.01% |
+87,189
| New | +$1.8M |
|
1453
Vishay Precision Group
VPG
$416M
| $1.8M | ﹤0.01% |
52,768
-4,012
| -7% | -$137K |
|
1454
Credit Acceptance
CACC
$5.33B
| $1.79M | ﹤0.01% |
3,463
-17
| -0.5% | -$8.77K |
|
1455
Medical Properties Trust
MPW
$3.08B
| $1.79M | ﹤0.01% |
377,689
+6,514
| +2% | +$30.8K |
|
1456
iShares US Medical Devices ETF
IHI
$4.27B
| $1.78M | ﹤0.01% |
31,666
-5,917
| -16% | -$333K |
|
1457
Sprott Uranium Miners ETF
URNM
$1.69B
| $1.78M | ﹤0.01% |
34,285
-10,528
| -23% | -$547K |
|
1458
Crocs
CROX
$4.23B
| $1.78M | ﹤0.01% |
11,637
-730
| -6% | -$112K |
|
1459
Sabra Healthcare REIT
SBRA
$4.57B
| $1.78M | ﹤0.01% |
115,333
+87,992
| +322% | +$1.36M |
|
1460
QuinStreet
QNST
$930M
| $1.77M | ﹤0.01% |
+106,113
| New | +$1.77M |
|
1461
JPMorgan International Research Enhanced Equity ETF
JIRE
$8.44B
| $1.76M | ﹤0.01% |
+32,000
| New | +$1.76M |
|
1462
Antero Resources
AR
$10.2B
| $1.76M | ﹤0.01% |
52,435
+7,455
| +17% | +$250K |
|
1463
4D Molecular Therapeutics
FDMT
$318M
| $1.75M | ﹤0.01% |
78,254
-594
| -0.8% | -$13.3K |
|
1464
XPEL
XPEL
$960M
| $1.75M | ﹤0.01% |
48,133
+15,385
| +47% | +$558K |
|
1465
HF Sinclair
DINO
$9.56B
| $1.74M | ﹤0.01% |
31,860
-6,988
| -18% | -$382K |
|
1466
CleanSpark
CLSK
$2.91B
| $1.73M | ﹤0.01% |
104,074
+13,868
| +15% | +$231K |
|
1467
SunCoke Energy
SXC
$654M
| $1.73M | ﹤0.01% |
176,260
+92,827
| +111% | +$911K |
|
1468
Idacorp
IDA
$6.77B
| $1.73M | ﹤0.01% |
18,517
+620
| +3% | +$57.8K |
|
1469
Fiverr
FVRR
$881M
| $1.71M | ﹤0.01% |
73,109
+70
| +0.1% | +$1.64K |
|
1470
California Water Service
CWT
$2.76B
| $1.71M | ﹤0.01% |
34,734
-2,856
| -8% | -$140K |
|
1471
RingCentral
RNG
$2.75B
| $1.7M | ﹤0.01% |
59,575
+155
| +0.3% | +$4.43K |
|
1472
Medpace
MEDP
$13.8B
| $1.7M | ﹤0.01% |
4,119
-582
| -12% | -$240K |
|
1473
Transocean
RIG
$3.11B
| $1.7M | ﹤0.01% |
317,637
+99,862
| +46% | +$534K |
|
1474
RPAR Risk Parity ETF
RPAR
$542M
| $1.7M | ﹤0.01% |
+86,681
| New | +$1.7M |
|
1475
BrightSpring Health Services, Inc. Tangible Equity Unit
BTSGU
$731M
| $1.69M | ﹤0.01% |
+38,100
| New | +$1.69M |
|