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 |
NVIDIA
NVDA
|
+$1.92B |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
+$1.56B |
| 3 |
Mastercard
MA
|
+$970M |
| 4 |
Flutter Entertainment
FLUT
|
+$958M |
| 5 |
CrowdStrike
CRWD
|
+$866M |
Top Sells
| 1 |
Burford Capital
BUR
|
+$2.61B |
| 2 |
Tesla
TSLA
|
+$737M |
| 3 |
Canadian Imperial Bank of Commerce
CM
|
+$639M |
| 4 |
Royal Bank of Canada
RY
|
+$589M |
| 5 |
Scotiabank
BNS
|
+$495M |
Sector Composition
| 1 | Financials | 22.78% |
| 2 | Technology | 20.68% |
| 3 | Communication Services | 8.12% |
| 4 | Industrials | 7% |
| 5 | Consumer Discretionary | 6.9% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1451
Lear
LEA
$5.62B
| $1.72M | ﹤0.01% |
15,258
-41,129
| -73% | -$4.64M |
|
1452
AptarGroup
ATR
$8.91B
| $1.71M | ﹤0.01% |
10,719
-511
| -5% | -$81.7K |
|
1453
SPDR ICE Preferred Securities ETF
PSK
$835M
| $1.71M | ﹤0.01% |
47,736
+3,817
| +9% | +$137K |
|
1454
Enovis
ENOV
$1.81B
| $1.71M | ﹤0.01% |
39,158
+31,195
| +392% | +$1.36M |
|
1455
Vornado Realty Trust
VNO
$8.25B
| $1.7M | ﹤0.01% |
43,847
-811,725
| -95% | -$31.6M |
|
1456
JPMorgan BetaBuilders Canada ETF
BBCA
$8.83B
| $1.7M | ﹤0.01% |
23,493
+3,316
| +16% | +$239K |
|
1457
Arbutus Biopharma
ABUS
$855M
| $1.69M | ﹤0.01% |
440,313
+85,500
| +24% | +$327K |
|
1458
SiteOne Landscape Supply
SITE
$6.23B
| $1.69M | ﹤0.01% |
11,153
+381
| +4% | +$57.6K |
|
1459
Flex
FLEX
$21.4B
| $1.69M | ﹤0.01% |
50,240
-10,696
| -18% | -$359K |
|
1460
iShares US Medical Devices ETF
IHI
$4.27B
| $1.68M | ﹤0.01% |
28,574
-3,092
| -10% | -$182K |
|
1461
Option Care Health
OPCH
$4.62B
| $1.68M | ﹤0.01% |
53,365
+1,698
| +3% | +$53.4K |
|
1462
SPDR Dow Jones REIT ETF
RWR
$1.88B
| $1.67M | ﹤0.01% |
15,774
+642
| +4% | +$68K |
|
1463
Mirum Pharmaceuticals
MIRM
$3.73B
| $1.67M | ﹤0.01% |
42,998
| – | – |
|
1464
InvenTrust Properties
IVT
$2.33B
| $1.67M | ﹤0.01% |
+58,823
| New | +$1.67M |
|
1465
Birkenstock
BIRK
$8.51B
| $1.64M | ﹤0.01% |
+33,366
| New | +$1.64M |
|
1466
Energy Transfer Partners
ET
$59.9B
| $1.64M | ﹤0.01% |
102,172
+3,830
| +4% | +$61.5K |
|
1467
Tenaris
TS
$18.7B
| $1.64M | ﹤0.01% |
51,970
-99,909
| -66% | -$3.15M |
|
1468
Invesco NASDAQ Next Gen 100 ETF
QQQJ
$685M
| $1.64M | ﹤0.01% |
53,933
+53,627
| +17,525% | +$1.63M |
|
1469
IDEAYA Biosciences
IDYA
$2.16B
| $1.63M | ﹤0.01% |
+52,865
| New | +$1.63M |
|
1470
ServisFirst Bancshares
SFBS
$4.57B
| $1.62M | ﹤0.01% |
20,504
-3,995
| -16% | -$316K |
|
1471
Peabody Energy
BTU
$2.24B
| $1.61M | ﹤0.01% |
62,108
+1,210
| +2% | +$31.5K |
|
1472
WisdomTree Cybersecurity Fund
WCBR
$132M
| $1.61M | ﹤0.01% |
63,797
+63,750
| +135,638% | +$1.61M |
|
1473
SPDR Portfolio S&P 500 High Dividend ETF
SPYD
$7.43B
| $1.61M | ﹤0.01% |
35,478
+1,770
| +5% | +$80.4K |
|
1474
Acuity Brands
AYI
$10.3B
| $1.6M | ﹤0.01% |
5,943
-3,707
| -38% | -$1M |
|
1475
KFA Mount Lucas Managed Futures Index Strategy ETF
KMLM
$183M
| $1.6M | ﹤0.01% |
54,413
+3,349
| +7% | +$98.5K |
|