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 | |
|---|---|---|---|---|---|---|
1476
CyberArk
CYBR
$23.5B
| $1.84M | ﹤0.01% |
12,420
+1,624
| +15% | +$240K |
|
1477
Builders FirstSource
BLDR
$15.8B
| $1.83M | ﹤0.01% |
20,558
-2,251
| -10% | -$200K |
|
1478
Lincoln Electric
LECO
$13.2B
| $1.82M | ﹤0.01% |
10,744
-396
| -4% | -$67.1K |
|
1479
Dimensional US Equity ETF
DFUS
$16.8B
| $1.81M | ﹤0.01% |
40,786
-3,219
| -7% | -$143K |
|
1480
Annaly Capital Management
NLY
$14.1B
| $1.81M | ﹤0.01% |
94,150
-4,090
| -4% | -$78.6K |
|
1481
Five Below
FIVE
$7.71B
| $1.81M | ﹤0.01% |
8,755
+115
| +1% | +$23.8K |
|
1482
Houlihan Lokey
HLI
$14.4B
| $1.81M | ﹤0.01% |
20,331
+861
| +4% | +$76.4K |
|
1483
Hovnanian Enterprises
HOV
$895M
| $1.8M | ﹤0.01% |
26,499
+162
| +0.6% | +$11K |
|
1484
Snap
SNAP
$12.4B
| $1.79M | ﹤0.01% |
121,859
-319,710
| -72% | -$4.71M |
|
|
ARYE
1485
DELISTED
ARYA Sciences Acquisition Corp V Class A Ordinary Shares
ARYE
| $1.79M | ﹤0.01% |
175,000
| – | – |
|
1486
MSC Industrial Direct
MSM
$5.09B
| $1.79M | ﹤0.01% |
21,013
+6,411
| +44% | +$545K |
|
1487
Harmony Gold Mining
HMY
$9.34B
| $1.78M | ﹤0.01% |
434,156
-24,423
| -5% | -$100K |
|
1488
Spirit AeroSystems
SPR
$4.54B
| $1.78M | ﹤0.01% |
51,209
-3,809
| -7% | -$132K |
|
1489
FIVE9
FIVN
$2B
| $1.78M | ﹤0.01% |
24,329
-32,754
| -57% | -$2.39M |
|
1490
iShares Core Dividend Growth ETF
DGRO
$34.2B
| $1.77M | ﹤0.01% |
35,473
-15,830
| -31% | -$792K |
|
1491
Clearway Energy Class C
CWEN
$3.39B
| $1.77M | ﹤0.01% |
56,551
+14,098
| +33% | +$442K |
|
1492
IDT Corp
IDT
$1.67B
| $1.77M | ﹤0.01% |
51,834
+7,957
| +18% | +$272K |
|
|
TRTN
1493
DELISTED
Triton International Limited
TRTN
| $1.76M | ﹤0.01% |
25,510
+1,625
| +7% | +$112K |
|
1494
Black Hills Corp
BKH
$4.33B
| $1.76M | ﹤0.01% |
27,883
-8,140
| -23% | -$514K |
|
1495
Emcor
EME
$28.2B
| $1.76M | ﹤0.01% |
10,807
+1,498
| +16% | +$244K |
|
1496
Axogen
AXGN
$755M
| $1.76M | ﹤0.01% |
185,550
+1,672
| +0.9% | +$15.9K |
|
1497
Vor Biopharma
VOR
$220M
| $1.75M | ﹤0.01% |
+315,063
| New | +$1.75M |
|
1498
TG Therapeutics
TGTX
$5.1B
| $1.75M | ﹤0.01% |
116,229
-125,602
| -52% | -$1.89M |
|
|
TSVT
1499
DELISTED
2seventy bio
TSVT
| $1.74M | ﹤0.01% |
+162,148
| New | +$1.74M |
|
1500
Immersion
IMMR
$221M
| $1.74M | ﹤0.01% |
191,644
-30,757
| -14% | -$280K |
|