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 |
Royal Bank of Canada
RY
|
+$1.04B |
| 2 |
TC Energy
TRP
|
+$698M |
| 3 |
SPDR S&P 500 ETF Trust
SPY
|
+$608M |
| 4 |
Toronto Dominion Bank
TD
|
+$597M |
| 5 |
Broadcom
AVGO
|
+$524M |
Top Sells
| 1 |
Alphabet (Google) Class A
GOOGL
|
+$5B |
| 2 |
Amazon
AMZN
|
+$1.41B |
| 3 |
Advanced Micro Devices
AMD
|
+$317M |
| 4 |
NVIDIA
NVDA
|
+$236M |
| 5 |
Industrial Select Sector SPDR Fund
XLI
|
+$216M |
Sector Composition
| 1 | Communication Services | 25.06% |
| 2 | Consumer Discretionary | 18.3% |
| 3 | Financials | 15.37% |
| 4 | Technology | 13.41% |
| 5 | Energy | 4.94% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1476
Getty Images
GETY
$809M
| $1.56M | ﹤0.01% |
310,312
-89,688
| -22% | -$451K |
|
1477
Dimensional US Targeted Value ETF
DFAT
$11.7B
| $1.56M | ﹤0.01% |
32,895
-2,315
| -7% | -$110K |
|
1478
Compass Minerals
CMP
$753M
| $1.56M | ﹤0.01% |
51,436
+7,598
| +17% | +$230K |
|
1479
SLM Corp
SLM
$5.86B
| $1.55M | ﹤0.01% |
108,661
-3,903
| -3% | -$55.7K |
|
1480
iShares MSCI Poland ETF
EPOL
$454M
| $1.54M | ﹤0.01% |
+64,960
| New | +$1.54M |
|
1481
ICU Medical
ICUI
$3.22B
| $1.54M | ﹤0.01% |
10,564
+1,858
| +21% | +$271K |
|
1482
Chart Industries
GTLS
$8.95B
| $1.54M | ﹤0.01% |
8,912
-217
| -2% | -$37.5K |
|
1483
MINISO
MNSO
$7.56B
| $1.54M | ﹤0.01% |
54,502
-237,986
| -81% | -$6.7M |
|
1484
Crown Holdings
CCK
$11.2B
| $1.53M | ﹤0.01% |
16,862
+2,533
| +18% | +$231K |
|
1485
CAVA Group
CAVA
$7.38B
| $1.53M | ﹤0.01% |
+50,000
| New | +$1.53M |
|
1486
Group 1 Automotive
GPI
$6.03B
| $1.52M | ﹤0.01% |
5,579
-1,086
| -16% | -$296K |
|
1487
Global X Copper Miners ETF NEW
COPX
$2.24B
| $1.52M | ﹤0.01% |
39,510
+34,333
| +663% | +$1.32M |
|
1488
SPDR Dow Jones REIT ETF
RWR
$1.88B
| $1.5M | ﹤0.01% |
16,678
-202
| -1% | -$18.2K |
|
|
SKE
1489
Skeena Resources
SKE
$2.02B
| $1.5M | ﹤0.01% |
320,568
-20,055
| -6% | -$93.8K |
|
1490
Vertiv
VRT
$51.5B
| $1.5M | ﹤0.01% |
39,224
+29,754
| +314% | +$1.14M |
|
1491
iShares MSCI Spain ETF
EWP
$1.4B
| $1.49M | ﹤0.01% |
+51,482
| New | +$1.49M |
|
1492
ARK Web x.0 ETF
ARKW
$2.45B
| $1.49M | ﹤0.01% |
25,802
+23,251
| +911% | +$1.34M |
|
1493
SPDR Portfolio Short Term Treasury ETF
SPTS
$5.92B
| $1.49M | ﹤0.01% |
51,851
+32,793
| +172% | +$942K |
|
1494
Hub Cyber Security
HUBC
$52.9M
| $1.49M | ﹤0.01% |
25,193
-465
| -2% | -$27.5K |
|
1495
Lincoln National
LNC
$7.99B
| $1.49M | ﹤0.01% |
56,881
-66,764
| -54% | -$1.75M |
|
1496
Visteon
VC
$3.4B
| $1.49M | ﹤0.01% |
10,700
+6,909
| +182% | +$961K |
|
1497
America Movil
AMX
$61.4B
| $1.49M | ﹤0.01% |
67,917
-937
| -1% | -$20.5K |
|
1498
SM Energy
SM
$3.07B
| $1.48M | ﹤0.01% |
36,154
-574
| -2% | -$23.5K |
|
1499
SPDR ICE Preferred Securities ETF
PSK
$835M
| $1.48M | ﹤0.01% |
44,888
-397
| -0.9% | -$13K |
|
1500
KraneShares California Carbon Allowance Strategy ETF
KCCA
$146M
| $1.47M | ﹤0.01% |
50,448
+11,591
| +30% | +$339K |
|