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 |
iShares Core S&P 500 ETF
IVV
|
+$3.24B |
| 2 |
NVIDIA
NVDA
|
+$963M |
| 3 |
Canadian Imperial Bank of Commerce
CM
|
+$668M |
| 4 |
TC Energy
TRP
|
+$591M |
| 5 |
Toronto Dominion Bank
TD
|
+$523M |
Top Sells
| 1 |
Microsoft
MSFT
|
+$832M |
| 2 |
Strategy Inc Common Stock Class A
MSTR
|
+$733M |
| 3 |
Apple
AAPL
|
+$721M |
| 4 |
SPDR S&P 500 ETF Trust
SPY
|
+$518M |
| 5 |
Amazon
AMZN
|
+$450M |
Sector Composition
| 1 | Financials | 24.86% |
| 2 | Technology | 18.84% |
| 3 | Communication Services | 7.88% |
| 4 | Industrials | 7.12% |
| 5 | Energy | 6.84% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1501
Simpson Manufacturing
SSD
$7.84B
| $1.08M | ﹤0.01% |
6,887
+107
| +2% | +$16.8K |
|
1502
Churchill Downs
CHDN
$6.73B
| $1.08M | ﹤0.01% |
9,732
-242
| -2% | -$26.9K |
|
1503
SPDR Portfolio Developed World ex-US ETF
SPDW
$29.9B
| $1.08M | ﹤0.01% |
29,659
-3,493
| -11% | -$127K |
|
1504
National Fuel Gas
NFG
$7.92B
| $1.07M | ﹤0.01% |
13,572
-222
| -2% | -$17.6K |
|
1505
ProShares UltraPro QQQ
TQQQ
$27.7B
| $1.07M | ﹤0.01% |
18,752
+3,231
| +21% | +$185K |
|
1506
Kforce
KFRC
$566M
| $1.07M | ﹤0.01% |
21,889
+121
| +0.6% | +$5.92K |
|
1507
Comstock Resources
CRK
$5B
| $1.07M | ﹤0.01% |
52,461
+11,478
| +28% | +$233K |
|
1508
Jackson Financial
JXN
$6.74B
| $1.07M | ﹤0.01% |
12,715
+2,789
| +28% | +$234K |
|
1509
Champion Homes, Inc.
SKY
$4.25B
| $1.06M | ﹤0.01% |
11,213
+2,046
| +22% | +$194K |
|
1510
SM Energy
SM
$3B
| $1.06M | ﹤0.01% |
35,475
+3,694
| +12% | +$111K |
|
1511
Maximus
MMS
$4.96B
| $1.06M | ﹤0.01% |
15,570
-293
| -2% | -$20K |
|
1512
Columbia Banking Systems
COLB
$7.73B
| $1.06M | ﹤0.01% |
42,520
-25
| -0.1% | -$623 |
|
1513
Pinnacle Financial Partners
PNFP
$7.34B
| $1.06M | ﹤0.01% |
9,980
+70
| +0.7% | +$7.42K |
|
1514
iShares Core MSCI Total International Stock ETF
IXUS
$49.4B
| $1.06M | ﹤0.01% |
15,126
+147
| +1% | +$10.3K |
|
1515
Knife River
KNF
$4.28B
| $1.05M | ﹤0.01% |
11,694
-829
| -7% | -$74.8K |
|
1516
Vanguard Extended Market ETF
VXF
$24.4B
| $1.05M | ﹤0.01% |
6,099
-1,186
| -16% | -$204K |
|
1517
Starwood Property Trust
STWD
$7.46B
| $1.05M | ﹤0.01% |
52,892
-7,591
| -13% | -$150K |
|
1518
OneMain Financial
OMF
$7.3B
| $1.04M | ﹤0.01% |
21,371
+154
| +0.7% | +$7.53K |
|
1519
Sprott Uranium Miners ETF
URNM
$1.79B
| $1.04M | ﹤0.01% |
32,183
-2,719
| -8% | -$88.2K |
|
1520
Cheesecake Factory
CAKE
$2.72B
| $1.04M | ﹤0.01% |
21,422
-2,479
| -10% | -$121K |
|
1521
Kratos Defense & Security Solutions
KTOS
$12.9B
| $1.04M | ﹤0.01% |
35,044
+23,408
| +201% | +$695K |
|
1522
Frontline
FRO
$5.27B
| $1.04M | ﹤0.01% |
69,899
-4,921
| -7% | -$73.1K |
|
1523
PVH
PVH
$4.04B
| $1.04M | ﹤0.01% |
16,057
+5,381
| +50% | +$348K |
|
1524
WillScot Mobile Mini Holdings
WSC
$4.24B
| $1.04M | ﹤0.01% |
37,320
+27,137
| +266% | +$754K |
|
1525
Donnelley Financial Solutions
DFIN
$1.48B
| $1.03M | ﹤0.01% |
23,468
+1,619
| +7% | +$70.8K |
|