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 | |
|---|---|---|---|---|---|---|
1551
DoubleVerify
DV
$2.13B
| $1.32M | ﹤0.01% |
76,832
+10,805
| +16% | +$185K |
|
1552
Hanover Insurance
THG
$6.45B
| $1.31M | ﹤0.01% |
8,943
-2,900
| -24% | -$426K |
|
1553
Dimensional Emerging Markets Value ETF
DFEV
$1.14B
| $1.31M | ﹤0.01% |
45,484
-2,092
| -4% | -$60.3K |
|
|
ZUO
1554
DELISTED
Zuora, Inc.
ZUO
| $1.31M | ﹤0.01% |
150,242
+134,776
| +871% | +$1.17M |
|
1555
Under Armour Class C
UA
$2.04B
| $1.31M | ﹤0.01% |
155,231
+61,112
| +65% | +$514K |
|
1556
VictoryShares US Large Cap High Div Volatility Wtd ETF
CDL
$361M
| $1.3M | ﹤0.01% |
+19,300
| New | +$1.3M |
|
1557
Sumitomo Mitsui Financial
SMFG
$107B
| $1.3M | ﹤0.01% |
106,830
-4,133
| -4% | -$50.3K |
|
1558
Pacer US Cash Cows 100 ETF
COWZ
$19.6B
| $1.29M | ﹤0.01% |
22,399
-1,956
| -8% | -$113K |
|
1559
Chunghwa Telecom
CHT
$34.8B
| $1.29M | ﹤0.01% |
32,136
-71,457
| -69% | -$2.87M |
|
1560
iShares Exponential Technologies ETF
XT
$3.57B
| $1.28M | ﹤0.01% |
21,072
-455
| -2% | -$27.7K |
|
1561
iShares BB Rated Corporate Bond ETF
HYBB
$284M
| $1.28M | ﹤0.01% |
+27,340
| New | +$1.28M |
|
1562
Vishay Precision Group
VPG
$416M
| $1.28M | ﹤0.01% |
50,292
-2,476
| -5% | -$63.1K |
|
1563
Franklin Electric
FELE
$4.21B
| $1.28M | ﹤0.01% |
12,159
-4,053
| -25% | -$426K |
|
1564
Eagle Materials
EXP
$7.57B
| $1.28M | ﹤0.01% |
4,461
+126
| +3% | +$36.1K |
|
1565
Under Armour
UAA
$2.08B
| $1.27M | ﹤0.01% |
142,272
+88,317
| +164% | +$790K |
|
|
AMED
1566
DELISTED
Amedisys
AMED
| $1.27M | ﹤0.01% |
13,093
+2,664
| +26% | +$257K |
|
1567
Ollie's Bargain Outlet
OLLI
$8.06B
| $1.26M | ﹤0.01% |
13,038
+4,719
| +57% | +$458K |
|
1568
First American
FAF
$6.87B
| $1.26M | ﹤0.01% |
19,186
+169
| +0.9% | +$11.1K |
|
1569
Ryanair
RYAAY
$31.1B
| $1.26M | ﹤0.01% |
11,175
-15,143
| -58% | -$1.71M |
|
1570
iShares MSCI Peru and Global Exposure ETF
EPU
$179M
| $1.26M | ﹤0.01% |
28,500
+28,138
| +7,773% | +$1.24M |
|
1571
SL Green Realty
SLG
$4.66B
| $1.25M | ﹤0.01% |
18,051
+6,938
| +62% | +$482K |
|
1572
Mine Safety
MSA
$6.63B
| $1.25M | ﹤0.01% |
7,075
+230
| +3% | +$40.7K |
|
1573
Schwab US Broad Market ETF
SCHB
$36.8B
| $1.25M | ﹤0.01% |
56,610
+22,812
| +67% | +$504K |
|
|
HTO
1574
H2O America Common Stock
HTO
$1.75B
| $1.25M | ﹤0.01% |
21,711
+4,974
| +30% | +$286K |
|
1575
Denali Therapeutics
DNLI
$2.07B
| $1.24M | ﹤0.01% |
+42,259
| New | +$1.24M |
|