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 | |
|---|---|---|---|---|---|---|
|
NATI
1576
DELISTED
National Instruments Corp
NATI
| $1.44M | ﹤0.01% |
27,282
+805
| +3% | +$42.5K |
|
1577
iShares Cybersecurity and Tech ETF
IHAK
$938M
| $1.43M | ﹤0.01% |
39,246
-58
| -0.1% | -$2.11K |
|
1578
KraneShares Global Carbon Strategy ETF
KRBN
$167M
| $1.42M | ﹤0.01% |
35,456
+33,079
| +1,392% | +$1.33M |
|
1579
Oshkosh
OSK
$8.77B
| $1.42M | ﹤0.01% |
17,108
-603
| -3% | -$50.2K |
|
1580
Vanguard Global ex-US Real Estate ETF
VNQI
$3.62B
| $1.42M | ﹤0.01% |
34,858
+26,923
| +339% | +$1.09M |
|
1581
Terreno Realty
TRNO
$6.05B
| $1.41M | ﹤0.01% |
21,876
-28,366
| -56% | -$1.83M |
|
1582
iShares US Energy ETF
IYE
$1.15B
| $1.41M | ﹤0.01% |
32,114
+23,583
| +276% | +$1.03M |
|
1583
Direxion Daily Junior Gold Miners Index Bull 2X Shares
JNUG
$516M
| $1.4M | ﹤0.01% |
32,925
+32,921
| +823,025% | +$1.4M |
|
1584
Dimensional Emerging Markets Value ETF
DFEV
$1.14B
| $1.4M | ﹤0.01% |
59,019
+4,978
| +9% | +$118K |
|
1585
Frontier Communications
FYBR
$9.39B
| $1.39M | ﹤0.01% |
60,928
+22,574
| +59% | +$516K |
|
1586
ICICI Bank
IBN
$115B
| $1.39M | ﹤0.01% |
64,453
-124,993
| -66% | -$2.7M |
|
1587
Schwab US Dividend Equity ETF
SCHD
$71.5B
| $1.38M | ﹤0.01% |
56,730
-1,962
| -3% | -$47.9K |
|
1588
Schwab Municipal Bond ETF
SCMB
$2.33B
| $1.38M | ﹤0.01% |
+52,774
| New | +$1.38M |
|
1589
Markel Group
MKL
$24.7B
| $1.37M | ﹤0.01% |
1,072
+598
| +126% | +$765K |
|
1590
Graphic Packaging
GPK
$6.14B
| $1.37M | ﹤0.01% |
53,716
+34,309
| +177% | +$875K |
|
1591
Repare Therapeutics
RPTX
$75.6M
| $1.36M | ﹤0.01% |
127,827
-1,000
| -0.8% | -$10.7K |
|
1592
Hanover Insurance
THG
$6.45B
| $1.36M | ﹤0.01% |
10,545
+3,919
| +59% | +$506K |
|
1593
Bloom Energy
BE
$15.7B
| $1.36M | ﹤0.01% |
66,314
+3,365
| +5% | +$69.2K |
|
1594
Zai Lab
ZLAB
$3.65B
| $1.36M | ﹤0.01% |
38,655
| – | – |
|
1595
Power Integrations
POWI
$2.48B
| $1.36M | ﹤0.01% |
16,076
+2,069
| +15% | +$175K |
|
1596
Kaiser Aluminum
KALU
$1.24B
| $1.36M | ﹤0.01% |
18,164
+1,298
| +8% | +$97K |
|
1597
Glaukos
GKOS
$4.75B
| $1.36M | ﹤0.01% |
27,065
+1,312
| +5% | +$65.7K |
|
1598
Ryanair
RYAAY
$31.1B
| $1.35M | ﹤0.01% |
35,805
+7,335
| +26% | +$277K |
|
1599
iShares Core 60/40 Balanced Allocation ETF
AOR
$2.74B
| $1.35M | ﹤0.01% |
27,028
+12,534
| +86% | +$627K |
|
1600
Dorman Products
DORM
$4.93B
| $1.35M | ﹤0.01% |
15,560
+923
| +6% | +$80.1K |
|