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 | |
|---|---|---|---|---|---|---|
1576
Marathon Digital Holdings
MARA
$6.04B
| $1.24M | ﹤0.01% |
71,768
-38,930
| -35% | -$673K |
|
1577
CleanSpark
CLSK
$2.91B
| $1.24M | ﹤0.01% |
122,457
+18,383
| +18% | +$186K |
|
1578
GameStop
GME
$11.2B
| $1.24M | ﹤0.01% |
55,154
-23,268
| -30% | -$523K |
|
1579
Encompass Health
EHC
$12.7B
| $1.24M | ﹤0.01% |
12,892
+44
| +0.3% | +$4.22K |
|
1580
Chemours
CC
$2.51B
| $1.24M | ﹤0.01% |
59,710
-37,948
| -39% | -$786K |
|
1581
POSCO
PKX
$15.3B
| $1.23M | ﹤0.01% |
16,802
+589
| +4% | +$43.1K |
|
1582
First Trust Rising Dividend Achievers ETF
RDVY
$16.6B
| $1.23M | ﹤0.01% |
20,853
+20,287
| +3,584% | +$1.2M |
|
1583
Starwood Property Trust
STWD
$7.52B
| $1.23M | ﹤0.01% |
59,035
+9,251
| +19% | +$193K |
|
1584
Sabra Healthcare REIT
SBRA
$4.57B
| $1.23M | ﹤0.01% |
66,478
-48,855
| -42% | -$901K |
|
1585
Taylor Morrison
TMHC
$6.88B
| $1.22M | ﹤0.01% |
17,418
-464
| -3% | -$32.6K |
|
1586
SM Energy
SM
$3.07B
| $1.22M | ﹤0.01% |
30,668
-50
| -0.2% | -$1.99K |
|
1587
First Trust NASDAQ Cybersecurity ETF
CIBR
$10.8B
| $1.22M | ﹤0.01% |
20,594
-939
| -4% | -$55.6K |
|
1588
Masimo
MASI
$8.01B
| $1.21M | ﹤0.01% |
9,064
+3,335
| +58% | +$444K |
|
1589
Credit Acceptance
CACC
$5.33B
| $1.2M | ﹤0.01% |
2,681
-782
| -23% | -$350K |
|
1590
BJs Wholesale Club
BJ
$13B
| $1.2M | ﹤0.01% |
14,628
-779
| -5% | -$63.9K |
|
1591
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
$11.6B
| $1.19M | ﹤0.01% |
11,184
-364
| -3% | -$38.8K |
|
|
SLN
1592
Silence Therapeutics
SLN
$213M
| $1.19M | ﹤0.01% |
+65,259
| New | +$1.19M |
|
1593
Sigma Lithium
SGML
$602M
| $1.19M | ﹤0.01% |
94,710
+31,210
| +49% | +$392K |
|
1594
Antero Resources
AR
$10.2B
| $1.19M | ﹤0.01% |
41,449
-10,986
| -21% | -$315K |
|
1595
Invesco DB US Dollar Index Bullish Fund
UUP
$162M
| $1.18M | ﹤0.01% |
+42,200
| New | +$1.18M |
|
1596
Vanguard Extended Market ETF
VXF
$24.2B
| $1.18M | ﹤0.01% |
6,497
+1,379
| +27% | +$251K |
|
1597
Polen Capital Global Growth ETF
PCGG
$190M
| $1.18M | ﹤0.01% |
103,006
+42,148
| +69% | +$483K |
|
|
PYCR
1598
DELISTED
Paycor HCM, Inc. Common Stock
PYCR
| $1.18M | ﹤0.01% |
83,969
-828
| -1% | -$11.6K |
|
1599
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$13.9B
| $1.18M | ﹤0.01% |
12,581
+7,220
| +135% | +$674K |
|
|
ALTR
1600
DELISTED
Altair Engineering Inc. Class A Common Stock
ALTR
| $1.17M | ﹤0.01% |
12,372
-9,528
| -44% | -$904K |
|