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 | |
|---|---|---|---|---|---|---|
1626
ProShares UltraPro Short Dow 30
SDOW
$172M
| $1.29M | ﹤0.01% |
+11,412
| New | +$1.29M |
|
1627
Avantis Responsible Emerging Markets Equity ETF
AVSE
$158M
| $1.29M | ﹤0.01% |
+28,727
| New | +$1.29M |
|
|
SMAR
1628
DELISTED
Smartsheet Inc.
SMAR
| $1.29M | ﹤0.01% |
26,921
-14,702
| -35% | -$703K |
|
1629
Stepan Co
SCL
$1.09B
| $1.28M | ﹤0.01% |
12,017
-15,662
| -57% | -$1.67M |
|
1630
nVent Electric
NVT
$15.3B
| $1.28M | ﹤0.01% |
27,708
-8,413
| -23% | -$390K |
|
1631
VanEck Low Carbon Energy ETF
SMOG
$124M
| $1.28M | ﹤0.01% |
10,545
+8,519
| +420% | +$1.04M |
|
1632
Grab
GRAB
$24.5B
| $1.28M | ﹤0.01% |
414,956
-1,497
| -0.4% | -$4.61K |
|
1633
Genmab
GMAB
$17.1B
| $1.27M | ﹤0.01% |
33,650
-1,979
| -6% | -$74.8K |
|
1634
Crocs
CROX
$4.23B
| $1.27M | ﹤0.01% |
9,908
-1,775
| -15% | -$228K |
|
1635
TopBuild
BLD
$11.7B
| $1.27M | ﹤0.01% |
6,085
+208
| +4% | +$43.4K |
|
1636
Silgan Holdings
SLGN
$4.71B
| $1.27M | ﹤0.01% |
23,552
+84
| +0.4% | +$4.52K |
|
1637
Western Union
WU
$2.71B
| $1.27M | ﹤0.01% |
113,610
+8,146
| +8% | +$90.8K |
|
1638
Carter's
CRI
$1.08B
| $1.27M | ﹤0.01% |
17,603
+8,701
| +98% | +$626K |
|
1639
Churchill Downs
CHDN
$6.75B
| $1.26M | ﹤0.01% |
9,618
+8
| +0.1% | +$1.05K |
|
1640
ProShares Ultra Silver
AGQ
$897M
| $1.26M | ﹤0.01% |
+40,314
| New | +$1.26M |
|
1641
SPS Commerce
SPSC
$4B
| $1.26M | ﹤0.01% |
8,245
+1,184
| +17% | +$181K |
|
1642
Roblox
RBLX
$92.4B
| $1.25M | ﹤0.01% |
27,844
-41,389
| -60% | -$1.86M |
|
1643
Avantis Short-Term Fixed Income ETF
AVSF
$668M
| $1.25M | ﹤0.01% |
+26,966
| New | +$1.25M |
|
1644
First Trust India Nifty 50 Equal Weight ETF
NFTY
$195M
| $1.25M | ﹤0.01% |
+28,713
| New | +$1.25M |
|
|
HMA
1645
DELISTED
Heartland Media Acquisition Corp.
HMA
| $1.25M | ﹤0.01% |
+119,952
| New | +$1.25M |
|
|
LL
1646
DELISTED
LL Flooring Holdings, Inc.
LL
| $1.25M | ﹤0.01% |
328,125
+160,000
| +95% | +$608K |
|
|
OGI
1647
Organigram Holdings
OGI
$222M
| $1.24M | ﹤0.01% |
467,073
-167
| -0% | -$445 |
|
|
JUN
1648
DELISTED
Juniper II Corp.
JUN
| $1.24M | ﹤0.01% |
119,736
-49,810
| -29% | -$517K |
|
1649
Trex
TREX
$6.48B
| $1.24M | ﹤0.01% |
25,457
+9,858
| +63% | +$481K |
|
1650
B&G Foods
BGS
$360M
| $1.24M | ﹤0.01% |
79,526
+68,039
| +592% | +$1.06M |
|