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 |
PayPal
PYPL
|
$1.19B |
| 2 |
Walt Disney
DIS
|
$927M |
| 3 |
Advanced Micro Devices
AMD
|
$843M |
| 4 |
NVIDIA
NVDA
|
$841M |
| 5 |
XYZ
Block, Inc.
XYZ
|
$596M |
Top Sells
| 1 |
Burford Capital
BUR
|
$3.45B |
| 2 |
Apple
AAPL
|
$1.94B |
| 3 |
Scotiabank
BNS
|
$793M |
| 4 |
Royal Bank of Canada
RY
|
$773M |
| 5 |
Toronto Dominion Bank
TD
|
$635M |
Sector Composition
| 1 | Financials | 24.49% |
| 2 | Technology | 18.2% |
| 3 | Communication Services | 9.48% |
| 4 | Consumer Discretionary | 8.26% |
| 5 | Industrials | 7.58% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
151
Cenovus Energy
CVE
$28.7B
| $209M | 0.11% |
16,930,047
+1,372,234
| +9% | +$16.9M |
|
152
Uber
UBER
$190B
| $208M | 0.11% |
4,706,215
-1,395,366
| -23% | -$61.6M |
|
153
American Express
AXP
$227B
| $205M | 0.11% |
1,180,687
-937,714
| -44% | -$163M |
|
154
Cheniere Energy
LNG
$51.8B
| $204M | 0.11% |
2,009,023
+49,263
| +3% | +$5M |
|
155
Illinois Tool Works
ITW
$77.6B
| $203M | 0.11% |
827,392
+46,924
| +6% | +$11.5M |
|
156
Danaher
DHR
$143B
| $202M | 0.11% |
693,300
-188,392
| -21% | -$54.9M |
|
157
Marathon Petroleum
MPC
$54.8B
| $197M | 0.1% |
3,107,509
+204,029
| +7% | +$13M |
|
158
Automatic Data Processing
ADP
$120B
| $194M | 0.1% |
790,662
-842,137
| -52% | -$207M |
|
159
Palantir
PLTR
$363B
| $190M | 0.1% |
10,157,313
+8,714,620
| +604% | +$163M |
|
160
TSMC
TSM
$1.26T
| $189M | 0.1% |
1,566,953
+505,997
| +48% | +$61M |
|
161
Carnival Corp
CCL
$42.8B
| $187M | 0.1% |
9,123,179
+6,001,779
| +192% | +$123M |
|
162
VanEck Gold Miners ETF
GDX
$19.9B
| $187M | 0.1% |
5,431,986
-5,031,948
| -48% | -$173M |
|
163
Wheaton Precious Metals
WPM
$47.3B
| $183M | 0.1% |
4,234,126
-722,749
| -15% | -$31.2M |
|
164
US Bancorp
USB
$75.9B
| $182M | 0.1% |
3,238,321
-1,955,152
| -38% | -$110M |
|
165
3M
MMM
$82.7B
| $180M | 0.1% |
1,209,056
-452,991
| -27% | -$67.5M |
|
166
Public Storage
PSA
$52.2B
| $180M | 0.1% |
482,045
-277,042
| -36% | -$103M |
|
167
Freeport-McMoran
FCX
$66.5B
| $179M | 0.1% |
4,283,191
+222,790
| +5% | +$9.33M |
|
168
Motorola Solutions
MSI
$79.8B
| $179M | 0.1% |
654,149
-757,788
| -54% | -$207M |
|
169
FirstService
FSV
$9.18B
| $178M | 0.09% |
895,510
-1,001,872
| -53% | -$199M |
|
170
TFI International
TFII
$8.01B
| $177M | 0.09% |
1,560,643
-139,794
| -8% | -$15.9M |
|
171
Colgate-Palmolive
CL
$68.8B
| $175M | 0.09% |
2,070,199
-278,029
| -12% | -$23.5M |
|
172
Vanguard Total Stock Market ETF
VTI
$528B
| $175M | 0.09% |
718,533
-48,804
| -6% | -$11.9M |
|
173
Intuit
INTU
$188B
| $174M | 0.09% |
269,969
-175,099
| -39% | -$113M |
|
174
United Airlines
UAL
$34.5B
| $173M | 0.09% |
3,921,981
+691,008
| +21% | +$30.5M |
|
175
Descartes Systems
DSGX
$9.26B
| $169M | 0.09% |
2,030,670
-3,066,664
| -60% | -$255M |
|