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 |
Tesla
TSLA
|
+$1.29B |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
+$1.2B |
| 3 |
Amazon
AMZN
|
+$812M |
| 4 |
Enbridge
ENB
|
+$695M |
| 5 |
iShares Core S&P 500 ETF
IVV
|
+$635M |
Top Sells
| 1 |
Apple
AAPL
|
+$352M |
| 2 |
iShares US Medical Devices ETF
IHI
|
+$144M |
| 3 |
Sea Limited
SE
|
+$131M |
| 4 |
SPLK
Splunk Inc
SPLK
|
+$130M |
| 5 |
Hilton Grand Vacations
HGV
|
+$109M |
Sector Composition
| 1 | Financials | 23.77% |
| 2 | Technology | 16.96% |
| 3 | Communication Services | 8.91% |
| 4 | Consumer Discretionary | 8.52% |
| 5 | Industrials | 8.08% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1726
News Corp Class B
NWS
$18.2B
| $2.55M | ﹤0.01% |
100,287
+30,470
| +44% | +$776K |
|
|
EQC
1727
DELISTED
Equity Commonwealth
EQC
| $2.55M | ﹤0.01% |
95,413
-180,592
| -65% | -$4.83M |
|
|
QFTA
1728
DELISTED
Quantum FinTech Acquisition Corporation
QFTA
| $2.55M | ﹤0.01% |
+261,340
| New | +$2.55M |
|
1729
Tactile Systems Technology
TCMD
$301M
| $2.54M | ﹤0.01% |
44,500
+14,148
| +47% | +$809K |
|
1730
Insmed
INSM
$30.8B
| $2.52M | ﹤0.01% |
84,694
+80,272
| +1,815% | +$2.39M |
|
|
LMNX
1731
DELISTED
Luminex Corp
LMNX
| $2.51M | ﹤0.01% |
68,112
-115,729
| -63% | -$4.27M |
|
1732
Carvana
CVNA
$50B
| $2.51M | ﹤0.01% |
8,270
+6,589
| +392% | +$2M |
|
1733
Fomento Económico Mexicano
FMX
$32B
| $2.51M | ﹤0.01% |
29,820
+4,873
| +20% | +$410K |
|
1734
inTEST
INTT
$90.8M
| $2.5M | ﹤0.01% |
139,411
+38,135
| +38% | +$684K |
|
1735
iShares Exponential Technologies ETF
XT
$3.57B
| $2.5M | ﹤0.01% |
39,357
+53
| +0.1% | +$3.37K |
|
1736
Westlake Chemical Partners
WLKP
$763M
| $2.5M | ﹤0.01% |
92,600
| – | – |
|
1737
SPDR DoubleLine Total Return Tactical ETF
TOTL
$3.89B
| $2.49M | ﹤0.01% |
51,436
+384
| +0.8% | +$18.6K |
|
|
SNP
1738
DELISTED
CHINA PETROLEUM & CHEMICAL CORPORATION ADS (REP 100 ORDINARY H SHARES)
SNP
| $2.49M | ﹤0.01% |
44,410
+7,528
| +20% | +$422K |
|
1739
Knight Transportation
KNX
$6.77B
| $2.48M | ﹤0.01% |
54,057
+40,207
| +290% | +$1.84M |
|
1740
Trupanion
TRUP
$1.87B
| $2.46M | ﹤0.01% |
21,094
+2,835
| +16% | +$331K |
|
1741
PLDT
PHI
$4.22B
| $2.46M | ﹤0.01% |
93,436
+93,386
| +186,772% | +$2.46M |
|
1742
Honda
HMC
$43.8B
| $2.46M | ﹤0.01% |
75,280
+48,722
| +183% | +$1.59M |
|
1743
Silicon Laboratories
SLAB
$4.39B
| $2.45M | ﹤0.01% |
16,008
-5,535
| -26% | -$848K |
|
1744
Under Armour Class C
UA
$2.04B
| $2.44M | ﹤0.01% |
131,462
+26,394
| +25% | +$490K |
|
|
ASAQ
1745
DELISTED
Atlantic Avenue Acquisition Corp
ASAQ
| $2.44M | ﹤0.01% |
+250,000
| New | +$2.44M |
|
1746
Cavco Industries
CVCO
$4.32B
| $2.43M | ﹤0.01% |
10,804
+8,046
| +292% | +$1.81M |
|
1747
iShares Interest Rate Hedged Corporate Bond ETF
LQDH
$507M
| $2.43M | ﹤0.01% |
25,202
+16,348
| +185% | +$1.58M |
|
1748
NCR Voyix
VYX
$1.77B
| $2.42M | ﹤0.01% |
86,092
+15,241
| +22% | +$428K |
|
1749
Unity
U
$18.4B
| $2.42M | ﹤0.01% |
21,755
+13,984
| +180% | +$1.55M |
|
|
TGP
1750
DELISTED
Teekay LNG Partners L.P.
TGP
| $2.41M | ﹤0.01% |
155,870
+76,000
| +95% | +$1.18M |
|