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 | |
|---|---|---|---|---|---|---|
1726
Highwoods Properties
HIW
$3.5B
| $884K | ﹤0.01% |
26,884
-402
| -1% | -$13.2K |
|
1727
Infosys
INFY
$70.3B
| $881K | ﹤0.01% |
39,339
-51,258
| -57% | -$1.15M |
|
1728
Otter Tail
OTTR
$3.48B
| $878K | ﹤0.01% |
11,241
+299
| +3% | +$23.4K |
|
1729
ACI Worldwide
ACIW
$5.18B
| $878K | ﹤0.01% |
17,474
+5,610
| +47% | +$282K |
|
1730
Dropbox
DBX
$8.34B
| $877K | ﹤0.01% |
34,664
+91
| +0.3% | +$2.3K |
|
1731
AB Disruptors ETF
FWD
$992M
| $877K | ﹤0.01% |
+11,200
| New | +$877K |
|
1732
Belden
BDC
$5.21B
| $876K | ﹤0.01% |
7,564
-552
| -7% | -$64K |
|
1733
Riot Platforms
RIOT
$5.87B
| $864K | ﹤0.01% |
110,243
-1,004,348
| -90% | -$7.87M |
|
1734
DNOW Inc
DNOW
$1.6B
| $862K | ﹤0.01% |
67,155
+6
| +0% | +$77 |
|
1735
Pinnacle Financial Partners
PNFP
$7.55B
| $861K | ﹤0.01% |
8,905
-253
| -3% | -$24.5K |
|
1736
Associated Banc-Corp
ASB
$4.35B
| $860K | ﹤0.01% |
40,123
-3,105
| -7% | -$66.6K |
|
1737
FlexShares Quality Dividend Index Fund
QDF
$1.96B
| $858K | ﹤0.01% |
12,025
-511
| -4% | -$36.5K |
|
1738
Vanguard Financials ETF
VFH
$12.9B
| $853K | ﹤0.01% |
7,787
-3,663
| -32% | -$401K |
|
1739
Commault Systems
CVLT
$7.82B
| $852K | ﹤0.01% |
5,613
-31,691
| -85% | -$4.81M |
|
1740
RBC Bearings
RBC
$11.8B
| $850K | ﹤0.01% |
2,835
+41
| +1% | +$12.3K |
|
1741
OneMain Financial
OMF
$7.2B
| $849K | ﹤0.01% |
18,122
-5,318
| -23% | -$249K |
|
1742
Tootsie Roll Industries
TR
$2.92B
| $846K | ﹤0.01% |
27,753
+783
| +3% | +$23.9K |
|
1743
Invesco Dividend Achievers ETF
PFM
$733M
| $846K | ﹤0.01% |
18,266
+629
| +4% | +$29.1K |
|
|
SYSB
1744
iShares Systematic Bond ETF
SYSB
$90.3M
| $843K | ﹤0.01% |
9,503
+5,480
| +136% | +$486K |
|
1745
iShares Core MSCI Europe ETF
IEUR
$6.92B
| $843K | ﹤0.01% |
13,708
-549,070
| -98% | -$33.8M |
|
1746
Northwest Natural Holdings
NWN
$1.73B
| $840K | ﹤0.01% |
20,757
-1,129
| -5% | -$45.7K |
|
1747
SPDR Portfolio S&P 500 Growth ETF
SPYG
$41.7B
| $836K | ﹤0.01% |
10,141
-20,381
| -67% | -$1.68M |
|
1748
M/I Homes
MHO
$4.07B
| $836K | ﹤0.01% |
4,915
-172
| -3% | -$29.3K |
|
1749
RLI Corp
RLI
$6.14B
| $834K | ﹤0.01% |
10,840
-24
| -0.2% | -$1.85K |
|
1750
Dycom Industries
DY
$7.47B
| $834K | ﹤0.01% |
4,324
-56
| -1% | -$10.8K |
|