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
|
+$907K |
| 2 |
Toronto Dominion Bank
TD
|
+$890K |
| 3 |
Royal Bank of Canada
RY
|
+$868K |
| 4 |
Invesco QQQ Trust
QQQ
|
+$589K |
| 5 |
Brookfield
BN
|
+$479K |
Top Sells
| 1 |
Alphabet (Google) Class A
GOOGL
|
+$5.36M |
| 2 |
Amazon
AMZN
|
+$3.78M |
| 3 |
Apple
AAPL
|
+$3.39M |
| 4 |
Meta Platforms (Facebook)
META
|
+$1.1M |
| 5 |
Alibaba
BABA
|
+$964K |
Sector Composition
| 1 | Communication Services | 23.73% |
| 2 | Financials | 17.39% |
| 3 | Consumer Discretionary | 16.47% |
| 4 | Technology | 11.56% |
| 5 | Industrials | 5.68% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1751
Grab
GRAB
$24.5B
| $1.16K | ﹤0.01% |
430,930
-348,256
| -45% | -$940 |
|
|
AY
1752
DELISTED
Atlantica Sustainable Infrastructure plc Ordinary Shares
AY
| $1.16K | ﹤0.01% |
42,619
+23,290
| +120% | +$636 |
|
1753
Brunswick
BC
$4.26B
| $1.16K | ﹤0.01% |
15,948
-17,292
| -52% | -$1.26K |
|
1754
Vail Resorts
MTN
$5.33B
| $1.16K | ﹤0.01% |
5,305
-28,268
| -84% | -$6.19K |
|
1755
Global X Lithium & Battery Tech ETF
LIT
$1.14B
| $1.16K | ﹤0.01% |
15,169
+241
| +2% | +$18 |
|
1756
BJs Wholesale Club
BJ
$13B
| $1.15K | ﹤0.01% |
15,087
+1,526
| +11% | +$116 |
|
1757
Frontier Communications
FYBR
$9.39B
| $1.15K | ﹤0.01% |
48,944
+33,670
| +220% | +$790 |
|
1758
Bank of Hawaii
BOH
$2.7B
| $1.15K | ﹤0.01% |
14,434
+40
| +0.3% | +$3 |
|
1759
HubSpot
HUBS
$25.9B
| $1.13K | ﹤0.01% |
4,020
-106,396
| -96% | -$29.9K |
|
1760
Burlington
BURL
$16.8B
| $1.13K | ﹤0.01% |
9,387
-28,088
| -75% | -$3.38K |
|
|
ALYA
1761
DELISTED
Alithya Group inc. Class A Subordinate Voting Shares
ALYA
| $1.13K | ﹤0.01% |
578,594
-172
| -0% | – |
|
|
LBBB
1762
DELISTED
Lakeshore Acquisition II Corp. Ordinary Shares
LBBB
| $1.12K | ﹤0.01% |
+111,563
| New | +$1.12K |
|
1763
Evercore
EVR
$13.2B
| $1.12K | ﹤0.01% |
13,534
-10,305
| -43% | -$852 |
|
1764
ARKO Corp
ARKO
$567M
| $1.12K | ﹤0.01% |
+118,734
| New | +$1.12K |
|
1765
Enhabit
EHAB
$399M
| $1.12K | ﹤0.01% |
+79,391
| New | +$1.12K |
|
1766
New Fortress Energy
NFE
$373M
| $1.11K | ﹤0.01% |
24,919
+4,496
| +22% | +$201 |
|
1767
NOV
NOV
$4.79B
| $1.11K | ﹤0.01% |
67,752
-242
| -0.4% | -$4 |
|
|
HAYN
1768
DELISTED
Haynes International, Inc.
HAYN
| $1.11K | ﹤0.01% |
30,314
-1,778
| -6% | -$65 |
|
1769
Five Below
FIVE
$7.71B
| $1.11K | ﹤0.01% |
7,757
-2,929
| -27% | -$418 |
|
1770
XPeng
XPEV
$19.9B
| $1.11K | ﹤0.01% |
91,356
-504,187
| -85% | -$6.1K |
|
|
PDCE
1771
DELISTED
PDC Energy, Inc.
PDCE
| $1.1K | ﹤0.01% |
17,963
-37,084
| -67% | -$2.28K |
|
1772
SiTime
SITM
$6.76B
| $1.1K | ﹤0.01% |
10,992
+9,699
| +750% | +$971 |
|
1773
Tredegar Corp
TG
$279M
| $1.1K | ﹤0.01% |
113,161
+1,635
| +1% | +$16 |
|
1774
Haemonetics
HAE
$2.51B
| $1.1K | ﹤0.01% |
14,100
-32,612
| -70% | -$2.54K |
|
1775
Pricesmart
PSMT
$3.52B
| $1.1K | ﹤0.01% |
17,293
-313
| -2% | -$20 |
|