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 | |
|---|---|---|---|---|---|---|
1776
Clarus
CLAR
$147M
| $2.3M | ﹤0.01% |
90,782
+24,736
| +37% | +$626K |
|
1777
SI-BONE Inc
SIBN
$653M
| $2.3M | ﹤0.01% |
70,770
+3,673
| +5% | +$119K |
|
1778
Datadog
DDOG
$48.4B
| $2.29M | ﹤0.01% |
21,329
+2,480
| +13% | +$266K |
|
1779
California Water Service
CWT
$2.69B
| $2.28M | ﹤0.01% |
38,711
+5,527
| +17% | +$326K |
|
1780
Air Lease Corp
AL
$7.1B
| $2.28M | ﹤0.01% |
53,230
+28,937
| +119% | +$1.24M |
|
|
BLUA
1781
DELISTED
BlueRiver Acquisition Corp.
BLUA
| $2.28M | ﹤0.01% |
+233,310
| New | +$2.28M |
|
1782
Village Farms International
VFF
$297M
| $2.27M | ﹤0.01% |
214,987
+49,258
| +30% | +$521K |
|
1783
SPDR S&P Homebuilders ETF
XHB
$1.91B
| $2.27M | ﹤0.01% |
31,044
+19,838
| +177% | +$1.45M |
|
|
CS
1784
DELISTED
Credit Suisse Group
CS
| $2.25M | ﹤0.01% |
211,110
+204,836
| +3,265% | +$2.18M |
|
1785
Watsco
WSO
$15.7B
| $2.25M | ﹤0.01% |
7,878
+3,118
| +66% | +$890K |
|
1786
Schwab Emerging Markets Equity ETF
SCHE
$11.2B
| $2.25M | ﹤0.01% |
67,770
+2,253
| +3% | +$74.6K |
|
1787
CubeSmart
CUBE
$9.31B
| $2.24M | ﹤0.01% |
47,800
-5,430
| -10% | -$254K |
|
1788
HCI Group
HCI
$2.31B
| $2.24M | ﹤0.01% |
22,462
+6,287
| +39% | +$627K |
|
1789
iShares MSCI China ETF
MCHI
$8.31B
| $2.24M | ﹤0.01% |
26,809
-13,908
| -34% | -$1.16M |
|
1790
Darling Ingredients
DAR
$4.97B
| $2.22M | ﹤0.01% |
33,761
+10,849
| +47% | +$714K |
|
1791
AngloGold Ashanti
AU
$33.9B
| $2.21M | ﹤0.01% |
118,531
-84,071
| -41% | -$1.57M |
|
1792
SPDR Portfolio S&P 500 ETF
SPLG
$86.2B
| $2.21M | ﹤0.01% |
43,887
+1,317
| +3% | +$66.2K |
|
1793
Old Republic International
ORI
$9.91B
| $2.21M | ﹤0.01% |
88,214
+49,671
| +129% | +$1.24M |
|
1794
Veeco
VECO
$1.57B
| $2.21M | ﹤0.01% |
90,226
+835
| +0.9% | +$20.4K |
|
|
IMCC
1795
IM Cannabis
IMCC
$10.1M
| $2.2M | ﹤0.01% |
6,828
+639
| +10% | +$206K |
|
1796
Dorman Products
DORM
$4.94B
| $2.2M | ﹤0.01% |
21,222
+12,920
| +156% | +$1.34M |
|
|
AJRD
1797
DELISTED
Aerojet Rocketdyne Holdings, Inc.
AJRD
| $2.2M | ﹤0.01% |
45,662
+5,331
| +13% | +$257K |
|
1798
Idacorp
IDA
$6.79B
| $2.2M | ﹤0.01% |
22,338
+5,427
| +32% | +$534K |
|
1799
Liquidity Services
LQDT
$862M
| $2.2M | ﹤0.01% |
97,564
+89,171
| +1,062% | +$2.01M |
|
|
IIN
1800
DELISTED
IntriCon Corporation
IIN
| $2.19M | ﹤0.01% |
94,561
+50,953
| +117% | +$1.18M |
|