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 |
Royal Bank of Canada
RY
|
+$1.04B |
| 2 |
TC Energy
TRP
|
+$698M |
| 3 |
SPDR S&P 500 ETF Trust
SPY
|
+$608M |
| 4 |
Toronto Dominion Bank
TD
|
+$597M |
| 5 |
Broadcom
AVGO
|
+$524M |
Top Sells
| 1 |
Alphabet (Google) Class A
GOOGL
|
+$5B |
| 2 |
Amazon
AMZN
|
+$1.41B |
| 3 |
Advanced Micro Devices
AMD
|
+$317M |
| 4 |
NVIDIA
NVDA
|
+$236M |
| 5 |
Industrial Select Sector SPDR Fund
XLI
|
+$216M |
Sector Composition
| 1 | Communication Services | 25.06% |
| 2 | Consumer Discretionary | 18.3% |
| 3 | Financials | 15.37% |
| 4 | Technology | 13.41% |
| 5 | Energy | 4.94% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1776
abrdn Bloomberg All Commodity Strategy K-1 Free ETF
BCI
$1.71B
| $770K | ﹤0.01% |
35,570
-14,444
| -29% | -$313K |
|
1777
Civitas Resources
CIVI
$3.02B
| $764K | ﹤0.01% |
9,150
+2,512
| +38% | +$210K |
|
1778
Light & Wonder
LNW
$7.48B
| $764K | ﹤0.01% |
9,698
-454,417
| -98% | -$35.8M |
|
1779
Liberty Global Class C
LBTYK
$4.07B
| $762K | ﹤0.01% |
38,652
-3,369
| -8% | -$66.4K |
|
1780
Avis
CAR
$5.47B
| $761K | ﹤0.01% |
3,765
-469
| -11% | -$94.8K |
|
1781
Zai Lab
ZLAB
$3.65B
| $759K | ﹤0.01% |
28,443
-9,057
| -24% | -$242K |
|
1782
Alarm.com
ALRM
$2.78B
| $759K | ﹤0.01% |
12,753
+1,603
| +14% | +$95.4K |
|
1783
iShares MSCI Europe Financials ETF
EUFN
$4.47B
| $757K | ﹤0.01% |
39,069
-1,269
| -3% | -$24.6K |
|
1784
Riot Platforms
RIOT
$5.87B
| $754K | ﹤0.01% |
70,037
+49,208
| +236% | +$530K |
|
1785
TEGNA Inc
TGNA
$3.39B
| $753K | ﹤0.01% |
47,198
-1,887
| -4% | -$30.1K |
|
1786
First Trust Latin America AlphaDEX Fund
FLN
$17M
| $751K | ﹤0.01% |
+39,073
| New | +$751K |
|
1787
Warrior Met Coal
HCC
$3.04B
| $750K | ﹤0.01% |
+15,838
| New | +$750K |
|
1788
Schwab Fundamental US Large Company Index ETF
FNDX
$20.1B
| $750K | ﹤0.01% |
38,388
-3,390
| -8% | -$66.3K |
|
1789
Sprott Junior Gold Miners ETF
SGDJ
$237M
| $749K | ﹤0.01% |
+26,572
| New | +$749K |
|
1790
iShares US Treasury Bond ETF
GOVT
$28.2B
| $749K | ﹤0.01% |
32,101
+23,674
| +281% | +$552K |
|
|
NGE
1791
DELISTED
Global X MSCI Nigeria ETF
NGE
| $747K | ﹤0.01% |
78,484
+37,434
| +91% | +$356K |
|
1792
Genpact
G
$7.41B
| $747K | ﹤0.01% |
20,182
+275
| +1% | +$10.2K |
|
1793
Selective Insurance
SIGI
$4.81B
| $746K | ﹤0.01% |
7,537
+104
| +1% | +$10.3K |
|
1794
Associated Banc-Corp
ASB
$4.35B
| $742K | ﹤0.01% |
41,981
+403
| +1% | +$7.12K |
|
1795
Boot Barn
BOOT
$5.4B
| $740K | ﹤0.01% |
8,346
-933
| -10% | -$82.7K |
|
1796
Comstock Resources
CRK
$4.67B
| $740K | ﹤0.01% |
63,612
-179,160
| -74% | -$2.08M |
|
1797
EXL Service
EXLS
$7.04B
| $740K | ﹤0.01% |
25,422
-3,568
| -12% | -$104K |
|
1798
iShares MSCI Emerging Markets ex China ETF
EMXC
$13.1B
| $737K | ﹤0.01% |
14,300
+11,278
| +373% | +$581K |
|
1799
Noble Corp
NE
$4.81B
| $735K | ﹤0.01% |
18,021
-180,856
| -91% | -$7.38M |
|
1800
Honda
HMC
$43.8B
| $734K | ﹤0.01% |
20,760
-28,396
| -58% | -$1M |
|