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 | |
|---|---|---|---|---|---|---|
|
IIF
1801
Morgan Stanley India Investment Fund
IIF
$260M
| $738K | ﹤0.01% |
24,360
-5,200
| -18% | -$158K |
|
1802
Direxion Daily S&P 500 Bull 3x Shares
SPXL
$5.81B
| $735K | ﹤0.01% |
4,545
+25
| +0.6% | +$4.05K |
|
1803
Avient
AVNT
$3.31B
| $734K | ﹤0.01% |
14,561
-113
| -0.8% | -$5.7K |
|
|
SLRN
1804
DELISTED
ACELYRIN
SLRN
| $733K | ﹤0.01% |
+148,635
| New | +$733K |
|
|
VZLA
1805
Vizsla Silver
VZLA
$1.32B
| $730K | ﹤0.01% |
367,137
+343,685
| +1,465% | +$684K |
|
1806
Cytokinetics
CYTK
$6.12B
| $725K | ﹤0.01% |
13,851
+459
| +3% | +$24K |
|
1807
White Mountains Insurance
WTM
$4.54B
| $723K | ﹤0.01% |
425
-4
| -0.9% | -$6.8K |
|
1808
Grocery Outlet
GO
$1.74B
| $722K | ﹤0.01% |
40,851
+29,113
| +248% | +$514K |
|
1809
Innovator Deepwater Frontier Tech ETF
LOUP
$114M
| $722K | ﹤0.01% |
+14,992
| New | +$722K |
|
1810
iShares US Home Construction ETF
ITB
$3.26B
| $720K | ﹤0.01% |
5,676
-1,311
| -19% | -$166K |
|
1811
Invesco S&P 500 Quality ETF
SPHQ
$15.2B
| $719K | ﹤0.01% |
10,706
-3,375
| -24% | -$227K |
|
1812
Neogen
NEOG
$1.19B
| $718K | ﹤0.01% |
43,251
-35,382
| -45% | -$588K |
|
1813
Mitsubishi UFJ Financial
MUFG
$177B
| $717K | ﹤0.01% |
70,732
-5,175
| -7% | -$52.4K |
|
1814
Independence Realty Trust
IRT
$4.07B
| $714K | ﹤0.01% |
34,835
-95
| -0.3% | -$1.95K |
|
1815
Invesco Financial Preferred ETF
PGF
$814M
| $709K | ﹤0.01% |
44,809
+13,300
| +42% | +$211K |
|
1816
POET Technologies
POET
$475M
| $707K | ﹤0.01% |
161,466
+37,860
| +31% | +$166K |
|
1817
TELUS International
TIXT
$1.25B
| $706K | ﹤0.01% |
186,754
-63,176
| -25% | -$239K |
|
|
API
1818
Agora
API
$343M
| $705K | ﹤0.01% |
292,728
-49,664
| -15% | -$120K |
|
1819
Power Integrations
POWI
$2.48B
| $704K | ﹤0.01% |
11,074
-1,184
| -10% | -$75.3K |
|
1820
UL Solutions
ULS
$13.4B
| $703K | ﹤0.01% |
+14,211
| New | +$703K |
|
1821
iShares MSCI Mexico ETF
EWW
$1.92B
| $703K | ﹤0.01% |
13,024
-78,278
| -86% | -$4.22M |
|
1822
Inspire Medical Systems
INSP
$2.37B
| $700K | ﹤0.01% |
+3,458
| New | +$700K |
|
1823
Honda
HMC
$43.8B
| $699K | ﹤0.01% |
21,708
-1,927
| -8% | -$62.1K |
|
1824
National Fuel Gas
NFG
$7.97B
| $699K | ﹤0.01% |
11,532
+380
| +3% | +$23K |
|
1825
ProShares Pet Care ETF
PAWZ
$56.4M
| $697K | ﹤0.01% |
11,647
+11,000
| +1,700% | +$658K |
|