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
|
$3.4B |
| 2 |
Toronto Dominion Bank
TD
|
$3.09B |
| 3 |
Scotiabank
BNS
|
$2.58B |
| 4 |
BCE
BCE
|
$1.17B |
| 5 |
Suncor Energy
SU
|
$1.07B |
Top Sells
Sector Composition
| 1 | Financials | 29.52% |
| 2 | Energy | 14.91% |
| 3 | Communication Services | 7.12% |
| 4 | Industrials | 7.1% |
| 5 | Technology | 6.15% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
TWX
176
DELISTED
Time Warner Inc
TWX
| $53.6M | 0.1% |
+967,691
| New | +$53.6M |
|
|
PRE
177
DELISTED
PARTNERRE LTD
PRE
| $53.3M | 0.09% |
+588,517
| New | +$53.3M |
|
178
Williams Companies
WMB
$70.3B
| $52.9M | 0.09% |
+1,630,318
| New | +$52.9M |
|
179
Seagate
STX
$39.1B
| $52.9M | 0.09% |
+1,180,632
| New | +$52.9M |
|
|
ACAS
180
DELISTED
American Capital Ltd
ACAS
| $52.2M | 0.09% |
+4,117,834
| New | +$52.2M |
|
181
Berkshire Hathaway Class A
BRK.A
$1.09T
| $51.4M | 0.09% |
+305
| New | +$51.4M |
|
182
Equinor
EQNR
$60.7B
| $51.4M | 0.09% |
+2,481,922
| New | +$51.4M |
|
183
Citigroup
C
$179B
| $49.8M | 0.09% |
+1,038,972
| New | +$49.8M |
|
184
Biogen
BIIB
$20.5B
| $49.6M | 0.09% |
+230,599
| New | +$49.6M |
|
|
AREX
185
DELISTED
Approach Resources Inc.
AREX
| $49.5M | 0.09% |
+2,013,281
| New | +$49.5M |
|
186
Netflix
NFLX
$534B
| $48.3M | 0.09% |
+1,601,376
| New | +$48.3M |
|
187
Caterpillar
CAT
$197B
| $48M | 0.09% |
+581,562
| New | +$48M |
|
188
Franco-Nevada
FNV
$36.6B
| $46.3M | 0.08% |
+1,294,887
| New | +$46.3M |
|
189
Fifth Third Bancorp
FITB
$30.6B
| $46.3M | 0.08% |
+2,563,680
| New | +$46.3M |
|
|
PDS
190
Precision Drilling
PDS
$774M
| $46.2M | 0.08% |
+270,410
| New | +$46.2M |
|
191
Everest Group
EG
$14.5B
| $46.2M | 0.08% |
+360,377
| New | +$46.2M |
|
|
192
Berkshire Hathaway Class B
BRK.B
$1.09T
| $44.7M | 0.08% |
+399,706
| New | +$44.7M |
|
|
APC
193
DELISTED
Anadarko Petroleum
APC
| $44.6M | 0.08% |
+519,101
| New | +$44.6M |
|
194
iShares Russell 1000 Growth ETF
IWF
$118B
| $44.5M | 0.08% |
+612,175
| New | +$44.5M |
|
|
DD
195
DELISTED
Du Pont De Nemours E I
DD
| $44.4M | 0.08% |
+889,523
| New | +$44.4M |
|
196
Allstate
ALL
$54.9B
| $43.6M | 0.08% |
+906,234
| New | +$43.6M |
|
197
ProShares Short 20+ Year Treasury ETF
TBF
$71.1M
| $43.3M | 0.08% |
+1,379,297
| New | +$43.3M |
|
198
Acacia Research
ACTG
$322M
| $43.2M | 0.08% |
+1,932,024
| New | +$43.2M |
|
199
Abbott
ABT
$231B
| $43.2M | 0.08% |
+1,237,939
| New | +$43.2M |
|
200
SPDR Gold Trust
GLD
$110B
| $42.5M | 0.08% |
+357,046
| New | +$42.5M |
|