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 | 5.69% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
176
Stantec
STN
$12.3B
| $126K | 0.05% |
2,751,251
+42,556
| +2% | +$1.96K |
|
177
Occidental Petroleum
OXY
$45.2B
| $125K | 0.05% |
2,010,709
-269,029
| -12% | -$16.7K |
|
178
US Bancorp
USB
$75.9B
| $125K | 0.05% |
2,232,571
-151,120
| -6% | -$8.43K |
|
179
Public Storage
PSA
$52.2B
| $124K | 0.05% |
353,492
+47,030
| +15% | +$16.5K |
|
180
FirstService
FSV
$9.18B
| $123K | 0.05% |
1,033,400
+288,924
| +39% | +$34.5K |
|
181
Deere & Co
DE
$128B
| $123K | 0.05% |
348,121
-33,547
| -9% | -$11.8K |
|
182
Boston Scientific
BSX
$159B
| $121K | 0.05% |
3,071,989
+681,252
| +28% | +$26.9K |
|
183
Open Text
OTEX
$8.45B
| $121K | 0.05% |
4,491,584
+217,559
| +5% | +$5.84K |
|
184
iShares China Large-Cap ETF
FXI
$6.65B
| $120K | 0.05% |
4,059,925
+1,871,648
| +86% | +$55.3K |
|
185
Gildan
GIL
$8.27B
| $118K | 0.05% |
3,131,103
+215,940
| +7% | +$8.16K |
|
186
Wheaton Precious Metals
WPM
$47.3B
| $117K | 0.05% |
3,583,911
+2,590
| +0.1% | +$85 |
|
187
Uber
UBER
$190B
| $116K | 0.05% |
2,683,454
-84,947
| -3% | -$3.66K |
|
188
Baxter International
BAX
$12.5B
| $115K | 0.05% |
1,909,565
+398,229
| +26% | +$24K |
|
189
Charles Schwab
SCHW
$167B
| $115K | 0.05% |
1,574,395
+58,204
| +4% | +$4.25K |
|
190
Wynn Resorts
WYNN
$12.6B
| $115K | 0.05% |
1,772,229
-625,103
| -26% | -$40.4K |
|
191
Fortinet
FTNT
$60.4B
| $113K | 0.05% |
2,243,165
-71,523
| -3% | -$3.59K |
|
192
Regions Financial
RF
$24.1B
| $111K | 0.05% |
5,432,088
-444,914
| -8% | -$9.13K |
|
193
Vanguard FTSE Emerging Markets ETF
VWO
$97.2B
| $111K | 0.05% |
2,677,017
+133,578
| +5% | +$5.53K |
|
194
Devon Energy
DVN
$22.1B
| $110K | 0.05% |
1,782,418
-467,314
| -21% | -$28.8K |
|
195
Phillips 66
PSX
$53.2B
| $108K | 0.05% |
1,337,243
-162,730
| -11% | -$13.2K |
|
196
Dollar Tree
DLTR
$20.6B
| $108K | 0.05% |
642,917
-11,771
| -2% | -$1.98K |
|
197
RB Global
RBA
$21.4B
| $108K | 0.05% |
1,684,031
+33,848
| +2% | +$2.17K |
|
198
Starbucks
SBUX
$97.1B
| $108K | 0.05% |
1,166,754
-844,505
| -42% | -$77.9K |
|
|
PARA
199
DELISTED
Paramount Global Class B
PARA
| $107K | 0.05% |
2,713,587
+1,848,831
| +214% | +$72.9K |
|
200
Duke Energy
DUK
$93.8B
| $106K | 0.05% |
1,118,438
-17,945
| -2% | -$1.71K |
|