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 | |
|---|---|---|---|---|---|---|
|
1
Royal Bank of Canada
RY
$205B
| $3.4B | 6.03% | +58,325,074 | New | +$3.4B |
|
|
2
Toronto Dominion Bank
TD
$128B
| $3.09B | 5.48% | +38,478,407 | New | +$3.09B |
|
|
3
Scotiabank
BNS
$77.6B
| $2.58B | 4.57% | +48,128,204 | New | +$2.58B |
|
|
4
BCE
BCE
$23.3B
| $1.17B | 2.07% | +28,495,852 | New | +$1.17B |
|
|
5
Suncor Energy
SU
$50.1B
| $1.07B | 1.89% | +36,227,301 | New | +$1.07B |
|
6
Canadian Imperial Bank of Commerce
CM
$71.8B
| $1.03B | 1.83% | +14,524,582 | New | +$1.03B |
|
7
TC Energy
TRP
$54.1B
| $1.01B | 1.8% | +23,479,475 | New | +$1.01B |
|
8
Canadian National Railway
CNI
$60.4B
| $982M | 1.74% | +10,099,525 | New | +$982M |
|
9
Enbridge
ENB
$105B
| $867M | 1.54% | +20,599,786 | New | +$867M |
|
10
SPDR S&P 500 ETF Trust
SPY
$659B
| $784M | 1.39% | +4,887,961 | New | +$784M |
|
|
POT
11
DELISTED
Potash Corp Of Saskatchewan
POT
| $750M | 1.33% | +19,680,855 | New | +$750M |
|
12
Manulife Financial
MFC
$52.2B
| $681M | 1.21% | +42,511,962 | New | +$681M |
|
13
Rogers Communications
RCI
$19.4B
| $650M | 1.15% | +16,593,358 | New | +$650M |
|
14
Cenovus Energy
CVE
$29.9B
| $644M | 1.14% | +22,595,865 | New | +$644M |
|
15
Exxon Mobil
XOM
$487B
| $637M | 1.13% | +7,048,691 | New | +$637M |
|
16
Brookfield
BN
$98.3B
| $615M | 1.09% | +17,086,007 | New | +$615M |
|
17
Wells Fargo
WFC
$263B
| $602M | 1.07% | +14,587,935 | New | +$602M |
|
18
Bank of Montreal
BMO
$86.7B
| $585M | 1.04% | +10,081,588 | New | +$585M |
|
19
Canadian Natural Resources
CNQ
$65.9B
| $575M | 1.02% | +20,330,996 | New | +$575M |
|
20
Telus
TU
$25.1B
| $481M | 0.85% | +16,475,710 | New | +$481M |
|
|
GG
21
DELISTED
Goldcorp Inc
GG
| $441M | 0.78% | +17,845,155 | New | +$441M |
|
22
Microsoft
MSFT
$3.77T
| $440M | 0.78% | +12,746,412 | New | +$440M |
|
23
Apple
AAPL
$3.45T
| $438M | 0.78% | +1,104,340 | New | +$438M |
|
24
Vanguard FTSE Emerging Markets ETF
VWO
$96.4B
| $437M | 0.77% | +11,263,287 | New | +$437M |
|
25
Chevron
CVX
$324B
| $428M | 0.76% | +3,617,124 | New | +$428M |
|