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
|
$6.83B |
| 2 |
Chipotle Mexican Grill
CMG
|
$4.62B |
| 3 |
Burford Capital
BUR
|
$4.1B |
| 4 |
Tesla
TSLA
|
$1.59B |
| 5 |
Canadian Natural Resources
CNQ
|
$1.11B |
Top Sells
| 1 |
Alibaba
BABA
|
$1.83B |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
$1.32B |
| 3 |
Toronto Dominion Bank
TD
|
$1.14B |
| 4 |
Indivior
INDV
|
$701M |
| 5 |
Mastercard
MA
|
$483M |
Sector Composition
| 1 | Communication Services | 24.26% |
| 2 | Consumer Discretionary | 20.36% |
| 3 | Technology | 15.82% |
| 4 | Financials | 14.17% |
| 5 | Industrials | 4.33% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1
Alphabet (Google) Class A
GOOGL
$2.57T
| $65.2B | 18.93% | 24,149,025 +345,732 | +1% | +$933M |
|
2
Amazon
AMZN
$2.44T
| $45.4B | 13.17% | 25,848,338 +181,141 | +0.7% | +$318M |
|
3
Apple
AAPL
$3.45T
| $16.5B | 4.78% | 32,958,962 +989,301 | +3% | +$495M |
|
|
4
Tesla
TSLA
$1.08T
| $10.3B | 3% | 9,507,704 +1,465,185 | +18% | +$1.59B |
|
5
Microsoft
MSFT
$3.77T
| $8.24B | 2.39% | 18,030,292 +791,427 | +5% | +$362M |
|
6
Royal Bank of Canada
RY
$205B
| $8.16B | 2.37% | 75,448,865 +1,092,951 | +1% | +$118M |
|
|
7
NVIDIA
NVDA
$4.24T
| $7.66B | 2.22% | 60,569,438 +54,000,380 | +822% | +$6.83B |
|
|
8
Burford Capital
BUR
$3.06B
| $5.22B | 1.51% | 5,753,031 +4,523,087 | +368% | +$4.1B |
|
|
9
Chipotle Mexican Grill
CMG
$56.5B
| $4.75B | 1.38% | 1,418,998 +1,380,995 | +3,634% | +$4.62B |
|
|
10
Toronto Dominion Bank
TD
$128B
| $4.74B | 1.38% | 85,557,974 -20,610,017 | -19% | -$1.14B |
|
|
11
SPDR S&P 500 ETF Trust
SPY
$659B
| $3.91B | 1.13% | 6,948,325 -2,353,110 | -25% | -$1.32B |
|
12
Scotiabank
BNS
$77.6B
| $3.28B | 0.95% | 69,432,916 -147,785 | -0.2% | -$6.99M |
|
13
Meta Platforms (Facebook)
META
$1.86T
| $2.93B | 0.85% | 5,664,830 -59,327 | -1% | -$30.7M |
|
14
Broadcom
AVGO
$1.4T
| $2.91B | 0.84% | 1,760,377 +20,811 | +1% | +$34.4M |
|
15
Canadian Imperial Bank of Commerce
CM
$71.8B
| $2.57B | 0.75% | 50,632,291 -2,625,748 | -5% | -$133M |
|
|
16
Alphabet (Google) Class C
GOOG
$2.58T
| $2.39B | 0.69% | 12,776,667 -977,926 | -7% | -$183M |
|
17
Bank of Montreal
BMO
$86.7B
| $2.32B | 0.67% | 27,335,619 +1,527,727 | +6% | +$130M |
|
18
Brookfield
BN
$98.3B
| $2.32B | 0.67% | 52,554,152 -2,243,023 | -4% | -$98.8M |
|
19
Netflix
NFLX
$513B
| $2.21B | 0.64% | 3,244,835 +98,277 | +3% | +$67M |
|
20
Enbridge
ENB
$105B
| $2.17B | 0.63% | 61,115,630 +1,272,512 | +2% | +$45.1M |
|
|
21
Canadian Natural Resources
CNQ
$65.9B
| $2.16B | 0.63% | 60,015,596 +30,814,864 | +106% | +$1.11B |
|
22
TC Energy
TRP
$54.1B
| $1.99B | 0.58% | 50,856,172 -6,874,528 | -12% | -$269M |
|
23
Canadian National Railway
CNI
$60.4B
| $1.87B | 0.54% | 15,746,616 +972,727 | +7% | +$115M |
|
|
24
Mastercard
MA
$538B
| $1.73B | 0.5% | 3,799,932 -1,058,162 | -22% | -$483M |
|
25
Walmart
WMT
$774B
| $1.71B | 0.5% | 14,585,014 +2,582,429 | +22% | +$302M |
|