BO
Bank Of Montreal /can/ Institutional Portfolio (13F)
Bank Of Montreal /can/CIK: 0000927971
Diversified strategyMomentum follower
Total reported value
$268.5B
Reporting period: 2026-03-31 · Number of holdings: 13875
BANK OF MONTREAL /CAN/ disclosed 13875 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $268.5B and a quarterly turnover rate of 27.1%.
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Personality snowflake
- Concentration
- 4.8
- Portfolio Stability
- 27.1
- Momentum/Contrarian
- 77.63
- Sector conviction
- 46.26
- Diversification
- 100
- Sizing Uniformity
- 38.62
Bank Of Montreal /can/'s disclosed holdings carry a Herfindahl concentration index of 0.012 — mathematically equivalent to about 83 equally-sized positions, well below its 13875 actual disclosed holdings. That gap points to a strategy built around a small core of high-conviction bets rather than broad diversification.
Position sizes vary widely across the portfolio (a coefficient of variation of 6.14), with a handful of outsized bets alongside many smaller positions.
No strong tilt toward either adding to existing winners or initiating outsized new positions was observed in the latest reported quarter.
Recent moves
Trim XLF
-98.9% -$7.0B
Trim XLI
-94.3% -$6.4B
Trim META
-38.4% -$3.7B
Add IWM
+60.7% $1.6B
Trim ORCL
-62.7% -$1.6B
Add TLT
+105.6% $1.3B
Holdings Map
New buyAddUnchangedTrim
Institutional Game-State Analysis
Core Intent
Bank of Montreal is actively selling out of mega-cap tech and financial ETFs while piling into IWM small-caps and TLT long-duration bonds. This quarter is a clear capital rotation play, shedding crowded large-cap exposure to capture positioning squeeze mechanics in domestically focused small caps and duration assets. Turnover hits 27%, confirming decisive weight shifts rather than passive drift.
Macro & Fundamentals
The embedded regime bet is a transition from liquidity-driven growth multiples to earnings-supported domestic cycles priced alongside falling long-end yields. Financials and IT get marked down as multiple expansion exhausts, while the small-cap/TLT tandem wagers on real yield compression and capital expenditure deceleration in big tech. The opposing thesis: mega-cap tech cash flows remain structurally entrenched, and financials still benefit from steepening curves, meaning this trim sacrifices steady carry for volatile mean-reversion.
Blind Spots / Risks
A 3,221-holding basket with a 4.8 concentration score creates a liquidity drag profile. When rotation accelerates, the long tail of narrow-name positions will bleed slippage while TLT duration risk amplifies. The simultaneous IWM and TLT add creates a hidden correlation squeeze: if real yields grind higher instead of lower, small-cap refinancing walls meet bond mark-to-market losses in one move.
Sourced and summarized by AI from public SEC filings, limited to historical activity. Not investment guidance.
Top 10 holdings by weight
Full holdings list this quarter
Showing top 200 holdings (of 13875 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 4.91% | +0.11% | +1.92% | |
| 2 | RY | Royal Bank Of Canada | Stock-Financials | 3.83% | +0.15% | +2.22% | |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 3.09% | -0.11% | -6.04% | |
| 4 | TD | Toronto-dominion Bank | Stock-Financials | 2.70% | +0.36% | +8.23% | |
| 5 | AAPL | Apple INC | Stock-Tech | 2.68% | -0.29% | -10.09% | |
| 6 | BUR | Burford Capital Limited | Stock-Other | 2.58% | +0.46% | +8.67% | |
| 7 | MSFT | Microsoft CORP | Stock-Tech | 2.33% | -0.10% | +16.81% | |
| 8 | AMZN | Amazon.com INC | Stock-Consumer Disc | 2.31% | +0.43% | +26.42% | |
| 9 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.18% | -0.10% | -2.96% | |
| 10 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.57% | -1.15% | -38.37% | |
| 11 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 1.57% | +0.67% | +60.66% | |
| 12 | BNS | Bank Of Nova Scotia | Stock-Financials | 1.47% | -0.05% | -4.05% | |
| 13 | CM | Can Imperial Bk Of Commerce | Stock-Financials | 1.47% | — | -3.90% | |
| 14 | BMO | Bank Of Montreal | Stock-Financials | 1.45% | — | -0.14% | |
| 15 | TRP | Tc Energy CORP | Stock-Energy | 1.28% | +0.33% | +9.36% | |
| 16 | ENB | Enbridge INC | Stock-Energy | 1.18% | +0.26% | +5.04% | |
| 17 | CNQ | Canadian Natural Resources | Stock-Energy | 1.18% | +0.35% | -8.23% | |
| 18 | AVGO | Broadcom INC | Stock-Tech | 1.15% | -0.20% | -12.04% | |
| 19 | TSLA | Tesla INC | Stock-Consumer Disc | 1.12% | -0.35% | -14.32% | |
| 20 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.08% | -0.21% | -14.85% | |
| 21 | NFLX | Netflix INC | Stock-Comm Services | 1.08% | +0.27% | +21.06% | |
| 22 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 0.93% | +0.51% | +105.57% | |
| 23 | SU | Suncor Energy INC | Stock-Energy | 0.91% | +0.34% | +0.25% | |
| 24 | GDX | Vaneck Gold Miners ETF | ETF-Commodities | 0.87% | +0.21% | +15.80% | |
| 25 | BN | Brookfield CORP | Stock-Financials | 0.83% | -0.11% | -7.64% | |
| 26 | AEM | Agnico Eagle Mines LTD | Stock-Materials | 0.79% | +0.23% | +8.11% | |
| 27 | MFC | Manulife Financial CORP | Stock-Financials | 0.75% | — | +0.68% | |
| 28 | V | Visa Inc-class A Shares | Stock-Financials | 0.70% | +0.15% | +39.08% | |
| 29 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.67% | — | -0.15% | |
| 30 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.62% | -0.09% | -10.59% | |
| 31 | SHOP | Shopify INC - Class A | Stock-Tech | 0.59% | -0.10% | +8.53% | |
| 32 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.58% | -0.26% | -21.77% | |
| 33 | CP | Canadian Pacific Kansas City | Stock-Industrials | 0.58% | — | -5.69% | |
| 34 | WMT | Walmart INC | Stock-Consumer Staples | 0.58% | — | +2.05% | |
| 35 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.56% | +0.17% | +32.16% | |
| 36 | AMD | Advanced Micro Devices | Stock-Tech | 0.55% | — | -1.96% | |
| 37 | CNI | Canadian Natl Railway Co | Stock-Industrials | 0.54% | — | -0.81% | |
| 38 | B | Barrick Mining CORP | Stock-Materials | 0.53% | +0.16% | +40.23% | |
| 39 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.52% | -0.09% | -7.49% | |
| 40 | FTS | Fortis INC | Stock-Utilities | 0.52% | — | +0.10% | |
| 41 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.51% | -0.08% | -30.20% | |
| 42 | WCN | Waste Connections INC | Stock-Industrials | 0.50% | — | -5.40% | |
| 43 | FNV | Franco-nevada CORP | Stock-Materials | 0.47% | — | -2.35% | |
| 44 | PAVE | Global X US Infrastructure | ETF-Other | 0.46% | — | -1.76% | |
| 45 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.45% | — | -11.42% | |
| 46 | MU | Micron Technology INC | Stock-Tech | 0.45% | — | +1.76% | |
| 47 | WPM | Wheaton Precious Metals CORP | Stock-Materials | 0.42% | +0.13% | +21.74% | |
| 48 | KRE | Ss Spdr S&p Regional Bank | ETF-Other | 0.42% | +0.36% | +499.75% | |
| 49 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.41% | — | -13.10% | |
| 50 | MS | Morgan Stanley | Stock-Financials | 0.41% | — | -2.98% |
1–50 of 200
Portfolio Performance
Performance for Q3 2026
+3.6%
Performance Last 4 Quarters
+27.4%
Based on 78% of reported portfolio value with available pricing
- Stdev
- +13.4%
- Beta
- +0.98
- Alpha
- +1.5%
- Max Drawdown
- -8%
- Annualized Perf
- +20.3%
- Batting Avg vs S&P
- +69.4%
- Sortino
- +2.98
- Stutzer
- +0.43
- Treynor
- +0.2
- Sterling
- +1.24
- Calmar
- +2.54
- Information Ratio
- +0.25
- Tracking Error
- +4.2%
- Stdev Down
- +6.5%
- Winning Months %
- +69.4%
- Losing Months %
- +30.6%
- Best 12 Months
- +41.8%
- Worst 12 Months
- +7.2%
- Efficiency Ratio
- +0.6
- Sharpe
- +1.45
- Stdev Sectors
- +7.6%
- Skewness
- +0.08
- Kurtosis
- -0.25
- Upside Potential
- +4.64
Reported value over time
Sector allocation
Sector allocation over time
Quarterly history
| Period | Holdings | Total value | Stability | Top holdings |
|---|---|---|---|---|
| 2026-03-31 | 13875 | $268.5B | 27 | |
| 2025-12-31 | 13531 | $288.7B | 30 | |
| 2025-09-30 | 13045 | $260.7B | 34 | |
| 2025-06-30 | 13024 | $213.2B | 0 | |
| 2025-03-31 | 12894 | $205.8B | 100 | |
| 2024-12-31 | 12775 | $214.7B | 0 | |
| 2024-09-30 | 13901 | $227.4B | 0 | |
| 2024-06-30 | 12093 | $344.5B | 0 | |
| 2024-03-31 | 11983 | $329.8B | 0 | |
| 2023-12-31 | 11901 | $329.7B | 0 | |
| 2023-09-30 | 11618 | $288.9B | 0 | |
| 2023-06-30 | 12153 | $289.3B | 0 | |
| 2023-03-31 | 11901 | $250.0B | — | |
| 2022-12-31 | 11470 | $230.7B | 0 | |
| 2022-09-30 | 11528 | $231.5B | 0 | |
| 2022-06-30 | 12142 | $215.4B | 0 | |
| 2022-03-31 | 12870 | $206.4B | 0 | |
| 2021-12-31 | 12055 | $188.2B | 0 | |
| 2021-09-30 | 15321 | $219.0B | 0 | |
| 2021-06-30 | 14912 | $201.0B | 100 | |
| 2021-03-31 | 16071 | $153.6B | 25 | |
| 2020-12-31 | 16041 | $151.2B | 31 | |
| 2020-09-30 | 15625 | $119.8B | 23 | |
| 2020-06-30 | 15677 | $109.8B | 32 | |
| 2020-03-31 | 13497 | $87.3B | 49 | |
| 2019-12-31 | 15385 | $133.1B | 24 | |
| 2019-09-30 | 15688 | $115.7B | 28 | |
| 2019-06-30 | 16049 | $118.8B | 21 | |
| 2019-03-31 | 14662 | $116.6B | 28 | |
| 2018-12-31 | 16129 | $105.8B | 31 | |
| 2018-09-30 | 16410 | $127.7B | 24 | |
| 2018-06-30 | 16192 | $121.1B | 29 | |
| 2018-03-31 | 14184 | $112.0B | 23 | |
| 2017-12-31 | 13720 | $115.1B | 23 | |
| 2017-09-30 | 14034 | $109.2B | 20 | |
| 2017-06-30 | 13893 | $104.3B | 25 | |
| 2017-03-31 | 13292 | $105.5B | 24 | |
| 2016-12-31 | 13725 | $95.1B | 24 | |
| 2016-09-30 | 13282 | $91.6B | 22 | |
| 2016-06-30 | 13718 | $87.4B | 37 | |
| 2016-03-31 | 14799 | $93.8B | 29 | |
| 2015-12-31 | 14986 | $83.8B | 38 | |
| 2015-09-30 | 12936 | $72.4B | 30 | |
| 2015-06-30 | 12725 | $85.4B | 21 | |
| 2015-03-31 | 12946 | $86.3B | 25 | |
| 2014-12-31 | 13009 | $88.2B | 23 | |
| 2014-09-30 | 12438 | $88.3B | 24 | |
| 2014-06-30 | 13508 | $89.6B | 25 | |
| 2014-03-31 | 11307 | $77.5B | 24 | |
| 2013-12-31 | 10554 | $73.1B | 22 | |
| 2013-09-30 | 10234 | $64.4B | 23 | |
| 2013-06-30 | 9376 | $56.4B | — |
Holding changes this quarter
Bank Of Montreal /can/'s most significant position changes for 2026-03-31: New buy: AstraZeneca PLC (AZN); Sold out: Astrazeneca Plc-spons Adr (AZNN); Trim: Ss Financial Select Sector (XLF) — shares -98.87%; Trim: Ss Industrial Select Sector (XLI) — shares -94.25%; Trim: Meta Platforms Inc-class A (META) — shares -38.37%.
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | IWM | Ishares Russell 2000 ETF | +0.7% | +60.66% | Add |
| 2 | TLT | Ishares 20+ Year Treasury Bd | +0.5% | +105.57% | Add |
| 3 | BUR | Burford Capital Limited | +0.5% | +8.67% | Add |
| 4 | AMZN | Amazon.com INC | +0.4% | +26.42% | Add |
| 5 | KRE | Ss Spdr S&p Regional Bank | +0.4% | +499.75% | Add |
| 6 | TD | Toronto-dominion Bank | +0.4% | +8.23% | Add |
| 7 | CNQ | Canadian Natural Resources | +0.4% | -8.23% | Trim |
| 8 | SU | Suncor Energy INC | +0.3% | +0.25% | Add |
| 9 | TRP | Tc Energy CORP | +0.3% | +9.36% | Add |
| 10 | NFLX | Netflix INC | +0.3% | +21.06% | Add |
| 11 | ENB | Enbridge INC | +0.3% | +5.04% | Add |
| 12 | AEM | Agnico Eagle Mines LTD | +0.2% | +8.11% | Add |
| 13 | GDX | Vaneck Gold Miners ETF | +0.2% | +15.80% | Add |
| 14 | XLB | Ss Materials Select Sector | +0.2% | +4311.81% | Add |
| 15 | IEFA | Ishares Core Msci Eafe ETF | +0.2% | +32.16% | Add |
| 16 | B | Barrick Mining CORP | +0.2% | +40.23% | Add |
| 17 | RY | Royal Bank Of Canada | +0.2% | +2.22% | Add |
| 18 | V | Visa Inc-class A Shares | +0.2% | +39.08% | Add |
| 19 | KBE | Ss Spdr S&p Bank ETF | +0.1% | +286.01% | Add |
| 20 | ESLT | Elbit Systems Ltd. | +0.1% | -0.98% | Trim |
| 21 | WPM | Wheaton Precious Metals CORP | +0.1% | +21.74% | Add |
| 22 | NVDA | Nvidia CORP | +0.1% | +1.92% | Add |
| 23 | HTRB | Hartford Ttl Rtrn Bnd ETF | +0.1% | +68188.96% | Add |
| 24 | BNS | Bank Of Nova Scotia | -0.1% | -4.05% | Trim |
| 25 | GS | Goldman Sachs Group INC | -0.1% | -19.59% | Trim |
| 26 | COST | Costco Wholesale CORP | -0.1% | -30.20% | Trim |
| 27 | JPM | Jpmorgan Chase & Co | -0.1% | -10.59% | Trim |
| 28 | LLY | Eli Lilly & Co | -0.1% | -7.49% | Trim |
| 29 | SNOW | Snowflake INC | -0.1% | -17.24% | Trim |
| 30 | MSTR | Strategy INC | -0.1% | -24.83% | Trim |
| 31 | MSFT | Microsoft CORP | -0.1% | +16.81% | Add |
| 32 | GOOGL | Alphabet Inc-cl A | -0.1% | -2.96% | Trim |
| 33 | SHOP | Shopify INC - Class A | -0.1% | +8.53% | Add |
| 34 | TRI4EUR | Thomson Reuters CORP | -0.1% | -14.44% | Trim |
| 35 | SPY | Ss Spdr S&p 500 ETF Trust-us | -0.1% | -6.04% | Trim |
| 36 | BN | Brookfield CORP | -0.1% | -7.64% | Trim |
| 37 | QSR | Restaurant Brands Intern | -0.1% | -40.68% | Trim |
| 38 | CRWD | Crowdstrike Holdings INC - A | -0.1% | -31.63% | Trim |
| 39 | FXI | Ishares China Large-cap ETF | -0.2% | -77.41% | Trim |
| 40 | AVGO | Broadcom INC | -0.2% | -12.04% | Trim |
| 41 | GOOG | Alphabet Inc-cl C | -0.2% | -14.85% | Trim |
| 42 | PLTR | Palantir Technologies Inc-a | -0.3% | -21.77% | Trim |
| 43 | AAPL | Apple INC | -0.3% | -10.09% | Trim |
| 44 | TSLA | Tesla INC | -0.4% | -14.32% | Trim |
| 45 | ORCL | Oracle CORP | -0.6% | -62.66% | Trim |
| 46 | META | Meta Platforms Inc-class A | -1.2% | -38.37% | Trim |
| 47 | XLI | Ss Industrial Select Sector | -2.2% | -94.25% | Trim |
| 48 | XLF | Ss Financial Select Sector | -2.4% | -98.87% | Trim |
| 49 | AZN | AstraZeneca PLC | — | NEW | New buy |
| 50 | AZNN | Astrazeneca Plc-spons Adr | — | EXIT | Sold out |
Filing History
| Period | Filed | Type | EDGAR |
|---|---|---|---|
| 2026-03-31 | 2026-05-13 | 13F-HR | View on EDGAR |
| 2025-12-31 | 2026-02-12 | 13F-HR | View on EDGAR |
| 2025-09-30 | 2025-11-13 | 13F-HR | View on EDGAR |
| 2025-06-30 | 2025-08-05 | 13F-HR | View on EDGAR |
| 2025-03-31 | 2025-05-13 | 13F-HR | View on EDGAR |
| 2024-12-31 | 2025-02-13 | 13F-HR | View on EDGAR |
| 2024-09-30 | 2024-11-13 | 13F-HR | View on EDGAR |
| 2024-06-30 | 2024-08-14 | 13F-HR | View on EDGAR |
| 2024-03-31 | 2024-05-13 | 13F-HR | View on EDGAR |
| 2023-12-31 | 2024-02-08 | 13F-HR | View on EDGAR |
| 2023-09-30 | 2023-11-01 | 13F-HR | View on EDGAR |
| 2023-06-30 | 2023-08-02 | 13F-HR | View on EDGAR |
| 2023-03-31 | 2024-06-13 | 13F-HR | View on EDGAR |
| 2022-12-31 | 2023-02-01 | 13F-HR | View on EDGAR |
| 2022-09-30 | 2022-11-10 | 13F-HR | View on EDGAR |
| 2022-06-30 | 2022-08-11 | 13F-HR | View on EDGAR |
| 2022-03-31 | 2022-05-12 | 13F-HR | View on EDGAR |
| 2021-12-31 | 2022-02-11 | 13F-HR | View on EDGAR |
| 2021-09-30 | 2021-11-12 | 13F-HR | View on EDGAR |
| 2021-06-30 | 2021-08-12 | 13F-HR | View on EDGAR |
| 2021-03-31 | 2021-05-13 | 13F-HR | View on EDGAR |
| 2020-12-31 | 2021-02-12 | 13F-HR | View on EDGAR |
| 2020-09-30 | 2020-11-12 | 13F-HR | View on EDGAR |
| 2020-06-30 | 2020-08-12 | 13F-HR | View on EDGAR |
| 2020-03-31 | 2020-05-13 | 13F-HR | View on EDGAR |
| 2019-12-31 | 2020-02-10 | 13F-HR | View on EDGAR |
| 2019-09-30 | 2019-11-08 | 13F-HR | View on EDGAR |
| 2019-06-30 | 2019-08-09 | 13F-HR | View on EDGAR |
| 2019-03-31 | 2019-04-26 | 13F-HR | View on EDGAR |
| 2018-12-31 | 2019-01-22 | 13F-HR | View on EDGAR |
| 2018-09-30 | 2018-10-12 | 13F-HR | View on EDGAR |
| 2018-06-30 | 2018-07-16 | 13F-HR | View on EDGAR |
| 2018-03-31 | 2018-04-13 | 13F-HR | View on EDGAR |
| 2017-12-31 | 2018-01-16 | 13F-HR | View on EDGAR |
| 2017-09-30 | 2017-10-16 | 13F-HR | View on EDGAR |
| 2017-06-30 | 2017-07-11 | 13F-HR | View on EDGAR |
| 2017-03-31 | 2017-04-11 | 13F-HR | View on EDGAR |
| 2016-12-31 | 2017-02-06 | 13F-HR | View on EDGAR |
| 2016-09-30 | 2016-10-19 | 13F-HR | View on EDGAR |
| 2016-06-30 | 2016-07-25 | 13F-HR | View on EDGAR |
| 2016-03-31 | 2016-04-29 | 13F-HR | View on EDGAR |
| 2015-12-31 | 2016-02-09 | 13F-HR | View on EDGAR |
| 2015-09-30 | 2015-11-12 | 13F-HR | View on EDGAR |
| 2015-06-30 | 2015-08-04 | 13F-HR | View on EDGAR |
| 2015-03-31 | 2015-05-13 | 13F-HR | View on EDGAR |
| 2014-12-31 | 2015-02-09 | 13F-HR | View on EDGAR |
| 2014-09-30 | 2014-11-07 | 13F-HR | View on EDGAR |
| 2014-06-30 | 2014-08-14 | 13F-HR | View on EDGAR |
| 2014-03-31 | 2014-05-15 | 13F-HR | View on EDGAR |
| 2013-12-31 | 2014-01-08 | 13F-HR | View on EDGAR |
| 2013-09-30 | 2014-01-08 | Amendment | View on EDGAR |
| 2013-09-30 | 2013-11-14 | 13F-HR | View on EDGAR |
| 2013-06-30 | 2013-08-07 | 13F-HR | View on EDGAR |
FAQ
What is Bank Of Montreal /can/ and what type of investor is it?
Bank Of Montreal /can/ is a investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-03-31), the firm manages a tracked equity portfolio valued at approximately $268.5B, spread across 13875 disclosed positions.
What are Bank Of Montreal /can/'s largest equity positions?
Based on the latest 13F filing, Bank Of Montreal /can/'s top holdings by market value are:
1. Nvidia CORP (NVDA) — $13.1B (4.9%)
2. Royal Bank Of Canada (RY) — $10.2B (3.8%)
3. Ss Spdr S&p 500 ETF Trust-us (SPY) — $8.2B (3.1%)
4. Toronto-dominion Bank (TD) — $7.2B (2.7%)
5. Apple INC (AAPL) — $7.1B (2.7%)
What changes did Bank Of Montreal /can/ make in its most recent portfolio filing?
In the latest reported quarter, Bank Of Montreal /can/ made 50 notable position adjustments: 1 new positions were initiated, 23 existing holdings were added to, 25 positions were partially reduced, and 1 were completely exited. The largest of these moves: New buy: AstraZeneca PLC (AZN); Sold out: Astrazeneca Plc-spons Adr (AZNN); Trim: Ss Financial Select Sector (XLF) — shares -98.87%; Trim: Ss Industrial Select Sector (XLI) — shares -94.25%; Trim: Meta Platforms Inc-class A (META) — shares -38.37%
What sectors does Bank Of Montreal /can/ focus on?
Bank Of Montreal /can/ is concentrated in the following sectors based on its current disclosed equity portfolio:
• Financials: 24.9%
• Information Technology: 23.6%
• Communication Services: 9.5%
• Energy: 9.1%
• Consumer Discretionary: 7.6%
• Industrials: 7.6%
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Portfolio Stability19.4
Sector conviction43.0
4 of the top 5 holdings overlap, including Royal Bank Of Canada
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TA
TD Asset Management Inc
CIK 0001056053
Total reported value
$123.2B
1,702 stks
2026-03-31
Concentration4.6
Portfolio Stability20.9
Sector conviction44.1
4 of the top 5 holdings overlap, including Nvidia CORP
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