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Latest BANK OF MONTREAL /CAN/ Stock Portfolio

BANK OF MONTREAL /CAN/ Performance:
2025 Q3: 14.13%YTD: 20.27%2024: -29.68%
Performance for 2025 Q3 is 14.13%, and YTD is 20.27%, and 2024 is -29.68%.

About BANK OF MONTREAL /CAN/ and 13F Hedge Fund Stock Holdings

In it's latest 13F Holdings report, BANK OF MONTREAL /CAN/ reported an equity portfolio of $260.7 Billions as of 30 Sep, 2025.

The top stock holdings of BANK OF MONTREAL /CAN/ are NVDA, , AAPL. The fund has invested 4.2% of it's portfolio in NVIDIA CORPORATION and 3.5% of portfolio in ROYAL BK CDA.

The fund managers got completely rid off HESS CORP (HES), AZEK CO INC (AZEK) and ANSYS INC (ANSS) stocks. They significantly reduced their stock positions in ISHARES TR (AMPS), WISDOMTREE TR (AGZD) and ISHARES INC (ACWV). BANK OF MONTREAL /CAN/ opened new stock positions in INVESCO QQQ TR (QQQ), SPDR GOLD TR (GLD) and ISHARES BITCOIN TRUST ETF. The fund showed a lot of confidence in some stocks as they added substantially to FRANKLIN TEMPLETON ETF TR (BUYZ), INVESCO EXCH TRADED FD TR II (BAB) and JANUS DETROIT STR TR (JAAA).

BANK OF MONTREAL /CAN/ Annual Return Estimates Vs S&P 500

Our best estimate is that BANK OF MONTREAL /CAN/ made a return of 14.13% in the last quarter. In trailing 12 months, it's portfolio return was 20.98%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
invesco qqq tr740,224,000
spdr gold tr556,282,000
ishares bitcoin trust etf89,688,400
snowflake inc75,647,800
bitmine immersion tecnologie58,155,900
New stocks bought by BANK OF MONTREAL /CAN/

Additions

Ticker% Inc.
franklin templeton etf tr15,547,000
infosys ltd32,129
wisdomtree tr24,677
invesco exch traded fd tr ii1,951
netease inc1,636
ishares tr1,275
alibaba group hldg ltd706
icici bank limited586
Additions to existing portfolio by BANK OF MONTREAL /CAN/

Reductions

Ticker% Reduced
ishares inc-81.52
middleby corp-62.35
novo-nordisk a s-57.28
nisource inc-50.43
bp plc-49.91
fastenal co-43.7
citizens finl group inc-41.92
resmed inc-38.65
BANK OF MONTREAL /CAN/ reduced stake in above stock

Sold off

None of the stocks were completely sold off by BANK OF MONTREAL /CAN/

Sector Distribution

BANK OF MONTREAL /CAN/ has about 42.6% of it's holdings in Others sector.

Sector%
Others42.6
Technology21.6
Communication Services6.7
Financial Services6.4
Consumer Cyclical5.7
Industrials4.8
Healthcare4.6
Consumer Defensive2.4
Energy2.3
Utilities1.2

Market Cap. Distribution

BANK OF MONTREAL /CAN/ has about 55.8% of it's portfolio invested in the large-cap and mega-cap stocks.

Category%
UNALLOCATED42.7
MEGA-CAP30
LARGE-CAP25.8
MID-CAP1.4

Stocks belong to which Index?

About 49.9% of the stocks held by BANK OF MONTREAL /CAN/ either belong to S&P 500 or RUSSELL 2000 index.

Index%
S&P 50049.9
Others49.2
Top 5 Winners (%)%
CSD
invesco exchange traded fd t
1869.3 %
BAB
invesco exch traded fd tr ii
1842.9 %
burford cap ltd
1768.6 %
CSD
invesco exchange traded fd t
1641.4 %
ZTS
zoetis inc
1531.2 %
Top 5 Winners ($)$
burford cap ltd
6119.1 M
ANET
arista networks inc
4254.1 M
ZTS
zoetis inc
1865.8 M
NVDA
nvidia corporation
1722.1 M
AAPL
apple inc
1416.4 M
Top 5 Losers (%)%
GTBP
gt biopharma inc
-83.5 %
direxion shs etf tr
-56.1 %
HDB
hdfc bank ltd
-50.1 %
JSPR
jasper therapeutics inc
-48.8 %
lineage inc
-46.2 %
Top 5 Losers ($)$
NFLX
netflix inc
-340.0 M
thomson reuters corp
-258.8 M
NOW
servicenow inc
-154.3 M
canadian natl ry co
-141.9 M
COST
costco whsl corp new
-108.2 M

BANK OF MONTREAL /CAN/ Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of BANK OF MONTREAL /CAN/

BANK OF MONTREAL /CAN/ has 3010 stocks in it's portfolio. About 25.5% of the portfolio is in top 10 stocks. NFLX proved to be the most loss making stock for the portfolio. was the most profitable stock for BANK OF MONTREAL /CAN/ last quarter.

Last Reported on: 13 Nov, 2025
TickerNamesorted ascending% PortfolioShares Held$ ValueType% ChangeOptions