BANK OF MONTREAL /CAN/
Institutional investor · Portfolio as of Q1 2025
Top Holdings3,459 positions
ROYAL BK CDA | 69.6M | $7.8B | 3.8% | $74.70 | +45.47% | 18 qtrssince 2020-Q4 | Increased 61 |
NVIDIA CORPORATION | 70.5M | $7.6B | 3.7% | $54.21 | +99.42% | 18 qtrssince 2020-Q4 | Increased 67 |
APPLE INC | 27.3M | $6.1B | 3.0% | $150.92 | +46.28% | 18 qtrssince 2020-Q4 | Decreased 0 |
TORONTO DOMINION BK ONT | 92.4M | $5.5B | 2.7% | $50.25 | +14.05% | 18 qtrssince 2020-Q4 | Increased 60 |
MICROSOFT CORP | 14.3M | $5.4B | 2.6% | $262.71 | +41.23% | 18 qtrssince 2020-Q4 | Decreased 0 |
STATE STR SPDR S&P 500 ETF T | 8.6M | $4.8B | 2.3% | $439.16 | +25.30% | 18 qtrssince 2020-Q4 | Decreased 0 |
ISHARES TR | 7.4M | $4.2B | 2.0% | $519.25 | +6.30% | 18 qtrssince 2020-Q4 | Increased 88 |
BURFORD CAPITAL LIMITED | 3.1M | $4.2B | 2.0% | $12.25 | +5.90% | 18 qtrssince 2020-Q4 | Increased 61 |
AMAZON COM INC | 20.7M | $3.9B | 1.9% | $149.84 | +26.98% | 18 qtrssince 2020-Q4 | Decreased 0 |
STATE STR SPDR S&P 500 ETF T | 5.9M | $3.3B | 1.6% | — | — | — | Increased — |
BANK NOVA SCOTIA B C | 66.3M | $3.1B | 1.5% | $42.51 | +5.09% | 18 qtrssince 2020-Q4 | Increased 52 |
ALPHABET INC | 20.1M | $3.1B | 1.5% | $107.28 | +43.47% | 18 qtrssince 2020-Q4 | Decreased 0 |
CANADIAN IMPERIAL BANK OF CO | 54.4M | $3.1B | 1.5% | $41.68 | +30.86% | 18 qtrssince 2020-Q4 | Increased 63 |
META PLATFORMS INC | 5.1M | $3B | 1.4% | $297.37 | +92.89% | 18 qtrssince 2020-Q4 | Decreased 0 |
BANK OF MONTREAL | 30.8M | $2.9B | 1.4% | $70.42 | +30.63% | 18 qtrssince 2020-Q4 | Increased 52 |
TC ENERGY CORP | 56.4M | $2.7B | 1.3% | $37.28 | +21.38% | 18 qtrssince 2020-Q4 | Increased 63 |
ENBRIDGE INC | 56M | $2.5B | 1.2% | $26.35 | +56.91% | 18 qtrssince 2020-Q4 | Increased 51 |
BROOKFIELD CORP | 47M | $2.5B | 1.2% | $21.12 | +63.90% | 10 qtrssince 2022-Q4 | Decreased 0 |
CANADIAN NATURAL RESOURCES | 75.9M | $2.3B | 1.1% | $21.01 | +40.61% | 18 qtrssince 2020-Q4 | Increased 63 |
NETFLIX INC. | 2.5M | $2.3B | 1.1% | $42.37 | +120.09% | 18 qtrssince 2020-Q4 | Decreased 0 |
BANK OF MONTREAL /CAN/ manages $205.8B across 3459 positions as of Q1 2025. Top holdings: RY (3.8%), NVDA (3.7%), AAPL (3.0%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 3.5/5.0.
Active quarter - 236 new positions, 243 exits, 1305 increased. Top move: IVV (INCREASED, conviction 88). Portfolio: $205.8B across 3459 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
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Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
Verify source filings on SEC EDGAR