Fund Holdings — BANK OF MONTREAL /CAN/

Total Portfolio Value
$317.41B
Total Bought
$19.03B
Total Sold
$18.72B
Net Transaction
+$311.89M
Filing Period:
Securities
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SharesValue ($K)
Q4 2023
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Q1 2024
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Change
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Q4 2023
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Q1 2024
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Weight (%)
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Change
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NVIDIA CORPORATION(NVDA)7,032,4586,569,058-463,4003,495,4836,148,7041.94%+2,653,220
ALIBABA GROUP HLDG LTD(BABA)202,9286,173,938+5,971,01060,2701,833,6600.58%+1,773,390
MASTERCARD INCORPORATED(MA)2,432,5524,858,094+2,425,5421,038,7002,323,9180.73%+1,285,218
SPDR S&P 500 ETF TR(SPY)8,531,7689,301,435+769,6674,129,3764,944,8291.56%+815,453
INDIVIOR PLC161,5571,908,297+1,746,74060,181704,0170.22%+643,836
WALMART INC(WMT)5,000,79312,002,585+7,001,792789,2751,404,3020.44%+615,027
AMAZON COM INC(AMZN)25,321,43125,667,197+345,76644,439,11145,045,93114.19%+606,819
NETFLIX INC(NFLX)2,845,7553,146,558+300,8031,399,7981,981,5130.62%+581,715
JPMORGAN CHASE & CO(JPM)7,603,2998,787,415+1,184,1161,296,1341,753,9680.55%+457,834
HIGH TIDE INC6,2291,186,669+1,180,440133451,9980.14%+451,865
META PLATFORMS INC(META)6,824,3915,724,157-1,100,2342,456,7812,862,0790.90%+405,298
CANADIAN NAT RES LTD(CNQ)27,648,09729,200,732+1,552,6351,829,3792,220,7610.70%+391,382
TAIWAN SEMICONDUCTOR MFG LTD(TSM)1,226,5263,243,201+2,016,675129,031478,0800.15%+349,050
TC ENERGY CORP(TRP)49,974,73657,730,700+7,755,9642,010,8852,322,7440.73%+311,859
ELI LILLY & CO(LLY)1,916,3391,812,982-103,3571,121,5181,412,7660.45%+291,248
ISHARES TR
CORE MSCI EAFE
5,706,5118,730,211+3,023,700402,651648,0000.20%+245,349
ISHARES INC
MSCI JAPAN ETF
3,261,7056,309,713+3,048,008209,401450,8920.14%+241,491
BROADCOM INC(AVGO)1,886,4151,739,566-146,8492,119,9712,340,3250.74%+220,354
ALCON AG(ALC)231,3592,826,002+2,594,64318,102236,2110.07%+218,109
APPLE INC(AAPL)31,555,63131,969,661+414,03015,777,81615,984,8315.04%+207,015
UBS GROUP AG(UBS)3,284,1339,833,636+6,549,503102,025308,4460.10%+206,421
INVESCO EXCH TRADED FD TR II6,2293,117,979+3,111,750133205,5220.06%+205,388
MCKESSON CORP(MCK)329,700659,396+329,696152,760355,7510.11%+202,990
MANULIFE FINL CORP(MFC)67,025,59668,138,331+1,112,7351,482,4151,684,1460.53%+201,731
SELECT SECTOR SPDR TR
ST STR TECHN ETF
659,4621,525,230+865,768127,487319,9170.10%+192,430
VISA INC(V)4,966,9355,277,764+310,8291,295,8241,484,9520.47%+189,128
WISDOMTREE TR(WT)225,5951,898,584+1,672,98919,950206,7940.07%+186,844
CISCO SYS INC(CSCO)11,191,70514,344,607+3,152,902634,010812,6220.26%+178,612
GLOBAL X FDS
US INFR DEV ETF
15,680,58417,562,599+1,882,015543,175698,1130.22%+154,938
SUNCOR ENERGY INC NEW(SU)30,429,16530,571,297+142,132976,3821,128,1770.36%+151,795
SELECT SECTOR SPDR TR
ST STR INDL ETF
137,5701,252,622+1,115,05215,710158,0250.05%+142,314
MICROSOFT CORP(MSFT)19,060,86117,238,865-1,821,9967,169,9337,307,2102.30%+137,277
CANADIAN PACIFIC KANSAS CITY(CP)19,865,74219,398,976-466,7661,581,4751,717,4600.54%+135,985
BROOKFIELD CORP(BN)53,507,51854,797,175+1,289,6572,153,6432,288,4940.72%+134,850
ISHARES TR967,2932,494,119+1,526,826102,417230,6810.07%+128,264
CROWDSTRIKE HLDGS INC(CRWD)416,829729,282+312,453107,133235,0550.07%+127,921
CANADIAN IMPERIAL BK COMM TO(CM)53,385,97253,258,039-127,9332,585,5122,713,1530.85%+127,641
MICRON TECHNOLOGY INC(MU)3,515,2143,509,663-5,551303,011418,8780.13%+115,867
QUALCOMM INC(QCOM)2,643,3552,946,248+302,893387,146498,4760.16%+111,330
PIONEER NAT RES CO1,402,9891,641,839+238,850318,577427,0260.13%+108,449
AUTOZONE INC(AZO)85,36897,402+12,034220,751315,1860.10%+94,436
SNOWFLAKE INC(SNOW)3,362,2654,810,687+1,448,422676,824770,0950.24%+93,271
KLA CORP(KLAC)332,181404,766+72,585195,891288,1570.09%+92,267
ISHARES TR1,606,1561,636,412+30,256769,525860,3600.27%+90,835
THOMSON REUTERS CORP.(TRI)5,508,1315,746,770+238,639805,814895,4090.28%+89,594
CORPAY INC(CPAY)0291,005+291,005089,5800.03%+89,580
ALPHABET INC(GOOG)14,012,88813,754,593-258,2952,010,4292,096,2000.66%+85,771
SPOTIFY USA INC(SPOT)0007,51593,2410.03%+85,725
VANECK ETF TRUST
GOLD MINERS ETF
13,089,28815,737,598+2,648,310413,229498,4100.16%+85,181
ENBRIDGE INC(ENB)57,346,46859,843,118+2,496,6502,073,1452,158,2330.68%+85,088
WASTE CONNECTIONS INC(WCN)8,576,0307,925,025-651,0051,280,7181,363,4590.43%+82,741
COSTCO WHSL CORP NEW(COST)1,884,4221,841,913-42,5091,269,9681,349,1460.43%+79,178
S&P GLOBAL INC(SPGI)808,3471,032,104+223,757357,426436,3840.14%+78,957
VERIZON COMMUNICATIONS INC(VZ)9,536,48410,976,024+1,439,540513,826591,3880.19%+77,562
FLUTTER ENTMT PLC(FLUT)0309,853+309,853077,2610.02%+77,261
PEMBINA PIPELINE CORP(PBA)20,226,38621,859,328+1,632,942696,404769,7870.24%+73,383
VANGUARD INDEX FDS639,977864,928+224,951152,532225,1580.07%+72,626
NASDAQ INC(NDAQ)1,228,3952,278,619+1,050,22471,579143,7350.05%+72,157
ISHARES TR5,297617,259+611,96253172,5400.02%+72,009
FRANCO NEV CORP(FNV)4,471,7474,880,734+408,987503,269573,6340.18%+70,364
VANGUARD INTL EQUITY INDEX F3,293,5914,918,070+1,624,479135,531204,7640.06%+69,233
VANGUARD SCOTTSDALE FDS
VNG RUS1000GRW
12,988805,252+792,2641,01970,2420.02%+69,224
ELEVANCE HEALTH INC(ELV)365,616462,307+96,691172,607240,4970.08%+67,889
FREEPORT-MCMORAN INC(FCX)4,971,7296,160,326+1,188,597215,214282,7510.09%+67,537
ALBEMARLE CORP01,066,000+1,066,000062,8940.02%+62,894
BANK NOVA SCOTIA HALIFAX71,984,79269,580,701-2,404,0913,505,2783,568,0701.12%+62,791
SUPER MICRO COMPUTER INC(SMCI)10,46963,187+52,7183,09463,9670.02%+60,873
DRAFTKINGS INC NEW(DKNG)247,5631,423,038+1,175,4758,88069,2730.02%+60,393
ANALOG DEVICES INC(ADI)0663,817+663,817059,6820.02%+59,682
ISHARES TR2,449,8753,830,841+1,380,96698,730158,2140.05%+59,484
BERKSHIRE HATHAWAY INC DEL3,080,4502,782,467-297,9831,102,0311,160,8730.37%+58,842
TJX COS INC NEW(TJX)3,478,2673,801,515+323,248327,409384,3710.12%+56,962
DISCOVER FINL SVCS467,337847,152+379,81552,617108,4610.03%+55,843
MARATHON PETE CORP(MPC)998,3841,010,273+11,889148,630203,9940.06%+55,365
ABBOTT LABS4,008,1574,378,337+370,180442,540496,8970.16%+54,357
SUN LIFE FINANCIAL INC.(SLF)11,659,47012,006,367+346,897604,801656,1180.21%+51,317
WELLS FARGO CO NEW(WFC)7,787,9967,716,784-71,212394,228444,7950.14%+50,567
BOSTON SCIENTIFIC CORP(BSX)5,251,1815,174,677-76,504304,831355,2930.11%+50,462
ISHARES TR2,260,8302,838,033+577,203218,498268,8180.08%+50,321
TRANE TECHNOLOGIES PLC(TT)526,302592,840+66,538128,723178,2370.06%+49,514
WASTE MGMT INC DEL(WM)1,754,8671,700,640-54,227314,735363,9710.11%+49,235
AMPHENOL CORP NEW1,160,9181,426,329+265,411115,477164,4980.05%+49,022
UBER TECHNOLOGIES INC(UBER)3,291,9953,263,287-28,708208,252256,4620.08%+48,210
OLD DOMINION FREIGHT LINE IN(ODFL)205,351294,869+89,51885,019130,9780.04%+45,958
KKR & CO INC(KKR)923,6941,210,353+286,65977,262123,0690.04%+45,806
HUBBELL INC(HUBB)149,440228,150+78,71049,20694,8650.03%+45,658
CSX CORP(CSX)4,079,7304,864,829+785,099141,730187,1990.06%+45,469
LAM RESEARCH CORP(LRCX)295,443285,930-9,513234,381279,0680.09%+44,687
ZILLOW GROUP INC(Z)000044,4680.01%+44,468
GLOBAL PMTS INC(GPN)738,8951,028,190+289,29594,630138,1270.04%+43,497
GENERAL ELECTRIC CO(GE)1,110,6961,053,238-57,458142,924185,8970.06%+42,972
ALLSTATE CORP(ALL)688,028811,572+123,54496,441138,8110.04%+42,370
MERCK & CO INC(MRK)7,558,3066,577,006-981,300824,762866,9150.27%+42,153
SYSCO CORP(SYY)743,0011,175,411+432,41054,38096,3130.03%+41,933
CHIPOTLE MEXICAN GRILL INC(CMG)30,71938,003+7,28471,745112,3730.04%+40,628
ON SEMICONDUCTOR CORP(ON)1,793,0322,484,089+691,057152,587192,7650.06%+40,178
ABBVIE INC(ABBV)3,950,6743,619,335-331,339612,908653,0370.21%+40,129
TECK RESOURCES LTD(TECK)5,833,9816,485,608+651,627249,124289,0370.09%+39,913
ORACLE CORP(ORCL)3,629,1943,288,359-340,835385,856425,4810.13%+39,625
NOVO-NORDISK A S(NVO)1,340,5081,388,601+48,093139,024178,6020.06%+39,578
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BANK OF MONTREAL /CAN/ — 13F Holdings — Q1 2024 | TickerTrail