Bank of Montreal

Bank of Montreal Portfolio holdings

AUM $243B
1-Year Est. Return 26.9%
 

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.

This Quarter Est. Return
1 Year Est. Return
+26.9%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$243B
AUM Growth
+$43.7B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,400
New
Increased
Reduced
Closed

Top Buys

1 +$1.12B
2 +$740M
3 +$621M
4
BABA icon
Alibaba
BABA
+$558M
5
GLD icon
SPDR Gold Trust
GLD
+$556M

Top Sells

1 +$771M
2 +$546M
3 +$506M
4
CNQ icon
Canadian Natural Resources
CNQ
+$397M
5
AMD icon
Advanced Micro Devices
AMD
+$381M

Sector Composition

1 Financials 23.02%
2 Technology 22.98%
3 Communication Services 8.19%
4 Consumer Discretionary 6.43%
5 Industrials 6.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
AMC icon
2651
AMC Entertainment Holdings
AMC
$1.01B
$59.5K ﹤0.01%
20,506
-25,498
STKL
2652
SunOpta
STKL
$454M
$59.2K ﹤0.01%
10,132
-1,572
CMRC
2653
Commerce.com Inc Series 1
CMRC
$353M
$58K ﹤0.01%
11,622
-1,876
NKTX icon
2654
Nkarta
NKTX
$131M
$57.6K ﹤0.01%
27,843
PROF
2655
Profound Medical
PROF
$232M
$57.3K ﹤0.01%
11,736
+54
MOO icon
2656
VanEck Agribusiness ETF
MOO
$593M
$57.3K ﹤0.01%
780
-83
PJP icon
2657
Invesco Pharmaceuticals ETF
PJP
$318M
$57.3K ﹤0.01%
619
LLYVK icon
2658
Liberty Live Group Series C
LLYVK
$7.82B
$56.9K ﹤0.01%
587
-80,825
AOA icon
2659
iShares Core 80/20 Aggressive Allocation ETF
AOA
$2.72B
$56.7K ﹤0.01%
643
+1
FTCS icon
2660
First Trust Capital Strength ETF
FTCS
$8.22B
$56.5K ﹤0.01%
603
-57
IJAN icon
2661
Innovator International Developed Power Buffer ETF January
IJAN
$157M
$56.3K ﹤0.01%
1,600
EWX icon
2662
SPDR S&P Emerging Markets Small Cap ETF
EWX
$742M
$56.3K ﹤0.01%
836
RFV icon
2663
Invesco S&P MidCap 400 Pure Value ETF
RFV
$301M
$55.4K ﹤0.01%
432
BALI icon
2664
iShares U.S. Large Cap Premium Income Active ETF
BALI
$654M
$55.4K ﹤0.01%
+1,744
CYH icon
2665
Community Health Systems
CYH
$446M
$55.1K ﹤0.01%
+17,157
KXI icon
2666
iShares Global Consumer Staples ETF
KXI
$903M
$55K ﹤0.01%
854
+54
RSPF icon
2667
Invesco S&P 500 Equal Weight Financials ETF
RSPF
$311M
$54.9K ﹤0.01%
706
+151
GTBP icon
2668
GT Biopharma
GTBP
$6.67M
$54.6K ﹤0.01%
92,530
ARKQ icon
2669
ARK Autonomous Technology & Robotics ETF
ARKQ
$1.64B
$54.4K ﹤0.01%
+488
CLPR
2670
Clipper Realty
CLPR
$54.9M
$54.4K ﹤0.01%
14,323
-1,262
GOAU icon
2671
US Global GO Gold and Precious Metal Miners ETF
GOAU
$216M
$54.1K ﹤0.01%
1,345
VZLA
2672
Vizsla Silver
VZLA
$1.77B
$54K ﹤0.01%
12,500
-119,322
GLOV icon
2673
Goldman Sachs ActiveBeta World Low Vol Plus Equity ETF
GLOV
$1.55B
$54K ﹤0.01%
947
-313
MVST icon
2674
Microvast
MVST
$935M
$53.9K ﹤0.01%
14,000
-4,000
BIDD
2675
iShares International Dividend Active ETF
BIDD
$457M
$53.8K ﹤0.01%
+1,921