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
PSP icon
2726
Invesco Global Listed Private Equity ETF
PSP
$311M
$41.4K ﹤0.01%
600
FIDU icon
2727
Fidelity MSCI Industrials Index ETF
FIDU
$1.53B
$41.2K ﹤0.01%
503
+3
CTA icon
2728
Simplify Managed Futures Strategy ETF
CTA
$1.13B
$41K ﹤0.01%
1,465
+1,435
IMTM icon
2729
iShares MSCI Intl Momentum Factor ETF
IMTM
$3.58B
$40.9K ﹤0.01%
+854
DRIV icon
2730
Global X Autonomous & Electric Vehicles ETF
DRIV
$336M
$40.8K ﹤0.01%
1,442
INO icon
2731
Inovio Pharmaceuticals
INO
$155M
$40.7K ﹤0.01%
17,382
-40,564
IHDG icon
2732
WisdomTree International Hedged Quality Dividend Growth Fund
IHDG
$2.3B
$40.5K ﹤0.01%
879
+281
SGHT icon
2733
Sight Sciences
SGHT
$439M
$40.4K ﹤0.01%
11,755
GEM icon
2734
Goldman Sachs ActiveBeta Emerging Markets Equity ETF
GEM
$1.17B
$40.4K ﹤0.01%
992
RFDI icon
2735
First Trust RiverFront Dynamic Developed International ETF
RFDI
$137M
$40K ﹤0.01%
522
VTHR icon
2736
Vanguard Russell 3000 ETF
VTHR
$3.84B
$40K ﹤0.01%
136
BILZ icon
2737
PIMCO Ultra Short Government Active ETF
BILZ
$872M
$40K ﹤0.01%
395
GERN icon
2738
Geron
GERN
$849M
$39.8K ﹤0.01%
29,072
-4,936
GCOW icon
2739
Pacer Global Cash Cows Dividend ETF
GCOW
$2.67B
$39.6K ﹤0.01%
1,000
-87
FMAG icon
2740
Fidelity Magellan ETF
FMAG
$263M
$39.4K ﹤0.01%
1,120
ADV icon
2741
Advantage Solutions
ADV
$274M
$39.4K ﹤0.01%
+25,738
SKIN icon
2742
The Beauty Health Co
SKIN
$176M
$39.1K ﹤0.01%
19,658
-36,179
RAVI icon
2743
FlexShares Ultra-Short Income Fund
RAVI
$1.36B
$38.9K ﹤0.01%
515
-489
CEMB icon
2744
iShares JPMorgan EM Corporate Bond ETF
CEMB
$393M
$38.7K ﹤0.01%
838
+337
IBTJ icon
2745
iShares iBonds Dec 2029 Term Treasury ETF
IBTJ
$989M
$38K ﹤0.01%
1,732
+17
IBTI icon
2746
iShares iBonds Dec 2028 Term Treasury ETF
IBTI
$1.3B
$38K ﹤0.01%
1,697
-1,597
IBTH icon
2747
iShares iBonds Dec 2027 Term Treasury ETF
IBTH
$1.85B
$37.9K ﹤0.01%
1,681
-1,756
BSLK
2748
Bolt Projects Holdings
BSLK
$7.95M
$37.8K ﹤0.01%
+10,000
IBTG icon
2749
iShares iBonds Dec 2026 Term Treasury ETF
IBTG
$2.23B
$37.7K ﹤0.01%
1,642
-1,906
IBTF icon
2750
iShares iBonds Dec 2025 Term Treasury ETF
IBTF
$1.44B
$37.6K ﹤0.01%
1,611
-62,769