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
RISR icon
2776
FolioBeyond Alternative Income and Interest Rate Hedge ETF
RISR
$187M
$30.4K ﹤0.01%
849
-270
HYGV icon
2777
FlexShares High Yield Value-Scored Bond Index Fund
HYGV
$1.18B
$30.3K ﹤0.01%
735
-300
SDOG icon
2778
ALPS Sector Dividend Dogs ETF
SDOG
$1.27B
$30.1K ﹤0.01%
500
ARBK
2779
Argo Blockchain
ARBK
$408M
$30K ﹤0.01%
115,531
+434
WOOD icon
2780
iShares Global Timber & Forestry ETF
WOOD
$232M
$30K ﹤0.01%
409
AAPB icon
2781
GraniteShares 2x Long AAPL Daily ETF
AAPB
$27.3M
$29.9K ﹤0.01%
+1,000
SPRE icon
2782
SP Funds S&P Global REIT Sharia ETF
SPRE
$181M
$29.9K ﹤0.01%
1,536
+51
MCHI icon
2783
iShares MSCI China ETF
MCHI
$7.8B
$29.9K ﹤0.01%
454
+57
OIH icon
2784
VanEck Oil Services ETF
OIH
$1.38B
$29.9K ﹤0.01%
115
PDP icon
2785
Invesco Dorsey Wright Momentum ETF
PDP
$1.29B
$29.7K ﹤0.01%
252
+1
VNQI icon
2786
Vanguard Global ex-US Real Estate ETF
VNQI
$3.57B
$29.6K ﹤0.01%
620
+383
SCYB icon
2787
Schwab High Yield Bond ETF
SCYB
$1.95B
$29.5K ﹤0.01%
1,102
+945
GQRE icon
2788
FlexShares Global Quality Real Estate Index Fund
GQRE
$352M
$29.4K ﹤0.01%
483
+4
PHB icon
2789
Invesco Fundamental High Yield Corporate Bond ETF
PHB
$378M
$29.2K ﹤0.01%
1,574
EAPR icon
2790
Innovator Emerging Markets Power Buffer ETF April
EAPR
$77.5M
$29.2K ﹤0.01%
1,000
FMKT
2791
The Free Markets ETF
FMKT
$18.4M
$29.1K ﹤0.01%
1,245
PRNT icon
2792
The 3D Printing ETF
PRNT
$74.9M
$29.1K ﹤0.01%
1,250
NFXL
2793
Direxion Daily NFLX Bull 2X Shares
NFXL
$113M
$28K ﹤0.01%
500
ULTY icon
2794
YieldMax Ultra Option Income Strategy ETF
ULTY
$1.24B
$28K ﹤0.01%
+5,120
BBEU icon
2795
JPMorgan BetaBuilders Europe ETF
BBEU
$8.61B
$27.9K ﹤0.01%
401
-23
DFE icon
2796
WisdomTree Europe SmallCap Dividend Fund
DFE
$163M
$27.8K ﹤0.01%
395
DWAS icon
2797
Invesco Dorsey Wright SmallCap Momentum ETF
DWAS
$748M
$27.6K ﹤0.01%
300
-6
URG
2798
Ur-Energy
URG
$500M
$27K ﹤0.01%
15,292
+292
AMIX
2799
Autonomix Medical
AMIX
$4.58M
$27K ﹤0.01%
+25,000
PFEB icon
2800
Innovator US Equity Power Buffer ETF February
PFEB
$738M
$26.8K ﹤0.01%
676