Bank of Montreal

Bank of Montreal Portfolio holdings

AUM $252B
1-Year Est. Return 30.01%
 

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 Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+30.01%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$252B
AUM Growth
+$9.07B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,366
New
Increased
Reduced
Closed

Top Buys

1 +$2.17B
2 +$769M
3 +$537M
4
PLTR icon
Palantir
PLTR
+$441M
5
SSNC icon
SS&C Technologies
SSNC
+$427M

Top Sells

1 +$1.09B
2 +$954M
3 +$653M
4
GLD icon
SPDR Gold Trust
GLD
+$556M
5
RY icon
Royal Bank of Canada
RY
+$471M

Sector Composition

1 Financials 24.18%
2 Technology 19.8%
3 Communication Services 9.28%
4 Consumer Discretionary 6.86%
5 Industrials 6.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
IGRO icon
2826
iShares International Dividend Growth ETF
IGRO
$1.16B
$31.5K ﹤0.01%
380
-529
CLOU icon
2827
Global X Cloud Computing ETF
CLOU
$214M
$31.3K ﹤0.01%
1,383
-2,000
RISR icon
2828
FolioBeyond Alternative Income and Interest Rate Hedge ETF
RISR
$193M
$30.7K ﹤0.01%
849
INO icon
2829
Inovio Pharmaceuticals
INO
$115M
$30.2K ﹤0.01%
17,382
IFLN
2830
Invesco Bloomberg Enhanced Fallen Angels ETF
IFLN
$378M
$30K ﹤0.01%
1,611
+37
SABR icon
2831
Sabre
SABR
$581M
$29.9K ﹤0.01%
22,015
-1,036
BZAI
2832
Blaize Holdings
BZAI
$124M
$29.7K ﹤0.01%
+15,328
EAPR icon
2833
Innovator Emerging Markets Power Buffer ETF April
EAPR
$146M
$29.7K ﹤0.01%
1,000
BBEU icon
2834
JPMorgan BetaBuilders Europe ETF
BBEU
$8.54B
$29.4K ﹤0.01%
401
IAT icon
2835
iShares US Regional Banks ETF
IAT
$553M
$29.3K ﹤0.01%
532
-3,500
PDP icon
2836
Invesco Dorsey Wright Momentum ETF
PDP
$1.32B
$29.3K ﹤0.01%
252
GQRE icon
2837
FlexShares Global Quality Real Estate Index Fund
GQRE
$354M
$29.2K ﹤0.01%
496
+13
HUDI icon
2838
Huadi International Group
HUDI
$17.7M
$29.1K ﹤0.01%
26,000
-10,000
LBRDA icon
2839
Liberty Broadband Class A
LBRDA
$6.96B
$29.1K ﹤0.01%
603
-1,709
TMSL icon
2840
T. Rowe Price Small-Mid Cap ETF
TMSL
$1.54B
$28.8K ﹤0.01%
+802
PSCT icon
2841
Invesco S&P SmallCap Information Technology ETF
PSCT
$353M
$28.8K ﹤0.01%
500
CGC
2842
Canopy Growth
CGC
$385M
$28.6K ﹤0.01%
25,174
-109,030
DFE icon
2843
WisdomTree Europe SmallCap Dividend Fund
DFE
$157M
$28.4K ﹤0.01%
395
AVXC icon
2844
Avantis Emerging Markets ex-China Equity ETF
AVXC
$281M
$28.2K ﹤0.01%
+442
IDRV icon
2845
iShares Self-Driving EV and Tech ETF
IDRV
$149M
$28.1K ﹤0.01%
740
-680
PRNT icon
2846
The 3D Printing ETF
PRNT
$59.3M
$27.9K ﹤0.01%
1,250
MLN icon
2847
VanEck Long Muni ETF
MLN
$641M
$27.9K ﹤0.01%
1,591
-2,779
SCYB icon
2848
Schwab High Yield Bond ETF
SCYB
$2.37B
$27.7K ﹤0.01%
1,047
-55
PFEB icon
2849
Innovator US Equity Power Buffer ETF February
PFEB
$869M
$27.5K ﹤0.01%
676
PSEP icon
2850
Innovator US Equity Power Buffer ETF September
PSEP
$837M
$27.2K ﹤0.01%
623