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
METU
2901
Direxion Shares ETF Trust Direxion Daily META Bull 2X ETF
METU
$329M
$17.7K ﹤0.01%
+550
FDIS icon
2902
Fidelity MSCI Consumer Discretionary Index ETF
FDIS
$1.66B
$17.5K ﹤0.01%
171
+59
DFSE icon
2903
Dimensional Emerging Markets Sustainability Core 1 ETF
DFSE
$537M
$17.4K ﹤0.01%
420
+340
BKCH icon
2904
Global X Blockchain ETF
BKCH
$239M
$17.4K ﹤0.01%
272
SNPE icon
2905
Xtrackers S&P 500 ESG ETF
SNPE
$2.28B
$17.4K ﹤0.01%
278
ALTS
2906
ALT5 Sigma
ALTS
$173M
$17.2K ﹤0.01%
15,641
+1,681
FFLC icon
2907
Fidelity Fundamental Large Cap Core ETF
FFLC
$966M
$17.1K ﹤0.01%
320
KPRO icon
2908
KraneShares 100% KWEB Defined Outcome January 2026 ETF
KPRO
$2.75M
$17K ﹤0.01%
600
DTD icon
2909
WisdomTree US Total Dividend Fund
DTD
$1.49B
$17K ﹤0.01%
200
KRMA icon
2910
Global X Conscious Companies ETF
KRMA
$108M
$16.7K ﹤0.01%
385
IMCC
2911
IM Cannabis
IMCC
$3.65M
$16.5K ﹤0.01%
11,906
-272
IAPR icon
2912
Innovator International Developed Power Buffer ETF April
IAPR
$194M
$15.4K ﹤0.01%
500
FESM icon
2913
Fidelity Enhanced Small Cap ETF
FESM
$3.91B
$15.4K ﹤0.01%
408
+1
FBOT icon
2914
Fidelity Disruptive Automation ETF
FBOT
$178M
$15.4K ﹤0.01%
461
+211
NFXL
2915
Direxion Shares ETF Trust Direxion Daily NFLX Bull 2X ETF
NFXL
$146M
$15.3K ﹤0.01%
500
SMLF icon
2916
iShares US Small Cap Equity Factor ETF
SMLF
$3.24B
$15.1K ﹤0.01%
+200
IBDW icon
2917
iShares iBonds Dec 2031 Term Corporate ETF
IBDW
$2.29B
$15K ﹤0.01%
711
+11
IBDX icon
2918
iShares iBonds Dec 2032 Term Corporate ETF
IBDX
$1.62B
$14.9K ﹤0.01%
584
+9
PLTU
2919
Direxion Shares ETF Trust Direxion Daily PLTR Bull 2X ETF
PLTU
$524M
$14.7K ﹤0.01%
200
+50
MGC icon
2920
Vanguard Mega Cap 300 Index ETF
MGC
$9.09B
$14.6K ﹤0.01%
58
IBDV icon
2921
iShares iBonds Dec 2030 Term Corporate ETF
IBDV
$2.97B
$14.6K ﹤0.01%
660
+10
EEMS icon
2922
iShares MSCI Emerging Markets Small-Cap ETF
EEMS
$410M
$14.2K ﹤0.01%
210
BKF icon
2923
iShares MSCI BIC ETF
BKF
$88.5M
$14.2K ﹤0.01%
323
PTMC icon
2924
Pacer Trendpilot US Mid Cap ETF
PTMC
$377M
$14.1K ﹤0.01%
394
-972
ASHR icon
2925
Xtrackers Harvest CSI 300 China A-Shares ETF
ASHR
$1.55B
$14K ﹤0.01%
425