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Bank of Montreal

Bank of Montreal Portfolio holdings

AUM $245B
1-Year Est. Return 31.62%
 

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
+31.62%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$245B
AUM Growth
-$6.95B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,450
New
Increased
Reduced
Closed

Top Buys

1 +$613M
2 +$558M
3 +$529M
4
B
Barrick Mining
B
+$438M
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$428M

Top Sells

1 +$1.51B
2 +$757M
3 +$621M
4
TSLA icon
Tesla
TSLA
+$461M
5
QSR icon
Restaurant Brands International
QSR
+$436M

Sector Composition

1 Financials 23.93%
2 Technology 17.68%
3 Communication Services 8.23%
4 Energy 7.96%
5 Industrials 6.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
FELG icon
2976
Fidelity Enhanced Large Cap Growth ETF
FELG
$5.7B
$11.2K ﹤0.01%
300
LEXX icon
2977
Lexaria Bioscience
LEXX
$13.4M
$10.9K ﹤0.01%
14,033
-50
BBAG icon
2978
JPMorgan BetaBuilders US Aggregate Bond ETF
BBAG
$1.03B
$10.9K ﹤0.01%
237
MSFL icon
2979
GraniteShares 2x Long MSFT Daily ETF
MSFL
$103M
$10.7K ﹤0.01%
+700
JIDE
2980
JPMorgan International Dynamic ETF
JIDE
$12.1M
$10.6K ﹤0.01%
+225
HAIL icon
2981
State Street SPDR S&P Kensho Smart Mobility ETF
HAIL
$22.8M
$10.5K ﹤0.01%
323
TSDD icon
2982
GraniteShares 2x Short TSLA Daily ETF
TSDD
$34.8M
$10.4K ﹤0.01%
+1,000
ISCG icon
2983
iShares Morningstar Small-Cap Growth ETF
ISCG
$981M
$10.2K ﹤0.01%
186
INDY icon
2984
iShares S&P India Nifty 50 Index Fund
INDY
$566M
$10.1K ﹤0.01%
240
-425
YEAR icon
2985
AB Ultra Short Income ETF
YEAR
$1.46B
$10.1K ﹤0.01%
200
GPIX icon
2986
Goldman Sachs ETF Trust Goldman Sachs S&P 500 Premium Income ETF
GPIX
$4.38B
$10K ﹤0.01%
200
BBUS icon
2987
JPMorgan BetaBuilders US Equity ETF
BBUS
$8.49B
$9.96K ﹤0.01%
85
AMIX
2988
Autonomix Medical
AMIX
$4.16M
$9.75K ﹤0.01%
25,000
TIPX icon
2989
State Street SPDR Bloomberg 1-10 Year TIPS ETF
TIPX
$1.88B
$9.75K ﹤0.01%
+508
DVYA icon
2990
iShares Asia/Pacific Dividend ETF
DVYA
$67.4M
$9.65K ﹤0.01%
+200
SPXL icon
2991
Direxion Daily S&P 500 Bull 3x ETF
SPXL
$6.46B
$9.61K ﹤0.01%
52
-2,681
DYNF icon
2992
BlackRock US Equity Factor Rotation ETF
DYNF
$37.3B
$9.6K ﹤0.01%
165
TECL icon
2993
Direxion Daily Technology Bull 3x ETF
TECL
$6.93B
$9.57K ﹤0.01%
111
CSAI
2994
Cloudastructure
CSAI
$8.34M
$9.43K ﹤0.01%
15,500
WQTM
2995
WisdomTree Quantum Computing Fund
WQTM
$288M
$9.38K ﹤0.01%
+380
ISCB icon
2996
iShares Morningstar Small-Cap ETF
ISCB
$279M
$9.31K ﹤0.01%
143
CNYA icon
2997
iShares MSCI China A ETF
CNYA
$242M
$9.26K ﹤0.01%
271
YMAX icon
2998
YieldMax Universe Fund of Option Income ETFs
YMAX
$430M
$9.01K ﹤0.01%
1,150
EMM icon
2999
Global X Emerging Markets ex-China ETF
EMM
$67M
$8.84K ﹤0.01%
+250
PSP icon
3000
Invesco Global Listed Private Equity ETF
PSP
$259M
$8.76K ﹤0.01%
155