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
GTEK icon
3051
Goldman Sachs Future Tech Leaders Equity ETF
GTEK
$173M
$2.48K ﹤0.01%
62
YOLO icon
3052
AdvisorShares Pure Cannabis ETF
YOLO
$32.3M
$2.48K ﹤0.01%
750
TZA icon
3053
Direxion Daily Small Cap Bear 3x ETF
TZA
$283M
$2.37K ﹤0.01%
322
BUFB icon
3054
Innovator Laddered Allocation Buffer ETF
BUFB
$244M
$2.28K ﹤0.01%
+62
IGE icon
3055
iShares North American Natural Resources ETF
IGE
$873M
$2.01K ﹤0.01%
40
DFAR icon
3056
Dimensional US Real Estate ETF
DFAR
$1.59B
$2.01K ﹤0.01%
+90
OPENZ
3057
Opendoor Technologies Inc Series Z Warrants
OPENZ
$9.98M
$1.95K ﹤0.01%
+4,877
SMIN icon
3058
iShares MSCI India Small-Cap ETF
SMIN
$627M
$1.89K ﹤0.01%
27
SSO icon
3059
ProShares Ultra S&P500
SSO
$6.18B
$1.76K ﹤0.01%
+30
FENY icon
3060
Fidelity MSCI Energy Index ETF
FENY
$1.82B
$1.73K ﹤0.01%
70
MKC.V icon
3061
McCormick & Company Voting
MKC.V
$14.8B
$1.63K ﹤0.01%
24
QTOP
3062
iShares Nasdaq Top 30 Stocks ETF
QTOP
$223M
$1.63K ﹤0.01%
51
FXH icon
3063
First Trust Health Care AlphaDEX Fund
FXH
$847M
$1.59K ﹤0.01%
14
XMHQ icon
3064
Invesco S&P MidCap Quality ETF
XMHQ
$5.02B
$1.57K ﹤0.01%
+15
JDST icon
3065
Direxion Daily Junior Gold Miners Index Bear 2X ETF
JDST
$49.8M
$1.54K ﹤0.01%
585
JMST icon
3066
JPMorgan Ultra-Short Municipal Income ETF
JMST
$6.21B
$1.33K ﹤0.01%
+26
ICOW icon
3067
Pacer Developed Markets International Cash Cows 100 ETF
ICOW
$1.66B
$1.31K ﹤0.01%
34
WCBR icon
3068
WisdomTree Cybersecurity Fund
WCBR
$79.2M
$1.31K ﹤0.01%
47
XSD icon
3069
State Street SPDR S&P Semiconductor ETF
XSD
$1.63B
$1.29K ﹤0.01%
4
-905
XB icon
3070
BondBloxx B-Rated USD High Yield Corporate Bond ETF
XB
$33M
$1.22K ﹤0.01%
31
TAP.A icon
3071
Molson Coors Class A
TAP.A
$1.15K ﹤0.01%
24
IFV icon
3072
First Trust Dorsey Wright International Focus 5 ETF
IFV
$241M
$1.14K ﹤0.01%
46
PBW icon
3073
Invesco WilderHill Clean Energy ETF
PBW
$503M
$1.1K ﹤0.01%
36
+30
NE.WS icon
3074
Noble Corporation PLC Tranche 1 Warrants
NE.WS
$4.75B
$916 ﹤0.01%
50
UXRP
3075
Proshares Ultra XRP ETF
UXRP
$41.2M
$905 ﹤0.01%
100