Bank of Montreal

Bank of Montreal Portfolio holdings

AUM $252B
1-Year Est. Return 30.02%
 

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
+30.02%
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 24.17%
2 Technology 19.8%
3 Communication Services 9.28%
4 Consumer Discretionary 6.86%
5 Industrials 6.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
BWIN
3126
Baldwin Insurance Group
BWIN
$2.15B
-9,166
FETH
3127
Fidelity Ethereum Fund
FETH
$990M
-6,600
BSLK
3128
DELISTED
Bolt Projects Holdings
BSLK
-10,000
BIDD
3129
iShares International Dividend Active ETF
BIDD
$433M
-1,921
CEPO
3130
Cantor Equity Partners I
CEPO
$270M
0
STRK
3131
Strategy Inc 8.00% Series A Perpetual Strike Preferred Stock
STRK
$568M
-50
XXRP
3132
Teucrium 2x Long Daily XRP ETF
XXRP
$126M
-3,000
CHYM
3133
Chime Financial
CHYM
$8.43B
-63,200
SSK
3134
REX-Osprey SOL + Staking ETF
SSK
$82.1M
-265
CCCX
3135
DELISTED
Churchill Capital Corp X
CCCX
-350,000
GLIBA
3136
GCI Liberty Inc Series A
GLIBA
$1.35B
-610
GLIBK
3137
GCI Liberty Inc Series C
GLIBK
$1.33B
-5,732
AUGO
3138
Aura Minerals Inc
AUGO
$6.85B
-22,281
BLSH
3139
Bullish
BLSH
$6.12B
-1,700
AEC
3140
Anfield Energy
AEC
$89.1M
-31,559
DEC
3141
Diversified Energy Company
DEC
$1.18B
-501
DH icon
3142
Definitive Healthcare
DH
$109M
-18,756
DNP icon
3143
DNP Select Income Fund
DNP
$3.99B
-25,081
DWAS icon
3144
Invesco Dorsey Wright SmallCap Momentum ETF
DWAS
$412M
-300
EBIZ icon
3145
Global X E-commerce ETF
EBIZ
$29.1M
-3
IMAX icon
3146
IMAX
IMAX
$1.94B
-32,603
IBUY icon
3147
Amplify Online Retail ETF
IBUY
$117M
-25
IDNA icon
3148
iShares Genomics Immunology and Healthcare ETF
IDNA
$162M
-780
IGEB icon
3149
iShares Investment Grade Systematic Bond ETF
IGEB
$1.35B
-911
IIIV icon
3150
i3 Verticals
IIIV
$515M
-401,849