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
CHYM
3126
Chime Financial
CHYM
$7.23B
-63,200
SSK
3127
REX-Osprey SOL + Staking ETF
SSK
$91M
-265
CCCX
3128
DELISTED
Churchill Capital Corp X
CCCX
-350,000
GLIBA
3129
GCI Liberty Inc Series A
GLIBA
$1.43B
-610
GLIBK
3130
GCI Liberty Inc Series C
GLIBK
$1.44B
-5,732
AUGO
3131
Aura Minerals Inc
AUGO
$6.04B
-22,281
BLSH
3132
Bullish
BLSH
$5.75B
-1,700
AEC
3133
Anfield Energy
AEC
$102M
-31,559
AAPB icon
3134
GraniteShares 2x Long AAPL Daily ETF
AAPB
$15M
-1,000
ADI icon
3135
Analog Devices
ADI
$151B
-904,508
ADNT icon
3136
Adient
ADNT
$1.57B
-8,478
ADT icon
3137
ADT
ADT
$5.36B
-10,597
ADV icon
3138
Advantage Solutions
ADV
$267M
-25,738
AIQ icon
3139
Global X Artificial Intelligence & Technology ETF
AIQ
$7.6B
-1,823,222
ALE
3140
DELISTED
Allete
ALE
-7,021
ALEC icon
3141
Alector
ALEC
$226M
-52,380
AMPH icon
3142
Amphastar Pharmaceuticals
AMPH
$862M
-8,968
AMSC icon
3143
American Superconductor
AMSC
$1.44B
-3,797
AMSF icon
3144
AMERISAFE
AMSF
$616M
-8,070
ARBK
3145
Argo Blockchain
ARBK
$964K
-535
ARIS
3146
DELISTED
Aris Water Solutions
ARIS
-126,200
AWAY icon
3147
Amplify Travel Tech ETF
AWAY
$24.3M
-60
BALI icon
3148
iShares U.S. Large Cap Premium Income Active ETF
BALI
$832M
-1,744
BBAX icon
3149
JPMorgan BetaBuilders Developed Asia Pacific-ex Japan ETF
BBAX
$6.13B
-834
BBDC icon
3150
Barings BDC
BBDC
$870M
-40,573