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
FGDL icon
3176
Franklin Responsibly Sourced Gold ETF
FGDL
$550M
-95,205
FTGS icon
3177
First Trust Growth Strength ETF
FTGS
$1.21B
-100
FVRR icon
3178
Fiverr
FVRR
$401M
-74,263
FWD icon
3179
AB Disruptors ETF
FWD
$1.62B
-165
GAM
3180
General American Investors Company
GAM
$1.44B
-3,614
GBIL icon
3181
Goldman Sachs Access Treasury 0-1 Year ETF
GBIL
$7.22B
-189
GEF icon
3182
Greif
GEF
$3.72B
-5,800
GEO icon
3183
The GEO Group
GEO
$2.3B
-10,651
GFS icon
3184
GlobalFoundries
GFS
$23.5B
-125,434
GLD icon
3185
SPDR Gold Trust
GLD
$169B
-1,564,919
GPRO icon
3186
GoPro
GPRO
$115M
-25,260
GSHD icon
3187
Goosehead Insurance
GSHD
$1.11B
-2,886
GTN icon
3188
Gray Television
GTN
$463M
-164,147
HAIN icon
3189
Hain Celestial
HAIN
$61M
-55,722
HBI
3190
DELISTED
Hanesbrands
HBI
-32,359
HELE icon
3191
Helen of Troy
HELE
$354M
-8,980
HERO icon
3192
Global X Video Games & Esports ETF
HERO
$85.1M
-514,550
HRTX icon
3193
Heron Therapeutics
HRTX
$156M
-15,495
HYGW icon
3194
iShares High Yield Corporate Bond BuyWrite Strategy ETF
HYGW
$172M
-1,680
IAI icon
3195
iShares US Broker-Dealers & Securities Exchanges ETF
IAI
$1.57B
-12
IBIT icon
3196
iShares Bitcoin Trust
IBIT
$55.5B
-1,379,821
IBTF
3197
DELISTED
iShares iBonds Dec 2025 Term Treasury ETF
IBTF
-1,611
IMAX icon
3198
IMAX
IMAX
$2.05B
-32,603
IBUY icon
3199
Amplify Online Retail ETF
IBUY
$124M
-25
IDNA icon
3200
iShares Genomics Immunology and Healthcare ETF
IDNA
$151M
-780