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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
$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
POWA icon
3176
Invesco Bloomberg Pricing Power ETF
POWA
$175M
-57
PRDO icon
3177
Perdoceo Education
PRDO
$2.05B
-5,584
PRO
3178
DELISTED
PROS Holdings
PRO
-89,524
QLTA icon
3179
iShares AAA-A Rated Corporate Bond ETF
QLTA
$1.57B
-2,594
REM icon
3180
iShares Mortgage Real Estate ETF
REM
$546M
-2
SAM icon
3181
Boston Beer
SAM
$1.91B
-972
SAND
3182
DELISTED
Sandstorm Gold
SAND
-2,286,717
SBGI icon
3183
Sinclair Inc
SBGI
$1.01B
-7
SDGR icon
3184
Schrodinger
SDGR
$1.3B
-10,685
SMMV icon
3185
iShares MSCI USA Small-Cap Min Vol Factor ETF
SMMV
$289M
-1,793
SNDL icon
3186
Sundial Growers
SNDL
$359M
-17,814
SPEU icon
3187
State Street SPDR Portfolio Europe ETF
SPEU
$709M
-225
SPNS
3188
DELISTED
Sapiens International
SPNS
-18,213
SPR
3189
DELISTED
Spirit AeroSystems
SPR
-182,637
SSTK icon
3190
Shutterstock
SSTK
$519M
-11,065
STKL
3191
DELISTED
SunOpta
STKL
-10,132
TIGR
3192
UP Fintech Holding
TIGR
$813M
-20,850
TJUL icon
3193
Innovator Equity Defined Protection ETF - 2 Yr to July 2027
TJUL
$136M
-1,500
TME icon
3194
Tencent Music
TME
$13.8B
-175,131
TMFS icon
3195
Motley Fool Small-Cap Growth ETF
TMFS
$60.4M
-21
TSDD icon
3196
GraniteShares 2x Short TSLA Daily ETF
TSDD
$31.4M
-1,250
UPRO icon
3197
ProShares UltraPro S&P 500
UPRO
$5.3B
-70
UPXI icon
3198
Upexi
UPXI
$62.7M
-35,108
USFR icon
3199
WisdomTree Floating Rate Treasury Fund
USFR
$17.5B
-2,451
UWM icon
3200
ProShares Ultra Russell2000
UWM
$282M
-400