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
RSG icon
401
Republic Services
RSG
$68.6B
$71.1M 0.03%
335,345
-247,420
BE icon
402
Bloom Energy
BE
$43.9B
$71M 0.03%
817,469
+523,771
SUB icon
403
iShares Short-Term National Muni Bond ETF
SUB
$10.8B
$70.7M 0.03%
662,627
+52,821
CNC icon
404
Centene
CNC
$17.8B
$70.7M 0.03%
1,717,463
-18,388
CBOE icon
405
Cboe Global Markets
CBOE
$30B
$70.6M 0.03%
281,330
+40,132
RF icon
406
Regions Financial
RF
$21.8B
$70.6M 0.03%
2,604,284
-87,331
BIV icon
407
Vanguard Intermediate-Term Bond ETF
BIV
$28.3B
$70.2M 0.03%
901,810
+25,312
LHX icon
408
L3Harris
LHX
$68.8B
$70.2M 0.03%
238,993
+767
SKY icon
409
Champion Homes
SKY
$4.15B
$69.8M 0.03%
826,232
+820,378
MNST icon
410
Monster Beverage
MNST
$72.5B
$69.5M 0.03%
906,563
-51,913
ED icon
411
Consolidated Edison
ED
$41B
$69.3M 0.03%
697,378
+103,269
ECL icon
412
Ecolab
ECL
$73.8B
$69.1M 0.03%
263,046
-14,243
GWW icon
413
W.W. Grainger
GWW
$49.5B
$68.7M 0.03%
68,126
+905
PRU icon
414
Prudential Financial
PRU
$32.3B
$68.5M 0.03%
607,194
+46,513
MIDD icon
415
Middleby
MIDD
$6.57B
$68M 0.03%
457,217
+1,759
EWC icon
416
iShares MSCI Canada ETF
EWC
$4.27B
$67.9M 0.03%
1,259,092
-31,053
FTAI icon
417
FTAI Aviation
FTAI
$24.7B
$67.8M 0.03%
344,185
-71,403
BMNR
418
BitMine Immersion Technologies
BMNR
$9.74B
$67.7M 0.03%
2,493,401
+1,373,511
CRWV
419
CoreWeave Inc
CRWV
$43.5B
$67.5M 0.03%
941,972
+766,392
FITB
420
Fifth Third Bancorp
FITB
$39.8B
$67.5M 0.03%
1,440,996
-28,944
WBD icon
421
Warner Bros
WBD
$67.9B
$66.8M 0.03%
2,319,008
+254,927
EOG icon
422
EOG Resources
EOG
$73.8B
$66.8M 0.03%
635,670
+42,478
RDDT icon
423
Reddit
RDDT
$27.3B
$66.7M 0.03%
290,137
-89,802
XLU icon
424
State Street Utilities Select Sector SPDR ETF
XLU
$24.8B
$66.7M 0.03%
1,561,763
+152,385
CPRT icon
425
Copart
CPRT
$31.8B
$66.5M 0.03%
1,698,258
+89,376