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
BTG icon
451
B2Gold
BTG
$6.18B
$57.6M 0.02%
12,800,270
+1,111,009
HBAN icon
452
Huntington Bancshares
HBAN
$30.7B
$57.5M 0.02%
3,311,300
-45,785
MSCI icon
453
MSCI
MSCI
$40.9B
$57.2M 0.02%
99,732
-47,237
ACGL icon
454
Arch Capital
ACGL
$33B
$57.1M 0.02%
595,317
+14,191
RMD icon
455
ResMed
RMD
$33.2B
$56.9M 0.02%
236,361
+32,881
CTSH icon
456
Cognizant
CTSH
$28.8B
$56.9M 0.02%
685,693
+81,014
CUK icon
457
Carnival PLC
CUK
$31.7B
$56.8M 0.02%
1,874,207
+206,599
ITT icon
458
ITT
ITT
$15.9B
$56.5M 0.02%
325,899
+311,727
OKE icon
459
Oneok
OKE
$54.3B
$56.3M 0.02%
766,062
+64,064
GIS icon
460
General Mills
GIS
$20.1B
$56.3M 0.02%
1,210,628
+290,885
W icon
461
Wayfair
W
$10B
$56.2M 0.02%
559,668
-39,011
RKLB icon
462
Rocket Lab Corp
RKLB
$39.4B
$56.1M 0.02%
804,686
+292,464
SCZ icon
463
iShares MSCI EAFE Small-Cap ETF
SCZ
$13.3B
$55.7M 0.02%
718,260
+27,439
BG icon
464
Bunge Global
BG
$24B
$55.6M 0.02%
624,629
-26,038
LSTR icon
465
Landstar System
LSTR
$5.05B
$55.6M 0.02%
386,758
+380,024
DFEM icon
466
Dimensional Emerging Markets Core Equity 2 ETF
DFEM
$7.69B
$55.2M 0.02%
1,668,584
+103,235
IAG icon
467
IAMGOLD
IAG
$10.5B
$55M 0.02%
3,329,868
+2,328
FOUR icon
468
Shift4
FOUR
$3.62B
$54.9M 0.02%
872,453
+844,746
LCII icon
469
LCI Industries
LCII
$2.94B
$54.8M 0.02%
451,979
-6,499
OR icon
470
OR Royalties Inc
OR
$6.91B
$54.7M 0.02%
1,544,561
+282,730
CCI icon
471
Crown Castle
CCI
$37B
$54.3M 0.02%
610,589
-73,468
AME icon
472
Ametek
AME
$48.7B
$54.3M 0.02%
264,261
+20,858
SLB icon
473
SLB Ltd
SLB
$68B
$54.2M 0.02%
1,412,905
+67,798
TEL icon
474
TE Connectivity
TEL
$57.6B
$54M 0.02%
237,290
-19,338
MET icon
475
MetLife
MET
$44.7B
$53.9M 0.02%
682,526
-671,676