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
LLY icon
26
Eli Lilly
LLY
$820B
$1.75B 0.69%
1,629,451
+59,534
GDX icon
27
VanEck Gold Miners ETF
GDX
$28.3B
$1.67B 0.66%
19,417,095
+5,149,259
AEM icon
28
Agnico Eagle Mines
AEM
$99B
$1.63B 0.65%
9,611,204
-746,921
SU icon
29
Suncor Energy
SU
$72.9B
$1.62B 0.64%
36,513,628
+3,955,262
ORCL icon
30
Oracle
ORCL
$440B
$1.59B 0.63%
8,182,233
+3,229,371
PLTR icon
31
Palantir
PLTR
$369B
$1.57B 0.62%
8,837,038
+2,438,507
V icon
32
Visa
V
$581B
$1.55B 0.61%
4,416,020
-718,889
COST icon
33
Costco
COST
$438B
$1.54B 0.61%
1,789,763
-91,162
CP icon
34
Canadian Pacific Kansas City
CP
$72B
$1.53B 0.61%
20,825,252
-1,027,534
WCN icon
35
Waste Connections
WCN
$42.5B
$1.51B 0.6%
8,607,580
-251,547
BRK.B icon
36
Berkshire Hathaway Class B
BRK.B
$1.05T
$1.43B 0.57%
2,841,340
+261,559
CNI icon
37
Canadian National Railway
CNI
$61.8B
$1.4B 0.56%
14,178,973
-22,702
WMT icon
38
Walmart Inc
WMT
$979B
$1.36B 0.54%
12,168,509
+878,560
FTS icon
39
Fortis
FTS
$29.3B
$1.27B 0.51%
24,521,460
+1,389,955
GS icon
40
Goldman Sachs
GS
$241B
$1.27B 0.5%
1,446,060
+35,549
BAC icon
41
Bank of America
BAC
$341B
$1.24B 0.49%
22,540,219
-637,228
MA icon
42
Mastercard
MA
$440B
$1.19B 0.47%
2,076,681
+313,420
MS icon
43
Morgan Stanley
MS
$253B
$1.18B 0.47%
6,638,226
+225,829
PAVE icon
44
Global X US Infrastructure Development ETF
PAVE
$11.6B
$1.18B 0.47%
24,643,304
+868,412
IEFA icon
45
iShares Core MSCI EAFE ETF
IEFA
$170B
$1.12B 0.44%
12,495,924
-1,130,965
FNV icon
46
Franco-Nevada
FNV
$47.5B
$1.08B 0.43%
5,231,145
-329,835
CRWD icon
47
CrowdStrike
CRWD
$110B
$1.08B 0.43%
2,301,959
-190,069
JNJ icon
48
Johnson & Johnson
JNJ
$573B
$1.07B 0.43%
5,194,401
+1,111,402
B
49
Barrick Mining
B
$68.3B
$1.06B 0.42%
24,296,483
+6,181,757
QSR icon
50
Restaurant Brands International
QSR
$26B
$1.04B 0.41%
15,219,947
+3,096,353