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
STLD icon
476
Steel Dynamics
STLD
$24.4B
$53.5M 0.02%
315,982
+7,944
O icon
477
Realty Income
O
$58.8B
$53.4M 0.02%
946,810
+19,341
IWD icon
478
iShares Russell 1000 Value ETF
IWD
$67.7B
$53.1M 0.02%
252,535
+80,486
HALO icon
479
Halozyme
HALO
$7.51B
$52.8M 0.02%
784,267
+368,651
MEOH icon
480
Methanex
MEOH
$4.09B
$52.1M 0.02%
1,313,615
+123,078
VCIT icon
481
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$64.7B
$51.9M 0.02%
620,181
+54,526
CTVA icon
482
Corteva
CTVA
$53.4B
$51.7M 0.02%
771,449
+92,650
CABO icon
483
Cable One
CABO
$539M
$51.7M 0.02%
458,169
+456,337
PCAR icon
484
PACCAR
PCAR
$60.3B
$51.4M 0.02%
469,820
+45,052
URTH icon
485
iShares MSCI World ETF
URTH
$6.93B
$51.3M 0.02%
276,231
+13,195
RGA icon
486
Reinsurance Group of America
RGA
$13.3B
$51.3M 0.02%
251,905
-254
HIMS icon
487
Hims & Hers Health
HIMS
$5.28B
$50.9M 0.02%
1,567,834
-275,455
OKLO
488
Oklo
OKLO
$8.86B
$50.7M 0.02%
706,273
+643,746
IJK icon
489
iShares S&P Mid-Cap 400 Growth ETF
IJK
$9.41B
$50.1M 0.02%
517,202
-1,939
GEN icon
490
Gen Digital
GEN
$12.5B
$50M 0.02%
1,839,844
-63,722
VSS icon
491
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
$10.7B
$49.8M 0.02%
347,252
-1,704
TSLX icon
492
Sixth Street Specialty
TSLX
$1.72B
$49.6M 0.02%
2,284,920
+1,845,088
CBRE icon
493
CBRE Group
CBRE
$39.5B
$49.6M 0.02%
308,560
+10,027
LH icon
494
Labcorp
LH
$21.9B
$49.5M 0.02%
197,396
+96,226
ON icon
495
ON Semiconductor
ON
$23.8B
$49.5M 0.02%
914,078
-1,290,007
KMB icon
496
Kimberly-Clark
KMB
$32.8B
$49.2M 0.02%
487,890
-15,244
AG icon
497
First Majestic Silver
AG
$10B
$49M 0.02%
2,939,499
+169,368
RSP icon
498
Invesco S&P 500 Equal Weight ETF
RSP
$85.2B
$48.8M 0.02%
254,523
+20,882
BKR icon
499
Baker Hughes
BKR
$56.8B
$48.5M 0.02%
1,065,084
+47,869
ZS icon
500
Zscaler
ZS
$25.1B
$48.5M 0.02%
215,648
+100,670