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
ODFL icon
551
Old Dominion Freight Line
ODFL
$38.1B
$40.2M 0.02%
256,617
+14,104
CAH icon
552
Cardinal Health
CAH
$49.9B
$40.2M 0.02%
195,458
+29,226
NOA
553
North American Construction
NOA
$393M
$40.2M 0.02%
2,789,384
+84,992
A icon
554
Agilent Technologies
A
$31.5B
$39.9M 0.02%
293,388
+24,126
PDD icon
555
Pinduoduo
PDD
$143B
$39.8M 0.02%
350,801
+95,822
F icon
556
Ford
F
$47B
$39.6M 0.02%
3,020,220
+285,189
HYG icon
557
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$15.7B
$39.6M 0.02%
490,964
+131,578
RGLD icon
558
Royal Gold
RGLD
$20.6B
$39.5M 0.02%
177,792
+46,055
CMS icon
559
CMS Energy
CMS
$23.7B
$39.5M 0.02%
564,765
-115,607
VMC icon
560
Vulcan Materials
VMC
$33.7B
$39.4M 0.02%
138,190
+12,557
NRG icon
561
NRG Energy
NRG
$33.8B
$39.4M 0.02%
247,349
-78,536
IGIB icon
562
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
$18.1B
$39.4M 0.02%
730,927
+18,368
LQD icon
563
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$31.8B
$39.2M 0.02%
355,548
+221,297
MP icon
564
MP Materials
MP
$10.2B
$38.9M 0.02%
770,601
+47,170
DLR icon
565
Digital Realty Trust
DLR
$61.5B
$38.9M 0.02%
251,576
+12,882
TEVA icon
566
Teva Pharmaceuticals
TEVA
$34.5B
$38.6M 0.02%
1,238,066
+405,122
EMLC icon
567
VanEck JP Morgan EM Local Currency Bond ETF
EMLC
$4.92B
$38.5M 0.02%
1,489,733
+197,165
FSLR icon
568
First Solar
FSLR
$21.2B
$38.4M 0.02%
147,131
+16,680
CVNA icon
569
Carvana
CVNA
$41.6B
$38.3M 0.02%
90,783
+55,277
JAZZ icon
570
Jazz Pharmaceuticals
JAZZ
$11.1B
$38M 0.02%
223,321
-113,841
VOD icon
571
Vodafone
VOD
$33.2B
$37.9M 0.02%
2,872,699
-123,180
GEHC icon
572
GE HealthCare
GEHC
$32B
$37.8M 0.02%
460,878
-16,428
VRSK icon
573
Verisk Analytics
VRSK
$28.2B
$37.7M 0.02%
168,675
+5,249
XYZ
574
Block Inc
XYZ
$34.7B
$37.7M 0.02%
579,564
+13,455
DGX icon
575
Quest Diagnostics
DGX
$21.4B
$37.7M 0.02%
217,384
+14,782