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
BRO icon
576
Brown & Brown
BRO
$22.8B
$37.3M 0.01%
467,536
-131,110
NDAQ icon
577
Nasdaq
NDAQ
$48.6B
$36.9M 0.01%
380,286
-457,511
WFG icon
578
West Fraser Timber
WFG
$4.95B
$36.9M 0.01%
2,238,985
-166,899
AIG icon
579
American International
AIG
$39.9B
$36.9M 0.01%
431,323
+31,045
ARIS
580
Aris Mining
ARIS
$3.64B
$36.9M 0.01%
2,273,031
+1,060,049
CNP icon
581
CenterPoint Energy
CNP
$28.3B
$36.8M 0.01%
959,824
+2,626
WST icon
582
West Pharmaceutical
WST
$17.2B
$36.5M 0.01%
132,649
-322
FERG icon
583
Ferguson
FERG
$44.5B
$36.4M 0.01%
163,547
-51,119
IRM icon
584
Iron Mountain
IRM
$31.3B
$36.2M 0.01%
436,345
+38,165
AEE icon
585
Ameren
AEE
$30.6B
$35.8M 0.01%
358,044
+17,730
BCS icon
586
Barclays
BCS
$72.2B
$35.5M 0.01%
1,394,720
+223,310
NGG icon
587
National Grid
NGG
$86.9B
$35.4M 0.01%
458,163
-1,234,991
KHC icon
588
Kraft Heinz
KHC
$26.1B
$35.4M 0.01%
1,461,361
-36,029
DG icon
589
Dollar General
DG
$27.9B
$35.1M 0.01%
264,394
-26,425
REET icon
590
iShares Global REIT ETF
REET
$4.56B
$35M 0.01%
1,400,968
-143,001
VEU icon
591
Vanguard FTSE All-World ex-US ETF
VEU
$58.5B
$34.7M 0.01%
471,613
-17,446
EGO icon
592
Eldorado Gold
EGO
$6.87B
$34.6M 0.01%
962,011
+2,382
ES icon
593
Eversource Energy
ES
$27.3B
$34.5M 0.01%
512,959
-28,211
EQT icon
594
EQT Corp
EQT
$39.7B
$34.5M 0.01%
644,162
+51,837
TPR icon
595
Tapestry
TPR
$28.4B
$34.5M 0.01%
270,037
-23,340
FSM icon
596
Fortuna Silver Mines
FSM
$2.94B
$34.3M 0.01%
3,496,112
-627,682
FANG icon
597
Diamondback Energy
FANG
$53.4B
$34.3M 0.01%
227,857
-64,233
IWV icon
598
iShares Russell 3000 ETF
IWV
$17.2B
$34.2M 0.01%
88,516
-1,033
LYV icon
599
Live Nation Entertainment
LYV
$36.7B
$34.2M 0.01%
239,922
-29,522
NUE icon
600
Nucor
NUE
$36.7B
$33.9M 0.01%
208,050
+42,607