We are live on ! Find out more
Bank of Montreal

Bank of Montreal Portfolio holdings

AUM $245B
1-Year Est. Return 31.62%
 

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
+31.62%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$245B
AUM Growth
-$6.95B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,450
New
Increased
Reduced
Closed

Top Buys

1 +$613M
2 +$558M
3 +$529M
4
B
Barrick Mining
B
+$438M
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$428M

Top Sells

1 +$1.51B
2 +$757M
3 +$621M
4
TSLA icon
Tesla
TSLA
+$461M
5
QSR icon
Restaurant Brands International
QSR
+$436M

Sector Composition

1 Financials 23.93%
2 Technology 17.68%
3 Communication Services 8.23%
4 Energy 7.96%
5 Industrials 6.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
ALC icon
701
Alcon
ALC
$31.5B
$23.3M 0.01%
314,034
-2,803
SDY icon
702
State Street SPDR S&P Dividend ETF
SDY
$21.2B
$23.3M 0.01%
159,419
-32,796
AAUC
703
Allied Gold Corp
AAUC
$3.23B
$23.2M 0.01%
747,864
+123,980
AVY icon
704
Avery Dennison
AVY
$12.1B
$23M 0.01%
133,088
-9,646
BALL icon
705
Ball Corp
BALL
$15.4B
$22.9M 0.01%
387,942
+181,198
HIMS icon
706
Hims & Hers Health
HIMS
$8.21B
$22.8M 0.01%
1,098,996
-468,838
IWP icon
707
iShares Russell Mid-Cap Growth ETF
IWP
$20.5B
$22.7M 0.01%
177,481
-14,726
TGB
708
Taseko Mines
TGB
$2.61B
$22.7M 0.01%
3,507,879
+70,746
ADM icon
709
Archer Daniels Midland
ADM
$36.2B
$22.7M 0.01%
312,157
-63,405
ARE icon
710
Alexandria Real Estate Equities
ARE
$8.89B
$22.6M 0.01%
485,920
+72,814
CVNA icon
711
Carvana
CVNA
$47.7B
$22.5M 0.01%
357,905
-96,010
SPYM
712
State Street SPDR Portfolio S&P 500 ETF
SPYM
$140B
$22.2M 0.01%
290,482
-70,119
CC icon
713
Chemours
CC
$3.27B
$22.1M 0.01%
1,002,979
-545,472
EXE
714
Expand Energy Corp
EXE
$20.8B
$22M 0.01%
200,808
-21,487
SKE
715
Skeena Resources
SKE
$3.56B
$22M 0.01%
739,886
-47,038
UDR icon
716
UDR
UDR
$12.2B
$22M 0.01%
651,368
+220,384
VET icon
717
Vermilion Energy
VET
$1.51B
$21.9M 0.01%
1,586,008
+836,327
XYZ
718
Block Inc
XYZ
$44.5B
$21.9M 0.01%
363,156
-216,408
IJJ icon
719
iShares S&P Mid-Cap 400 Value ETF
IJJ
$8.58B
$21.8M 0.01%
164,616
-10,690
FSM icon
720
Fortuna Silver Mines
FSM
$2.81B
$21.8M 0.01%
2,192,477
-1,303,635
SOLS
721
Solstice Advanced Materials
SOLS
$13.6B
$21.7M 0.01%
285,255
-14,464
BND icon
722
Vanguard Total Bond Market
BND
$157B
$21.7M 0.01%
294,841
-22,224
CCL icon
723
Carnival Corporation Ltd
CCL
$42.8B
$21.7M 0.01%
836,747
-71,874
NVO
724
Novo Nordisk
NVO
$191B
$21.6M 0.01%
589,107
-1,936,720
ESGV icon
725
Vanguard ESG US Stock ETF
ESGV
$13.2B
$21.4M 0.01%
190,194
+693