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
ADM icon
726
Archer Daniels Midland
ADM
$33.2B
$21.6M 0.01%
375,562
+47,228
AER icon
727
AerCap
AER
$21.9B
$21.5M 0.01%
149,841
-27,460
DPZ icon
728
Domino's
DPZ
$12.6B
$21.5M 0.01%
51,649
+197
CAG icon
729
Conagra Brands
CAG
$7.44B
$21.4M 0.01%
1,235,644
+332,985
ORLA
730
Orla Mining
ORLA
$4.51B
$21.4M 0.01%
1,587,968
-386,056
XP icon
731
XP
XP
$9.52B
$21.1M 0.01%
+1,290,621
ALGN icon
732
Align Technology
ALGN
$12.6B
$21.1M 0.01%
135,251
+82,410
SBAC icon
733
SBA Communications
SBAC
$19.2B
$21.1M 0.01%
109,010
-35,673
ALB icon
734
Albemarle
ALB
$18.9B
$21M 0.01%
148,726
+711
PNW icon
735
Pinnacle West Capital
PNW
$12.2B
$20.9M 0.01%
235,404
+15,816
EVRG icon
736
Evergy
EVRG
$18.8B
$20.8M 0.01%
287,399
+50,518
IYW icon
737
iShares US Technology ETF
IYW
$18.7B
$20.7M 0.01%
103,820
-1,188
TSCO icon
738
Tractor Supply
TSCO
$24.1B
$20.6M 0.01%
411,881
+45,113
ARE icon
739
Alexandria Real Estate Equities
ARE
$8.42B
$20.2M 0.01%
413,106
-80,386
PTC icon
740
PTC
PTC
$17.8B
$20.1M 0.01%
115,326
+11,365
BIIB icon
741
Biogen
BIIB
$26.8B
$20M 0.01%
113,684
-11,571
KLC
742
KinderCare Learning Companies
KLC
$271M
$20M 0.01%
+4,628,208
IBP icon
743
Installed Building Products
IBP
$7.35B
$19.9M 0.01%
76,614
+74,049
HPQ icon
744
HP
HPQ
$17B
$19.9M 0.01%
891,656
+134,429
CPAY icon
745
Corpay
CPAY
$19.5B
$19.8M 0.01%
65,897
+4,746
XBI icon
746
State Street SPDR S&P Biotech ETF
XBI
$7.67B
$19.8M 0.01%
162,623
+48,193
HRL icon
747
Hormel Foods
HRL
$12.5B
$19.7M 0.01%
830,965
+115,492
MKC icon
748
McCormick & Company Non-Voting
MKC
$14.7B
$19.7M 0.01%
288,931
+10,482
PODD icon
749
Insulet
PODD
$16.1B
$19.6M 0.01%
69,089
+22,629
STE icon
750
Steris
STE
$21.3B
$19.6M 0.01%
77,395
+4,201