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
EFX icon
776
Equifax
EFX
$21.8B
$17.6M 0.01%
81,005
+7,284
BILL icon
777
BILL Holdings
BILL
$4B
$17.5M 0.01%
321,653
+19,242
LDOS icon
778
Leidos
LDOS
$20.9B
$17.5M 0.01%
97,212
+13,256
IXUS icon
779
iShares Core MSCI Total International Stock ETF
IXUS
$51.8B
$17.5M 0.01%
206,171
+156,493
MAS icon
780
Masco
MAS
$11.9B
$17.4M 0.01%
274,479
+34,590
IOO icon
781
iShares Global 100 ETF
IOO
$7.63B
$17.3M 0.01%
136,951
+4,412
ANIP icon
782
ANI Pharmaceuticals
ANIP
$1.67B
$17.3M 0.01%
219,355
+25,108
LIT icon
783
Global X Lithium & Battery Tech ETF
LIT
$1.59B
$17.2M 0.01%
265,692
+256,800
RL icon
784
Ralph Lauren
RL
$20.5B
$17.1M 0.01%
48,247
+16,654
CF icon
785
CF Industries
CF
$19.7B
$17.1M 0.01%
220,456
+41,296
NBIS
786
Nebius Group N.V.
NBIS
$30.2B
$17M 0.01%
203,203
+110,114
TPB icon
787
Turning Point Brands
TPB
$1.61B
$17M 0.01%
156,637
PFG icon
788
Principal Financial Group
PFG
$18.6B
$16.9M 0.01%
191,598
-6,050
BVN icon
789
Compañía de Minas Buenaventura
BVN
$7.97B
$16.9M 0.01%
605,902
+591,755
LEN icon
790
Lennar Class A
LEN
$22.9B
$16.8M 0.01%
163,638
-4,462
SA
791
Seabridge Gold
SA
$2.61B
$16.8M 0.01%
565,531
-1,953
CHD icon
792
Church & Dwight Co
CHD
$22.4B
$16.7M 0.01%
199,197
+23,656
LII icon
793
Lennox International
LII
$16.5B
$16.7M 0.01%
34,322
+2,872
ALLE icon
794
Allegion
ALLE
$12.3B
$16.6M 0.01%
104,404
+8,017
VZLA
795
Vizsla Silver
VZLA
$1.08B
$16.5M 0.01%
3,020,511
+3,008,011
VGIT icon
796
Vanguard Intermediate-Term Treasury ETF
VGIT
$39.5B
$16.5M 0.01%
275,302
+9,681
MOS icon
797
The Mosaic Company
MOS
$8.34B
$16.5M 0.01%
684,257
-80,623
TSN icon
798
Tyson Foods
TSN
$20.8B
$16.4M 0.01%
280,373
+28,266
LUV icon
799
Southwest Airlines
LUV
$19.9B
$16.4M 0.01%
396,541
+41,543
LYFT icon
800
Lyft
LYFT
$5.27B
$16.3M 0.01%
842,388
+94,287