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
ARGX icon
851
argenx
ARGX
$42.1B
$13.8M 0.01%
16,377
+6,071
LNT icon
852
Alliant Energy
LNT
$18.3B
$13.7M 0.01%
210,918
+26,925
IFF icon
853
International Flavors & Fragrances
IFF
$17B
$13.7M 0.01%
203,431
+38,803
MSGS icon
854
Madison Square Garden
MSGS
$7.53B
$13.7M 0.01%
52,927
+498
RNR icon
855
RenaissanceRe
RNR
$12.7B
$13.6M 0.01%
48,427
+266
BKLN icon
856
Invesco Senior Loan ETF
BKLN
$6.01B
$13.5M 0.01%
644,982
+15,585
WLY icon
857
John Wiley & Sons Class A
WLY
$1.87B
$13.5M 0.01%
+441,603
ZBH icon
858
Zimmer Biomet
ZBH
$17.6B
$13.5M 0.01%
149,803
+10,520
JBHT icon
859
JB Hunt Transport Services
JBHT
$18.7B
$13.4M 0.01%
69,159
-28,122
Z icon
860
Zillow
Z
$10.9B
$13.4M 0.01%
196,365
-42,538
PPTA
861
Perpetua Resources
PPTA
$3.28B
$13.4M 0.01%
551,699
+4,321
DOW icon
862
Dow Inc
DOW
$27.1B
$13.2M 0.01%
565,417
+14,928
FOX icon
863
Fox Class B
FOX
$22.1B
$13.2M 0.01%
203,518
+58,877
ERIC icon
864
Ericsson
ERIC
$38.1B
$13.2M 0.01%
1,363,623
-1,108,757
CG icon
865
Carlyle Group
CG
$17.1B
$13.1M 0.01%
221,428
+9,765
BURL icon
866
Burlington
BURL
$19.4B
$13.1M 0.01%
45,258
-433
EXAS icon
867
Exact Sciences
EXAS
$19.8B
$13.1M 0.01%
128,624
-113,274
ODV
868
Osisko Development Corp
ODV
$907M
$13.1M 0.01%
3,853,904
+3,768,795
DKNG icon
869
DraftKings
DKNG
$12.3B
$13M 0.01%
378,125
+160,367
AVUV icon
870
Avantis US Small Cap Value ETF
AVUV
$22.6B
$13M 0.01%
127,183
+6,880
ARM icon
871
Arm
ARM
$137B
$12.9M 0.01%
118,374
+81,683
GPC icon
872
Genuine Parts
GPC
$13.7B
$12.9M 0.01%
105,215
+14,792
AU icon
873
AngloGold Ashanti
AU
$42.5B
$12.9M 0.01%
151,255
+26,959
PSLV icon
874
Sprott Physical Silver Trust
PSLV
$14.7B
$12.9M 0.01%
544,237
-297,510
RING icon
875
iShares MSCI Global Gold Miners ETF
RING
$2.93B
$12.9M 0.01%
174,790
+4,763