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
CMC icon
1626
Commercial Metals
CMC
$6.66B
$989K ﹤0.01%
14,293
-830
TPC
1627
Tutor Perini Cor
TPC
$3.66B
$986K ﹤0.01%
14,717
-1,026
ITRG
1628
Integra Resources
ITRG
$520M
$983K ﹤0.01%
244,381
+83,438
TQQQ icon
1629
ProShares UltraPro QQQ
TQQQ
$23.5B
$981K ﹤0.01%
18,610
-3,270
FTSL icon
1630
First Trust Senior Loan Fund ETF
FTSL
$2.2B
$981K ﹤0.01%
21,372
+1,629
BXMT icon
1631
Blackstone Mortgage Trust
BXMT
$3.08B
$976K ﹤0.01%
51,044
+7,175
SLN
1632
Silence Therapeutics
SLN
$290M
$976K ﹤0.01%
160,474
+6,692
CNL
1633
Collective Mining Ltd
CNL
$1.29B
$973K ﹤0.01%
66,750
IBDS icon
1634
iShares iBonds Dec 2027 Term Corporate ETF
IBDS
$3.74B
$972K ﹤0.01%
40,023
+16,297
ARWR icon
1635
Arrowhead Research
ARWR
$7.86B
$971K ﹤0.01%
14,632
-189
JOE icon
1636
St. Joe Company
JOE
$3.65B
$968K ﹤0.01%
16,311
+1,978
DFIN icon
1637
Donnelley Financial Solutions
DFIN
$1.19B
$962K ﹤0.01%
20,596
-63
CE icon
1638
Celanese
CE
$6.39B
$961K ﹤0.01%
22,723
+288
MARA icon
1639
Marathon Digital Holdings
MARA
$3.21B
$956K ﹤0.01%
106,461
+59,785
STM icon
1640
STMicroelectronics
STM
$27.2B
$956K ﹤0.01%
36,855
+9,220
IBDU icon
1641
iShares iBonds Dec 2029 Term Corporate ETF
IBDU
$3.68B
$955K ﹤0.01%
40,779
+19,502
U icon
1642
Unity
U
$7.97B
$953K ﹤0.01%
21,585
-51
GBTC icon
1643
Grayscale Bitcoin Trust
GBTC
$27.9B
$953K ﹤0.01%
13,939
+2,989
TMC icon
1644
TMC The Metals Company
TMC
$2.07B
$947K ﹤0.01%
153,542
+22,000
ZM icon
1645
Zoom
ZM
$22.6B
$946K ﹤0.01%
10,963
+2,918
BC icon
1646
Brunswick
BC
$4.57B
$945K ﹤0.01%
12,731
-3,839
BIRK icon
1647
Birkenstock
BIRK
$6.14B
$943K ﹤0.01%
23,052
+6,628
SPXC icon
1648
SPX Corp
SPXC
$9.31B
$943K ﹤0.01%
4,632
+540
KD icon
1649
Kyndryl
KD
$2.75B
$942K ﹤0.01%
35,484
-445
CWT icon
1650
California Water Service
CWT
$2.62B
$942K ﹤0.01%
21,739
-3,400