Bank of Montreal

Bank of Montreal Portfolio holdings

AUM $243B
1-Year Est. Return 26.9%
 

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 Quarter Est. Return
1 Year Est. Return
+26.9%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$243B
AUM Growth
+$43.7B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,400
New
Increased
Reduced
Closed

Top Buys

1 +$1.12B
2 +$740M
3 +$621M
4
BABA icon
Alibaba
BABA
+$558M
5
GLD icon
SPDR Gold Trust
GLD
+$556M

Top Sells

1 +$771M
2 +$546M
3 +$506M
4
CNQ icon
Canadian Natural Resources
CNQ
+$397M
5
AMD icon
Advanced Micro Devices
AMD
+$381M

Sector Composition

1 Financials 23.02%
2 Technology 22.98%
3 Communication Services 8.19%
4 Consumer Discretionary 6.43%
5 Industrials 6.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
JHG icon
1751
Janus Henderson
JHG
$7B
$681K ﹤0.01%
15,304
-1,585
MTAL
1752
DELISTED
Metals Acquisition
MTAL
$680K ﹤0.01%
55,710
-4,942
ASTL icon
1753
Algoma Steel
ASTL
$456M
$677K ﹤0.01%
190,117
+102,460
BKLC icon
1754
BNY Mellon US Large Cap Core Equity ETF
BKLC
$4.82B
$677K ﹤0.01%
5,270
HL icon
1755
Hecla Mining
HL
$13B
$676K ﹤0.01%
55,881
+43,086
CWAN icon
1756
Clearwater Analytics
CWAN
$6.35B
$672K ﹤0.01%
+37,269
USHY icon
1757
iShares Broad USD High Yield Corporate Bond ETF
USHY
$25.6B
$669K ﹤0.01%
17,706
-2,420
GHC icon
1758
Graham Holdings Company
GHC
$4.82B
$666K ﹤0.01%
566
-31
ZM icon
1759
Zoom
ZM
$26.3B
$664K ﹤0.01%
8,045
-1,125
RWX icon
1760
SPDR Dow Jones International Real Estate ETF
RWX
$292M
$663K ﹤0.01%
23,848
+6,153
COPX icon
1761
Global X Copper Miners ETF NEW
COPX
$4.04B
$663K ﹤0.01%
11,084
-90
SPSB icon
1762
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
$8.4B
$662K ﹤0.01%
21,842
+2,195
E icon
1763
ENI
E
$54.9B
$660K ﹤0.01%
18,890
+2,878
CBT icon
1764
Cabot Corp
CBT
$3.57B
$660K ﹤0.01%
8,675
-793
NHC icon
1765
National Healthcare
NHC
$2.18B
$657K ﹤0.01%
5,408
-1,132
CALX icon
1766
Calix
CALX
$3.52B
$657K ﹤0.01%
10,698
-2,531
MPW icon
1767
Medical Properties Trust
MPW
$3.01B
$655K ﹤0.01%
129,198
-59,796
FLOT icon
1768
iShares Floating Rate Bond ETF
FLOT
$8.97B
$655K ﹤0.01%
12,820
-4,706
KFRC icon
1769
Kforce
KFRC
$572M
$653K ﹤0.01%
21,790
-186
UYG icon
1770
ProShares Ultra Financials
UYG
$880M
$653K ﹤0.01%
6,579
+5,450
VOOG icon
1771
Vanguard S&P 500 Growth ETF
VOOG
$21B
$652K ﹤0.01%
1,498
-365
WSBC icon
1772
WesBanco
WSBC
$3.36B
$651K ﹤0.01%
20,397
-156
HUT
1773
Hut 8
HUT
$4.34B
$651K ﹤0.01%
18,689
-117
IQDG icon
1774
WisdomTree International Quality Dividend Growth Fund
IQDG
$744M
$648K ﹤0.01%
16,260
+4,214
ARI
1775
Apollo Commercial Real Estate
ARI
$1.41B
$648K ﹤0.01%
63,965
-6,155