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
TPG icon
1826
TPG
TPG
$6.47B
$613K ﹤0.01%
9,604
+3,583
ROKU icon
1827
Roku
ROKU
$13.9B
$611K ﹤0.01%
5,635
-1,497
AMKR icon
1828
Amkor Technology
AMKR
$11.6B
$611K ﹤0.01%
15,472
-419
RYAN icon
1829
Ryan Specialty Holdings
RYAN
$4.58B
$609K ﹤0.01%
11,800
-16,080
NLR icon
1830
VanEck Uranium + Nuclear Energy ETF
NLR
$4.49B
$609K ﹤0.01%
4,902
+2,952
UTI icon
1831
Universal Technical Institute
UTI
$2.02B
$604K ﹤0.01%
23,123
+24
SPXL icon
1832
Direxion Daily S&P 500 Bull 3x ETF
SPXL
$4.78B
$603K ﹤0.01%
2,733
-60
CARG icon
1833
CarGurus
CARG
$3.21B
$603K ﹤0.01%
15,717
+34
BMBL icon
1834
Bumble
BMBL
$471M
$602K ﹤0.01%
+168,542
VVV icon
1835
Valvoline
VVV
$4.17B
$601K ﹤0.01%
20,672
+601
GOP
1836
Unusual Whales Subversive Republican Trading ETF
GOP
$68.8M
$600K ﹤0.01%
16,460
-80
CET
1837
Central Securities Corp
CET
$1.47B
$600K ﹤0.01%
11,834
-36
PRSU
1838
Pursuit Attractions and Hospitality Inc
PRSU
$956M
$600K ﹤0.01%
17,809
+125
ACA icon
1839
Arcosa
ACA
$4.96B
$595K ﹤0.01%
5,592
-121
JETS icon
1840
US Global Jets ETF
JETS
$695M
$593K ﹤0.01%
21,130
-2,412
ESAB icon
1841
ESAB
ESAB
$5.92B
$592K ﹤0.01%
5,303
-6,069
TILE icon
1842
Interface
TILE
$1.45B
$592K ﹤0.01%
21,198
-7
ENTA icon
1843
Enanta Pharmaceuticals
ENTA
$375M
$591K ﹤0.01%
37,484
+3,616
RAL
1844
Ralliant Corp
RAL
$4.68B
$591K ﹤0.01%
11,611
-26,819
PIPR icon
1845
Piper Sandler
PIPR
$5.24B
$588K ﹤0.01%
1,730
-26
SPSB icon
1846
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
$8.91B
$587K ﹤0.01%
19,445
-2,397
PBR icon
1847
Petrobras
PBR
$123B
$586K ﹤0.01%
49,454
-21,856
IWY icon
1848
iShares Russell Top 200 Growth ETF
IWY
$14.8B
$586K ﹤0.01%
2,116
+43
EAT icon
1849
Brinker International
EAT
$6.26B
$585K ﹤0.01%
4,076
-851
AMRZ
1850
Amrize Ltd
AMRZ
$29.6B
$584K ﹤0.01%
8,570
-221,616