We are live on ! Find out more
Bank of Montreal

Bank of Montreal Portfolio holdings

AUM $245B
1-Year Est. Return 31.62%
 

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
+31.62%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$245B
AUM Growth
-$6.95B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,450
New
Increased
Reduced
Closed

Top Buys

1 +$613M
2 +$558M
3 +$529M
4
B
Barrick Mining
B
+$438M
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$428M

Top Sells

1 +$1.51B
2 +$757M
3 +$621M
4
TSLA icon
Tesla
TSLA
+$461M
5
QSR icon
Restaurant Brands International
QSR
+$436M

Sector Composition

1 Financials 23.93%
2 Technology 17.68%
3 Communication Services 8.23%
4 Energy 7.96%
5 Industrials 6.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
IBOC icon
1926
International Bancshares
IBOC
$4.57B
$540K ﹤0.01%
8,027
-315
ACAD icon
1927
Acadia Pharmaceuticals
ACAD
$3.7B
$539K ﹤0.01%
24,193
-3,228
RDY icon
1928
Dr. Reddy's Laboratories
RDY
$11.1B
$536K ﹤0.01%
38,727
-1,533
AZZ icon
1929
AZZ Inc
AZZ
$4.72B
$535K ﹤0.01%
4,279
+49
KLIC icon
1930
Kulicke & Soffa
KLIC
$6.38B
$535K ﹤0.01%
+8,145
ESAB icon
1931
ESAB
ESAB
$6.47B
$535K ﹤0.01%
5,536
+233
MASS icon
1932
908 Devices
MASS
$335M
$535K ﹤0.01%
87,375
-3,477
CX icon
1933
Cemex
CX
$18.4B
$534K ﹤0.01%
46,656
-66,243
BCC icon
1934
Boise Cascade
BCC
$2.63B
$533K ﹤0.01%
7,028
+680
BRKR icon
1935
Bruker
BRKR
$8.71B
$533K ﹤0.01%
14,754
-6,624
AXS icon
1936
AXIS Capital
AXS
$7.45B
$533K ﹤0.01%
5,253
-693
FBIN icon
1937
Fortune Brands Innovations
FBIN
$5.06B
$527K ﹤0.01%
13,518
-4,462
RLAY icon
1938
Relay Therapeutics
RLAY
$3.46B
$527K ﹤0.01%
52,943
-3,511
CLSK icon
1939
CleanSpark
CLSK
$4.42B
$525K ﹤0.01%
61,729
-143,927
SPIB icon
1940
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
$11B
$525K ﹤0.01%
15,654
+2,883
IUSB icon
1941
iShares Core Universal USD Bond ETF
IUSB
$42B
$525K ﹤0.01%
11,358
-275
SHG icon
1942
Shinhan Financial Group
SHG
$31.4B
$523K ﹤0.01%
8,521
+1,274
IWY icon
1943
iShares Russell Top 200 Growth ETF
IWY
$16.8B
$522K ﹤0.01%
2,099
-17
GII icon
1944
State Street SPDR S&P Global Infrastructure ETF
GII
$963M
$522K ﹤0.01%
6,866
-3,089
ALKS icon
1945
Alkermes
ALKS
$7.5B
$522K ﹤0.01%
14,756
+397
AMTM
1946
Amentum Holdings
AMTM
$5.29B
$521K ﹤0.01%
19,966
+557
MDYG icon
1947
State Street SPDR S&P 400 Mid Cap Growth ETF
MDYG
$2.87B
$520K ﹤0.01%
5,417
-2,497
VFMV icon
1948
Vanguard US Minimum Volatility ETF
VFMV
$421M
$518K ﹤0.01%
3,887
+496
AVTR icon
1949
Avantor
AVTR
$6.54B
$517K ﹤0.01%
65,910
-136,556
OII icon
1950
Oceaneering
OII
$3.6B
$512K ﹤0.01%
14,433
-700