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
DFSU icon
2451
Dimensional US Sustainability Core 1 ETF
DFSU
$1.84B
$185K ﹤0.01%
4,252
+1,442
IART icon
2452
Integra LifeSciences
IART
$687M
$184K ﹤0.01%
14,819
-298
XNTK icon
2453
State Street SPDR NYSE Technology ETF
XNTK
$1.49B
$183K ﹤0.01%
659
+70
TLRY icon
2454
Tilray
TLRY
$768M
$182K ﹤0.01%
20,181
-205
XMMO icon
2455
Invesco S&P MidCap Momentum ETF
XMMO
$5.55B
$182K ﹤0.01%
1,313
+438
HUN icon
2456
Huntsman Corp
HUN
$1.94B
$181K ﹤0.01%
18,144
-7,920
ONTF icon
2457
ON24
ONTF
$346M
$181K ﹤0.01%
22,731
+120
EPP icon
2458
iShares MSCI Pacific ex Japan ETF
EPP
$2.07B
$181K ﹤0.01%
3,584
+509
UMAC icon
2459
Unusual Machines
UMAC
$750M
$179K ﹤0.01%
+14,060
CNNE icon
2460
Cannae Holdings
CNNE
$506M
$179K ﹤0.01%
+11,383
HITI
2461
High Tide
HITI
$203M
$179K ﹤0.01%
66,776
SONO icon
2462
Sonos
SONO
$1.61B
$178K ﹤0.01%
10,152
-214
DEXC
2463
Dimensional Emerging Markets ex China Core Equity ETF
DEXC
$269M
$178K ﹤0.01%
2,935
-25
FALN icon
2464
iShares Fallen Angels USD Bond ETF
FALN
$1.66B
$175K ﹤0.01%
6,425
+12
NMRK icon
2465
Newmark Group
NMRK
$2.67B
$175K ﹤0.01%
10,065
-13
SBH icon
2466
Sally Beauty Holdings
SBH
$1.35B
$174K ﹤0.01%
12,068
-219
ACHR icon
2467
Archer Aviation
ACHR
$4.52B
$174K ﹤0.01%
23,129
-321
GRID icon
2468
First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
GRID
$7.74B
$173K ﹤0.01%
1,131
AVES icon
2469
Avantis Emerging Markets Value ETF
AVES
$1.27B
$173K ﹤0.01%
2,962
+763
S icon
2470
SentinelOne
S
$4.9B
$173K ﹤0.01%
+11,507
CSM icon
2471
ProShares Large Cap Core Plus
CSM
$464M
$171K ﹤0.01%
2,144
EWY icon
2472
iShares MSCI South Korea ETF
EWY
$17.4B
$170K ﹤0.01%
1,747
+508
HEZU icon
2473
iShares Currency Hedged MSCI Eurozone ETF
HEZU
$559M
$168K ﹤0.01%
3,834
+107
RPG icon
2474
Invesco S&P 500 Pure Growth ETF
RPG
$1.63B
$167K ﹤0.01%
3,587
-7,263
VCRB icon
2475
Vanguard Core Bond ETF
VCRB
$6.19B
$166K ﹤0.01%
2,126