— Know what they know.
Not Investment Advice
Also trades as: BMO.TO (TSX) · $vol 343M · BMO-PF.TO (TSX) · $vol 1M · 0UKH.L (LSE) · $vol 0M

BMO NYSE

Bank of Montreal
1W: +2.8% 1M: +0.6% 3M: -1.1% YTD: +33.3% 1Y: +40.5% 3Y: +152.7% 5Y: +97.5%
$172.13
+1.65 (+0.97%)
 
Weekly Expected Move ±2.5%
$161 $165 $169 $173 $178
NYSE · Financial Services · Banks - Diversified · Tech Score Buy · Power 67 · $119.6B mcap · 694M float · 0.109% daily turnover · Short 53% of daily vol
Credit Risk of going bust: not rated, financial company (lending is its business) Bonds: $1.81B held by 574 funds, 44 bp over Treasuries → details ▾
Not rated: lending and leverage are a financial company's business, which the model misreads.
Bond figures are fund-reported marks (SEC N-PORT) as of Jul 2026. How these are computed.

ETF Exposure

27
ETFs Holding
Total ETF Value
3.51%
Max Weight
0.543%
Avg Weight

ETF Holdings by Value

ETFs Holding BMO

# ETF Weight Value Holdings Top 10 Wt P/E Div Yield Sector Mix
1 GCSH LEV INV
Guggenheim Funds Trust - Guggenheim Ultra Short Income ETF
0.2500% 131 15.8% 29.0 0.04%
2 DFIV
Dimensional - International Value ETF
0.4909% 623 16.4% 12.6 0.04%
3 IDMO
Invesco S&P International Developed Momentum ETF
1.9308% 166 36.0% 20.8 0.03%
4 IDVO
Amplify CWP International Enhanced Dividend Income ETF
3.5100% 48 36.0% 20.1 0.02%
5 FVD
First Trust Value Line Dividend Index Fund
0.3800% 239 4.8% 15.4 0.03%
6 FVL
First Trust Value Line 100 Exchange-Traded Fund
0.3800% 239 4.8% 15.4 0.03%
7 DFAI
Dimensional - International Core Equity Market ETF
0.1346% 3,730 9.7% 20.2 0.03%
8 IGFRX
1.1396% 77 28.2% 23.2 0.02%
9 DFIC
Dimensional - International Core Equity 2 ETF
0.1275% 4,112 7.1% 19.5 0.03%
10 DFAX
Dimensional World ex U.S. Core Equity 2 ETF
0.0990% 9,995 8.6% 21.6 0.03%
11 PXF
Invesco RAFI Developed Markets ex-U.S. ETF
0.3090% 1,015 14.1% 16.4 0.03%
12 KLMN
Invesco Exchange-Traded Fund Trust II - Invesco MSCI North America Climate ETF
0.2377% 273 35.4% 70.2 0.01%
13 GMOI
GMO International Value ETF
0.7000% 52 28.9% 11.9 0.05%
14 IPFF
iShares International Preferred Stock ETF
2.2100% 29 21.9% 19.1 0.03%
15 FTHI
First Trust BuyWrite Income ETF
0.1200% 186 33.6% 51.5 0.02%
16 KLMT
Invesco MSCI Global Climate 500 ETF
0.1631% 498 25.1% 54.4 0.02%
17 FLUD LEV INV
Franklin Ultra Short Bond ETF
0.2900% 60 11.5% 16.2 0.03%
18 FLUD LEV INV
Franklin Ultra Short Bond ETF
0.2900% 60 11.5% 16.2 0.03%
19 DFSI
Dimensional International Sustainability Core 1 ETF
0.1462% 2,816 10.2% 21.4 0.03%
20 IDLV
Invesco S&P International Developed Low Volatility ETF
0.5134% 201 7.0% 17.7 0.04%
21 FLCB
Franklin U.S. Core Bond ETF
0.0500% 40 10.7% 20.4 0.03%
22 FLUD LEV INV
Franklin Ultra Short Bond ETF
0.1900% 60 11.5% 16.2 0.03%
23 FLUD LEV INV
Franklin Ultra Short Bond ETF
0.1800% 60 11.5% 16.2 0.03%
24 FLUD LEV INV
Franklin Ultra Short Bond ETF
0.1600% 60 11.5% 16.2 0.03%
25 AVIGX
0.2000% 231 123.9% 12.1 0.05%
26 IMFL
Invesco International Developed Dynamic Multifactor ETF
0.0578% 1,150 20.2% 20.0 0.03%
27 AFTY
Pacer CSOP FTSE China A50 ETF
0.4200% 2,175 297.2% 42.9 0.02%
28 AVIGX
0.1500% 231 123.9% 12.1 0.05%
29 AVIGX
0.0500% 231 123.9% 12.1 0.05%
30 DXIV
Dimensional - International Vector Equity ETF
0.0147% 2,749 7.2% 19.1 0.03%
31 PXUS
Principal International Adaptive Multi-Factor ETF
0.3013% 691 13.7% 25.9 0.03%
32 VOXP
Vox Populi ETF
0.1500% 505 38.2% 61.0 0.01%
33 VMAT
V-Shares MSCI World ESG Materiality and Carbon Transition ETF
0.2600% 244 25.2% 24.5 0.02%
34 FTLS
First Trust Long/Short Equity ETF
-0.0800% 515 29.1% 25.4 0.01%
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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms