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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
$187M
AUM Growth
-$176B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,028
New
Increased
Reduced
Closed

Top Buys

1 +$949M
2 +$686M
3 +$566M
4
AAPL icon
Apple
AAPL
+$365M
5
TD icon
Toronto Dominion Bank
TD
+$358M

Top Sells

1 +$695M
2 +$657M
3 +$602M
4
AMD icon
Advanced Micro Devices
AMD
+$384M
5
ENB icon
Enbridge
ENB
+$359M

Sector Composition

1 Financials 19.46%
2 Consumer Discretionary 19.21%
3 Technology 17.51%
4 Communication Services 7.85%
5 Energy 7.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2501
$338 ﹤0.01%
+3,582
2502
$338 ﹤0.01%
117,809
+272
2503
$336 ﹤0.01%
+11,613
2504
$336 ﹤0.01%
6,030
-8,643
2505
$335 ﹤0.01%
15,788
-26,609
2506
$335 ﹤0.01%
7,834
-27,443
2507
$334 ﹤0.01%
25,247
-76
2508
$331 ﹤0.01%
9,627
-8,372
2509
$331 ﹤0.01%
16,754
+4,750
2510
$331 ﹤0.01%
24,267
-103
2511
$331 ﹤0.01%
5,362
-129
2512
$330 ﹤0.01%
1,426
+19
2513
$330 ﹤0.01%
5,009
+179
2514
$330 ﹤0.01%
3,402
-616
2515
$329 ﹤0.01%
10,653
+492
2516
$329 ﹤0.01%
14,496
-17,928
2517
$328 ﹤0.01%
+6,589
2518
$328 ﹤0.01%
+19,533
2519
$327 ﹤0.01%
4,073
-9,002
2520
$327 ﹤0.01%
66,392
2521
$327 ﹤0.01%
2,416
-273
2522
$326 ﹤0.01%
24,514
+194
2523
$326 ﹤0.01%
22,000
2524
$326 ﹤0.01%
7,054
-7,137
2525
$326 ﹤0.01%
5,628
-2,446