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
$208M
AUM Growth
+$20.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,046
New
Increased
Reduced
Closed

Top Buys

1 +$905M
2 +$900M
3 +$596M
4
BN icon
Brookfield
BN
+$554M
5
TU icon
Telus
TU
+$458M

Top Sells

1 +$1.07B
2 +$638M
3 +$550M
4
NVDA icon
NVIDIA
NVDA
+$423M
5
UNH icon
UnitedHealth
UNH
+$370M

Sector Composition

1 Communication Services 23.73%
2 Financials 17.39%
3 Consumer Discretionary 16.47%
4 Technology 11.55%
5 Industrials 5.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2526
$288 ﹤0.01%
+4,511
2527
$288 ﹤0.01%
21,238
-1,765
2528
$288 ﹤0.01%
15,527
+955
2529
$288 ﹤0.01%
16,893
+3,769
2530
$288 ﹤0.01%
29,296
2531
$287 ﹤0.01%
12,101
+1,782
2532
$287 ﹤0.01%
29,150
+4,150
2533
$287 ﹤0.01%
12,179
-50,640
2534
$287 ﹤0.01%
29,200
2535
$286 ﹤0.01%
9,733
-517
2536
$286 ﹤0.01%
22,000
2537
$286 ﹤0.01%
4,169
-1,018
2538
$286 ﹤0.01%
71,883
+1,776
2539
$285 ﹤0.01%
+39,933
2540
$285 ﹤0.01%
+13,202
2541
$285 ﹤0.01%
+25,161
2542
$284 ﹤0.01%
2,083
+1,083
2543
$284 ﹤0.01%
9,903
-110,775
2544
$284 ﹤0.01%
+28,644
2545
$283 ﹤0.01%
+28,503
2546
$282 ﹤0.01%
13,370
-19,545
2547
$282 ﹤0.01%
5,198
+373
2548
$282 ﹤0.01%
+8,799
2549
$281 ﹤0.01%
12,543
-37,431
2550
$281 ﹤0.01%
14,868
-37,998