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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
$110B
AUM Growth
+$7.81B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,511
New
Increased
Reduced
Closed

Top Buys

1 +$559M
2 +$281M
3 +$249M
4
NVDA icon
NVIDIA
NVDA
+$223M
5
META icon
Meta Platforms (Facebook)
META
+$207M

Top Sells

1 +$842M
2 +$402M
3 +$302M
4
IAU icon
iShares Gold Trust
IAU
+$188M
5
NTR icon
Nutrien
NTR
+$175M

Sector Composition

1 Financials 25.31%
2 Technology 15.35%
3 Industrials 9.41%
4 Communication Services 8.91%
5 Healthcare 8.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2701
$98K ﹤0.01%
2,252
-818
2702
$98K ﹤0.01%
2,053
-942
2703
$98K ﹤0.01%
3,870
-2,262
2704
$98K ﹤0.01%
6,580
-2,720
2705
$98K ﹤0.01%
3,510
-2,860
2706
$97K ﹤0.01%
+4,100
2707
$97K ﹤0.01%
2,035
-1,146
2708
$97K ﹤0.01%
1,444
-459
2709
$97K ﹤0.01%
2,136
-786
2710
$96K ﹤0.01%
590
2711
$96K ﹤0.01%
1,584
+69
2712
$96K ﹤0.01%
5,010
+4,382
2713
$96K ﹤0.01%
6,446
-1,867
2714
$96K ﹤0.01%
1,187
-2,790
2715
$95K ﹤0.01%
4,601
-2,644
2716
$95K ﹤0.01%
4,932
-2,324
2717
$95K ﹤0.01%
273,022
-198,395
2718
$95K ﹤0.01%
2,897
-1,383
2719
$95K ﹤0.01%
8,563
2720
$95K ﹤0.01%
1,446
-1,283
2721
$95K ﹤0.01%
+35,669
2722
$94K ﹤0.01%
1,421
-578
2723
$94K ﹤0.01%
6,000
+3,000
2724
$94K ﹤0.01%
3,400
-409,709
2725
$94K ﹤0.01%
1,127
-820