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
$83.9B
AUM Growth
+$1.91B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,042
New
Increased
Reduced
Closed

Top Buys

1 +$175M
2 +$158M
3 +$140M
4
BCE icon
BCE
BCE
+$119M
5
USB icon
US Bancorp
USB
+$107M

Top Sells

1 +$395M
2 +$375M
3 +$318M
4
ARMH
ARM HOLDINGS PLC ADS
ARMH
+$318M
5
GILD icon
Gilead Sciences
GILD
+$264M

Sector Composition

1 Financials 27.23%
2 Energy 11.73%
3 Communication Services 9.43%
4 Industrials 8.48%
5 Technology 7.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2951
$29K ﹤0.01%
+3,156
2952
$29K ﹤0.01%
2,215
2953
$29K ﹤0.01%
2,603
-720
2954
$29K ﹤0.01%
+375
2955
$29K ﹤0.01%
1,724
2956
$29K ﹤0.01%
662
2957
$29K ﹤0.01%
778
2958
$29K ﹤0.01%
467
2959
$29K ﹤0.01%
414
+133
2960
$29K ﹤0.01%
538
2961
$29K ﹤0.01%
706
2962
$29K ﹤0.01%
6,200
-2,732
2963
$29K ﹤0.01%
1,242
-543
2964
$29K ﹤0.01%
625
2965
$28K ﹤0.01%
507
2966
$28K ﹤0.01%
716
-10
2967
$28K ﹤0.01%
1,920
2968
$28K ﹤0.01%
+1,250
2969
$28K ﹤0.01%
+1,252
2970
$28K ﹤0.01%
1,196
-232,199
2971
$28K ﹤0.01%
575
2972
$28K ﹤0.01%
594
+340
2973
$28K ﹤0.01%
1,174
-1,249
2974
$28K ﹤0.01%
1,277
2975
$28K ﹤0.01%
2,830