Bank of Montreal

Bank of Montreal Portfolio holdings

AUM $252B
1-Year Est. Return 30.02%
 

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
+30.02%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$112B
AUM Growth
+$3.65B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,133
New
Increased
Reduced
Closed

Top Buys

1 +$475M
2 +$315M
3 +$298M
4
GLD icon
SPDR Gold Trust
GLD
+$237M
5
LLY icon
Eli Lilly
LLY
+$182M

Top Sells

1 +$384M
2 +$284M
3 +$266M
4
CTXS
Citrix Systems Inc
CTXS
+$261M
5
RY icon
Royal Bank of Canada
RY
+$226M

Sector Composition

1 Financials 27.4%
2 Technology 9.94%
3 Energy 9.93%
4 Industrials 8.59%
5 Communication Services 8.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3001
$44K ﹤0.01%
4,697
+510
3002
$44K ﹤0.01%
+1,740
3003
$44K ﹤0.01%
4,534
3004
$44K ﹤0.01%
1,000
3005
$44K ﹤0.01%
899
3006
$44K ﹤0.01%
1,288
+288
3007
$44K ﹤0.01%
16,700
-11,400
3008
$44K ﹤0.01%
1,094
-750
3009
$43K ﹤0.01%
6,971
3010
$43K ﹤0.01%
5,059
3011
$43K ﹤0.01%
923
+23
3012
$43K ﹤0.01%
876
-269
3013
$43K ﹤0.01%
1,931
-60,000
3014
$42K ﹤0.01%
3,000
3015
$42K ﹤0.01%
484
-101,041
3016
$42K ﹤0.01%
1,188
-40,148
3017
$42K ﹤0.01%
5,089
+263
3018
$42K ﹤0.01%
2,495
-1,731
3019
$42K ﹤0.01%
25,000
3020
$42K ﹤0.01%
1,298
-76,774
3021
$42K ﹤0.01%
595
-105
3022
$42K ﹤0.01%
1,085
-4,804
3023
$42K ﹤0.01%
3,591
3024
$42K ﹤0.01%
+2,250
3025
$41K ﹤0.01%
360
-37