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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
$135B
AUM Growth
+$24.8B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,650
New
Increased
Reduced
Closed

Top Buys

1 +$598M
2 +$578M
3 +$546M
4
AMZN icon
Amazon
AMZN
+$536M
5
TSLA icon
Tesla
TSLA
+$498M

Sector Composition

1 Financials 24.6%
2 Technology 15.99%
3 Industrials 8.99%
4 Communication Services 8.71%
5 Consumer Discretionary 8.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3101
$105K ﹤0.01%
21,421
-14,005
3102
$105K ﹤0.01%
+10,000
3103
$105K ﹤0.01%
1,859
+148
3104
$105K ﹤0.01%
676
+526
3105
$105K ﹤0.01%
3,496
+2,387
3106
$105K ﹤0.01%
20,519
+14,033
3107
$104K ﹤0.01%
7,440
+4,170
3108
$104K ﹤0.01%
14,325
+12,225
3109
$104K ﹤0.01%
35,669
3110
$103K ﹤0.01%
2,087
+356
3111
$103K ﹤0.01%
4,323
+1,385
3112
$102K ﹤0.01%
3,199
+2,182
3113
$102K ﹤0.01%
5,185
+887
3114
$102K ﹤0.01%
1,050
3115
$102K ﹤0.01%
5,842
-868
3116
$102K ﹤0.01%
4,044
-2,119
3117
$102K ﹤0.01%
3,194
+2,237
3118
$102K ﹤0.01%
590
3119
$101K ﹤0.01%
124
+90
3120
$101K ﹤0.01%
4,451
+3,534
3121
$101K ﹤0.01%
1,950
-110
3122
$101K ﹤0.01%
+115
3123
$100K ﹤0.01%
664
3124
$100K ﹤0.01%
6,609
+4,446
3125
$100K ﹤0.01%
5,187
+4,077