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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
$201B
AUM Growth
-$14.2B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,642
New
Increased
Reduced
Closed

Top Buys

1 +$805M
2 +$350M
3 +$240M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$238M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$237M

Top Sells

1 +$2.03B
2 +$1.71B
3 +$799M
4
AMZN icon
Amazon
AMZN
+$710M
5
AAPL icon
Apple
AAPL
+$659M

Sector Composition

1 Financials 22.66%
2 Technology 21.85%
3 Communication Services 8.68%
4 Consumer Discretionary 7.18%
5 Industrials 7.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3126
-30
3127
-1,216
3128
-8,027
3129
-2,849
3130
-191,400
3131
-4,875
3132
-2,200
3133
-181,991
3134
-5,386
3135
-13,200
3136
-200
3137
-14,576
3138
-340
3139
-24,876
3140
-741
3141
-1,648
3142
-150
3143
-9,600
3144
-1,073
3145
-12,820
3146
-215
3147
-40
3148
-42,200
3149
-88,906
3150
-25,687