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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
$192B
AUM Growth
-$9.08B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,385
New
Increased
Reduced
Closed

Top Buys

1 +$3.4B
2 +$1.13B
3 +$716M
4
TRP icon
TC Energy
TRP
+$583M
5
TD icon
Toronto Dominion Bank
TD
+$508M

Top Sells

1 +$903M
2 +$808M
3 +$752M
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$544M
5
AVGO icon
Broadcom
AVGO
+$537M

Sector Composition

1 Financials 24.86%
2 Technology 18.83%
3 Communication Services 7.88%
4 Industrials 7.12%
5 Energy 6.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3151
-2,628
3152
-633
3153
-3,750
3154
-59
3155
-30
3156
-350
3157
-1,200
3158
-3,219
3159
-16,570
3160
-53
3161
-277
3162
-5,710
3163
-4,401
3164
-48,158
3165
-10,030
3166
-77,679
3167
-1,087
3168
-2,500
3169
-2,500
3170
-26
3171
-3,633
3172
-6,454
3173
-15,000
3174
-1,473
3175
-822