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
$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
3226
-5,298
3227
-934
3228
-1,300
3229
-10,025
3230
-3,474
3231
-80
3232
-38,000
3233
-1,204
3234
-1,964
3235
-7,027
3236
-11,200
3237
-5,173
3238
-4,159
3239
-18,126
3240
-9,958
3241
-42
3242
-1,652
3243
-4,560
3244
-165,632
3245
-149
3246
-2,264
3247
-13,017
3248
-25,469
3249
-9,874
3250
-11,868