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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
3301
$72K ﹤0.01%
8,120
+5,357
3302
$72K ﹤0.01%
25,550
+13,678
3303
$71K ﹤0.01%
1,516
+1,051
3304
$71K ﹤0.01%
2,586
+1,811
3305
$71K ﹤0.01%
3,908
+2,744
3306
$71K ﹤0.01%
1,450
-306
3307
$71K ﹤0.01%
2,000
3308
$71K ﹤0.01%
7,225
+5,059
3309
$71K ﹤0.01%
24,640
+10,238
3310
$70K ﹤0.01%
1,735
+1,225
3311
$70K ﹤0.01%
4,505
+3,163
3312
$69K ﹤0.01%
6,090
+4,274
3313
$69K ﹤0.01%
617
-124
3314
$69K ﹤0.01%
1,678
-3,437
3315
$69K ﹤0.01%
4,218
-602
3316
$69K ﹤0.01%
3,369
+2,763
3317
$69K ﹤0.01%
2,308
+1,623
3318
$69K ﹤0.01%
512
+491
3319
$68K ﹤0.01%
4,793
+1,000
3320
$68K ﹤0.01%
2,537
+1,046
3321
$68K ﹤0.01%
5,103
+3,650
3322
$68K ﹤0.01%
+1,941
3323
$68K ﹤0.01%
4,492
+3,187
3324
$68K ﹤0.01%
4,929
+1,796
3325
$68K ﹤0.01%
10,207
+4,186