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
$274B
AUM Growth
-$25.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,887
New
Increased
Reduced
Closed

Top Buys

1 +$1.05B
2 +$688M
3 +$601M
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$593M
5
AVGO icon
Broadcom
AVGO
+$532M

Sector Composition

1 Communication Services 25.06%
2 Consumer Discretionary 18.3%
3 Financials 15.36%
4 Technology 13.41%
5 Energy 4.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3426
-171,389
3427
-704,101
3428
-2,560
3429
-218,102
3430
-11,771
3431
-15,723
3432
-14,293
3433
-64,902
3434
-79,385
3435
-3,941
3436
-10,316
3437
-20,832
3438
-49,391
3439
-207,546
3440
-11,247
3441
-29,450
3442
-19
3443
-39,454
3444
-10,630
3445
-10,959
3446
-92
3447
-35,412
3448
-10,352
3449
-26,645
3450
-83,946