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
$186B
AUM Growth
-$19B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,932
New
Increased
Reduced
Closed

Top Buys

1 +$888M
2 +$810M
3 +$780M
4
AMD icon
Advanced Micro Devices
AMD
+$771M
5
NVDA icon
NVIDIA
NVDA
+$737M

Top Sells

1 +$1.5B
2 +$752M
3 +$724M
4
TD icon
Toronto Dominion Bank
TD
+$601M
5
AMZN icon
Amazon
AMZN
+$492M

Sector Composition

1 Financials 24.52%
2 Technology 18.17%
3 Communication Services 9.49%
4 Consumer Discretionary 8.26%
5 Industrials 7.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3451
-3,059
3452
-291,515
3453
-556
3454
-19,556
3455
-6,388
3456
-21,361
3457
$0 ﹤0.01%
5
3458
-7,507
3459
-138,071
3460
-500
3461
-6,507
3462
-156,599
3463
-126,006
3464
-8,213
3465
-101,706
3466
-564
3467
-194,685
3468
-8,051
3469
-28,301
3470
-168,869
3471
-652,374
3472
-26,226
3473
-16,517
3474
-8,772
3475
-21,605