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
$187M
AUM Growth
-$176B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,028
New
Increased
Reduced
Closed

Top Buys

1 +$949M
2 +$686M
3 +$566M
4
AAPL icon
Apple
AAPL
+$365M
5
TD icon
Toronto Dominion Bank
TD
+$358M

Top Sells

1 +$695M
2 +$657M
3 +$602M
4
AMD icon
Advanced Micro Devices
AMD
+$384M
5
ENB icon
Enbridge
ENB
+$359M

Sector Composition

1 Financials 19.46%
2 Consumer Discretionary 19.21%
3 Technology 17.51%
4 Communication Services 7.85%
5 Energy 7.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3476
-184,618
3477
-55,004
3478
-126,566
3479
-7,683
3480
-113
3481
-6,417
3482
-124,322
3483
-40,680
3484
-42,300
3485
-12,775
3486
-1,435
3487
-212,610
3488
-7,278
3489
-65,861
3490
-8,080
3491
-11,457
3492
-19,700
3493
-4,121
3494
-6,937
3495
-50,000
3496
-409,375
3497
-25,817
3498
-12,709
3499
-19,262
3500
-29,300