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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
$331B
AUM Growth
+$13.5B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,959
New
Increased
Reduced
Closed

Top Buys

1 +$413M
2 +$334M
3 +$296M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$291M
5
TSLA icon
Tesla
TSLA
+$256M

Top Sells

1 +$1.83B
2 +$1.23B
3 +$1.17B
4
NVDA icon
NVIDIA
NVDA
+$518M
5
MA icon
Mastercard
MA
+$482M

Sector Composition

1 Communication Services 24.26%
2 Consumer Discretionary 20.36%
3 Technology 15.82%
4 Financials 14.17%
5 Industrials 4.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3501
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3502
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3503
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3504
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3505
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3506
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3507
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3510
-4,345
3511
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3512
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3513
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3514
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3515
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3516
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3517
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3518
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3519
-49,577
3520
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3521
-54
3522
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3523
-20,952
3524
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3525
-34,504