Bank of Montreal

Bank of Montreal Portfolio holdings

AUM $252B
1-Year Est. Return 30.01%
 

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
+30.01%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$215B
AUM Growth
-$116B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,934
New
Increased
Reduced
Closed

Top Buys

1 +$1.87B
2 +$1.51B
3 +$914M
4
CRWD icon
CrowdStrike
CRWD
+$860M
5
NOW icon
ServiceNow
NOW
+$769M

Top Sells

1 +$645M
2 +$566M
3 +$545M
4
SNOW icon
Snowflake
SNOW
+$486M
5
MSFT icon
Microsoft
MSFT
+$445M

Sector Composition

1 Financials 22.79%
2 Technology 20.66%
3 Communication Services 8.12%
4 Industrials 7%
5 Consumer Discretionary 6.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3501
-217,781
3502
-7,701
3503
-992
3504
-10,294
3505
-4,408
3506
-104
3507
-144
3508
-32,282
3509
-12,372
3510
-3,328
3511
-5,752
3512
-8,200
3513
-122
3514
-341,305
3515
-1,199,889
3516
-7,936
3517
-12,880
3518
-51,899
3519
-68,210
3520
-63,000
3521
-1,574
3522
-16,830
3523
-35,944
3524
-1,740
3525
-1,596