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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
$126B
AUM Growth
+$15.5B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,466
New
Increased
Reduced
Closed

Top Buys

1 +$1.51B
2 +$411M
3 +$300M
4
AAPL icon
Apple
AAPL
+$284M
5
V icon
Visa
V
+$253M

Top Sells

1 +$254M
2 +$178M
3 +$177M
4
BX icon
Blackstone
BX
+$139M
5
EXC icon
Exelon
EXC
+$126M

Sector Composition

1 Financials 26.76%
2 Technology 11.9%
3 Energy 9.2%
4 Industrials 8.57%
5 Communication Services 8.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3526
$32K ﹤0.01%
5,897
+1,409
3527
$32K ﹤0.01%
7,761
+1,931
3528
$31K ﹤0.01%
2,527
+534
3529
$31K ﹤0.01%
1,944
+526
3530
$31K ﹤0.01%
2,413
+700
3531
$31K ﹤0.01%
1,226
+400
3532
$31K ﹤0.01%
+40
3533
$31K ﹤0.01%
1,054
+338
3534
$31K ﹤0.01%
425
3535
$31K ﹤0.01%
885
+200
3536
$31K ﹤0.01%
717
-6,738
3537
$31K ﹤0.01%
8,780
-7,002
3538
$31K ﹤0.01%
23,810
+7,365
3539
0
3540
$31K ﹤0.01%
4,466
+1,404
3541
$31K ﹤0.01%
3,621
+1,135
3542
$31K ﹤0.01%
2,000
3543
$31K ﹤0.01%
6,488
+420
3544
$31K ﹤0.01%
515
3545
$31K ﹤0.01%
1,090
-500
3546
$31K ﹤0.01%
1,234
+325
3547
$31K ﹤0.01%
7,933
+830
3548
$30K ﹤0.01%
1,025
-50,000
3549
$30K ﹤0.01%
570
-100
3550
$30K ﹤0.01%
1,380
+374