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
3526
-7,351
3527
-300
3528
-177,822
3529
-11,229
3530
-28,404
3531
-34,916
3532
-52,904
3533
-1,634
3534
-42,925
3535
-40,600
3536
-1,054
3537
-1,917
3538
-152
3539
-98,601
3540
-7,014
3541
-728
3542
-548
3543
-13,165
3544
-134,332
3545
-43,751
3546
-15,273
3547
-1,258
3548
-6,300
3549
-36,413
3550
-14,668