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
$205B
AUM Growth
+$12.9B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,833
New
Increased
Reduced
Closed

Top Buys

1 +$719M
2 +$505M
3 +$442M
4
ENB icon
Enbridge
ENB
+$337M
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$318M

Top Sells

1 +$585M
2 +$437M
3 +$376M
4
AMD icon
Advanced Micro Devices
AMD
+$367M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$306M

Sector Composition

1 Financials 25.45%
2 Technology 16.97%
3 Communication Services 8.55%
4 Industrials 8.11%
5 Consumer Discretionary 8.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3551
-40,853
3552
-24,600
3553
-30,000
3554
-426
3555
-110,266
3556
-13,597
3557
-15,884
3558
-45,777
3559
-82,301
3560
-4,793
3561
-18,082
3562
-69,423
3563
-500
3564
-189,978
3565
-4,350
3566
-156,446
3567
-378
3568
-42,060
3569
-1,772
3570
-84,700
3571
-32,257
3572
-18,405
3573
-14,601
3574
-79,153
3575
-15,000