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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
$208M
AUM Growth
+$20.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,046
New
Increased
Reduced
Closed

Top Buys

1 +$905M
2 +$900M
3 +$596M
4
BN icon
Brookfield
BN
+$554M
5
TU icon
Telus
TU
+$458M

Top Sells

1 +$1.07B
2 +$638M
3 +$550M
4
NVDA icon
NVIDIA
NVDA
+$423M
5
UNH icon
UnitedHealth
UNH
+$370M

Sector Composition

1 Communication Services 23.73%
2 Financials 17.39%
3 Consumer Discretionary 16.47%
4 Technology 11.55%
5 Industrials 5.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3576
-80,700
3577
-2,157
3578
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3579
-1,402
3580
-14,300
3581
-3,750
3582
-5,057
3583
-3,568
3584
-8,700
3585
-20,640
3586
-6,152
3587
-18,081
3588
-27,315
3589
-2,115
3590
-11,107
3591
-6,001
3592
-10,949
3593
-19,435
3594
-2,835
3595
-2,268
3596
-32,265
3597
-10,269
3598
-20,476
3599
-19,755
3600
-100