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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
$186B
AUM Growth
-$19B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,932
New
Increased
Reduced
Closed

Top Buys

1 +$888M
2 +$810M
3 +$780M
4
AMD icon
Advanced Micro Devices
AMD
+$771M
5
NVDA icon
NVIDIA
NVDA
+$737M

Top Sells

1 +$1.5B
2 +$752M
3 +$724M
4
TD icon
Toronto Dominion Bank
TD
+$601M
5
AMZN icon
Amazon
AMZN
+$492M

Sector Composition

1 Financials 24.52%
2 Technology 18.17%
3 Communication Services 9.49%
4 Consumer Discretionary 8.26%
5 Industrials 7.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3601
-250,146
3602
-205,896
3603
-300,066
3604
-126,642
3605
-167,981
3606
-77
3607
-299,213
3608
-6,086
3609
-601,477
3610
-210,091
3611
-108,551
3612
-65,619
3613
-24,653
3614
-41,034
3615
-3,709
3616
-239,933
3617
-12,001
3618
-1,481
3619
-110,265
3620
-5,503
3621
-48,460
3622
-1,117,100
3623
-100,000
3624
-10,676
3625
-122,817