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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
$274B
AUM Growth
-$25.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,887
New
Increased
Reduced
Closed

Top Buys

1 +$1.05B
2 +$688M
3 +$601M
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$593M
5
AVGO icon
Broadcom
AVGO
+$532M

Sector Composition

1 Communication Services 25.06%
2 Consumer Discretionary 18.3%
3 Financials 15.36%
4 Technology 13.41%
5 Energy 4.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3601
-79,385
3602
-3,941
3603
-10,316
3604
-20,832
3605
-49,391
3606
-207,546
3607
-11,247
3608
-29,450
3609
-19
3610
-39,454
3611
-10,630
3612
-10,959
3613
-92
3614
-35,412
3615
-10,352
3616
-26,645
3617
-83,946
3618
-16,248
3619
-26,000
3620
-350
3621
-218,284
3622
-89,895
3623
-20,233
3624
-13,708
3625
-11,031