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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
3626
-7,006
3627
-38,053
3628
-10,397
3629
-51,670
3630
-42,723
3631
-10,447
3632
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3633
-165,351
3634
-19
3635
-130
3636
-46,443
3637
-22,356
3638
-13,095
3639
-69,978
3640
-80,016
3641
-288,295
3642
-180,000
3643
-68,150
3644
-31,514
3645
-395,000
3646
-77,781
3647
-1,057,200
3648
-17,300
3649
-13,737
3650
-14,641