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
$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
3651
-33,018
3652
-242
3653
-86,432
3654
-17,700
3655
-3,933
3656
-35
3657
-1,586
3658
-14,400
3659
-853
3660
-12,817
3661
-10,000
3662
-11,422
3663
-32,209
3664
-14,412
3665
-17,494
3666
-10,370
3667
-215,479
3668
-24,300
3669
-10,945
3670
-467,824
3671
-17,576
3672
-10,500
3673
-83
3674
-88,168
3675
-286,928