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
$237B
AUM Growth
+$25.3B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,945
New
Increased
Reduced
Closed

Top Buys

1 +$1.22B
2 +$636M
3 +$563M
4
BNS icon
Scotiabank
BNS
+$505M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$444M

Sector Composition

1 Communication Services 22.53%
2 Financials 19.06%
3 Consumer Discretionary 16.69%
4 Technology 11.85%
5 Industrials 5.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3651
-27,371
3652
-21,007
3653
-4,578
3654
-231,567
3655
-128
3656
-38,891
3657
-386
3658
-260
3659
-18,732
3660
-1,000
3661
-10,243
3662
-161,386
3663
-5,025
3664
-29,518
3665
-19,400
3666
-21,698
3667
-135,500
3668
-456,945
3669
-285,400
3670
-100
3671
-557
3672
-21,420
3673
-10,191
3674
-76,300
3675
-89,600