Bank of Montreal

Bank of Montreal Portfolio holdings

AUM $252B
1-Year Est. Return 30.01%
 

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
+30.01%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$187M
AUM Growth
-$176B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,028
New
Increased
Reduced
Closed

Top Buys

1 +$949M
2 +$686M
3 +$566M
4
AAPL icon
Apple
AAPL
+$365M
5
TD icon
Toronto Dominion Bank
TD
+$358M

Top Sells

1 +$695M
2 +$657M
3 +$602M
4
AMD icon
Advanced Micro Devices
AMD
+$384M
5
ENB icon
Enbridge
ENB
+$359M

Sector Composition

1 Financials 19.47%
2 Consumer Discretionary 19.21%
3 Technology 17.51%
4 Communication Services 7.85%
5 Energy 7.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3701
-10,000
3702
-12,271
3703
-14,797
3704
-18,113
3705
-442
3706
-4,386
3707
-21,517
3708
-18,109
3709
-4,445
3710
-40,361
3711
-11,019
3712
-362
3713
-10,340
3714
-8,839
3715
-12,775
3716
-1,435
3717
-212,610
3718
-7,278
3719
-65,861
3720
-8,080
3721
-11,457
3722
-19,700
3723
-4,121
3724
-6,937
3725
-50,000