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
$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
3701
-7,389
3702
-7,150
3703
-103,917
3704
-20,634
3705
-63,724
3706
-5,800
3707
-950
3708
-109,770
3709
-11,584
3710
-3,474
3711
-76,505
3712
-127,933
3713
-92,833
3714
-10,454
3715
$0 ﹤0.01%
+800
3716
-25,939
3717
-169,588
3718
-32,998
3719
-13,794
3720
-12,378
3721
-33,759
3722
-5,299
3723
-191,011
3724
-87,105
3725
-81,000