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
$308B
AUM Growth
+$33.9B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,873
New
Increased
Reduced
Closed

Top Buys

1 +$879M
2 +$597M
3 +$584M
4
AMZN icon
Amazon
AMZN
+$542M
5
AAPL icon
Apple
AAPL
+$534M

Top Sells

1 +$1.17B
2 +$523M
3 +$488M
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$425M
5
ENB icon
Enbridge
ENB
+$412M

Sector Composition

1 Communication Services 25.57%
2 Consumer Discretionary 19.87%
3 Technology 14.68%
4 Financials 14.23%
5 Industrials 4.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3701
-36
3702
-72
3703
-25,000
3704
-86
3705
-14,350
3706
-10,764
3707
-189,148
3708
-43,794
3709
-7,396
3710
-3,396
3711
-95
3712
-4,881
3713
-2,616
3714
-829
3715
-636
3716
-14,348
3717
-25,254
3718
-108,678
3719
-73,861
3720
-27,491
3721
-20,649
3722
-26,740
3723
-22
3724
-479
3725
-525,173