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Bank of Montreal

Bank of Montreal Portfolio holdings

AUM $245B
1-Year Est. Return 31.62%
 

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
+31.62%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$215B
AUM Growth
-$116B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,934
New
Increased
Reduced
Closed

Top Buys

1 +$1.87B
2 +$1.51B
3 +$914M
4
CRWD icon
CrowdStrike
CRWD
+$860M
5
NOW icon
ServiceNow
NOW
+$769M

Top Sells

1 +$645M
2 +$566M
3 +$545M
4
SNOW icon
Snowflake
SNOW
+$486M
5
MSFT icon
Microsoft
MSFT
+$445M

Sector Composition

1 Financials 22.79%
2 Technology 20.66%
3 Communication Services 8.12%
4 Industrials 7%
5 Consumer Discretionary 6.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3701
-14,958
3702
-19,046
3703
-2,567
3704
-8,281
3705
-24,265
3706
-19,099
3707
-272,451
3708
-10,246
3709
-3,191
3710
-50,600
3711
-1,270
3712
-41
3713
-12,905
3714
-20,021
3715
-35,623
3716
-1,400
3717
-2,125
3718
-14,836
3719
-368
3720
-7,666
3721
-51,201
3722
-1,694
3723
-23,951
3724
-2
3725
-4,464