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
$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 14.22%
5 Industrials 4.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3726
-25,000
3727
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3728
-14,350
3729
-10,764
3730
-189,148
3731
-43,794
3732
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3733
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3734
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3735
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3736
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3737
-829
3738
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3739
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3740
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3741
-108,678
3742
-73,861
3743
-27,491
3744
-20,649
3745
-26,740
3746
-22
3747
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3748
-525,173
3749
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3750
-3,123