We are live on ! Find out more
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
$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
3751
-100
3752
-248,678
3753
-11,598
3754
-22,414
3755
-8,789
3756
-18,872
3757
-69,723
3758
-10,692
3759
-191,893
3760
-3,768
3761
-190,116
3762
-397
3763
-149,701
3764
-712
3765
-30,737
3766
-87,003
3767
-939
3768
-316,904
3769
-25,154
3770
-18,111
3771
-9,730
3772
-55,083
3773
-5,217
3774
-10,656
3775
-2,260