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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
$108B
AUM Growth
+$10.5B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,538
New
Increased
Reduced
Closed

Top Buys

1 +$545M
2 +$403M
3 +$340M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$324M
5
AABA
Altaba Inc
AABA
+$291M

Sector Composition

1 Financials 26.59%
2 Technology 11.8%
3 Energy 10.1%
4 Communication Services 8.35%
5 Industrials 8.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3801
$1K ﹤0.01%
18
-175
3802
$1K ﹤0.01%
40
-1,300
3803
$1K ﹤0.01%
610
3804
$1K ﹤0.01%
+400
3805
$1K ﹤0.01%
131
-893
3806
$1K ﹤0.01%
57
3807
$1K ﹤0.01%
2
-8
3808
$1K ﹤0.01%
201
-40
3809
$1K ﹤0.01%
75
-105
3810
$1K ﹤0.01%
150
-1
3811
$1K ﹤0.01%
142
-337
3812
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247
3813
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107
-229
3814
$1K ﹤0.01%
100
3815
$1K ﹤0.01%
269
-379
3816
$1K ﹤0.01%
83
3817
$1K ﹤0.01%
81
3818
$1K ﹤0.01%
331
3819
$1K ﹤0.01%
300
-204
3820
$1K ﹤0.01%
139
-152
3821
$1K ﹤0.01%
1,130
+200
3822
$1K ﹤0.01%
86
3823
$1K ﹤0.01%
2,784
-388
3824
$1K ﹤0.01%
54
-181,684
3825
$1K ﹤0.01%
551
+246