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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
$274B
AUM Growth
+$36.6B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,983
New
Increased
Reduced
Closed

Top Buys

1 +$1.05B
2 +$748M
3 +$737M
4
AMZN icon
Amazon
AMZN
+$610M
5
META icon
Meta Platforms (Facebook)
META
+$568M

Top Sells

1 +$436M
2 +$325M
3 +$260M
4
MA icon
Mastercard
MA
+$233M
5
C icon
Citigroup
C
+$212M

Sector Composition

1 Communication Services 26.76%
2 Consumer Discretionary 18.74%
3 Financials 14.81%
4 Technology 13.17%
5 Industrials 4.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3801
-12,243
3802
-5,664
3803
-12,482
3804
-58,349
3805
-13,008
3806
-12,772
3807
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3808
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3809
-10,625
3810
-15,107
3811
-363
3812
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3813
$0 ﹤0.01%
+10,000
3814
-20
3815
-15,490
3816
-6,696
3817
-15,821
3818
-487,283
3819
-4,873
3820
-26,556
3821
-108
3822
-5,000
3823
-19,186
3824
-13,989
3825
-6,791