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
$208M
AUM Growth
+$20.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,046
New
Increased
Reduced
Closed

Top Buys

1 +$905M
2 +$900M
3 +$596M
4
BN icon
Brookfield
BN
+$554M
5
TU icon
Telus
TU
+$458M

Top Sells

1 +$1.07B
2 +$638M
3 +$550M
4
NVDA icon
NVIDIA
NVDA
+$423M
5
UNH icon
UnitedHealth
UNH
+$370M

Sector Composition

1 Communication Services 23.73%
2 Financials 17.39%
3 Consumer Discretionary 16.47%
4 Technology 11.55%
5 Industrials 5.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3826
-110,607
3827
-23,135
3828
-204,684
3829
-485,000
3830
-126,000
3831
-400
3832
-79,465
3833
-81,823
3834
-63,519
3835
-36,503
3836
-150,480
3837
-1,740
3838
-174,999
3839
-283,413
3840
-69,653
3841
-80,700
3842
-2,157
3843
-3,750
3844
-5,057
3845
-3,568
3846
-8,700
3847
-13,190
3848
-60,927
3849
-1,474,975
3850
-20,640