Bank of Montreal

Bank of Montreal Portfolio holdings

AUM $252B
1-Year Est. Return 30.01%
 

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
+30.01%
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 4.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3826
-9,690
3827
-10,625
3828
-15,107
3829
-363
3830
-2,693
3831
$0 ﹤0.01%
+10,000
3832
-20
3833
-15,490
3834
-6,696
3835
-15,821
3836
-487,283
3837
-4,873
3838
-26,556
3839
-108
3840
-5,000
3841
-19,186
3842
-13,989
3843
-6,791
3844
-916,925
3845
-7,586
3846
-1,331
3847
-756
3848
-1,992
3849
-12,370
3850
-157