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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
$109B
AUM Growth
-$2.19B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,098
New
Increased
Reduced
Closed

Top Buys

1 +$879M
2 +$561M
3 +$465M
4
NFLX icon
Netflix
NFLX
+$312M
5
AMZN icon
Amazon
AMZN
+$291M

Top Sells

1 +$622M
2 +$434M
3 +$392M
4
AGU
Agrium
AGU
+$329M
5
AABA
Altaba Inc
AABA
+$256M

Sector Composition

1 Financials 27.36%
2 Technology 10.51%
3 Energy 9.09%
4 Communication Services 8.8%
5 Industrials 8.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3876
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3878
-5,742
3879
0
3880
-133
3881
-101,466
3882
-681
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-2,000
3885
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3886
-45,820
3887
-311
3888
-36,564
3889
-6,505
3890
-9,132
3891
-357
3892
$0 ﹤0.01%
82
3893
-1,535
3894
-984,196
3895
$0 ﹤0.01%
60
3896
$0 ﹤0.01%
1
3897
-409
3898
$0 ﹤0.01%
+500
3899
-400,550
3900
-739