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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
$83.9B
AUM Growth
+$1.91B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,042
New
Increased
Reduced
Closed

Top Buys

1 +$175M
2 +$158M
3 +$140M
4
BCE icon
BCE
BCE
+$119M
5
USB icon
US Bancorp
USB
+$107M

Top Sells

1 +$395M
2 +$375M
3 +$318M
4
ARMH
ARM HOLDINGS PLC ADS
ARMH
+$318M
5
GILD icon
Gilead Sciences
GILD
+$264M

Sector Composition

1 Financials 27.23%
2 Energy 11.73%
3 Communication Services 9.43%
4 Industrials 8.48%
5 Technology 7.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3926
-407
3927
$0 ﹤0.01%
14
3928
-34,700
3929
$0 ﹤0.01%
+20
3930
$0 ﹤0.01%
13
-2,664
3931
$0 ﹤0.01%
23
-1
3932
0
3933
-6
3934
-11
3935
-550
3936
-90
3937
-5,162
3938
0
3939
-1,616
3940
$0 ﹤0.01%
31
3941
$0 ﹤0.01%
62
3942
-32,059
3943
-1,185
3944
-13
3945
-708,525
3946
-500
3947
-10
3948
-198,667
3949
-750
3950
-2,000