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
$243B
AUM Growth
+$43.7B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,400
New
Increased
Reduced
Closed

Top Buys

1 +$1.08B
2 +$706M
3 +$604M
4
MSFT icon
Microsoft
MSFT
+$515M
5
GLD icon
SPDR Gold Trust
GLD
+$499M

Top Sells

1 +$742M
2 +$513M
3 +$488M
4
CNQ icon
Canadian Natural Resources
CNQ
+$389M
5
AMD icon
Advanced Micro Devices
AMD
+$380M

Sector Composition

1 Financials 23.02%
2 Technology 22.97%
3 Communication Services 8.19%
4 Consumer Discretionary 6.43%
5 Industrials 6.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
376
$68.4M 0.03%
876,498
+62,899
377
$67.3M 0.03%
141,224
+9,473
378
$67.2M 0.03%
521,557
+56,512
379
$66.9M 0.03%
554,145
-5,939
380
$66.7M 0.03%
973,945
+92,575
381
$66.5M 0.03%
593,192
+68,625
382
$66M 0.03%
684,057
+12,724
383
$65.6M 0.03%
844,155
+159,257
384
$65.5M 0.03%
1,469,940
-114,159
385
$65.2M 0.03%
1,290,145
-14,188
386
$65.1M 0.03%
609,806
-3,602
387
$64.5M 0.03%
958,476
+381,308
388
$64.5M 0.03%
9,000,395
-336,411
389
$64.1M 0.03%
950,345
+50,868
390
$64.1M 0.03%
67,221
-9,502
391
$63.5M 0.03%
2,643,000
+2,642,983
392
$63.4M 0.03%
380,326
+270,732
393
$62.9M 0.03%
786,306
+19,812
394
$62.6M 0.03%
546,593
+11,436
395
$62.6M 0.03%
503,134
+75,983
396
$62.5M 0.03%
319,124
+36,064
397
$62.2M 0.03%
314,602
-29,449
398
$61.9M 0.03%
1,735,851
+1,412,977
399
$61.5M 0.03%
1,409,378
+1,071,340
400
$61.4M 0.03%
1,465,815
+55,081