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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
$108B
AUM Growth
+$10.5B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,538
New
Increased
Reduced
Closed

Top Buys

1 +$545M
2 +$403M
3 +$340M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$324M
5
AABA
Altaba Inc
AABA
+$291M

Sector Composition

1 Financials 26.59%
2 Technology 11.8%
3 Energy 10.1%
4 Communication Services 8.35%
5 Industrials 8.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
4301
$0 ﹤0.01%
63
4302
-1,855
4303
$0 ﹤0.01%
17
-1,520
4304
-139
4305
$0 ﹤0.01%
10
-1,700
4306
-221
4307
-166
4308
$0 ﹤0.01%
51
-603
4309
-708
4310
-172
4311
-1,165
4312
-2,422
4313
-67,019
4314
$0 ﹤0.01%
13
-295
4315
-897,750
4316
-257
4317
0
4318
-21
4319
-14,680
4320
$0 ﹤0.01%
3
-139
4321
-271,099
4322
-252
4323
-113
4324
-3,713
4325
-39