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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
$110B
AUM Growth
+$88.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,584
New
Increased
Reduced
Closed

Top Buys

1 +$1.32B
2 +$484M
3 +$229M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$201M
5
INTC icon
Intel
INTC
+$190M

Top Sells

1 +$726M
2 +$374M
3 +$239M
4
CM icon
Canadian Imperial Bank of Commerce
CM
+$202M
5
HD icon
Home Depot
HD
+$192M

Sector Composition

1 Financials 25.84%
2 Technology 11.25%
3 Energy 9.79%
4 Communication Services 8.88%
5 Consumer Discretionary 8.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
4401
0
4402
-2,726
4403
-165
4404
-1,250,411
4405
-1,101,430
4406
-37,471
4407
-219
4408
-1,385
4409
-2,146
4410
-200
4411
-23,020
4412
-85,500
4413
-4,170
4414
$0 ﹤0.01%
60
4415
-45,675
4416
-1,471
4417
-193
4418
-132
4419
0
4420
-1,000
4421
-1,015
4422
-25,000
4423
-41,000
4424
-180
4425
-94,651