Bank of Montreal

Bank of Montreal Portfolio holdings

AUM $252B
1-Year Est. Return 30.02%
 

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
+30.02%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$199B
AUM Growth
+$7.27B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,369
New
Increased
Reduced
Closed

Top Buys

1 +$742M
2 +$507M
3 +$445M
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$418M
5
MSTR icon
Strategy Inc
MSTR
+$267M

Top Sells

1 +$2.72B
2 +$1.19B
3 +$1.03B
4
CM icon
Canadian Imperial Bank of Commerce
CM
+$886M
5
MA icon
Mastercard
MA
+$775M

Sector Composition

1 Financials 22.54%
2 Technology 21.73%
3 Communication Services 8.95%
4 Industrials 7.31%
5 Consumer Discretionary 6.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
426
$45.3M 0.02%
611,426
-22,222
427
$45.1M 0.02%
325,202
+38,070
428
$44.3M 0.02%
336,735
+111,040
429
$43.9M 0.02%
847,804
-157,142
430
$43.9M 0.02%
711,911
+16,866
431
$43.7M 0.02%
294,667
-89,588
432
$43.5M 0.02%
1,533,094
-316,540
433
$43.5M 0.02%
638,607
-68,507
434
$43.5M 0.02%
824,228
+82,212
435
$43.4M 0.02%
257,079
-80,674
436
$43.1M 0.02%
281,074
+81,465
437
$42.9M 0.02%
4,044,273
-1,584,713
438
$42.9M 0.02%
517,493
+26,428
439
$42.7M 0.02%
529,921
+53,666
440
$42.5M 0.02%
544,669
-566,154
441
$42.4M 0.02%
547,335
+93,418
442
$42.3M 0.02%
7,319,417
+5,097,888
443
$42.2M 0.02%
463,933
+22,086
444
$42M 0.02%
1,266,519
-22,925
445
$41.7M 0.02%
1,403,528
+100,599
446
$41.5M 0.02%
228,450
-13,244
447
$41.4M 0.02%
410,102
-58,539
448
$41.1M 0.02%
1,611,280
+1,299,639
449
$40.8M 0.02%
15,610
+1,125
450
$40.5M 0.02%
313,280
-20,038