Bank of Montreal

Bank of Montreal Portfolio holdings

AUM $252B
1-Year Est. Return 30.01%
 

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
+30.01%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$118B
AUM Growth
+$8.57B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,605
New
Increased
Reduced
Closed

Top Buys

1 +$596M
2 +$344M
3 +$303M
4
RY icon
Royal Bank of Canada
RY
+$291M
5
CMCSA icon
Comcast
CMCSA
+$244M

Top Sells

1 +$1.35B
2 +$558M
3 +$346M
4
TSG
The Stars Group Inc.
TSG
+$194M
5
BA icon
Boeing
BA
+$168M

Sector Composition

1 Financials 26.42%
2 Technology 11.13%
3 Energy 9.09%
4 Communication Services 8.67%
5 Industrials 8.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
4551
-96
4552
-3,366
4553
-31,081
4554
-949
4555
-4,000
4556
-10,300
4557
-1,440
4558
-215
4559
$0 ﹤0.01%
350
4560
0
4561
$0 ﹤0.01%
33
4562
-6,927
4563
-475
4564
$0 ﹤0.01%
68
-2
4565
$0 ﹤0.01%
47
-1
4566
-90
4567
-3,400
4568
-200
4569
-12,150
4570
-199
4571
-539,200
4572
-3,940
4573
-274,313
4574
$0 ﹤0.01%
12
4575
-17,717