Bank of Montreal

Bank of Montreal Portfolio holdings

AUM $252B
1-Year Est. Return 27.61%
 

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
+27.61%
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 +$758M
2 +$527M
3 +$493M
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$423M
5
MSTR icon
Strategy Inc
MSTR
+$297M

Top Sells

1 +$2.94B
2 +$1.49B
3 +$1.17B
4
CM icon
Canadian Imperial Bank of Commerce
CM
+$978M
5
MA icon
Mastercard
MA
+$787M

Sector Composition

1 Financials 22.53%
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
26
$1.48B 0.7%
14,228,768
-357,059
27
$1.47B 0.69%
7,148,885
+200,810
28
$1.47B 0.69%
1,484,014
-121,255
29
$1.45B 0.68%
45,307,807
-4,809,694
30
$1.43B 0.67%
16,196,886
+4,793,271
31
$1.34B 0.63%
83,536,575
+95,471
32
$1.31B 0.61%
11,334,086
+567,312
33
$1.27B 0.6%
2,500,967
-141,365
34
$1.23B 0.58%
8,679,324
-1,907,973
35
$1.14B 0.53%
2,346,397
-277,769
36
$1.12B 0.53%
1,442,238
-81,138
37
$1.11B 0.52%
9,271,840
-616,803
38
$1.06B 0.5%
22,210,523
-1,024,863
39
$1.05B 0.49%
10,737,149
-587,362
40
$1.05B 0.49%
4,863,368
+1,247,970
41
$1.04B 0.49%
5,147,057
-463,322
42
$1.02B 0.48%
21,456,062
+595,272
43
$1.01B 0.47%
1,795,660
-1,400,928
44
$992M 0.47%
22,773,050
-380,896
45
$934M 0.44%
24,919,006
+498,472
46
$917M 0.43%
27,363,460
-1,017,736
47
$917M 0.43%
41,307,420
+979,549
48
$912M 0.43%
1,288,989
+159,768
49
$902M 0.42%
6,402,618
+816,046
50
$839M 0.39%
5,107,505
+90,477